VHCIX vs. VGHAX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Health Care Fund Admiral Shares (VGHAX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. VGHAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or VGHAX.
Performance
VHCIX vs. VGHAX - Performance Comparison
Returns By Period
In the year-to-date period, VHCIX achieves a 5.17% return, which is significantly higher than VGHAX's -2.11% return. Over the past 10 years, VHCIX has outperformed VGHAX with an annualized return of 9.21%, while VGHAX has yielded a comparatively lower -0.14% annualized return.
VHCIX
5.17%
-7.34%
-1.60%
13.46%
9.02%
9.21%
VGHAX
-2.11%
-9.86%
-5.43%
2.54%
0.37%
-0.14%
Key characteristics
| VHCIX | VGHAX | |
|---|---|---|
| Sharpe Ratio | 1.23 | 0.21 |
| Sortino Ratio | 1.73 | 0.36 |
| Omega Ratio | 1.22 | 1.04 |
| Calmar Ratio | 1.29 | 0.15 |
| Martin Ratio | 5.40 | 0.64 |
| Ulcer Index | 2.54% | 3.87% |
| Daily Std Dev | 11.16% | 11.96% |
| Max Drawdown | -39.12% | -45.79% |
| Current Drawdown | -9.10% | -15.00% |
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VHCIX vs. VGHAX - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is lower than VGHAX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VHCIX and VGHAX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
VHCIX vs. VGHAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Health Care Fund Admiral Shares (VGHAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VHCIX vs. VGHAX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.47%, more than VGHAX's 0.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.47% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% | 1.13% |
VGHAX Vanguard Health Care Fund Admiral Shares | 0.93% | 0.89% | 0.83% | 0.91% | 0.93% | 1.22% | 1.28% | 1.06% | 1.06% | 1.24% | 1.05% | 1.32% |
Drawdowns
VHCIX vs. VGHAX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum VGHAX drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for VHCIX and VGHAX. For additional features, visit the drawdowns tool.
Volatility
VHCIX vs. VGHAX - Volatility Comparison
Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Health Care Fund Admiral Shares (VGHAX) have volatilities of 3.84% and 3.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.