VHCIX vs. VITAX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or VITAX.
Correlation
The correlation between VHCIX and VITAX is 0.79, 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.
Performance
VHCIX vs. VITAX - Performance Comparison
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Key characteristics
VHCIX:
-0.44
VITAX:
0.53
VHCIX:
-0.39
VITAX:
1.02
VHCIX:
0.95
VITAX:
1.14
VHCIX:
-0.34
VITAX:
0.67
VHCIX:
-0.86
VITAX:
2.19
VHCIX:
6.79%
VITAX:
8.38%
VHCIX:
15.90%
VITAX:
30.60%
VHCIX:
-39.12%
VITAX:
-54.81%
VHCIX:
-14.18%
VITAX:
-4.60%
Returns By Period
In the year-to-date period, VHCIX achieves a -3.26% return, which is significantly lower than VITAX's -0.66% return. Over the past 10 years, VHCIX has underperformed VITAX with an annualized return of 7.32%, while VITAX has yielded a comparatively higher 20.05% annualized return.
VHCIX
-3.26%
-0.62%
-5.59%
-7.10%
6.30%
7.32%
VITAX
-0.66%
22.02%
2.53%
16.43%
20.41%
20.05%
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VHCIX vs. VITAX - Expense Ratio Comparison
Both VHCIX and VITAX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VHCIX vs. VITAX — Risk-Adjusted Performance Rank
VHCIX
VITAX
VHCIX vs. VITAX - 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 Information Technology Index Fund Admiral Shares (VITAX). 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.
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Dividends
VHCIX vs. VITAX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.63%, more than VITAX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.63% | 1.52% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
VHCIX vs. VITAX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VHCIX and VITAX. For additional features, visit the drawdowns tool.
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Volatility
VHCIX vs. VITAX - Volatility Comparison
Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX) have volatilities of 7.56% and 7.83%, 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.
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