VHCIX vs. VOO
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard S&P 500 ETF (VOO).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or VOO.
Correlation
The correlation between VHCIX and VOO is 0.78, 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. VOO - Performance Comparison
Key characteristics
VHCIX:
-0.43
VOO:
-0.07
VHCIX:
-0.48
VOO:
0.01
VHCIX:
0.94
VOO:
1.00
VHCIX:
-0.41
VOO:
-0.07
VHCIX:
-1.11
VOO:
-0.36
VHCIX:
5.11%
VOO:
3.31%
VHCIX:
13.15%
VOO:
15.79%
VHCIX:
-39.12%
VOO:
-33.99%
VHCIX:
-14.00%
VOO:
-17.13%
Returns By Period
In the year-to-date period, VHCIX achieves a -3.06% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, VHCIX has underperformed VOO with an annualized return of 7.76%, while VOO has yielded a comparatively higher 11.35% annualized return.
VHCIX
-3.06%
-9.75%
-11.21%
-4.40%
10.16%
7.76%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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VHCIX vs. VOO - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VHCIX vs. VOO — Risk-Adjusted Performance Rank
VHCIX
VOO
VHCIX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.63%, more than VOO's 1.50% 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% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VHCIX vs. VOO - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VHCIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VHCIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 6.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.