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:
0.25
VOO:
2.21
VHCIX:
0.42
VOO:
2.92
VHCIX:
1.05
VOO:
1.41
VHCIX:
0.23
VOO:
3.34
VHCIX:
0.65
VOO:
14.07
VHCIX:
4.43%
VOO:
2.01%
VHCIX:
11.28%
VOO:
12.80%
VHCIX:
-39.12%
VOO:
-33.99%
VHCIX:
-9.57%
VOO:
-1.36%
Returns By Period
The year-to-date returns for both investments are quite close, with VHCIX having a 1.94% return and VOO slightly higher at 1.98%. Over the past 10 years, VHCIX has underperformed VOO with an annualized return of 8.74%, while VOO has yielded a comparatively higher 13.52% annualized return.
VHCIX
1.94%
2.44%
-3.81%
2.87%
7.08%
8.74%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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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 1.50%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.50% | 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 | 1.22% | 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 3.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. 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.