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.
Key characteristics
| VHCIX | VOO | |
|---|---|---|
| YTD Return | 14.93% | 19.06% |
| 1Y Return | 19.14% | 26.65% |
| 3Y Return (Ann) | 5.17% | 9.85% |
| 5Y Return (Ann) | 12.38% | 15.18% |
| 10Y Return (Ann) | 10.90% | 12.95% |
| Sharpe Ratio | 1.72 | 2.18 |
| Daily Std Dev | 11.25% | 12.72% |
| Max Drawdown | -39.12% | -33.99% |
| Current Drawdown | -0.67% | -0.48% |
Correlation
The correlation between VHCIX and VOO 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. VOO - Performance Comparison
In the year-to-date period, VHCIX achieves a 14.93% return, which is significantly lower than VOO's 19.06% return. Over the past 10 years, VHCIX has underperformed VOO with an annualized return of 10.90%, while VOO has yielded a comparatively higher 12.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 1.24%, less than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.24% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.13% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 2.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.25%. 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.