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:
0.23
VOO:
1.76
VHCIX:
0.40
VOO:
2.37
VHCIX:
1.05
VOO:
1.32
VHCIX:
0.22
VOO:
2.66
VHCIX:
0.56
VOO:
11.10
VHCIX:
4.78%
VOO:
2.02%
VHCIX:
11.67%
VOO:
12.79%
VHCIX:
-39.12%
VOO:
-33.99%
VHCIX:
-6.01%
VOO:
-2.11%
Returns By Period
In the year-to-date period, VHCIX achieves a 5.94% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, VHCIX has underperformed VOO with an annualized return of 8.80%, while VOO has yielded a comparatively higher 13.03% annualized return.
VHCIX
5.94%
2.23%
-5.11%
1.30%
8.03%
8.80%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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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 1.44%, 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 | 1.44% | 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
Vanguard Health Care Index Fund Admiral Shares (VHCIX) has a higher volatility of 3.76% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that VHCIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.