VHCIX vs. VTI
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Total Stock Market ETF (VTI).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHCIX or VTI.
Key characteristics
| VHCIX | VTI | |
|---|---|---|
| YTD Return | 14.93% | 17.69% |
| 1Y Return | 19.14% | 25.82% |
| 3Y Return (Ann) | 5.17% | 8.20% |
| 5Y Return (Ann) | 12.38% | 14.39% |
| 10Y Return (Ann) | 10.90% | 12.33% |
| Sharpe Ratio | 1.72 | 2.06 |
| Daily Std Dev | 11.25% | 13.08% |
| Max Drawdown | -39.12% | -55.45% |
| Current Drawdown | -0.67% | -0.67% |
Correlation
The correlation between VHCIX and VTI 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. VTI - Performance Comparison
In the year-to-date period, VHCIX achieves a 14.93% return, which is significantly lower than VTI's 17.69% return. Over the past 10 years, VHCIX has underperformed VTI with an annualized return of 10.90%, while VTI has yielded a comparatively higher 12.33% 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. VTI - Expense Ratio Comparison
VHCIX has a 0.10% expense ratio, which is higher than VTI'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. VTI - 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 Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.24%, less than VTI's 1.32% 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% |
VTI Vanguard Total Stock Market ETF | 1.32% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VHCIX vs. VTI - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VHCIX and VTI. For additional features, visit the drawdowns tool.
Volatility
VHCIX vs. VTI - Volatility Comparison
The current volatility for Vanguard Health Care Index Fund Admiral Shares (VHCIX) is 2.31%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.40%. This indicates that VHCIX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.