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.
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
Key characteristics
VHCIX:
0.36
VTI:
1.92
VHCIX:
0.55
VTI:
2.56
VHCIX:
1.07
VTI:
1.35
VHCIX:
0.33
VTI:
2.88
VHCIX:
1.17
VTI:
12.48
VHCIX:
3.43%
VTI:
1.98%
VHCIX:
11.35%
VTI:
12.86%
VHCIX:
-39.12%
VTI:
-55.45%
VHCIX:
-12.03%
VTI:
-3.99%
Returns By Period
In the year-to-date period, VHCIX achieves a 1.77% return, which is significantly lower than VTI's 23.66% return. Over the past 10 years, VHCIX has underperformed VTI with an annualized return of 8.45%, while VTI has yielded a comparatively higher 12.48% annualized return.
VHCIX
1.77%
-3.20%
-4.26%
3.12%
7.01%
8.45%
VTI
23.66%
-0.38%
8.51%
23.75%
13.89%
12.48%
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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 1.17%, less than VTI's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.17% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% | 1.13% |
VTI Vanguard Total Stock Market ETF | 1.29% | 1.44% | 1.67% | 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
Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.67% and 3.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.