VHCIX vs. VUIAX
Compare and contrast key facts about Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX).
VHCIX is managed by Vanguard. It was launched on Feb 5, 2004. VUIAX is managed by Vanguard. It was launched on Apr 28, 2004.
Performance
VHCIX vs. VUIAX - Performance Comparison
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VHCIX vs. VUIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | -4.95% | 15.43% | 2.64% | 2.48% | -5.50% | 20.56% | 18.22% | 21.97% | 5.55% | 23.35% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 7.79% | 16.39% | 23.03% | -7.49% | 1.13% | 17.16% | -0.90% | 24.97% | 4.45% | 12.49% |
Returns By Period
In the year-to-date period, VHCIX achieves a -4.95% return, which is significantly lower than VUIAX's 7.79% return. Both investments have delivered pretty close results over the past 10 years, with VHCIX having a 9.72% annualized return and VUIAX not far behind at 9.59%.
VHCIX
- 1D
- 2.32%
- 1M
- -6.59%
- YTD
- -4.95%
- 6M
- 3.13%
- 1Y
- 6.67%
- 3Y*
- 6.18%
- 5Y*
- 5.11%
- 10Y*
- 9.72%
VUIAX
- 1D
- -0.04%
- 1M
- -2.50%
- YTD
- 7.79%
- 6M
- 5.16%
- 1Y
- 18.84%
- 3Y*
- 13.78%
- 5Y*
- 10.44%
- 10Y*
- 9.59%
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VHCIX vs. VUIAX - Expense Ratio Comparison
Both VHCIX and VUIAX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VHCIX vs. VUIAX — Risk / Return Rank
VHCIX
VUIAX
VHCIX vs. VUIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX). 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.
| VHCIX | VUIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 1.24 | -0.97 |
Sortino ratioReturn per unit of downside risk | 0.49 | 1.69 | -1.20 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.23 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 2.31 | -1.79 |
Martin ratioReturn relative to average drawdown | 1.09 | 5.49 | -4.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VHCIX | VUIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 1.24 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.62 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.50 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.54 | +0.01 |
Correlation
The correlation between VHCIX and VUIAX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VHCIX vs. VUIAX - Dividend Comparison
VHCIX's dividend yield for the trailing twelve months is around 1.72%, less than VUIAX's 2.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.72% | 1.61% | 1.53% | 1.36% | 1.33% | 1.19% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% |
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.57% | 2.73% | 3.01% | 3.49% | 2.98% | 2.56% | 3.17% | 2.82% | 3.23% | 3.18% | 3.19% | 3.64% |
Drawdowns
VHCIX vs. VUIAX - Drawdown Comparison
The maximum VHCIX drawdown since its inception was -39.12%, smaller than the maximum VUIAX drawdown of -46.29%. Use the drawdown chart below to compare losses from any high point for VHCIX and VUIAX.
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Drawdown Indicators
| VHCIX | VUIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.12% | -46.29% | +7.17% |
Max Drawdown (1Y)Largest decline over 1 year | -10.39% | -8.87% | -1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -17.77% | -25.18% | +7.41% |
Max Drawdown (10Y)Largest decline over 10 years | -28.58% | -36.21% | +7.63% |
Current DrawdownCurrent decline from peak | -7.98% | -3.15% | -4.83% |
Average DrawdownAverage peak-to-trough decline | -5.96% | -7.80% | +1.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 3.72% | +1.25% |
Volatility
VHCIX vs. VUIAX - Volatility Comparison
Vanguard Health Care Index Fund Admiral Shares (VHCIX) and Vanguard Utilities Index Fund Admiral Shares (VUIAX) have volatilities of 5.11% and 5.04%, 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.
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Volatility by Period
| VHCIX | VUIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 5.04% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 10.22% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.64% | 15.59% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.88% | 16.96% | -2.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 19.13% | -2.20% |