VHT vs. VGHCX
Compare and contrast key facts about Vanguard Health Care ETF (VHT) and Vanguard Health Care Fund Investor Shares (VGHCX).
VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 Index. It was launched on Jan 26, 2004. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VHT or VGHCX.
Performance
VHT vs. VGHCX - Performance Comparison
Returns By Period
In the year-to-date period, VHT achieves a 6.05% return, which is significantly higher than VGHCX's -1.43% return. Over the past 10 years, VHT has outperformed VGHCX with an annualized return of 9.33%, while VGHCX has yielded a comparatively lower -0.04% annualized return.
VHT
6.05%
-5.36%
-0.87%
13.16%
8.97%
9.33%
VGHCX
-1.43%
-8.12%
-5.31%
2.07%
0.13%
-0.04%
Key characteristics
| VHT | VGHCX | |
|---|---|---|
| Sharpe Ratio | 1.22 | 0.19 |
| Sortino Ratio | 1.73 | 0.34 |
| Omega Ratio | 1.22 | 1.04 |
| Calmar Ratio | 1.41 | 0.14 |
| Martin Ratio | 5.09 | 0.56 |
| Ulcer Index | 2.70% | 4.18% |
| Daily Std Dev | 11.22% | 12.01% |
| Max Drawdown | -39.12% | -45.86% |
| Current Drawdown | -8.33% | -14.50% |
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VHT vs. VGHCX - Expense Ratio Comparison
VHT has a 0.10% expense ratio, which is lower than VGHCX's 0.30% expense ratio.
Correlation
The correlation between VHT and VGHCX is 0.93, 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.
Risk-Adjusted Performance
VHT vs. VGHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Health Care ETF (VHT) and Vanguard Health Care Fund Investor Shares (VGHCX). 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
VHT vs. VGHCX - Dividend Comparison
VHT's dividend yield for the trailing twelve months is around 1.46%, more than VGHCX's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHT Vanguard Health Care ETF | 1.46% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% | 1.12% |
VGHCX Vanguard Health Care Fund Investor Shares | 0.87% | 0.84% | 0.78% | 0.86% | 0.87% | 1.17% | 1.22% | 1.00% | 1.00% | 1.18% | 1.00% | 1.26% |
Drawdowns
VHT vs. VGHCX - Drawdown Comparison
The maximum VHT drawdown since its inception was -39.12%, smaller than the maximum VGHCX drawdown of -45.86%. Use the drawdown chart below to compare losses from any high point for VHT and VGHCX. For additional features, visit the drawdowns tool.
Volatility
VHT vs. VGHCX - Volatility Comparison
Vanguard Health Care ETF (VHT) and Vanguard Health Care Fund Investor Shares (VGHCX) have volatilities of 3.97% and 4.17%, 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.