VITAX vs. VHCIX
Compare and contrast key facts about Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX).
VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004. VHCIX is managed by Vanguard. It was launched on Feb 5, 2004.
Performance
VITAX vs. VHCIX - Performance Comparison
Loading graphics...
VITAX vs. VHCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | -7.30% | 21.78% | 29.26% | 52.69% | -29.67% | 30.36% | 45.93% | 48.72% | 2.51% | 37.07% |
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% |
Returns By Period
In the year-to-date period, VITAX achieves a -7.30% return, which is significantly lower than VHCIX's -4.95% return. Over the past 10 years, VITAX has outperformed VHCIX with an annualized return of 21.35%, while VHCIX has yielded a comparatively lower 9.72% annualized return.
VITAX
- 1D
- 4.32%
- 1M
- -4.86%
- YTD
- -7.30%
- 6M
- -7.06%
- 1Y
- 28.08%
- 3Y*
- 22.58%
- 5Y*
- 14.54%
- 10Y*
- 21.35%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VITAX vs. VHCIX - Expense Ratio Comparison
Both VITAX and VHCIX 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
VITAX vs. VHCIX — Risk / Return Rank
VITAX
VHCIX
VITAX vs. VHCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Information Technology Index Fund Admiral Shares (VITAX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX). 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.
| VITAX | VHCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.27 | +0.80 |
Sortino ratioReturn per unit of downside risk | 1.64 | 0.49 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.06 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 0.51 | +1.26 |
Martin ratioReturn relative to average drawdown | 5.48 | 1.09 | +4.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VITAX | VHCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.27 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.35 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.58 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.56 | +0.04 |
Correlation
The correlation between VITAX and VHCIX is 0.65, 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
VITAX vs. VHCIX - Dividend Comparison
VITAX's dividend yield for the trailing twelve months is around 0.44%, less than VHCIX's 1.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.44% | 0.40% | 0.60% | 0.65% | 0.91% | 0.63% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
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% |
Drawdowns
VITAX vs. VHCIX - Drawdown Comparison
The maximum VITAX drawdown since its inception was -54.81%, which is greater than VHCIX's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for VITAX and VHCIX.
Loading graphics...
Drawdown Indicators
| VITAX | VHCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -39.12% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -10.39% | -5.99% |
Max Drawdown (5Y)Largest decline over 5 years | -35.10% | -17.77% | -17.33% |
Max Drawdown (10Y)Largest decline over 10 years | -35.10% | -28.58% | -6.52% |
Current DrawdownCurrent decline from peak | -12.77% | -7.98% | -4.79% |
Average DrawdownAverage peak-to-trough decline | -8.06% | -5.96% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 4.97% | +0.33% |
Volatility
VITAX vs. VHCIX - Volatility Comparison
Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a higher volatility of 8.04% compared to Vanguard Health Care Index Fund Admiral Shares (VHCIX) at 5.11%. This indicates that VITAX's price experiences larger fluctuations and is considered to be riskier than VHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VITAX | VHCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.04% | 5.11% | +2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 16.41% | 10.28% | +6.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 17.64% | +10.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.29% | 14.88% | +10.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.72% | 16.93% | +7.79% |