VMGMX vs. VHT

In the year-to-date period, VMGMX achieves a 7.19% return, which is significantly higher than VHT's -3.30% return. Over the past 10 years, VMGMX has outperformed VHT with an annualized return of 10.40%, while VHT has yielded a comparatively lower 7.32% annualized return.

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VMGMX has a 0.07% expense ratio, which is lower than VHT's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and Vanguard Health Care ETF (VHT). 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.

The current VMGMX Sharpe Ratio is 0.78, which is higher than the VHT Sharpe Ratio of -0.45. The chart below compares the historical Sharpe Ratios of VMGMX and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMGMX's dividend yield for the trailing twelve months is around 0.64%, less than VHT's 1.63% yield.

The maximum VMGMX drawdown since its inception was -37.17%, roughly equal to the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for VMGMX and VHT. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) is 6.12%, while Vanguard Health Care ETF (VHT) has a volatility of 7.63%. This indicates that VMGMX experiences smaller price fluctuations and is considered to be less risky than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.