VHT vs DFUS
Comparison between VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF) and DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF).
5-Year PerformanceDFUS has outperformed VHT, delivering a return of +12.9% compared to +6.2%
VHT vs DFUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VHT
$21B
DFUS
$21B
Expense Ratio
VHT
0.09%
DFUS
0.09%
Max Drawdown
VHT
40.91%
Winner
DFUS
25.36%
Sharpe Ratio
Winner
VHT
1.58
DFUS
1.28
5Y Beta
Winner
VHT
0.48
DFUS
0.99
P/E Ratio
VHT
45.29
Winner
DFUS
26.57
Forward P/E
VHT
20.80
Winner
DFUS
20.59
5Y Dividends CAGR
VHT
14.84%
Winner
DFUS
52.11%
5Y EPS CAGR
VHT
9.67%
Winner
DFUS
25.85%
Debt to Equity
VHT
128.21%
DFUS
N/A
P/S Ratio
Winner
VHT
1.70
DFUS
3.42
P/B Ratio
Winner
VHT
5.21
DFUS
5.39
VHT vs DFUS - Holdings Comparison
VHT and DFUS have 234 common holdings. Overlap is 8.50%
VHT's top 25 holdings weight is 72.52%. DFUS's top 25 holdings weight is 47.02%.
| Rank | VHT | DFUS |
|---|---|---|
| #1 | ELI LILLY AND CO (LLY) - 14.16% | NVIDIA CORP (NVDA) - 6.89% |
| #2 | JOHNSON & JOHNSON (JNJ) - 8.87% | APPLE INC (AAPL) - 6.18% |
| #3 | ABBVIE INC (ABBV) - 6.54% | MICROSOFT CORP (MSFT) - 4.06% |
| #4 | UNITEDHEALTH GROUP INC (UNH) - 5.55% | AMAZON.COM INC (AMZN) - 3.36% |
| #5 | MERCK & CO INC (MRK) - 4.67% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | AMGEN INC (AMGN) - 2.87% | BROADCOM INC (AVGO) - 2.64% |
| #7 | THERMO FISHER SCIENTIFIC INC (TMO) - 2.74% | ALPHABET INC CLASS C (GOOG) - 2.52% |
| #8 | ABBOTT LABORATORIES (ABT) - 2.32% | META PLATFORMS INC CLASS A (META) - 1.81% |
| #9 | GILEAD SCIENCES INC (GILD) - 2.31% | MICRON TECHNOLOGY INC (MU) - 1.73% |
| #10 | INTUITIVE SURGICAL INC (ISRG) - 2.08% | TESLA INC (TSLA) - 1.68% |
| #11 | PFIZER INC (PFE) - 2.01% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% |
| #12 | CVS HEALTH CORP (CVS) - 1.93% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.86% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | DANAHER CORP (DHR) - 1.78% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.73% | EXXON MOBIL CORP (XOM) - 0.85% |
| #16 | STRYKER CORP (SYK) - 1.60% | INTEL CORP (INTC) - 0.85% |
| #17 | MEDTRONIC PLC (MDT) - 1.48% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #18 | MCKESSON CORP (MCK) - 1.36% | VISA INC CLASS A (V) - 0.80% |
| #19 | ELEVANCE HEALTH INC (ELV) - 1.22% | WALMART INC (WMT) - 0.75% |
| #20 | THE CIGNA GROUP (CI) - 1.07% | LAM RESEARCH CORP (LRCX) - 0.70% |
| #21 | REGENERON PHARMACEUTICALS INC (REGN) - 0.95% | APPLIED MATERIALS INC (AMAT) - 0.68% |
| #22 | BOSTON SCIENTIFIC CORP (BSX) - 0.93% | CISCO SYSTEMS INC (CSCO) - 0.67% |
| #23 | HCA HEALTHCARE INC (HCA) - 0.90% | CATERPILLAR INC (CAT) - 0.65% |
| #24 | CARDINAL HEALTH INC (CAH) - 0.82% | COSTCO WHOLESALE CORP (COST) - 0.62% |
| #25 | EDWARDS LIFESCIENCES CORP (EW) - 0.77% | MASTERCARD INC CLASS A (MA) - 0.59% |
| Total Holdings | 429 | 1906 |
VHT vs DFUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VHT
+8.54%
DFUS
+2.24%
3M
Winner
VHT
+18.91%
DFUS
+3.80%
6M
Winner
VHT
+13.85%
DFUS
+11.82%
1Y
Winner
VHT
+31.21%
DFUS
+22.35%
5Y(CAGR)
VHT
+6.18%
Winner
DFUS
+12.86%
10Y(CAGR)
VHT
+10.79%
DFUS
N/A
Max(CAGR)
VHT
+10.22%
Winner
DFUS
+13.30%
VHT vs DFUS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VHT | DFUS |
|---|---|---|
| 2026 | +14.30% | +13.04% |
| 2025 | +15.30% | +17.66% |
| 2024 | +1.10% | +25.28% |
| 2023 | +2.93% | +26.93% |
| 2022 | -5.01% | -18.83% |
| 2021 | +21.18% | +11.90% |
| 2020 | +18.07% | N/A |
| 2019 | +23.51% | N/A |
| 2018 | +4.28% | N/A |
| 2017 | +21.75% | N/A |
| 2016 | -1.27% | N/A |
| 2015 | +6.87% | N/A |
| 2014 | +26.12% | N/A |
| 2013 | +39.74% | N/A |
| 2012 | +17.63% | N/A |
| 2011 | +9.53% | N/A |
| 2010 | +4.15% | N/A |
| 2009 | +19.81% | N/A |
| 2008 | -22.72% | N/A |
| 2007 | +7.86% | N/A |
| 2006 | +5.56% | N/A |
| 2005 | +9.70% | N/A |
| 2004 | +0.73% | N/A |
VHT vs DFUS Drawdown Comparison
The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The current VHT drawdown is -0.54%. The current DFUS drawdown is -1.69%.
| Rank | VHT | DFUS |
|---|---|---|
| #1 | -39.10% Dec 10, 2007 - Mar 3, 2011 | -24.62% Jan 3, 2022 - Dec 13, 2023 |
| #2 | -28.86% Feb 19, 2020 - Jun 8, 2020 | -19.44% Feb 19, 2025 - Jun 27, 2025 |
| #3 | -20.26% Jul 20, 2015 - Jun 1, 2017 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -18.31% May 18, 2011 - Feb 1, 2012 | -8.66% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -17.71% Dec 30, 2021 - Feb 6, 2024 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #6 | -16.97% Oct 1, 2018 - Nov 8, 2019 | -5.29% Oct 28, 2025 - Dec 10, 2025 |
| #7 | -16.90% Aug 30, 2024 - Nov 12, 2025 | -5.07% Sep 3, 2021 - Oct 20, 2021 |
| #8 | -13.77% Apr 22, 2004 - Apr 29, 2005 | -4.60% Dec 4, 2024 - Jan 23, 2025 |
| #9 | -12.07% Jan 26, 2018 - Aug 2, 2018 | -4.52% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -10.40% Jan 7, 2026 - Jun 26, 2026 | -4.46% Jun 2, 2026 - Aug 3, 2026 |
| #11 | -9.69% Mar 22, 2006 - Sep 12, 2006 | -3.07% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -8.44% Mar 4, 2014 - Jun 20, 2014 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #13 | -8.00% Sep 2, 2021 - Dec 23, 2021 | -2.77% Oct 18, 2024 - Nov 6, 2024 |
| #14 | -7.85% Feb 12, 2021 - Apr 15, 2021 | -2.72% Dec 11, 2025 - Dec 23, 2025 |
| #15 | -7.70% Feb 11, 2004 - Apr 22, 2004 | -2.50% Jul 28, 2025 - Aug 12, 2025 |
Correlation
Correlation between VHT and DFUS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2004 - 2026)
VHT vs DFUS dividend yield comparison.
| Year | VHT | DFUS |
|---|---|---|
| 2026 | 0.60% | 0.44% |
| 2025 | 1.61% | 0.88% |
| 2024 | 1.53% | 1.04% |
| 2023 | 1.36% | 1.33% |
| 2022 | 1.33% | 1.48% |
| 2021 | 1.14% | 0.85% |
| 2020 | 1.21% | 0.00% |
| 2019 | 1.89% | 0.00% |
| 2018 | 1.38% | 0.00% |
| 2017 | 1.31% | 0.00% |
| 2016 | 1.45% | 0.00% |
| 2015 | 1.22% | 0.00% |
| 2014 | 1.02% | 0.00% |
| 2013 | 1.12% | 0.00% |
| 2012 | 1.67% | 0.00% |
| 2011 | 1.71% | 0.00% |
| 2010 | 1.74% | 0.00% |
| 2009 | 2.74% | 0.00% |
| 2008 | 1.65% | 0.00% |
| 2007 | 1.35% | 0.00% |
| 2006 | 1.08% | 0.00% |
| 2005 | 0.72% | 0.00% |
| 2004 | 0.26% | 0.00% |
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