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VHT vs SPHQ

Comparison between VANGUARD HEALTH CARE INDEX FUND ETF SHARES (VHT, ETF) and INVESCO S&P 500 QUALITY ETF (SPHQ, ETF).

5-Year PerformanceSPHQ has outperformed VHT, delivering a return of +12.8% compared to +5.2%

VHT vs SPHQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VHT
$20B
SPHQ
$20B
Expense Ratio
Winner
VHT
0.09%
SPHQ
0.15%
Max Drawdown
Winner
VHT
40.91%
SPHQ
57.83%
Sharpe Ratio
Winner
VHT
1.47
SPHQ
1.19
5Y Beta
Winner
VHT
0.48
SPHQ
0.86
P/E Ratio
VHT
41.64
Winner
SPHQ
27.87
Forward P/E
Winner
VHT
19.58
SPHQ
23.89
PEG Ratio
VHT
N/A
SPHQ
0.26
5Y Dividends CAGR
Winner
VHT
14.84%
SPHQ
7.55%
5Y EPS CAGR
VHT
12.29%
Winner
SPHQ
18.37%
Debt to Equity
Winner
VHT
128.23%
SPHQ
153.99%
P/S Ratio
Winner
VHT
1.72
SPHQ
4.61
P/B Ratio
Winner
VHT
4.97
SPHQ
10.07

VHT vs SPHQ - Holdings Comparison

VHT and SPHQ have 10 common holdings. Overlap is 3.42%

VHT's top 25 holdings weight is 72.52%. SPHQ's top 25 holdings weight is 72.02%.

RankVHTSPHQ
#1
ELI LILLY AND CO (LLY) - 14.16%
APPLE INC (AAPL) - 5.43%
#2
JOHNSON & JOHNSON (JNJ) - 8.87%
VISA INC CLASS A (V) - 5.31%
#3
ABBVIE INC (ABBV) - 6.54%
MASTERCARD INC CLASS A (MA) - 5.29%
#4
UNITEDHEALTH GROUP INC (UNH) - 5.55%
LAM RESEARCH CORP (LRCX) - 4.46%
#5
MERCK & CO INC (MRK) - 4.67%
GE VERNOVA INC (GEV) - 4.33%
#6
AMGEN INC (AMGN) - 2.87%
GE AEROSPACE (GE) - 3.89%
#7
THERMO FISHER SCIENTIFIC INC (TMO) - 2.74%
COSTCO WHOLESALE CORP (COST) - 3.78%
#8
ABBOTT LABORATORIES (ABT) - 2.32%
NETFLIX INC (NFLX) - 3.75%
#9
GILEAD SCIENCES INC (GILD) - 2.31%
CISCO SYSTEMS INC (CSCO) - 3.53%
#10
INTUITIVE SURGICAL INC (ISRG) - 2.08%
SANDISK CORP ORDINARY SHARES (SNDK) - 3.10%
#11
PFIZER INC (PFE) - 2.01%
APPLIED MATERIALS INC (AMAT) - 2.95%
#12
CVS HEALTH CORP (CVS) - 1.93%
KLA CORP (KLAC) - 2.86%
#13
VERTEX PHARMACEUTICALS INC (VRTX) - 1.86%
PROCTER & GAMBLE CO (PG) - 2.86%
#14
DANAHER CORP (DHR) - 1.78%
WESTERN DIGITAL CORP (WDC) - 2.86%
#15
BRISTOL-MYERS SQUIBB CO (BMY) - 1.73%
QUALCOMM INC (QCOM) - 2.43%
#16
STRYKER CORP (SYK) - 1.60%
TEXAS INSTRUMENTS INC (TXN) - 2.38%
#17
MEDTRONIC PLC (MDT) - 1.48%
APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.32%
#18
MCKESSON CORP (MCK) - 1.36%
TJX COMPANIES INC (TJX) - 1.49%
#19
ELEVANCE HEALTH INC (ELV) - 1.22%
FORTINET INC (FTNT) - 1.44%
#20
THE CIGNA GROUP (CI) - 1.07%
NEWMONT CORP (NEM) - 1.44%
#21
REGENERON PHARMACEUTICALS INC (REGN) - 0.95%
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.43%
#22
BOSTON SCIENTIFIC CORP (BSX) - 0.93%
INTUITIVE SURGICAL INC (ISRG) - 1.33%
#23
HCA HEALTHCARE INC (HCA) - 0.90%
PROGRESSIVE CORP (PGR) - 1.27%
#24
CARDINAL HEALTH INC (CAH) - 0.82%
ADOBE INC (ADBE) - 1.06%
#25
EDWARDS LIFESCIENCES CORP (EW) - 0.77%
PARKER HANNIFIN CORP (PH) - 1.03%
Total Holdings429103

VHT vs SPHQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
VHT
+1.05%
SPHQ
-3.04%
3M
Winner
VHT
+13.54%
SPHQ
+4.05%
6M
VHT
+6.88%
Winner
SPHQ
+8.11%
1Y
Winner
VHT
+30.12%
SPHQ
+21.35%
5Y(CAGR)
VHT
+5.22%
Winner
SPHQ
+12.77%
10Y(CAGR)
VHT
+10.03%
Winner
SPHQ
+14.67%
Max(CAGR)
VHT
+9.95%
Winner
SPHQ
+10.03%

VHT vs SPHQ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVHTSPHQ
2026+7.78%+14.49%
2025+15.30%+13.53%
2024+1.10%+26.32%
2023+2.93%+25.85%
2022-5.01%-16.09%
2021+21.18%+29.54%
2020+18.07%+16.35%
2019+23.51%+33.63%
2018+4.28%-7.53%
2017+21.75%+18.59%
2016-1.27%+15.55%
2015+6.87%+1.80%
2014+26.12%+17.17%
2013+39.74%+29.38%
2012+17.63%+13.50%
2011+9.53%+5.34%
2010+4.15%+19.12%
2009+19.81%+10.06%
2008-22.72%-45.68%
2007+7.86%+16.62%
2006+5.56%+1.98%
2005+9.70%-2.05%
2004+0.73%N/A

VHT vs SPHQ Drawdown Comparison

The maximum drawdown for VHT was -39.10%, occurring on Mar 5, 2009. Recovery took 813 trading sessions.

The maximum drawdown for SPHQ was -57.83%, occurring on Nov 20, 2008. Recovery took 1393 trading sessions.

The current VHT drawdown is -1.34%. The current SPHQ drawdown is -4.75%.

RankVHTSPHQ
#1-39.10%
Dec 10, 2007 - Mar 3, 2011		-57.83%
Oct 29, 2007 - May 14, 2013
#2-28.86%
Feb 19, 2020 - Jun 8, 2020		-31.58%
Feb 12, 2020 - Aug 4, 2020
#3-20.26%
Jul 20, 2015 - Jun 1, 2017		-25.05%
Jan 4, 2022 - Jul 31, 2023
#4-18.31%
May 18, 2011 - Feb 1, 2012		-22.35%
May 8, 2006 - May 4, 2007
#5-17.71%
Dec 30, 2021 - Feb 6, 2024		-20.74%
Oct 1, 2018 - Apr 5, 2019
#6-16.97%
Oct 1, 2018 - Nov 8, 2019		-16.57%
Feb 19, 2025 - Jun 4, 2025
#7-16.90%
Aug 30, 2024 - Nov 12, 2025		-11.71%
Jul 19, 2007 - Sep 25, 2007
#8-13.77%
Apr 22, 2004 - Apr 29, 2005		-9.77%
Jan 26, 2018 - Aug 29, 2018
#9-12.07%
Jan 26, 2018 - Aug 2, 2018		-8.90%
Feb 27, 2026 - Apr 24, 2026
#10-10.40%
Jan 7, 2026 - Jun 26, 2026		-8.76%
Sep 2, 2020 - Nov 16, 2020
#11-9.69%
Mar 22, 2006 - Sep 12, 2006		-8.51%
Dec 1, 2015 - Mar 1, 2016
#12-8.44%
Mar 4, 2014 - Jun 20, 2014		-8.47%
Sep 1, 2023 - Dec 11, 2023
#13-8.00%
Sep 2, 2021 - Dec 23, 2021		-8.30%
May 21, 2015 - Nov 2, 2015
#14-7.85%
Feb 12, 2021 - Apr 15, 2021		-7.64%
Jun 30, 2026 - Jul 29, 2026
#15-7.70%
Feb 11, 2004 - Apr 22, 2004		-6.82%
Apr 30, 2019 - Jun 19, 2019

Correlation

Correlation between VHT and SPHQ is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2004 - 2026)

VHT vs SPHQ dividend yield comparison.

YearVHTSPHQ
20260.64%0.57%
20251.61%1.09%
20241.53%1.15%
20231.36%1.42%
20221.33%1.85%
20211.14%1.19%
20201.21%1.55%
20191.89%1.51%
20181.38%1.85%
20171.31%1.57%
20161.45%1.67%
20151.22%2.29%
20141.02%1.66%
20131.12%1.70%
20121.67%1.97%
20111.71%1.76%
20101.74%0.59%
20092.74%0.30%
20081.65%0.11%
20071.35%0.00%
20061.08%0.00%
20050.72%0.00%
20040.26%0.00%

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