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HEAL vs VHT

Global X HealthTech ETF vs Vanguard Health Care Index Fund ETF Shares

HEAL

Global X HealthTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$25M

VHT

Vanguard Health Care Index Fund ETF Shares

Vanguard

Annual cost

0.09%

Fund size

$18.5B

Key differences

  • VHT costs 0.41% less per year.
  • VHT is significantly larger than HEAL — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VHT has delivered higher annualized returns.
  • VHT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HEALVHT
Annual cost (TER)0.50%0.09%
Fund size (AUM)$25M$18.5B
Since20202004
Dividend yield0.38%1.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-20.2%+17.8%
CAGR 3Y-10.3%+6.5%
CAGR 5Y-14.0%+4.8%
Sharpe 3Y-0.460.27
Volatility 1Y21.71%14.23%
Max drawdown-65.76%-28.85%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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