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Upturn AI SWOT - About
Vanguard Financials Index Fund ETF Shares (VFH)
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Upturn Advisory Summary
07/03/2025: VFH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 40.59% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 96.66 - 126.87 | Updated Date 06/29/2025 |
52 Weeks Range 96.66 - 126.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Financials Index Fund ETF Shares
ETF Overview
Overview
Vanguard Financials Index Fund ETF Shares (VFH) seeks to track the performance of a benchmark index that measures the investment return of stocks of companies in the financials sector. It provides exposure to a broad range of financial services companies, including banks, insurance firms, and investment companies.
Reputation and Reliability
Vanguard is a highly reputable and reliable investment management company known for its low-cost index funds and ETFs.
Management Expertise
Vanguard has a highly experienced management team with a proven track record in managing index funds and ETFs.
Investment Objective
Goal
To track the investment return of the MSCI US Investable Market Index (IMI)/Financials 25/50.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.
Composition The ETF primarily holds stocks of companies in the financials sector, including banks, insurance companies, investment firms, and real estate investment trusts (REITs).
Market Position
Market Share: VFH has a significant market share within the financial sector ETFs.
Total Net Assets (AUM): 12900000000
Competitors
Key Competitors
- Financial Select Sector SPDR Fund (XLF)
- iShares U.S. Financials ETF (IYF)
- Invesco KBW Bank ETF (KBWB)
Competitive Landscape
The financial sector ETF market is dominated by a few large players. VFH's low expense ratio and Vanguard's reputation provide a competitive advantage. However, XLF has greater liquidity and market capitalization, while IYF offers a more diversified approach, impacting its specific composition.
Financial Performance
Historical Performance: Historical performance data is not provided directly in this format but is available from financial data providers such as Yahoo Finance, Google Finance, and Vanguard's website.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index (MSCI US IMI Financials 25/50).
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VFH demonstrates strong liquidity, supported by its robust average trading volume.
Bid-Ask Spread
The bid-ask spread for VFH is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, GDP growth, and inflation influence the performance of the financials sector. Regulatory changes and market sentiment also play a role.
Growth Trajectory
VFH's growth is tied to the performance of the financial sector. Changes in strategy and holdings are minimal due to its index-tracking nature.
Moat and Competitive Advantages
Competitive Edge
VFH's primary competitive advantage is its low expense ratio, which attracts cost-conscious investors. Vanguard's established brand name and reputation for efficient index tracking also contribute to its appeal. The ETF's broad diversification within the financials sector and its large asset base further enhance its competitiveness. It efficiently tracks the financial sector benchmark, providing reliable exposure.
Risk Analysis
Volatility
The volatility of VFH is correlated with the volatility of the financials sector and the broader market.
Market Risk
VFH is subject to market risk, interest rate risk, and regulatory risk, particularly given its concentration in the financials sector.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad exposure to the U.S. financial sector and is comfortable with sector-specific risks.
Market Risk
VFH is suitable for long-term investors seeking to diversify their portfolio with exposure to the financial sector and passive index followers.
Summary
Vanguard Financials Index Fund ETF Shares (VFH) provides low-cost exposure to the U.S. financial sector. It aims to replicate the performance of the MSCI US IMI Financials 25/50 Index. Its low expense ratio and Vanguard's reputation make it a popular choice. Investors should be aware of the risks associated with investing in a single sector, particularly interest rate and regulatory risks. Its suitability leans towards long-term investors and passive index followers.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's website
- ETF.com
- Yahoo Finance
- Google Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Financials Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.