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Vanguard Financials Index Fund ETF Shares (VFH)
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Upturn Advisory Summary
11/05/2025: VFH (2-star) is currently NOT-A-BUY. Pass it for now.
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 39.55% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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. The ETF uses a passively managed, full-replication approach.
Reputation and Reliability
Vanguard is a well-established and highly reputable investment management company known for its low-cost investment products and long-term investment philosophy.
Management Expertise
Vanguard has a highly experienced management team with a proven track record in managing index funds and ETFs.
Investment Objective
Goal
The goal of VFH is to closely track the return of the MSCI US Investable Market Index (IMI)/Financials 25/50.
Investment Approach and Strategy
Strategy: VFH employs a passive management strategy, seeking to replicate the performance of the MSCI US IMI/Financials 25/50 Index.
Composition VFH primarily holds stocks of companies in the financials sector, including banks, insurance companies, capital markets 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): 7780000000
Competitors
Key Competitors
- XLF
- IXG
- RYF
Competitive Landscape
The financial sector ETF market is competitive. VFH's low expense ratio and Vanguard's reputation provide a competitive advantage. However, XLF has higher liquidity. VFH's diversification could be seen as a relative advantage compared to more concentrated competitors.
Financial Performance
Historical Performance: VFH's historical performance closely tracks its benchmark index. Past performance is not indicative of future results.
Benchmark Comparison: VFH's performance is designed to closely match the MSCI US IMI/Financials 25/50 Index, leading to minimal tracking error.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VFH exhibits moderate liquidity, with a generally healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VFH is typically tight, reflecting its adequate liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, regulatory changes, and the overall health of the financial sector significantly impact VFH's performance.
Growth Trajectory
VFH's growth trajectory is tied to the overall performance and expansion of the financial sector, alongside investor demand for sector-specific ETFs.
Moat and Competitive Advantages
Competitive Edge
VFH's competitive advantage lies in its low expense ratio, broad diversification within the financial sector, and Vanguard's strong reputation as a reliable fund provider. The passive index-tracking strategy ensures minimal deviation from the benchmark, appealing to investors seeking consistent exposure. Its low expense ratio appeals to cost-conscious investors, potentially leading to higher long-term returns. Also, its focus on replicating a broad index diversifies holdings, mitigating risk associated with individual financial institutions.
Risk Analysis
Volatility
VFH's volatility is generally comparable to the broader financial sector. It's subject to fluctuations based on market conditions and news events.
Market Risk
VFH is subject to market risk, particularly interest rate risk, credit risk, and regulatory risk, all of which can significantly impact the financial sector.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking broad exposure to the U.S. financial sector as a component of a diversified portfolio.
Market Risk
VFH is suitable for long-term investors and passive index followers seeking diversified exposure to the financial sector.
Summary
Vanguard Financials Index Fund ETF Shares (VFH) provides a low-cost and diversified way to invest in the U.S. financial sector. It tracks the MSCI US IMI/Financials 25/50 Index, offering exposure to a broad range of financial services companies. VFH is well-suited for long-term investors seeking to passively track the financial sector's performance with a reputable fund provider and minimal expense.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- ETFdb
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Data is based on available information and may be subject to change.
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.
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