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Upturn AI SWOT - About
Vanguard Health Care Index Fund ETF Shares (VHT)
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Upturn Advisory Summary
07/30/2025: VHT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.14% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 233.20 - 284.80 | Updated Date 06/29/2025 |
52 Weeks Range 233.20 - 284.80 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Health Care Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Health Care Index Fund ETF Shares (VHT) seeks to track the performance of a benchmark index that measures the investment return of stocks of companies involved in the health care sector. It offers investors a convenient way to gain exposure to a diverse range of healthcare companies.
Reputation and Reliability
Vanguard is one of the largest and most reputable investment management companies globally, known for its low-cost and investor-focused approach.
Management Expertise
Vanguard has extensive expertise in managing index funds and ETFs, with a well-established and experienced investment management team.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of stocks of companies involved in the health care sector.
Investment Approach and Strategy
Strategy: VHT employs a passive management strategy, attempting to replicate the composition and weighting of the MSCI US Investable Market Health Care 25/50 Index.
Composition The ETF primarily holds stocks of companies in the healthcare sector, including pharmaceuticals, healthcare equipment, biotechnology, and healthcare services.
Market Position
Market Share: VHT holds a significant market share within the healthcare ETF sector.
Total Net Assets (AUM): 16200000000
Competitors
Key Competitors
- Health Care Select Sector SPDR Fund (XLV)
- iShares U.S. Healthcare ETF (IYH)
- Invesco Dynamic Pharmaceuticals ETF (PJP)
Competitive Landscape
The healthcare ETF market is competitive, with several large players. VHT's low expense ratio and broad market coverage are its primary advantages. Competitors may offer more specialized or actively managed approaches.
Financial Performance
Historical Performance: Historical performance data is not provided here, but can be found on financial data websites. It is crucial to review performance over various timeframes (e.g., 1 year, 3 years, 5 years, 10 years) to understand the ETFu2019s track record.
Benchmark Comparison: VHT's performance closely tracks the MSCI US Investable Market Health Care 25/50 Index, reflecting its passive investment strategy.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VHT exhibits high liquidity, reflected in its substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VHT is generally tight, indicating low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, healthcare policy changes, advancements in medical technology, and demographic trends all impact VHT's performance.
Growth Trajectory
VHT's growth trajectory is tied to the overall performance of the healthcare sector and its ability to accurately track its benchmark index. There may be adjustments to holdings to reflect changes in the underlying index over time.
Moat and Competitive Advantages
Competitive Edge
VHT's competitive edge stems from Vanguard's reputation for low-cost index investing, broad market coverage of the healthcare sector, and efficient tracking of its benchmark index. Its low expense ratio makes it an attractive option for investors seeking cost-effective exposure to the healthcare sector. VHT's passive management strategy provides diversification and minimizes the potential for human error. The ETF's large asset base also contributes to its liquidity and stability.
Risk Analysis
Volatility
VHT's volatility is generally in line with the broader healthcare sector. Historical volatility data can be found on financial websites.
Market Risk
VHT is subject to market risk, particularly risks associated with the healthcare sector, such as regulatory changes, patent expirations, and technological disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor for VHT is someone seeking broad exposure to the healthcare sector, with a long-term investment horizon and a preference for low-cost, passive investing.
Market Risk
VHT is suitable for long-term investors and passive index followers who want diversified exposure to the healthcare sector.
Summary
Vanguard Health Care Index Fund ETF Shares (VHT) offers a low-cost, passive investment strategy to track the performance of the US healthcare sector. Managed by Vanguard, a reputable firm, VHT provides diversification and liquidity for long-term investors. Its performance is closely aligned with its benchmark index, the MSCI US Investable Market Health Care 25/50 Index. While subject to market risks inherent in the healthcare sector, VHT presents a compelling option for those seeking broad exposure to this dynamic industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Data is based on available information and may change over time.
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 Health Care 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 health care 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.