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Upturn AI SWOT - About
Vanguard Health Care Index Fund ETF Shares (VHT)
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Upturn Advisory Summary
09/15/2025: VHT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -0.89% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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
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 provides a convenient way to match the performance of the U.S. healthcare market.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer with a long history of providing low-cost, index-tracking investment products.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, ensuring efficient tracking of the underlying index.
Investment Objective
Goal
The investment objective of VHT is to track the performance of the MSCI US Investable Market Health Care 25/50 Index.
Investment Approach and Strategy
Strategy: VHT employs a passive management strategy, attempting to replicate the performance of the MSCI US Investable Market Health Care 25/50 Index.
Composition VHT primarily holds stocks of companies involved in the health care sector, including pharmaceuticals, biotechnology, healthcare equipment and services.
Market Position
Market Share: VHT has a significant market share in the health care ETF sector.
Total Net Assets (AUM): 17760000000
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 industry is competitive, with VHT, XLV, and IYH being the major players. VHT's low expense ratio gives it a competitive advantage. However, XLV is more liquid, and some other ETFs focus on narrower sub-sectors or use different weighting strategies, offering specific features.
Financial Performance
Historical Performance: VHT's historical performance closely mirrors the performance of the MSCI US Investable Market Health Care 25/50 Index.
Benchmark Comparison: VHT is designed to track the MSCI US Investable Market Health Care 25/50 Index, so its performance should be very similar to the benchmark.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VHT exhibits a healthy average trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for VHT is generally tight, reflecting its liquidity and reducing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, healthcare policy changes, and demographic trends all impact VHT. Innovation and regulatory approvals also play a significant role.
Growth Trajectory
VHT's growth depends on the performance of the health care sector, with innovations, regulatory changes, and demographic trends influencing its trajectory. There are no specific changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
VHT benefits from Vanguard's reputation for low-cost investing and efficient index tracking. Its broad diversification within the healthcare sector reduces stock-specific risk. VHT's passive management strategy allows it to maintain a low expense ratio, making it an attractive option for cost-conscious investors. Its wide range of holdings provides exposure to various segments of the healthcare industry. Vanguard's experience and reliability further bolster VHT's competitive edge.
Risk Analysis
Volatility
VHT's volatility is generally correlated with the health care sector's volatility, which can be influenced by regulatory changes, drug pricing debates, and economic cycles.
Market Risk
VHT is exposed to market risk, as fluctuations in the overall stock market can impact the value of its holdings. Sector-specific risks, such as regulatory changes and patent expirations, also affect VHT.
Investor Profile
Ideal Investor Profile
The ideal investor for VHT is someone seeking broad exposure to the U.S. healthcare sector with a low-cost, passive investment strategy.
Market Risk
VHT is suitable for long-term investors seeking diversified exposure to the healthcare sector and who are comfortable with the inherent risks of investing in equities.
Summary
Vanguard Health Care Index Fund ETF Shares (VHT) offers a diversified and low-cost way to invest in the U.S. healthcare sector by tracking the MSCI US Investable Market Health Care 25/50 Index. Its low expense ratio and Vanguard's solid reputation make it an attractive option for long-term investors. However, investors should be aware of the market and sector-specific risks associated with the healthcare industry. VHT's performance is closely tied to the overall health of the healthcare sector and is subject to regulatory and economic influences.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard.com
- Morningstar.com
- etf.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be made in 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 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.