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Vanguard Health Care Index Fund ETF Shares (VHT)
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Upturn Advisory Summary
11/05/2025: 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 6.35% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 operating in the health care sector. It offers exposure to a broad range of healthcare stocks across various market capitalizations.
Reputation and Reliability
Vanguard is highly reputable and reliable, known for low-cost, passively managed investment products and a strong track record.
Management Expertise
Vanguard has extensive expertise in managing index-tracking 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 operating in the health care sector.
Investment Approach and Strategy
Strategy: Tracks the MSCI US Investable Market Health Care 25/50 Index, using a passive management strategy.
Composition Primarily holds stocks of companies in the health care sector, including pharmaceuticals, biotechnology, health care equipment and services, and life sciences tools and services.
Market Position
Market Share: VHT holds a significant market share within the healthcare ETF sector.
Total Net Assets (AUM): 17300000000
Competitors
Key Competitors
- XLV
- IXJ
- FHLC
Competitive Landscape
The healthcare ETF market is competitive, with several prominent players. VHT's advantage lies in Vanguard's low expense ratio and broad market coverage. XLV is more concentrated and market-cap weighted, while IXJ offers global healthcare exposure. FHLC offers a focused approach based on ESG factors.
Financial Performance
Historical Performance: VHT's performance closely tracks the MSCI US Investable Market Health Care 25/50 Index. Historical returns have been generally positive, reflecting the performance of the healthcare sector.
Benchmark Comparison: VHT's performance is highly correlated with its benchmark index, indicating effective tracking.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VHT exhibits high liquidity, as seen by its average trading volume.
Bid-Ask Spread
The bid-ask spread for VHT is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Factors such as aging populations, technological advancements in healthcare, regulatory changes, and pharmaceutical innovation significantly impact VHT's performance.
Growth Trajectory
VHT's growth trajectory is tied to the overall healthcare sector's expansion, driven by demographic trends, medical advancements, and healthcare spending patterns. There are no recent major changes to the ETF's strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
VHT's competitive advantage stems from Vanguard's reputation for low-cost investing and its ability to effectively track the MSCI US Investable Market Health Care 25/50 Index. The fund benefits from the healthcare sector's defensive characteristics and long-term growth potential. This is further enhanced by Vanguard's efficient management, scale, and loyal investor base, making it a cost-effective and reliable option for gaining healthcare exposure.
Risk Analysis
Volatility
VHT's volatility is generally moderate, reflecting the stability of the healthcare sector, but can be influenced by factors like regulatory changes and drug pricing controversies.
Market Risk
Specific market risks include regulatory risks related to drug pricing and healthcare policy, as well as risks associated with biotechnology and pharmaceutical innovation cycles.
Investor Profile
Ideal Investor Profile
The ideal investor for VHT is someone seeking long-term capital appreciation through exposure to the healthcare sector, while accepting moderate risk.
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) provides diversified exposure to the US healthcare sector, tracking the MSCI US Investable Market Health Care 25/50 Index. It benefits from Vanguard's low expense ratio and efficient index tracking, making it a cost-effective option for long-term investors seeking healthcare exposure. The ETF is influenced by factors like regulatory changes, technological advancements, and demographic trends. While it carries market and sector-specific risks, VHT remains a stable investment option due to the defensive nature of the healthcare industry.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market conditions and ETF performance can 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.
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