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Upturn AI SWOT - About
Vanguard Financials Index Fund ETF Shares (VFH)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 27.88% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 564448 | Beta 1.11 | 52 Weeks Range 93.84 - 127.13 | Updated Date 04/2/2025 |
52 Weeks Range 93.84 - 127.13 | Updated Date 04/2/2025 |
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. The fund employs a passive management strategy, attempting to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the Index.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost index funds and ETFs. They are known for their investor-owned structure, aligning interests with shareholders.
Management Expertise
Vanguard has a large and experienced management team dedicated to passively managing index funds and ETFs. Their expertise in index replication is well-established.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of stocks of companies in the financials sector.
Investment Approach and Strategy
Strategy: The ETF tracks the MSCI US Investable Market Index (IMI)/Financials 25/50.
Composition The ETF primarily holds stocks of U.S. financial companies, including banks, insurance companies, capital markets firms, and real estate investment trusts (REITs).
Market Position
Market Share: VFH holds a significant market share within the financial sector ETF space.
Total Net Assets (AUM): 8870000000
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 competitive, with several large players vying for market share. VFH's low expense ratio provides a competitive advantage, while XLF's higher liquidity and trading volume appeal to some investors. Specialized ETFs like KBWB offer exposure to specific segments within the financials sector, catering to more niche investment strategies. VFH benefits from Vanguard's strong brand and reputation for low-cost investing, making it attractive to passive investors seeking broad exposure to the financial sector.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the MSCI US IMI/Financials 25/50 Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VFH exhibits good liquidity with a healthy average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VFH is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth significantly impact the financial sector. Regulatory changes and technological advancements also influence the performance of financial companies.
Growth Trajectory
VFH's growth is directly tied to the performance of the underlying financial sector. Changes in economic conditions and market sentiment can affect the fund's holdings and overall performance.
Moat and Competitive Advantages
Competitive Edge
VFH benefits from Vanguard's well-established reputation for low-cost investing and passive index tracking. Its low expense ratio makes it an attractive option for investors seeking broad exposure to the financial sector at a minimal cost. The ETF's large asset base provides economies of scale, further contributing to its cost efficiency. Vanguard's investor-owned structure aligns its interests with those of its shareholders, fostering trust and loyalty. The fund's transparent investment strategy and adherence to its benchmark index provide investors with a clear understanding of its holdings and performance.
Risk Analysis
Volatility
VFH's volatility is generally in line with the broader financial sector, which can be sensitive to economic cycles and interest rate fluctuations.
Market Risk
The ETF is subject to market risk, as the value of its holdings can decline due to overall market downturns or negative sentiment towards the financial sector. Specific risks include interest rate risk, credit risk, and regulatory risk, which can affect the performance of financial companies.
Investor Profile
Ideal Investor Profile
VFH is suitable for investors seeking broad exposure to the U.S. financial sector as part of a diversified portfolio.
Market Risk
VFH is best suited for long-term investors who are comfortable with the inherent risks of investing in the financial sector. It is a good option for passive index followers seeking low-cost exposure to this market segment.
Summary
Vanguard Financials Index Fund ETF Shares (VFH) provides investors with broad exposure to the U.S. financial sector through a low-cost, passively managed index fund. The ETF tracks the MSCI US IMI/Financials 25/50 Index, investing in a diversified portfolio of financial companies. VFH benefits from Vanguard's strong reputation and low expense ratio, making it an attractive option for long-term investors seeking cost-effective exposure to the financial sector. While the ETF is subject to market risk and the inherent volatility of the financial sector, its diversified holdings and transparent investment strategy offer a compelling value proposition for passive investors. VFH is a suitable tool for those looking to capitalize on potential growth within the financial industry.
Similar Companies
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
IYF
iShares U.S. Financials ETF
IYF
iShares U.S. Financials ETF
KBWB
Invesco KBW Bank ETF
KBWB
Invesco KBW Bank ETF
KRE
SPDR® S&P Regional Banking ETF
KRE
SPDR® S&P Regional Banking ETF
XLF
Financial Select Sector SPDR® Fund
XLF
Financial Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as investment advice. Investment decisions should be made based on individual circumstances and after consulting 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.
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