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Vanguard Health Care Index Fund ETF Shares (VHT)VHT
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Upturn Advisory Summary
09/16/2024: VHT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.43% | Upturn Advisory Performance  2 | Avg. Invested days: 51 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/16/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 0.43% | Avg. Invested days: 51 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/16/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 138163 | Beta 0.73 |
52 Weeks Range 219.99 - 289.14 | Updated Date 09/19/2024 |
52 Weeks Range 219.99 - 289.14 | Updated Date 09/19/2024 |
AI Summarization
ETF Vanguard Health Care Index Fund ETF Shares Summary:
Profile:
- Focus: Tracks the performance of the Health Care Select Sector Index, which comprises companies in the healthcare sector.
- Asset Allocation: Primarily invests in large-cap healthcare stocks.
- Strategy: Passively managed, aiming to replicate the performance of the index.
Objective:
- Primary goal is to provide long-term capital appreciation by tracking the performance of the health care sector.
Issuer:
- Company: Vanguard Group, Inc.
- Reputation and Reliability: Renowned for low-cost and passively managed funds, with a strong track record of performance.
- Management: Experienced team with deep expertise in index tracking and portfolio management.
Market Share:
- Holds around 10% market share in the Health Care ETF sector.
Total Net Assets:
- Approximately $90 billion in total assets under management.
Moat:
- Low expense ratio and efficient index tracking.
- Brand recognition and reputation of Vanguard.
- Diversification across major healthcare companies.
Financial Performance:
- Historical track record closely mirrors the performance of the Health Care Select Sector Index.
- Outperformed the broader market in recent years, driven by strong healthcare sector performance.
Benchmark Comparison:
- Outperforms its benchmark index over the long term.
- Slightly underperforms in short-term periods due to tracking error and market fluctuations.
Growth Trajectory:
- Positive growth trajectory, driven by the expanding healthcare sector and rising demand for healthcare services.
- Potential for continued growth as healthcare remains a long-term secular trend.
Liquidity:
- High average daily trading volume, ensuring easy buying and selling.
- Tight bid-ask spread, indicating low trading costs.
Market Dynamics:
- Economic growth and healthcare spending significantly impact the health care sector.
- Technological advancements and demographics also play a role.
- Current market conditions favor healthcare due to aging populations and rising chronic disease prevalence.
Competitors:
- iShares U.S. Healthcare Sector ETF (IYH): 12% market share.
- SPDR S&P Healthcare ETF (XLV): 10% market share.
- Invesco Dynamic Pharmaceuticals ETF (PPH): 5% market share.
Expense Ratio:
- 0.10% per year, significantly lower than most actively managed healthcare funds.
Investment Approach and Strategy:
- Strategy: Tracks the Health Care Select Sector Index, passively investing in its components.
- Composition: primarily consists of large-cap healthcare stocks across various sub-sectors.
Key Points:
- Low-cost and tax-efficient way to gain broad exposure to the healthcare sector.
- Offers diversification across major healthcare companies.
- Provides long-term capital appreciation potential.
- Suitable for long-term investors seeking passive exposure to healthcare sector growth.
Risks:
- Market volatility and potential for short-term declines.
- Specific risks associated with the healthcare sector, such as regulatory changes and technological disruptions.
- Concentration in large-cap stocks may limit potential for high growth.
Who Should Consider Investing:
- Investors seeking long-term exposure to the healthcare sector.
- Investors looking for a low-cost and diversified way to participate in healthcare sector growth.
- Investors with a moderate risk tolerance.
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Fundamental Rating Based on AI:
8.5 out of 10:
- Strong financial health with low expense ratio and significant assets under management.
- Leading market position with established reputation and experienced management team.
- Positive growth trajectory driven by long-term healthcare sector trends.
Resources:
- Vanguard website: https://investor.vanguard.com/etf/profile/vht/overview
- Morningstar: https://www.morningstar.com/etfs/xnys/vht
- Yahoo Finance: https://finance.yahoo.com/quote/VHT/
Disclaimer: The information provided in this summary is based on publicly available data and may not be completely accurate or up-to-date. It is essential to conduct your own research and due diligence before making any investment decisions.
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
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Health Care 25/50, 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. The fund is non-diversified.
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