VFH
+2.87 · +2.23%
$131.78 · NYSE ARCA

Vanguard Financials Index Fund ETF Shares (VFH) ETF Analysis | Financial

Vanguard · United States
AUM:$12.7B
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

VFH returned +1.2% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.10% — among the lowest available for this category.

What is VFH?

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. companies within the financials sector, as classified under the GICS.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
VFH returned 1.2% over the past year.
Ultra-Low Expense Ratio
Expense ratio of 0.10% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 44.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$12.7B
Expense Ratio0.10%
Dividend Yield1.59%
Holdings416
Inception DateJan 2004
DomicileUnited States
DistributionNA
Index–
ProviderVanguard
Beta1.03
CategoryFinancial
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.4%
1Y
+9.0%
3Y
+78.7%
5Y
+62.7%
OpenBook InsightIf you had invested £10,000 in VFH 5 years ago, it would have grown to £16,273 — a gain of £6,273.

Annual Returns

Calendar year performance

VFH delivered positive returns in 4 of the last 5 calendar years.
YearVFH
2026 YTD+6.3%
2025+15.1%
2024+30.4%
2023+13.8%
2022-13.3%
CAGR 4yr+10.3%
4/5 positive yearsAvg return: +10.5%Worst year: -13.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.9%
Low
Momentum
+3.4%
30-day change
Support Level
139.30
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.