VHT - ETF AI Analysis
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Vanguard Health Care ETF (VHT)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Core Health Care Holdings
Several of the largest positions, including major drug and insurance companies, have shown strong performance this year, helping support the ETF’s returns.
Focused Health Care Exposure
The fund is heavily invested in the health care sector, giving investors targeted exposure to a defensive industry that can be more resilient in different economic environments.
Low Expense Ratio
The ETF charges a very low annual fee, which helps investors keep more of their returns over time compared with higher-cost funds.
Negative Factors
High Concentration in Top Stocks
A small number of companies make up a large portion of the portfolio, which increases the impact that any one stock’s performance can have on the fund.
Underperforming Key Holdings
Some notable positions in the top 10, such as a major medical device maker and other health care names, have shown weak performance this year and may drag on overall results.
Limited Sector and Geographic Diversification
The ETF is almost entirely invested in U.S. health care companies, which means investors are highly exposed to one sector in one country and may face larger swings if that area struggles.
VHT vs. SPDR S&P 500 ETF (SPY)
AUM19.60B
RegionNorth America
Expense Ratio0.09%
Beta0.47
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield1.47%
Asset ClassEquity
Index TrackedMSCI US IMI 25/50 Health Care
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume206,043
30 Day Avg. Volume247,540
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
366.58Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering412
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VHT Summary
Vanguard Health Care ETF (VHT) is a fund that follows the MSCI US IMI 25/50 Health Care index, giving you broad exposure to U.S. health care companies. It owns a mix of drug makers, biotech firms, medical device companies, and health insurers, including well-known names like Johnson & Johnson and Eli Lilly. Investors might consider VHT for long-term growth and diversification, since health care is supported by aging populations and ongoing medical innovation. However, because it focuses heavily on the health care sector, its value can go up and down with changes in that industry and the overall stock market.
How much will it cost me?The Vanguard Health Care ETF (VHT) has an expense ratio of 0.09%, which means you’ll pay $0.90 per year for every $1,000 invested. This is lower than average because it is a passively managed fund that tracks an index, keeping costs low for investors.
What would affect this ETF?The Vanguard Health Care ETF (VHT) could benefit from long-term trends like aging populations, increased global health care spending, and advancements in medical technology, which drive demand for pharmaceuticals, biotechnology, and medical devices. However, it may face challenges from regulatory changes, patent expirations for major drug companies, or economic downturns that could impact health care budgets and innovation funding. Its focus on U.S.-based health care companies means it is particularly sensitive to domestic policy shifts and market conditions.
VHT Top 10 Holdings
VHT is essentially a bet on big U.S. health care, with pharma and biotech giants steering the ship. Merck, Amgen, and Thermo Fisher have been rising steadily, giving the fund a strong tailwind, while Eli Lilly and UnitedHealth look a bit mixed lately and can occasionally tap the brakes. Johnson & Johnson and AbbVie add more blue-chip heft, helping smooth out bumps in performance. With almost all exposure in U.S. health care names, this ETF is tightly focused on the sector’s long-term growth story rather than broad global diversification.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 13.37% | $2.80B | $1.08T | 58.05% | 72 Outperform | |
| Johnson & Johnson | 8.83% | $1.85B | $663.28B | 54.25% | 78 Outperform | |
| AbbVie | 6.43% | $1.35B | $453.19B | 20.65% | 66 Neutral | |
| UnitedHealth | 5.45% | $1.14B | $356.47B | 25.92% | 72 Outperform | |
| Merck & Company | 4.67% | $978.11M | $370.89B | 77.46% | 80 Outperform | |
| Thermo Fisher | 3.09% | $648.46M | $226.94B | 24.60% | 72 Outperform | |
| Amgen | 3.01% | $630.84M | $236.38B | 54.15% | 77 Outperform | |
| Abbott Laboratories | 2.67% | $559.34M | $187.45B | -18.51% | 73 Outperform | |
| Gilead Sciences | 2.34% | $491.07M | $187.23B | 31.24% | 78 Outperform | |
| Pfizer | 2.06% | $432.27M | $162.16B | 14.35% | 74 Outperform |
VHT Technical Analysis
Positive
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Price Trends
311.57
Positive
293.91
Positive
288.65
Positive
Market Momentum
3.94
Positive
55.35
Neutral
50.90
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For VHT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 321.66, equal to the 50-day MA of 311.57, and equal to the 200-day MA of 288.65, indicating a neutral trend. The MACD of 3.94 indicates Positive momentum. The RSI at 55.35 is Neutral, neither overbought nor oversold. The STOCH value of 50.90 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VHT.
VHT Peer Comparison
Comparison Results
Performance Comparison
VHT
Vanguard Health Care ETF
321.66
69.30
27.46%
VGT
Vanguard Information Technology ETF
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XLV
Health Care Select Sector SPDR Fund
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XBI
SPDR S&P BIOTECH ETF
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IBB
iShares Biotechnology ETF
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FHLC
Fidelity MSCI Health Care Index ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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