Vanguard Healthcare ETF | VHT

Medium RiskEquity
Vanguard Healthcare ETF
Issued by:Vanguard
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 1 unit
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Vanguard Healthcare ETF | VHT

Vanguard Healthcare ETF | VHT

About VHT ETF

VANGUARD HEALTHCARE ETF (VHT) tracks MSCI U.S. Investable Market Health Care 25/50 Index and is a cap-weighted fund that holds over 300 US health care firms, across multiple industries from the broadly defined health care space. It includes stocks of companies involved in providing medical or health care products, services, technology, or equipment. The ETF is concentrated, with the top 10 holdings accounting for almost 42% of the fund's portfolio. The Vanguard Health Care ETF Is a Strong Buy After Its Powerful Rally What???s The Best Health Care ETF? (XLV, VHT) Top 3 Healthcare ETFs About the Fund Manager: Founded in 1975, Vanguard is the second largest asset manager in the world managing $5.1T. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares How did we identify this ETF: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. VHT is cheap to hold with a low fee, with excellent tracking and has healthy liquidity too. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far.

Returns

PerformanceYTD1Y3Y5Y10Y
Vanguard Healthcare ETF9.71%29.38%16.12%15.60%16.29%

Asset Class

Asset type breakdown
Stock US99.58%
Stock non-US0.39%
Cash0.02%

VHT Holdings - Top 10

NameiWeightage (%)
Johnson & Johnson7.96%
UnitedHealth Group Incorporated6.50%
Abbott Laboratories3.91%
Pfizer Inc3.71%
Merck & Co., Inc3.59%
AbbVie Inc3.52%
Thermo Fisher Scientific Inc3.33%
Eli Lilly and Company2.96%
Medtronic plc2.93%
Amgen Inc2.67%

VHT Sectors/Industry Breakdown

Sectori% of market value
Healthcare99.60%
Basic Materials0.29%
Industrials0.04%
Technology0.04%
Financial Services0.02%

VHT Countries

Countryi% of market value
North America99.78%
Europe Developed0.17%
Latin America0.04%
United Kingdom0.02%

Returns Calculator

Investment ofper month
gives returns of :
at 13.49% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 13.49% per annum
$
$
$+ 13.49

VHT Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol VHT
Exchange ARCX
ISIN US92204A5048
Cat. Benchmark MSCI ACWI NR USD
Asset class Equity
Category Health
Country US

VHT Portfolio Data & Volatility Analysis

Net Expense Ratio 0.1i
Beta 0.76i
Valuations Rates Portfolio PE 17.37218i
3 Year Standard Deviation 16.52i

Fund Strategy

Vanguard Health Care ETF operates as an exchange-traded fund enlisted in the USA. The Fund focuses on the performance of the MSCI US Investable Market Health Care Index. The Fund invests all of its assets in the stocks that make up the Index, holding each stock in the same proportion as its weighting in the Index.

VHT Fact Sheets & Reports

Vanguard Healthcare ETF | VHT