VHT - ETF AI Analysis
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Vanguard Health Care ETF (VHT)
Rating:72Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a very large pool of assets, which suggests strong investor interest and stability.
Low Expense Ratio
The fund’s very low annual fee helps investors keep more of any returns they earn over time.
Mix of Strong and Defensive Leaders
Several major holdings like Johnson & Johnson, Merck, UnitedHealth, Amgen, and Gilead have shown solid recent performance, helping offset weaker names in the portfolio.
Negative Factors
Sector Concentration Risk
Almost all of the ETF is invested in health care, so it can be hit hard if that single sector runs into trouble.
Heavy Reliance on a Few Stocks
A small number of companies, especially Eli Lilly and Johnson & Johnson, make up a large share of the fund, increasing the impact if any of them struggle.
Recent Performance Weakness
The ETF has recently posted negative returns over the year-to-date and three-month periods, reflecting pressure on several of its larger holdings.
VHT vs. SPDR S&P 500 ETF (SPY)
AUM16.69B
RegionNorth America
Expense Ratio0.09%
Beta0.54
IssuerVanguard
Inception DateJan 26, 2004
Dividend Yield1.68%
Asset ClassEquity
Index TrackedMSCI US IMI 25/50 Health Care
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume185,446
30 Day Avg. Volume199,343
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
344.26Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering403
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
VHT Summary
Vanguard Health Care ETF (VHT) is a fund that tracks the MSCI US IMI 25/50 Health Care Index, giving you broad exposure to U.S. health care companies. It holds many types of businesses, including drug makers, biotech firms, medical device companies, and health care service providers. Well-known holdings include Johnson & Johnson and Eli Lilly. Someone might invest in VHT to tap into long-term growth driven by aging populations and rising health care spending, while spreading risk across many companies. A key risk is that it is heavily focused on the health care sector, so it can rise or fall with that industry.
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 very much a U.S. health care story, with big pharma and managed care calling the shots. Eli Lilly is doing the heavy lifting lately, rising on optimism around its drug pipeline, while Johnson & Johnson and Merck provide steady, if sometimes choppy, support. UnitedHealth has been a strong tailwind, giving the fund a boost from the insurance side of health care. On the flip side, Thermo Fisher and Intuitive Surgical have been losing steam, acting as small drags in an otherwise pharma-heavy lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 11.89% | $2.22B | $1.06T | 49.80% | 72 Outperform | |
| Johnson & Johnson | 9.34% | $1.74B | $555.59B | 45.18% | 78 Outperform | |
| AbbVie | 6.18% | $1.15B | $386.27B | 16.98% | 66 Neutral | |
| Merck & Company | 4.80% | $895.15M | $296.11B | 54.50% | 80 Outperform | |
| UnitedHealth | 3.94% | $734.90M | $347.39B | 25.97% | 72 Outperform | |
| Amgen | 3.05% | $568.03M | $181.60B | 16.87% | 77 Outperform | |
| Thermo Fisher | 2.97% | $553.68M | $181.06B | 22.26% | 72 Outperform | |
| Abbott Laboratories | 2.87% | $535.28M | $150.32B | -35.92% | 73 Outperform | |
| Gilead Sciences | 2.78% | $518.40M | $169.13B | 22.12% | 78 Outperform | |
| Intuitive Surgical | 2.63% | $489.95M | $150.03B | -23.12% | 78 Outperform |
VHT Technical Analysis
Positive
―
Price Trends
273.02
Positive
280.34
Negative
274.43
Positive
Market Momentum
1.67
Negative
58.94
Neutral
84.22
Negative
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 274.03, equal to the 50-day MA of 273.02, and equal to the 200-day MA of 274.43, indicating a bullish trend. The MACD of 1.67 indicates Negative momentum. The RSI at 58.94 is Neutral, neither overbought nor oversold. The STOCH value of 84.22 is Negative, 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
279.61
39.59
16.49%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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XLV
Health Care Select Sector SPDR Fund
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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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