Earnings Season On Tap: Taking A Measured Financials Sector Stance On VFH
The Financials sector is a top performer in 2024, driven by optimism for increased M&A activity, favorable regulations, and solid valuations. I maintain a hold rating on VFH due to decent valuation and generally bullish technicals, despite weak seasonality and expected Q1 volatility. VFH has grown significantly, with assets under management rising to $13 billion and a low expense ratio of 10 basis points.
Should You Invest in the Vanguard Financials ETF (VFH)?
Launched on 01/26/2004, the Vanguard Financials ETF (VFH) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.
Meet the Best-Performing Low-Cost Vanguard ETF in 2024. Here's Why It May Still Be a Buy for 2025 and Beyond.
Mutual fund giant Vanguard Group offers over 60 equity-focused exchange-traded funds (ETFs). There are ETFs for growth stocks, value stocks, and dividend stocks.
3 Top Vanguard ETFs to Buy Right Now and Hold Forever
Vanguard is known for its low-cost ETFs, especially its extremely popular Vanguard S&P 500 ETF. However, there are dozens of great ETFs in Vanguard's portfolio, and some of them could be very big winners over the next few years.
This Is the Best-Performing Vanguard ETF This Year. Will It Be a Winner in 2025?
2024 isn't quite in the books, but it's already been a banner year for stocks.
Trump Victory Sends Bank Stocks Higher, Leading S&P 500 On Regulatory Hopes
After Donald Trump's decisive win in the 2024 U.S. presidential election, Wall Street reacted strongly, particularly in the financial sector. The Financial Select Sector SPDR Fund XLF rose 4.84%, while the Vanguard Financials Index Fund ETF VFH gained 5.33% in early Wednesday trading.
VFH: U.S. Financials Offer High IRR Potential
Vanguard Financials Index Fund ETF invests in U.S. Financials sector stocks, with a low expense ratio of 0.10% and $10.1 billion in net assets. VFH's top holdings include JPMorgan Chase, Berkshire Hathaway, Mastercard, and Visa, with a diversified portfolio of 402 holdings, representing over 40% of the fund. Financials are procyclical; despite recession risks, current valuations suggest VFH is undervalued, with a potential IRR of over 16% per year for the next five years.
Should You Invest in the Vanguard Financials ETF (VFH)?
The Vanguard Financials ETF (VFH) was launched on 01/26/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.
Should You Invest in the Vanguard Financials ETF (VFH)?
The Vanguard Financials ETF (VFH) was launched on 01/26/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.
Meet Vanguard's 3 Hottest Sector ETFs in 2024 (and None of Them Are Tech)
The utilities sector may be boring, but its gains this year have been anything but that. The communications sector is incredibly balanced and not overpriced despite large weightings in Alphabet and Meta Platforms.
VFH: Top Holdings Remain Resilient, But Consumer Risks Are Rising
VFH warrants a hold rating due to the resiliency of top holdings despite rising consumer risk factors such as increasing credit card delinquencies and decreasing savings rates. VFH is a passively managed ETF that has outperformed the market since my coverage last fall due to strong consumer spending, credit card usage, and elevated interest rates. VFH has a competitive expense ratio, the highest dividend yield, and high diversification compared to top peer financial sector ETFs.
Should You Invest in the Vanguard Financials ETF (VFH)?
The Vanguard Financials ETF (VFH) was launched on 01/26/2004, and is a passively managed exchange traded fund designed to offer broad exposure to the Financials - Broad segment of the equity market.
