Vanguard Health Care Index Fund
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
Vanguard Health Care ETF seeks to track the performance of the MSCI US Investable Market Health Care Index. |
Category | US Equities |
Fund Sponsor | Vanguard Group Inc/The |
Website | www.vanguard.com |
Inception date | Jan 26, 2004 |
Assets (mns) | $14,042 |
Currency | USD |
Expense ratio | 10 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | Brown Brothers Harriman & Co |
Weighting | Market Cap |
Index replication | Full |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 448 |
Wgt avg mkt cap (mns) | $128,785 |
Large cap (>$10bn) | 85.8% |
Mid cap ($2-10bn) | 10.4% |
Small cap (<$2bn) | 3.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
JOHNSON & JOHNSON | 8.1 % |
UNITEDHEALTH GROUP INC | 6.2 % |
MERCK & CO. INC. | 3.8 % |
THERMO FISHER SCIENTIFIC INC | 3.8 % |
PFIZER INC | 3.8 % |
ABBOTT LABORATORIES | 3.7 % |
ABBVIE INC | 3.5 % |
ELI LILLY & CO | 3.3 % |
MEDTRONIC PLC | 2.9 % |
DANAHER CORP | 2.9 % | Total | 42.1 % |
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UNITED STATES | 98.5 % |
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IRELAND | 4.0 % |
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BRITAIN | 0.8 % |
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SWITZERLAND | 0.2 % |
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CANADA | 0.1 % |
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NETHERLANDS | 0.0 % |
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COSTA RICA | 0.0 % |
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CAYMAN ISLANDS | 0.0 % |
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PUERTO RICO | 0.0 % |
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BERMUDA | 0.0 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
18.3% | 18.3% | 12.7% | 16.5% | 10.8% |
versus... | Beta | R-squared |
S&P500 | 0.80 | 77% |
MSCI EAFE | 0.71 | 60% |
MSCI Emg. Mkts. | 0.59 | 53% |
Recent close | $234.36 |
30d moving avg. | $227.11 |
Annualized volatility | 17.1% |
Short interest (ETF) | 0.8% |
Short interest (Underlying) | 2.9% |
Relative strength (RSI) | 69 |
Avg. volume (thou.) | 271 |
Turnover | 0.5% |
Bid/Ask (% of price) | 0.06% |
ADV underlying (mns) | $39,367 |
FINDING ALTERNATIVE FUNDS
Below is a list of 98 potential alternatives to the Vanguard Health Care Index Fund ETF based on the alternatives' overlap in portfolio holdings with VHT. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | VHT | Expense: | 10 bp | ALTAR Score™: | 5.1% |
Ticker | Fund Name |
Overlap1 vs VHT (%) |
Expense ratio (bp) |
Savings vs VHT (bp) |
ALTAR Score™ (%) |
ALTAR vs VHT (%) |
FHLC | Fidelity MSCI Health Care Index ETF | 99.4 | 8 | 2 | 5.2 | +0.1 |
IYH | iShares U.S. Healthcare ETF | 92.3 | 43 | -33 | 5.9 | +0.8 |
XLV | Health Care Select Sector SPDR Fund | 83.1 | 13 | -3 | 6.9 | +1.8 |
JHMH | John Hancock Multifactor Healthcare ETF | 78.6 | 40 | -30 | 5.8 | +0.7 |
IXJ | iShares Global Healthcare ETF | 67.8 | 46 | -36 | 6.1 | +1.0 |
IEHS | iShares Evolved U.S. Healthcare Staples ETF | 61.3 | 18 | -8 | 5.0 | -0.1 |
RYH | Invesco S&P 500 Equal Weight Health Care ETF | 53.8 | 40 | -30 | 6.4 | +1.3 |
IEIH | iShares Evolved U.S. Innovative Healthcare ETF | 49.6 | 18 | -8 | 3.6 | -1.5 |
FXH | First Trust Health Care AlphaDEX Fund | 36.1 | 62 | -52 | 4.6 | -0.5 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 32.5 | 60 | -50 | 4.4 | -0.8 |
PJP | Invesco Dynamic Pharmaceuticals ETF | 31.3 | 56 | -46 | 8.7 | +3.6 |
VIRS | Pacer BioThreat Strategy ETF | 28.8 | 70 | -60 | 4.7 | -0.4 |
IHI | iShares U.S. Medical Devices ETF | 28.4 | 42 | -32 | 3.1 | -2.0 |
SPHQ | Invesco S&P 500 Quality ETF | 27.8 | 15 | -5 | 4.4 | -0.8 |
PPH | VanEck Vectors Pharmaceutical ETF | 26.0 | 36 | -26 | 10.4 | +5.3 |
LNGR | Global X Longevity Thematic ETF | 26.0 | 50 | -40 | 2.9 | -2.2 |
IHE | iShares U.S. Pharmaceuticals ETF | 25.8 | 42 | -32 | 5.9 | +0.8 |
MGV | Vanguard Mega Cap Value ETF | 24.8 | 7 | 3 | 6.5 | +1.4 |
HTEC | ROBO Global Healthcare Technology & Innovation ETF | 23.9 | 68 | -58 | 0.8 | -4.3 |
OUSA | O'Shares FTSE US Quality Dividend ETF | 23.2 | 48 | -38 | 5.5 | +0.3 |
HLAL | Wahed FTSE USA Shariah ETF | 22.4 | 50 | -40 | 3.8 | -1.3 |
ESGV | Vanguard ESG U.S. Stock ETF | 22.1 | 12 | -2 | 4.5 | -0.7 |
XPH | SPDR S&P Pharmaceuticals ETF | 21.7 | 35 | -25 | 2.8 | -2.3 |
RBUS | Nationwide Risk-Based U.S. Equity ETF | 21.5 | 30 | -20 | 4.6 | -0.5 |
GBLO | Global Beta Low Beta ETF | 21.3 | 29 | -19 | 7.2 | +2.1 |
JKF | iShares Morningstar Large Cap Value ETF | 20.8 | 25 | -15 | 6.7 | +1.6 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 20.8 | 12 | -2 | 4.9 | -0.2 |
VTV | Vanguard Value Index Fund | 20.8 | 4 | 6 | 6.6 | +1.4 |
DURA | VanEck Vectors Morningstar Durable Dividend ETF | 20.5 | 29 | -19 | 8.1 | +3.0 |
SPLV | Invesco S&P 500 Low Volatility ETF | 20.5 | 25 | -15 | 5.5 | +0.4 |
SIXA | 6 Meridian Mega Cap Equity ETF | 20.1 | 82 | -72 | 5.8 | +0.7 |
HDV | iShares Core High Dividend ETF | 20.1 | 8 | 2 | 6.3 | +1.2 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 20.1 | 28 | -18 | 6.0 | +0.9 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 19.9 | 25 | -15 | 5.8 | +0.7 |
XHE | SPDR S&P Health Care Equipment ETF | 19.8 | 35 | -25 | 0.5 | -4.6 |
ANEW | ProShares MSCI Transformational Changes ETF | 19.1 | 45 | -35 | 2.4 | -2.7 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 19.0 | 12 | -2 | 5.3 | +0.2 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 18.9 | 75 | -65 | 2.0 | -3.1 |
USMV | iShares Edge MSCI Min Vol USA ETF | 18.9 | 15 | -5 | 5.3 | +0.2 |
IBB | iShares NASDAQ Biotechnology ETF | 18.7 | 46 | -36 | 0.1 | -5.0 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 18.6 | 27 | -17 | 4.9 | -0.3 |
VOOV | Vanguard S&P 500 Value ETF | 18.4 | 10 | 0 | 6.6 | +1.5 |
JOET | Virtus Terranova US Quality Momentum ETF | 18.3 | 29 | -19 | 4.6 | -0.5 |
SPMO | Invesco S&P 500 Momentum ETF | 18.0 | 13 | -3 | 3.8 | -1.4 |
IHF | iShares U.S. Healthcare Providers ETF | 17.9 | 42 | -32 | 6.5 | +1.4 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 17.7 | 75 | -65 | 5.3 | +0.2 |
MXDU | Nationwide Maximum Diversification US Core Equity ETF | 17.7 | 34 | -24 | 4.3 | -0.8 |
QUS | SPDR MSCI USA StrategicFactors ETF | 17.6 | 15 | -5 | 5.3 | +0.1 |
BMED | BlackRock Future Health ETF | 16.7 | 85 | -75 | -0.9 | -6.0 |
DGRO | iShares Core Dividend Growth ETF | 16.6 | 8 | 2 | 6.0 | +0.9 |
IWX | iShares Russell Top 200 Value ETF | 16.6 | 20 | -10 | 6.1 | +1.0 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 16.5 | 49 | -39 | 3.4 | -1.7 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 16.3 | 60 | -50 | 3.6 | -1.6 |
FAD | First Trust Multi Cap Growth AlphaDEX Fund | 16.3 | 66 | -56 | 1.8 | -3.3 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 16.2 | 28 | -18 | 6.1 | +1.0 |
JKD | iShares Morningstar Large-Cap ETF | 16.2 | 20 | -10 | 4.7 | -0.4 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 16.2 | 19 | -9 | 5.3 | +0.2 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 16.1 | 35 | -25 | 5.1 | -0.0 |
IWP | iShares Russell Mid-Cap Growth ETF | 16.1 | 24 | -14 | 2.7 | -2.4 |
VIG | Vanguard Dividend Appreciation Index Fund | 16.1 | 6 | 4 | 5.0 | -0.1 |
RAFE | PIMCO RAFI ESG U.S. ETF | 16.0 | 30 | -20 | 6.7 | +1.6 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 16.0 | 35 | -25 | 5.1 | -0.0 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 15.9 | 35 | -25 | 5.1 | -0.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 15.9 | 15 | -5 | 5.9 | +0.8 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 15.8 | 75 | -65 | 3.5 | -1.6 |
PQLC | PGIM QMA Strategic Alpha Large-Cap Core ETF | 15.5 | 17 | -7 | 6.1 | +1.0 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 15.5 | 27 | -17 | 4.3 | -0.8 |
EPS | WisdomTree U.S. Earnings 500 Fund | 15.5 | 8 | 2 | 5.9 | +0.8 |
VYM | Vanguard High Dividend Yield Index ETF | 15.5 | 6 | 4 | 6.7 | +1.5 |
QLV | FlexShares US Quality Low Volatility Index Fund | 15.5 | 22 | -12 | 4.3 | -0.8 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 15.4 | 4 | 6 | 6.5 | +1.3 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 15.4 | 9 | 1 | 4.8 | -0.3 |
IVE | iShares S&P 500 Value ETF | 15.4 | 18 | -8 | 6.3 | +1.2 |
NULV | Nuveen ESG Large-Cap Value ETF | 15.4 | 35 | -25 | 6.1 | +1.0 |
IQSU | IQ Candriam ESG US Equity ETF | 15.1 | 9 | 1 | 4.5 | -0.6 |
TPLC | Timothy Plan US Large Cap Core ETF | 15.1 | 52 | -42 | 4.5 | -0.6 |
SFY | SoFi Select 500 ETF | 15.0 | 0 | 10 | 4.6 | -0.6 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 15.0 | 25 | -15 | 5.6 | +0.5 |
DSTL | Distillate US Fundamental Stability & Value ETF | 14.9 | 39 | -29 | 5.7 | +0.6 |
ROUS | Hartford Multifactor US Equity ETF | 14.9 | 19 | -9 | 5.8 | +0.7 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 14.8 | 27 | -17 | 7.6 | +2.5 |
CCOR | Core Alternative ETF | 14.8 | 109 | -99 | 4.2 | -0.9 |
PWB | Invesco Dynamic Large Cap Growth ETF | 14.8 | 56 | -46 | 2.1 | -3.0 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 14.7 | 9 | 1 | 5.0 | -0.1 |
RWL | Invesco S&P 500 Revenue ETF | 14.7 | 39 | -29 | 6.3 | +1.2 |
IUSV | iShares Core S&P U.S. Value ETF | 14.7 | 4 | 6 | 6.5 | +1.4 |
FCPI | Fidelity Stocks for Inflation ETF | 14.7 | 29 | -19 | 5.7 | +0.6 |
SCHV | Schwab U.S. Large-Cap Value ETF | 14.7 | 4 | 6 | 6.1 | +1.0 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 14.6 | 49 | -39 | 4.7 | -0.4 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 14.6 | 37 | -27 | 5.4 | +0.3 |
VTHR | Vanguard Russell 3000 Index Fund | 14.6 | 10 | 0 | 4.4 | -0.7 |
DTD | WisdomTree U.S.Total Dividend Fund | 14.6 | 28 | -18 | 6.2 | +1.1 |
VSMV | VictoryShares US Multi-Factor Minimum Volatility ETF | 14.5 | 35 | -25 | 6.5 | +1.4 |
DFNV | TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 14.5 | 69 | -59 | 4.1 | -1.1 |
FDLO | Fidelity Low Volatility Factor ETF | 14.4 | 29 | -19 | 4.9 | -0.2 |
XBI | SPDR S&P BIOTECH ETF | 14.4 | 35 | -25 | -2.3 | -7.4 |
VXF | Vanguard Extended Market Index Fund | 14.4 | 6 | 4 | 2.5 | -2.6 |
XT | iShares Exponential Technologies ETF | 14.3 | 47 | -37 | 4.5 | -0.6 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Vanguard Health Care Index Fund | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
NEUTRAL |
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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