VFH ETF Analysis: Financials Shares | NYSE

Financial | NYSE, USA | Market Cap: 12.323m USD | 12M Return: 9.3% | Charts, Fundamentals & Technical Analysis

Banks, Insurance, Capital Markets, Asset Management
Total Rating 52
Safety 62
Buy Signal 0.32
Financial
Category Rotation: -2.6
TER: 0.10%
AUM: 12.3B
Avg Turnover: 76.9M
Risk 3d forecast
Volatility14.7%
VaR 5th Pctl2.68%
VaR vs Median1.32%
Reward TTM
Sharpe Ratio0.38
Rel. Str. IBD46.2
Rel. Str. Peer Group38.2
Character TTM
Beta0.776
Beta Downside0.758
Hurst Exponent0.464
Drawdowns 3y
Max DD17.30%
CAGR/Max DD1.12
CAGR/Mean DD5.69

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 0
Feb -1.6% 18
Mar -4.1% 45
Apr +0.1% 0
May -0.8% 15
Jun -0.6% 0
Jul +0.8% 19
Aug -0.0% 5
Sep -3.2% 41
Oct -0.5% 20
Nov +3.0% 46
Dec -0.5% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: VFH Financials Shares

Vanguard Financials Index Fund ETF Shares (VFH) is an exchange-traded fund that uses an indexing strategy to track the performance of a U.S. financials sector benchmark. The fund holds large-, mid-, and small-cap stocks classified within the financials sector under the Global Industry Classification Standard (GICS), and it follows a full replication approach, seeking to hold each underlying stock in approximately the same weight as its representation in the target index.

As a sector-specific ETF, VFH concentrates its exposure in financial companies, which under GICS generally include banks, insurance firms, capital markets businesses, and consumer finance providers. The fund is classified as non-diversified, a structure common to sector ETFs that deliberately concentrate holdings within a single industry rather than spreading risk across multiple sectors.

Headlines to Watch Out For
  • Fed rate cuts compress bank net interest margins
  • Yield curve steepening boosts bank lending profitability
  • Credit losses rise as loan defaults accelerate
What is the price of VFH shares?

As of July 22, 2026, the stock is trading at USD 137.44 with a total of 332,725 shares traded. Over the past week, the price has changed by -0.12%, over one month by +4.68%, over three months by +7.51% and over the past year by +9.26%.

Current recommended Stop Loss: 132.80 (which is 3.4% or 2.7 ATR below the current price).

Is VFH a buy, sell or hold?

Financials Shares has no consensus analysts rating.