(VFH) Financials Shares - Overview

ETF Category: Financial | Exchange: NYSE ARCA (USA) | Market Cap: 12.316m USD | Total Return: 6.7% in 12m

Banking, Insurance, Asset Management, Real Estate, Brokerage Services
Total Rating 26
Safety 49
Buy Signal -0.31
Financial
Category Rotation: +0.2
TER: 0.10%
AUM: 12.3B
Avg Turnover: 56.2M
Risk 3d forecast
Volatility14.9%
VaR 5th Pctl2.74%
VaR vs Median2.24%
Reward TTM
Sharpe Ratio0.21
Rel. Str. IBD36.9
Rel. Str. Peer Group44.1
Character TTM
Beta0.812
Beta Downside0.883
Hurst Exponent0.468
Drawdowns 3y
Max DD17.30%
CAGR/Max DD1.20
CAGR/Mean DD6.43

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: VFH Financials Shares

The Vanguard Financials Index Fund ETF (VFH) tracks a market-cap-weighted index of U.S. companies within the financial sector as defined by the Global Industry Classification Standard (GICS). The fund employs a full-replication strategy, purchasing all or nearly all securities in the benchmark to match their respective weightings. This non-diversified fund provides broad exposure to large, mid-size, and small-cap firms across the industry.

The financial sector primarily generates revenue through net interest margins, asset management fees, and insurance premiums. Business models in this space range from traditional commercial banking and investment services to specialized insurance underwriting and financial technology platforms. Analyzing specific valuation metrics on ValueRay can help determine if these underlying assets are currently priced fairly.

Headlines to Watch Out For
  • Federal Reserve interest rate pivots dictate net interest margins for member banks
  • U.S. consumer credit performance impacts loan loss provision requirements across holdings
  • Regulatory capital requirement shifts influence bank dividend policies and buyback programs
  • Capital market volatility drives investment banking fees and asset management revenue
  • Domestic economic growth trends determine loan demand and financial services transaction volume
What is the price of VFH shares?

As of May 23, 2026, the stock is trading at USD 127.01 with a total of 380,625 shares traded.
Over the past week, the price has changed by +1.66%, over one month by -0.83%, over three months by +2.89% and over the past year by +6.73%.

Is VFH a buy, sell or hold?

Financials Shares has no consensus analysts rating.