VFHVanguard Financials Index Fund ETF Shares
Grow my money#74 of 2944 for Grow my money
Seeks to track the performance of a benchmark index that measures financial stocks.
Vanguard · Since 2004 (22 years)
Annual Cost
0.09%
#327 out of 5,332 ETFs
Fund Size
$13.3B
#185 out of 5,332 ETFs
Dividend Yield
1.61%
Track Record
22 years
#183 out of 5,332 ETFs
Performance
1 Year
+11.1%
3 Years
+20.4%
5 Years
+9.8%
What's inside
Asset class
Region
Asset allocation
Stocks
92.8%
Cash
3.6%
Other
3.5%
Sector breakdown
Financial Services
96.9%
Technology
2.1%
Real Estate
0.8%
Industrials
0.2%
Healthcare
0.0%
Top holdings
JPMorgan Chase & CoJPM9.1%
Berkshire Hathaway Inc Class BBRK-B8.0%
Mastercard Inc Class AMA5.1%
Visa Inc Class AV4.0%
Bank of America CorpBAC3.9%
Wells Fargo & CoWFC3.0%
The Goldman Sachs Group IncGS2.9%
Morgan StanleyMS2.4%
Citigroup IncC2.3%
Risk profile
Volatility (1Y)
15.2%
Moderate
Max drawdown
-44.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.97
Decent risk-adjusted returns
Sortino (3Y)
1.39
Good downside protection
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Data updated on 2026-05-05