VHTVanguard Health Care Index Fund ETF Shares

Grow my money22y track recordRanked #89 of 3,055 in this goal

Tracks the performance of the MSCI US Investable Market Index (IMI)/Health Care 25/50.

By Vanguard · Launched 2004

Annual Cost

0.09%

#349 of 6,040 · low cost

Fund Size

$22.0B

#147 of 6,040 · large

Return (1Y)

+26.6%

Track Record

22 years

#185 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,338+23.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Health care

Focus

Biotech & Genomics

Index tracked

MSCI US Investable Market Index (IMI)/Health Care 25/50

Holdings

By weight

Concentration

Top 10 holdings = 50.3% of fundmoderately concentrated

Eli Lilly & Co

12.5%

Johnson & Johnson

8.7%

AbbVie Inc

6.1%

Merck & Co Inc

4.6%

UnitedHealth Group Inc

3.9%

Amgen Inc

3.1%

Abbott Laboratories

3.0%

Thermo Fisher Scientific Inc

2.9%

Gilead Sciences Inc

2.7%

Intuitive Surgical Inc

2.7%

Asset allocation

Stocks

99.6%

Cash

0.2%

Other

0.2%

By sector

Healthcare

100.0%

Financial Services

0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.5%Moderate

Year-on-year price swings

Max drawdown

-28.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.52Decent risk-adjusted returns

Sortino (3Y)

0.75Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of the MSCI US Investable Market Index (IMI)/Health Care 25/50.
Strategy: Employs an indexing investment approach to replicate the Target Index by investing at least 80% of net assets in health care stocks of large, mid-size, and small U.S. companies. Covers health care providers, equipment manufacturers, and biotechnology firms.
Inception date: January 26, 2004
Fund family: Vanguard