Financial
VFH — Vanguard Financials ETF
Financial sector exposure.
- Annual return
- 9.80%
- Expense ratio
- 0.10%
- Volatility
- 22.10%
- Assets
- $8B+
What the fee actually costs
An expense ratio of 0.10% works out to about $100.00 a year on a $100,000.00 position. It is deducted from fund assets, so you never see an invoice — but it compounds against you every year you hold.
Against a reported 9.80% gross return, that leaves roughly 9.70% net of fund costs before tax and before any platform or brokerage charges.
Fund facts
- Provider
- Vanguard
- Benchmark
- MSCI US Investable Market Financials 25/50 Index
- Inception
- 2004-01-26
- Category
- Financial
- Figures as of
- 2024-12-31
Other Financial funds
| Fund | Return | Expense |
|---|---|---|
| XLFState Street | 9.50% | 0.10% |
Frequently Asked Questions
VFH (Vanguard Financials ETF) tracks the MSCI US Investable Market Financials 25/50 Index. Financial sector exposure. It is managed by Vanguard and launched on 2004-01-26.
VFH charges 0.1% per year. On a $100,000.00 position that is roughly $100.00 annually, deducted from fund assets rather than billed separately.
Reported annualised volatility is 22.10%. Higher volatility means wider swings in both directions; it is a measure of variability, not of expected loss.
Figures reported by Vanguard as of 2024-12-31. This page is not affiliated with or endorsed by Vanguard. Past performance does not predict future returns.