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
- December 31, 2024
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 0.10% 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 December 31, 2024. This page is not affiliated with or endorsed by Vanguard. Past performance does not predict future returns.