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Should You Invest in the Vanguard Health Care ETF (VHT)?
ZACKS· 2025-08-07 11:21
Core Viewpoint - The Vanguard Health Care ETF (VHT) is a passively managed ETF that provides broad exposure to the healthcare sector, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][3]. Fund Overview - VHT was launched on January 26, 2004, and has accumulated over $14.94 billion in assets, making it one of the largest ETFs in the healthcare sector [3]. - The ETF aims to match the performance of the MSCI US Investable Market Health Care 25/50 Index, which includes stocks of U.S. companies in the healthcare sector [3]. Cost Structure - The annual operating expenses for VHT are 0.09%, positioning it as one of the least expensive options in the market [4]. - The ETF has a 12-month trailing dividend yield of 1.65% [4]. Sector Exposure and Holdings - VHT offers nearly 100% allocation in the healthcare sector, with Eli Lilly & Co (LLY) making up approximately 11.05% of total assets, followed by UnitedHealth Group Inc (UNH) and AbbVie Inc (ABBV) [5]. Performance Metrics - Year-to-date, VHT has experienced a loss of about 4.02%, and it is down approximately 9.09% over the last 12 months as of August 7, 2025 [6]. - The ETF has traded between $236.71 and $288.1 in the past 52 weeks, with a beta of 0.65 and a standard deviation of 14.28% over the trailing three-year period, indicating medium risk [6]. Investment Alternatives - VHT holds a Zacks ETF Rank of 1 (Strong Buy), based on expected asset class return, expense ratio, and momentum, making it a strong option for investors seeking healthcare sector exposure [7]. - Other alternatives include the iShares Global Healthcare ETF (IXJ) and the Health Care Select Sector SPDR ETF (XLV), with IXJ having $3.63 billion in assets and XLV having $32.12 billion [8][9].
Should You Invest in the First Trust Health Care AlphaDEX ETF (FXH)?
ZACKS· 2025-08-05 11:21
Core Viewpoint - The First Trust Health Care AlphaDEX ETF (FXH) is a passively managed ETF that provides broad exposure to the Healthcare - Broad segment of the equity market, appealing to both institutional and retail investors due to its low cost and tax efficiency [1][2]. Group 1: ETF Overview - FXH was launched on May 8, 2007, and has accumulated over $857.74 million in assets, making it one of the larger ETFs in its category [3]. - The ETF aims to match the performance of the StrataQuant Health Care Index, utilizing the AlphaDEX stock selection methodology to choose stocks from the Russell 1000 Index [3]. Group 2: Costs and Performance - FXH has annual operating expenses of 0.6% and a 12-month trailing dividend yield of 0.34%, which is competitive within its peer group [4]. - The ETF has experienced a loss of approximately 3.39% year-to-date and about 8.07% over the past year, with a trading range between $93.63 and $113.828 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Healthcare sector, with Biogen Inc. (BIIB) representing about 2.36% of total assets, and the top 10 holdings accounting for approximately 23.06% of total assets under management [5][6]. Group 4: Alternatives and Comparisons - FXH carries a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to healthcare ETFs [8]. - Other alternatives include the Vanguard Health Care ETF (VHT) with $15.18 billion in assets and an expense ratio of 0.09%, and the Health Care Select Sector SPDR ETF (XLV) with $33.05 billion in assets and an expense ratio of 0.08% [9].
Should You Invest in the Invesco S&P 500 Equal Weight Health Care ETF (RSPH)?
ZACKS· 2025-07-24 11:21
Core Insights - The Invesco S&P 500 Equal Weight Health Care ETF (RSPH) is a passively managed ETF launched on November 1, 2006, providing broad exposure to the Healthcare - Broad segment of the equity market [1] - The Healthcare - Broad sector is ranked 8th among the 16 Zacks sectors, placing it in the top 50% [2] Fund Overview - Sponsored by Invesco, RSPH has over $717.51 million in assets, making it one of the larger ETFs in the Healthcare - Broad segment [3] - The ETF aims to match the performance of the S&P 500 Equal Weight Health Care Index, which equally weights stocks in the healthcare sector of the S&P 500 Index [3] Cost Structure - RSPH has an annual operating expense ratio of 0.40%, positioning it as one of the cheaper options in the ETF space [4] - The ETF has a 12-month trailing dividend yield of 0.76% [4] Sector Exposure and Holdings - The ETF is fully allocated to the Healthcare sector, with approximately 100% of its portfolio dedicated to this area [5] - Moderna Inc (MRNA) constitutes about 1.82% of total assets, with the top 10 holdings accounting for approximately 17.56% of total assets under management [6] Performance Metrics - As of July 24, 2025, RSPH has gained about 0.04% year-to-date but is down approximately -4.35% over the past year [7] - The ETF has traded between $26.81 and $32.53 in the last 52 weeks, with a beta of 0.83 and a standard deviation of 15.65% over the trailing three-year period [7] Alternatives - RSPH carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Health Care ETFs market [8] - Other alternatives include the Vanguard Health Care ETF (VHT) and the Health Care Select Sector SPDR ETF (XLV), with VHT having $15.51 billion in assets and XLV having $33.63 billion [9]