Both VFH and XLF are ETFs. VFH has a lower 5-year return than XLF (4.02% vs 4.9%). VFH and XLF have the same expense ratio (0.1%). Below is the comparison between VFH and XLF.
| VFH | XLF | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 40 | 50 |
| Category | Financial | Financial |
| Family | Vanguard | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.10% | 0.10% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.43% | 2.11% |
| Underlying Index | MSCI US Investable Market Financials 25/50 Index | S&P Financial Select Sector Index |
| YTD Return | -6.84% | -6.42% |
| 1-Year Return | -6.08% | -4.82% |
| 3-Year Return | 15.00% | 15.57% |
| 5-Year Return | 4.02% | 4.90% |
| 10-Year Return | 8.79% | 9.21% |
VFH
VFH description
Vanguard World Fund - Vanguard Financials ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. It invests in public equity markets of the United States. It invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI US Investable Market Index (IMI)/Financials 25/50, by using full replication technique. Vanguard World Fund - Vanguard Financials ETF was formed on January 26, 2004 and is domiciled in the United States.
VFH performance & returns
| YTD Return | -6.84% |
| 1-Month Return | -1.93% |
| 3-Month Return | -11.67% |
| 1-Year Return | -6.08% |
| 3-Year Return | 15.00% |
| 5-Year Return | 4.02% |
| 10-Year Return | 8.79% |
VFH holdings
Top 10 Holdings (42.70% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 9.92% |
| JPMorgan Chase & Co | JPM | 9.40% |
| Bank of America Corp | BAC | 4.90% |
| Wells Fargo & Co | WFC | 3.51% |
| S&P Global Inc | SPGI | 2.80% |
| The Goldman Sachs Group Inc | GS | 2.70% |
| Morgan Stanley | MS | 2.64% |
| American Express Co | AXP | 2.38% |
| BlackRock Inc | BLK | 2.34% |
| Citigroup Inc | C | 2.11% |
VFH cons
The following are VFH weaknesses from our perspective:
- VFH net assets are $0.00 million. This fund is not a popular choice with retail investors.
- VFH 5-year return is 4.39%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- VFH 15-year return is 3.06%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
Other relevant VFH comparisons
You may also want to check out the following VFH comparisons that investors often look for on Finny
- VFH vs KRE
- VFH vs XLF
- VFH vs FNCL
- VFH vs FXO
- VFH vs IYF
- VFH vs JHMF
- VFH vs KBWD
- VFH vs PFI
- VFH vs PSCF
- VFH vs RWW
- VFH vs RYF
XLF
XLF description
The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund is an exchange traded fund launched by State Street Global Advisors, Inc. It is managed by SSGA Funds Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across financials sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the Financial Select Sector Index, by using full replication technique. The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund was formed on December 16, 1998 and is domiciled in the United States.
XLF performance & returns
| YTD Return | -6.42% |
| 1-Month Return | -2.21% |
| 3-Month Return | -10.25% |
| 1-Year Return | -4.82% |
| 3-Year Return | 15.57% |
| 5-Year Return | 4.90% |
| 10-Year Return | 9.21% |
XLF holdings
Top 10 Holdings (54.75% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Berkshire Hathaway Inc Class B | BRK.B | 12.93% |
| JPMorgan Chase & Co | JPM | 8.86% |
| Visa Inc Class A | V | 8.26% |
| Mastercard Inc Class A | MA | 7.01% |
| Bank of America Corp | BAC | 4.46% |
| Wells Fargo & Co | WFC | 3.31% |
| S&P Global Inc | SPGI | 2.61% |
| Morgan Stanley | MS | 2.57% |
| The Goldman Sachs Group Inc | GS | 2.54% |
| BlackRock Inc | BLK | 2.20% |
XLF pros
The following are XLF strengths from our perspective:
- XLF 3-year return is 16.26%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 6.34%.
- XLF 10-year return is 9.39%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- XLF expense ratio is 0.1%, which is considered low. Nice job picking a low-cost fund.
XLF cons
The following are XLF weaknesses from our perspective:
- XLF net assets are $0.00 million. This fund is not a popular choice with retail investors.
- XLF 5-year return is 5.4%, which is lower than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- XLF 15-year return is 2.13%, which is lower than the 15-year return of the benchmark index (MSCI ACWI NR USD), 4.59%.
Other relevant XLF comparisons
You may also want to check out the following XLF comparisons that investors often look for on Finny
- XLF vs VFH
- XLF vs KRE
- XLF vs KBE
- XLF vs XLE
- XLF vs IYF
- XLF vs SPY
- XLF vs FNCL
- XLF vs FXO
- XLF vs JHMF
- XLF vs KBWD
- XLF vs PFI
- XLF vs PSCF
- XLF vs RWW
- XLF vs RYF