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Upturn AI Summary
ProShares S&P 500® ex-Health Care ETF(SPXV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SPXV
10/28/2026: SPXV (2-star) is a SELL. SELL for 4 days. Simulated Profits (-1.83%). Updated daily EoD!
ProShares S&P 500 ex-Health Care ETF (SPXV) provides exposure to the S&P 500 index while systematically excluding the health care sector. Its primary strength lies in the precision it offers investors who wish to customize their equity exposure, though this comes with lower liquidity and a higher expense ratio compared to standard core market ETFs. It serves best as a tactical building block for those with specific sector views rather than as a primary holding. The most important risks include increased volatility from excluding a defensive sector and lower trading volumes. It is most suitable for tactical, customization-focused investors who understand the risks of sector-tilted portfolio construction.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund tilts toward growth-heavy sectors like technology by removing the generally more defensive health care sector. |
| Momentum investor | Strong fit while signal remains positive | Investors can use this to overweight sectors showing positive price momentum while avoiding the specific health care category. |
| Value investor | Mixed fit | The exclusion of health care may remove some defensive value stocks, altering the traditional value profile of the S&P 500. |
| Dividend/Income investor | Weak fit | Health care is often a source of stable dividends, so its exclusion may reduce the overall income yield of the portfolio. |
| Low-risk investor | Weak fit | Removing health care eliminates a typically defensive sector, likely increasing overall portfolio volatility compared to the full S&P 500. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced, tactical participant who specifically wants to avoid health care sector exposure while maintaining a broad U.S. large-cap market presence.
Suitability
Best suited for tactical investors using it as a component of a larger, customized portfolio rather than passive buy-and-hold index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund may experience higher volatility than a standard S&P 500 ETF due to the lack of defensive health care exposure. |
| Market risk | High | It remains exposed to the systematic risks of the broader U.S. equity market. |
| Concentration | Medium | Excluding a major sector slightly increases the relative weighting of the remaining sectors. |
| Tracking/expense | Medium | Higher expense ratios compared to standard core ETFs can lead to a slightly larger tracking error over time. |
| Liquidity | Medium / high | Low trading volume can result in higher bid-ask spreads and difficulty executing large orders without impacting the price. |
| Business/sector quality | Medium | The absence of health care sector performance means the fund will not benefit from that sector's potential growth or defensive characteristics. |
Risk Analysis
Volatility
SPXV is subject to the volatility of 10 of the 11 GICS sectors, potentially increasing risk in the absence of the often-defensive health care sector.
Market Risk
The fund carries standard systematic equity risk and is vulnerable to fluctuations in the U.S. large-cap market cycle.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Information Technology | 35 | This sector provides the largest growth-oriented component of the fund's equity holdings. |
| Sector | Financials | 15 | Financial services firms offer exposure to interest rate environments and general economic activity. |
| Sector | Consumer Discretionary | 14 | This exposure tracks companies that thrive on consumer spending and economic confidence. |
| Sector | Communication Services | 11 | Major telecommunications and media companies drive this portion of the portfolio. |
| Sector | Industrials | 11 | Broad exposure to cyclical manufacturing and service-based industrial firms. |
| Sector | Other Sectors (Energy, Staples, Utilities, Real Estate, Materials) | 14 | These combined sectors provide diversified exposure to non-health care facets of the U.S. economy. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 40.93% | Avg. Invested days 67 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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