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Upturn AI SWOT - About
SPDR® S&P Aerospace & Defense ETF (XAR)
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Upturn Advisory Summary
10/15/2025: XAR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 65.53% | Avg. Invested days 70 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 137.00 - 210.74 | Updated Date 06/30/2025 |
52 Weeks Range 137.00 - 210.74 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Aerospace & Defense ETF
ETF Overview
Overview
The SPDRu00ae S&P Aerospace & Defense ETF (XAR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Aerospace & Defense Select Industry Index. It focuses on companies involved in the aerospace and defense industry, providing exposure to both large-cap and small-cap stocks within this sector.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing ETFs across various asset classes and investment strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Aerospace & Defense Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities included in its underlying index.
Composition The ETF primarily holds stocks of companies in the aerospace and defense sector.
Market Position
Market Share: XAR has a notable market share in the aerospace and defense ETF sector, although it is subject to competition.
Total Net Assets (AUM): 3088443827
Competitors
Key Competitors
- Invesco Aerospace & Defense ETF (PPA)
- iShares U.S. Aerospace & Defense ETF (ITA)
Competitive Landscape
The competitive landscape includes a few dominant ETFs. XAR's advantage lies in its equal-weighted approach, offering broader exposure. ITA has a focus on larger companies. PPA is capitalization weighted. XAR may be favorable for investors preferring a balanced exposure.
Financial Performance
Historical Performance: Historical performance data (e.g., 1-year, 3-year, 5-year returns) can be sourced from fund factsheets and financial websites.
Benchmark Comparison: The ETF's performance should be compared to the S&P Aerospace & Defense Select Industry Index to assess tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XAR generally exhibits good liquidity with a healthy average daily trading volume, making it relatively easy to buy or sell shares.
Bid-Ask Spread
The bid-ask spread for XAR is typically tight, indicating lower transaction costs.
Market Dynamics
Market Environment Factors
Factors such as geopolitical tensions, defense spending policies, technological advancements in aerospace, and economic conditions influence the ETF's performance.
Growth Trajectory
The growth trajectory depends on the overall health of the aerospace and defense industry and government spending. Increased defense budgets drive growth.
Moat and Competitive Advantages
Competitive Edge
XAR's competitive advantage lies in its equal-weighted index, providing broad exposure across the sector, mitigating concentration risk associated with market-cap weighting. This approach may benefit from the growth of smaller companies within the aerospace and defense industry. State Street's established reputation as an ETF issuer provides investor confidence. This makes XAR a viable investment tool for accessing this specific sector.
Risk Analysis
Volatility
The ETF's volatility is tied to the volatility of the aerospace and defense sector, influenced by geopolitical events and government policies.
Market Risk
The ETF is subject to market risk, including sector-specific risks related to government contracts, technological disruptions, and economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the aerospace and defense sector and willing to accept sector-specific risks.
Market Risk
XAR is suitable for long-term investors seeking sector-specific exposure, active traders capitalizing on sector trends, and passive index followers.
Summary
The SPDRu00ae S&P Aerospace & Defense ETF (XAR) provides exposure to the aerospace and defense sector through an equal-weighted index. It is managed by State Street, a reputable ETF issuer. While it faces competition from other similar ETFs, its equal-weighted approach offers a distinct advantage. Investors should consider its expense ratio, liquidity, and potential risks before investing. XAR suits those seeking targeted sector exposure and those comfortable with sector-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) fund factsheet
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P Aerospace & Defense ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the S&P Aerospace & Defense Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the aerospace and defense segment of the S&P Total Market Index (S&P TMI).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.