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- Fund Details
SPDR® S&P Homebuilders ETF(XHB)
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 XHB
10/07/2026: XHB (1-star) is currently NOT-A-BUY. Pass it for now.
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.
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 7.38% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/07/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 7, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.45B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 1.22% |
| Inception | Jan 31, 2006 |
Performance
| Period | Total Return |
|---|---|
| YTD | -5.14% |
| 1 Year | -12.37% |
| 3 Year | +9.46% |
| 5 Year | +7.04% |
| 10 Year | +12.05% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 27.79% |
| 3Y Volatility | 28.65% |
| 3Y Sharpe Ratio | 0.27 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 50.88% |
| Mid Cap | 26.08% |
| Micro Cap | 13.66% |
| Large Cap | 9.31% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 63.18% |
| Industrials | 31.87% |
| Basic Materials | 3.19% |
| Real Estate | 1.76% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.26x |
| Portfolio P/B | 1.88x |
| Portfolio P/S | 1.19x |
| Holdings Turnover | 27.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Johnson Controls International | 3.53% |
| SharkNinja | 3.52% |
| Trane Technologies | 3.46% |
| Williams-Sonoma | 3.44% |
| Cavco Industries | 3.43% |
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