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Upturn AI SWOT - About
Health Care Select Sector SPDR® Fund (XLV)
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Upturn Advisory Summary
07/30/2025: XLV (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.67% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.57 | 52 Weeks Range 126.75 - 156.97 | Updated Date 06/29/2025 |
52 Weeks Range 126.75 - 156.97 | Updated Date 06/29/2025 |
Upturn AI SWOT
Health Care Select Sector SPDR® Fund
ETF Overview
Overview
The Health Care Select Sector SPDRu00ae Fund (XLV) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. It offers exposure to companies from the healthcare sector within the S&P 500.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with a long history in the ETF market.
Management Expertise
SSGA has a large and experienced team managing a wide range of ETFs, providing significant expertise.
Investment Objective
Goal
To provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index.
Investment Approach and Strategy
Strategy: Tracks a specified index, the Health Care Select Sector Index.
Composition Primarily holds stocks of companies in the healthcare sector, including pharmaceuticals, biotechnology, healthcare equipment, and healthcare providers & services.
Market Position
Market Share: XLV holds a significant market share within the healthcare ETF sector.
Total Net Assets (AUM): 42180000000
Competitors
Key Competitors
- XLV
- VHT
- IXJ
- FHLC
- RYH
Competitive Landscape
The healthcare ETF market is dominated by a few large funds, with XLV holding a significant portion of the market share. XLV's advantage lies in its high liquidity and low expense ratio. However, competitors like VHT offer broader diversification within the healthcare sector, while others like RYH, offer equally-weighted exposures and focus on different investment styles within healthcare.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers and includes metrics such as 1-year, 3-year, 5-year, and 10-year average annual returns.
Benchmark Comparison: XLV's performance is typically compared against the Health Care Select Sector Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLV exhibits high liquidity with a large average daily trading volume, making it easy for investors to buy and sell shares.
Bid-Ask Spread
Due to its high trading volume, XLV typically has a narrow bid-ask spread, reducing transaction costs for investors.
Market Dynamics
Market Environment Factors
Healthcare sector performance is influenced by factors such as government regulations, drug pricing policies, healthcare spending, and demographic trends.
Growth Trajectory
XLV's growth is closely tied to the overall performance and growth prospects of the healthcare sector. Changes in the fund's holdings are typically driven by rebalancing of the underlying index.
Moat and Competitive Advantages
Competitive Edge
XLV benefits from its first-mover advantage, high liquidity, and low expense ratio. Its large AUM provides economies of scale, further reducing costs for investors. The fund's focus on the healthcare sector within the S&P 500 offers targeted exposure to this industry, appealing to investors seeking sector-specific investments. SSGA's strong brand recognition and established track record also contribute to XLV's competitive position.
Risk Analysis
Volatility
Healthcare sector is subject to regulatory and innovation risks, leading to moderate historical volatility for XLV.
Market Risk
XLV is subject to market risk, as its value can fluctuate based on overall market conditions and investor sentiment towards the healthcare sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the healthcare sector and who believe in the long-term growth potential of the industry.
Market Risk
Suitable for long-term investors and those looking to overweight the healthcare sector in their portfolios.
Summary
Health Care Select Sector SPDRu00ae Fund (XLV) is a leading ETF offering focused exposure to the healthcare sector within the S&P 500. Its high liquidity, low expense ratio, and strong track record make it an attractive option for investors seeking to overweight this sector. However, investors should be aware of the regulatory and innovation risks specific to the healthcare industry. XLV is best suited for long-term investors who believe in the sector's growth potential, and it maintains a high-performance track record within the industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Health Care Select Sector SPDR® Fund
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 index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. The fund is non-diversified.
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.