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Upturn AI SWOT - About
Health Care Select Sector SPDR® Fund (XLV)
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Upturn Advisory Summary
09/15/2025: XLV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 3.22% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 publicly traded equity securities of companies in the Health Care Select Sector Index.
Reputation and Reliability
State Street is a well-established and reputable ETF issuer with a long track record.
Management Expertise
State Street has extensive experience in managing sector-specific ETFs.
Investment Objective
Goal
To provide investment results that correspond to the price and yield performance of the Health Care Select Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all of the stocks in the Health Care Select Sector Index in proportion to their weighting in the index.
Composition The fund primarily holds large-cap US healthcare stocks.
Market Position
Market Share: XLV has a significant market share within the healthcare ETF sector.
Total Net Assets (AUM): 40980000000
Competitors
Key Competitors
- VHT
- IXJ
- RYH
Competitive Landscape
The healthcare ETF sector is competitive. XLV is a popular choice due to its high liquidity and low expense ratio. Competitors may offer different exposures or investment strategies. XLV's advantages are its established track record, high AUM, and tight tracking of the Health Care Select Sector Index. A disadvantage could be its focus solely on large-cap US healthcare stocks, potentially missing opportunities in smaller companies or international markets.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved separately from financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the Health Care Select Sector Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLV exhibits high liquidity with a substantial average daily trading volume, facilitating ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread for XLV is typically narrow, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare policy changes, pharmaceutical innovation, and demographic trends influence XLV's performance.
Growth Trajectory
The growth of XLV is tied to the overall healthcare sector, technological advancements, and regulatory developments. Strategy and holdings will fluctuate to match the underlying index.
Moat and Competitive Advantages
Competitive Edge
XLV benefits from State Street's established reputation and significant AUM, offering investors high liquidity and tight tracking of the Health Care Select Sector Index. Its large size allows for economies of scale, translating to a low expense ratio. XLV's brand recognition and extensive trading volume contribute to its competitive edge within the healthcare sector ETF space. The fund's focus on large-cap US healthcare companies provides stability and diversification within the sector.
Risk Analysis
Volatility
Healthcare stocks can be sensitive to regulatory changes and clinical trial results, which can contribute to volatility.
Market Risk
Specific risks include regulatory changes impacting healthcare companies, patent expirations affecting pharmaceutical revenues, and broader market fluctuations.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. healthcare sector would benefit from XLV. It's suitable for those looking for sector-specific growth or diversification.
Market Risk
XLV is suitable for both long-term investors and active traders seeking exposure to the healthcare sector. It's also appropriate for passive index followers.
Summary
The Health Care Select Sector SPDRu00ae Fund (XLV) provides exposure to the large-cap segment of the U.S. healthcare sector, tracking the Health Care Select Sector Index. It's managed by State Street and offers high liquidity at a low expense ratio. XLV is a popular choice for investors seeking targeted sector exposure with a strong track record. It's crucial to consider market risks and regulatory changes that may impact the ETF's performance when investing in XLV.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may vary based on the source and calculation methodology.
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.