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SPDR® S&P Pharmaceuticals ETF (XPH)
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Upturn Advisory Summary
11/05/2025: XPH (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 27.66% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.65 | 52 Weeks Range 35.14 - 48.30 | Updated Date 06/30/2025 |
52 Weeks Range 35.14 - 48.30 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Pharmaceuticals ETF
ETF Overview
Overview
SPDRu00ae S&P Pharmaceuticals ETF (XPH) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Pharmaceuticals Select Industry Index. It focuses on the pharmaceuticals sector, utilizing a modified equal-weight strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing ETFs, including sector-specific funds.
Investment Objective
Goal
To replicate, before fees and expenses, the performance of the S&P Pharmaceuticals Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P Pharmaceuticals Select Industry Index, which represents the pharmaceuticals sub-industry portion of the S&P Total Market Index.
Composition The ETF primarily holds stocks of pharmaceutical companies included in the underlying index.
Market Position
Market Share: XPH holds a considerable market share within the pharmaceutical ETF sector.
Total Net Assets (AUM): 380000000
Competitors
Key Competitors
- Invesco Pharmaceuticals ETF (PJP)
- iShares U.S. Pharmaceuticals ETF (IHE)
Competitive Landscape
The pharmaceutical ETF market is relatively concentrated. XPH competes with other ETFs by offering exposure to the pharmaceuticals sector but distinguishes itself through its equal-weighted approach, potentially leading to different performance compared to market-cap weighted competitors. Disadvantages include potentially higher turnover and tracking error compared to market-cap weighted funds.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be retrieved from financial data providers.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XPH generally exhibits moderate trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread for XPH is typically tight, reflecting its liquidity.
Market Dynamics
Market Environment Factors
Factors affecting XPH include pharmaceutical industry growth prospects, regulatory changes, drug pricing pressures, and overall market sentiment.
Growth Trajectory
Growth of XPH depends on the performance of the pharmaceutical sector and investor interest in sector-specific ETFs. Changes to strategy and holdings are dictated by the underlying index.
Moat and Competitive Advantages
Competitive Edge
XPH benefits from the strong brand recognition of the SPDR brand and provides focused exposure to the pharmaceutical sector. Its modified equal-weight strategy differentiates it from market-cap weighted competitors, potentially capturing smaller company growth. However, this strategy can also increase volatility. Investors seeking pure-play pharmaceutical exposure may find XPH appealing. SSGA's established ETF management expertise contributes to its competitive edge.
Risk Analysis
Volatility
XPH's volatility is influenced by the inherent volatility of the pharmaceutical sector, which can be sensitive to regulatory changes, clinical trial results, and drug pricing debates.
Market Risk
Market risk includes broad market downturns affecting all sectors, while specific risks relate to pharmaceutical companies, such as patent expirations, drug failures, and regulatory hurdles.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the pharmaceutical sector, potentially for diversification or to capitalize on industry growth trends. Suitable for investors willing to accept sector-specific risks.
Market Risk
XPH is suitable for both long-term investors and active traders with a focus on the healthcare/pharmaceutical sector and those who understand industry risks and want targeted exposure.
Summary
The SPDRu00ae S&P Pharmaceuticals ETF (XPH) offers targeted exposure to the US pharmaceutical industry. Its modified equal-weight strategy provides diversification benefits and the opportunity to capture growth from smaller companies, though it also carries increased volatility. XPH appeals to investors seeking sector-specific returns and can be used for diversification or tactical trading. Investors should carefully consider the risks associated with the pharmaceutical sector before investing. The ETFu2019s performance hinges on the overall health and innovation within the pharmaceutical industry.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
- YCharts
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly. Consult with a 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 Pharmaceuticals 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 Pharmaceuticals 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 pharmaceuticals 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.