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Upturn AI SWOT - About
SPDR® S&P Pharmaceuticals ETF (XPH)
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Upturn Advisory Summary
09/15/2025: 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 20.51% | Avg. Invested days 61 | 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 09/15/2025 |
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
The 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 within the U.S. equity market.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has significant expertise in managing sector-specific and index-tracking ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Pharmaceuticals Select Industry Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: S&P Pharmaceuticals Select Industry Index.
Composition Primarily holds stocks of U.S. pharmaceutical companies.
Market Position
Market Share: XPH has a notable, but not dominant, market share within the pharmaceutical ETF space.
Total Net Assets (AUM): 358498928.4
Competitors
Key Competitors
- iShares U.S. Pharmaceuticals ETF (IHE)
- Invesco Dynamic Pharmaceuticals ETF (PJP)
Competitive Landscape
The pharmaceutical ETF market is moderately competitive. XPH offers a broader and more diverse exposure, IHE is less diverse and PJP is actively managed. XPH may have higher volatility relative to less concentrated or actively managed ETFs.
Financial Performance
Historical Performance: Historical performance data is available from SSGA and various financial data providers.
Benchmark Comparison: XPH's performance is typically compared to the S&P Pharmaceuticals Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XPH's average daily trading volume is moderate, providing generally sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for XPH is typically tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare policy changes, drug pricing regulations, and FDA approvals influence XPH's performance.
Growth Trajectory
XPH's growth is tied to the overall performance of the pharmaceutical industry, including new drug development and market demand.
Moat and Competitive Advantages
Competitive Edge
XPH benefits from SSGA's established brand and its index-tracking approach, which provides transparency and diversification. The ETF's broad exposure to the U.S. pharmaceutical sector offers investors access to a range of companies. However, its equal-weighting scheme can expose to higher volatility and lower overall value of the portfolio. XPH's index construction methodology may differ to its competitors providing investors choices. The lower fees compared to actively managed peers may be beneficial.
Risk Analysis
Volatility
XPH's volatility can be influenced by news events, regulatory changes, and the performance of individual pharmaceutical companies.
Market Risk
XPH is subject to market risk, particularly risks associated with the pharmaceutical sector, such as drug pricing pressures, patent expirations, and regulatory scrutiny.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. pharmaceutical sector for diversification or sector-specific investment.
Market Risk
Suitable for investors with a moderate to high risk tolerance who are comfortable with sector-specific exposure and potential volatility; best suited for long-term investors.
Summary
SPDRu00ae S&P Pharmaceuticals ETF (XPH) offers targeted exposure to the U.S. pharmaceutical sector by tracking the S&P Pharmaceuticals Select Industry Index. Managed by State Street Global Advisors, XPH provides investors with a diversified way to invest in the pharmaceutical industry. Its performance is influenced by factors such as economic indicators, healthcare policies, and regulatory changes. While it offers diversification within the sector, it is subject to sector-specific risks and may exhibit volatility. It suits investors with a moderate to high risk tolerance, seeking long-term growth within the pharmaceutical industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Bloomberg
- Morningstar
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. 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 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.