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XLB - ETF AI Analysis

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XLB

Materials Select Sector SPDR Fund (XLB)

Rating:68Neutral
Price Target:
XLB, the Materials Select Sector SPDR Fund, has a solid overall rating driven by strong, well-diversified holdings like Newmont, Vulcan Materials, CRH, Martin Marietta, and Corteva, which all benefit from healthy financial performance and generally positive outlooks. However, weaker names such as Air Products and Linde, which face profitability, cash flow, valuation, and technical challenges, weigh on the fund’s score. The main risk factor is the fund’s concentration in the materials sector, which can make it more sensitive to economic cycles and commodity-related swings.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in the materials sector.
Leading Materials Companies in Top Holdings
Several of the largest positions, such as Linde, Freeport-McMoRan, and Nucor, have delivered strong year-to-date results, helping drive the fund’s overall performance.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Sector Concentration in Materials
Most of the portfolio is tied to the materials industry, so the ETF can be heavily affected if this sector faces a downturn.
High Dependence on a Few Holdings
A small number of stocks, especially the largest position in Linde, make up a significant share of the fund, increasing the impact if any of these companies struggle.
Some Top Holdings Are Underperforming
A few key positions, such as CRH and Martin Marietta Materials, have shown weak year-to-date performance, which can drag on overall returns if the trend continues.

XLB vs. SPDR S&P 500 ETF (SPY)

XLB Summary

The Materials Select Sector SPDR Fund (XLB) is an ETF that tracks the S&P Materials Select Sector index, focusing on U.S. materials companies. It holds businesses that make chemicals, metals, construction materials, and packaging—key ingredients for building, manufacturing, and infrastructure. Well-known holdings include Linde and Sherwin-Williams. Someone might invest in XLB to benefit from economic growth and construction or to add diversification beyond tech and consumer stocks. However, this fund can be volatile because it is heavily tied to the materials sector, which can rise and fall with the economy and commodity prices.
How much will it cost me?The Materials Select Sector SPDR Fund (XLB) has an expense ratio of 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it is passively managed, tracking the S&P Materials Select Sector Index rather than requiring active stock picking.
What would affect this ETF?The Materials Select Sector SPDR Fund (XLB) could benefit from increased infrastructure spending and economic growth, which drive demand for raw materials and construction products. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies in the sector, and potential regulatory changes affecting mining or chemical industries. Its heavy focus on U.S.-based materials companies makes it sensitive to domestic economic conditions and policy shifts.

XLB Top 10 Holdings

XLB is leaning heavily on a few industrial powerhouses, with Linde setting the tone as a steady leader and copper giant Freeport-McMoRan and steelmaker Nucor giving the fund a strong lift thanks to their rising momentum. Gold producer Newmont has been more of a mixed story, bouncing recently but still choppy over the past few months. On the flip side, building-materials names like CRH and Martin Marietta are losing a bit of steam, acting as mild brakes. The fund is tightly focused on U.S.-centric materials and construction themes, with little geographic diversification beyond North America.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Linde14.29%$1.06B$236.47B14.01%
66
Neutral
Newmont Mining7.90%$586.29M$128.85B114.68%
81
Outperform
Nucor5.36%$397.87M$48.81B84.44%
74
Outperform
Freeport-McMoRan5.26%$390.55M$87.74B62.65%
67
Neutral
CRH plc4.88%$361.94M
76
Outperform
Air Products and Chemicals4.67%$346.64M$67.19B12.22%
46
Neutral
Sherwin-Williams Company4.67%$346.53M$83.67B1.17%
66
Neutral
Vulcan Materials4.66%$345.66M$38.10B18.72%
77
Outperform
Martin Marietta Materials4.43%$328.46M$37.08B21.25%
73
Outperform
Corteva4.36%$323.74M$53.57B29.01%
75
Outperform

XLB Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
50.74
Positive
100DMA
49.42
Positive
200DMA
46.72
Positive
Market Momentum
MACD
0.30
Positive
RSI
52.20
Neutral
STOCH
24.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLB, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 51.57, equal to the 50-day MA of 50.74, and equal to the 200-day MA of 46.72, indicating a neutral trend. The MACD of 0.30 indicates Positive momentum. The RSI at 52.20 is Neutral, neither overbought nor oversold. The STOCH value of 24.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLB.

XLB Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.24B0.08%
68
Neutral
$9.97B0.09%
72
Outperform
$9.91B0.69%
72
Outperform
$5.24B0.35%
63
Neutral
$3.10B0.09%
67
Neutral
$1.64B0.38%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XLB
Materials Select Sector SPDR Fund
51.35
10.01
24.21%
VDE
Vanguard Energy ETF
AIRR
First Trust RBA American Industrial Renaissance ETF
XME
SPDR S&P Metals & Mining ETF
VAW
Vanguard Materials ETF
IYM
iShares U.S. Basic Materials ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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