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XLF - ETF AI Analysis

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XLF

Financial Select Sector SPDR Fund (XLF)

Rating:72Outperform
Price Target:
XLF, the Financial Select Sector SPDR Fund, earns a solid overall rating thanks to large positions in high-quality financial leaders like JPMorgan Chase, Wells Fargo, and American Express, which all show strong earnings, positive outlooks, and generally supportive technical trends. Holdings such as Berkshire Hathaway and Visa contribute positively through strong fundamentals but are somewhat held back by bearish technical signals and, in Berkshire’s case, no dividend, while other names like Citigroup and Morgan Stanley face risks from high leverage and cash flow challenges. The main risk for XLF is its concentration in the financial sector, meaning the fund is heavily exposed to changes in interest rates, credit conditions, and the broader health of the banking and payments industries.
Positive Factors
Low Expense Ratio
The fund charges relatively low fees, so more of any gains can stay in investors’ pockets over time.
Large Asset Base
With a very high level of assets under management, the ETF is likely to offer strong liquidity and tighter trading spreads for investors.
Exposure to Leading Financial Institutions
The fund’s top holdings include many of the largest and most established financial companies, which can provide stability within the financial sector.
Negative Factors
Sector Concentration Risk
Almost all of the ETF is invested in financial companies, so it can be hit hard if the financial sector struggles.
Heavy U.S. Focus
The portfolio is almost entirely invested in U.S. stocks, offering little geographic diversification if the U.S. market weakens.
Recent Weak Performance in Key Holdings
Several of the largest positions have shown weak year-to-date performance, which has weighed on the fund’s recent returns.

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

XLF Summary

XLF is an ETF that tracks the S&P Financial Select Sector Index, focusing on large U.S. financial companies like Berkshire Hathaway and JPMorgan Chase. It holds a mix of banks, insurance firms, payment companies, and other financial businesses, giving you broad exposure to the financial sector in a single investment. Someone might invest in XLF if they believe banks and other financial firms will benefit from economic growth or changes in interest rates, and they want diversification within that sector. A key risk is that it can rise or fall sharply with the health of the financial industry and the overall market.
How much will it cost me?The Financial Select Sector SPDR Fund (XLF) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, which typically costs less than actively managed funds.
What would affect this ETF?The Financial Select Sector SPDR Fund (XLF) could benefit from rising interest rates, which often boost profitability for banks and financial institutions, as well as economic growth that increases demand for financial services. However, it may face challenges from stricter regulations on the financial sector or economic slowdowns that reduce lending and investment activity. Additionally, its heavy exposure to U.S.-based financial companies makes it sensitive to domestic economic and policy changes.

XLF Top 10 Holdings

XLF is essentially a big bet on U.S. financial heavyweights, with Berkshire Hathaway and JPMorgan setting the tone. Lately, both have been losing steam, acting more like a brake than an engine for the fund. The payments giants Visa and Mastercard, once reliable growth drivers, have also been lagging, adding to the drag. Big banks like Bank of America and Wells Fargo are in the same boat, with recent performance under pressure. With nearly all its exposure in U.S. financials, the fund’s fortunes are tightly tied to the health of the American banking and payments ecosystem.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Berkshire Hathaway B12.45%$6.02B$1.03T-3.28%
66
Neutral
JPMorgan Chase11.24%$5.43B$794.55B40.10%
72
Outperform
Visa7.34%$3.55B$573.33B-3.94%
70
Outperform
Mastercard5.83%$2.82B$440.06B0.75%
75
Outperform
Bank of America4.57%$2.21B$354.38B43.59%
72
Outperform
Goldman Sachs Group3.53%$1.70B$256.11B83.31%
73
Outperform
Wells Fargo3.49%$1.69B$248.70B32.17%
80
Outperform
Citigroup2.81%$1.36B$201.61B98.26%
68
Neutral
Morgan Stanley2.81%$1.36B$263.28B66.09%
76
Outperform
American Express2.29%$1.11B$206.11B28.46%
80
Outperform

XLF Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
51.06
Negative
100DMA
52.31
Negative
200DMA
52.26
Negative
Market Momentum
MACD
-0.56
Negative
RSI
47.78
Neutral
STOCH
77.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLF, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 49.14, equal to the 50-day MA of 51.06, and equal to the 200-day MA of 52.26, indicating a neutral trend. The MACD of -0.56 indicates Negative momentum. The RSI at 47.78 is Neutral, neither overbought nor oversold. The STOCH value of 77.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for XLF.

XLF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$48.56B0.08%
72
Outperform
$106.32B0.09%
74
Outperform
$85.59B0.08%
76
Outperform
$41.76B0.08%
74
Outperform
$38.95B0.08%
73
Outperform
$12.28B0.09%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XLF
Financial Select Sector SPDR Fund
49.53
6.11
14.07%
VGT
Vanguard Information Technology ETF
XLK
Technology Select Sector SPDR Fund
XLE
Energy Select Sector SPDR Fund
XLV
Health Care Select Sector SPDR Fund
VFH
Vanguard Financials 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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