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XLV - ETF AI Analysis
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Health Care Select Sector SPDR Fund (XLV)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a very large pool of assets, suggesting strong investor confidence and good trading liquidity.
Low Expense Ratio
The fund’s relatively low fee means less of your return is eaten up by costs each year.
Solid Recent Performance
The ETF has shown steady gains over the last three months, helped by several strong-performing top holdings like Johnson & Johnson, Merck, and Thermo Fisher.
Negative Factors
High Stock Concentration
A small number of companies, especially Eli Lilly, make up a large share of the portfolio, increasing the impact if any of them stumble.
Single-Sector Focus
Almost all assets are in the health care sector, so the fund is heavily exposed to downturns or policy changes affecting that industry.
Mixed Performance Among Top Holdings
Some major positions like AbbVie, Abbott Laboratories, and Intuitive Surgical have been weak this year, which can drag on overall returns.
XLV vs. SPDR S&P 500 ETF (SPY)
AUM39.25B
RegionNorth America
Expense Ratio0.08%
Beta0.50
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield1.65%
Asset ClassEquity
Index TrackedS&P Health Care Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,059,914
30 Day Avg. Volume13,183,902
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
179.76Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLV Summary
XLV is an exchange-traded fund (ETF) that focuses on the U.S. healthcare sector by tracking the S&P Health Care Select Sector Index. It owns many large healthcare companies across drugs, medical devices, and health insurance, including well-known names like Johnson & Johnson and Merck. Someone might invest in XLV to get broad, diversified exposure to healthcare, a sector that can benefit from an aging population and ongoing medical innovation. However, because it is heavily concentrated in healthcare stocks, its value can rise or fall with changes in the healthcare industry and related regulations.
How much will it cost me?The Health Care Select Sector SPDR Fund (XLV) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This cost is lower than average because XLV is passively managed, tracking the Health Care Select Sector Index rather than relying on active stock picking.
What would affect this ETF?The XLV ETF, focused on the U.S. healthcare sector, could benefit from increasing demand for healthcare services driven by aging populations and advancements in medical technology. However, it may face challenges from regulatory changes, drug pricing pressures, or economic downturns that could impact healthcare spending. Its exposure to major companies like Johnson & Johnson and Pfizer provides stability but also ties its performance to the success of these key players.
XLV Top 10 Holdings
XLV is very much a U.S. healthcare story, and a handful of giants are steering the ship. Johnson & Johnson and Merck have been rising steadily, giving the fund a solid backbone, while Amgen and Gilead add extra lift with improving momentum. On the flip side, Eli Lilly has lost some steam lately despite its heavyweight role, and UnitedHealth plus Thermo Fisher are dragging on returns with weaker recent trends. Overall, the ETF is concentrated in big pharma and biotech leaders, with a few medical device and services names creating some push and pull.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 14.28% | $5.62B | $930.72B | 21.09% | 72 Outperform | |
| Johnson & Johnson | 10.73% | $4.22B | $582.04B | 48.34% | 78 Outperform | |
| AbbVie | 7.33% | $2.88B | $388.43B | 3.74% | 66 Neutral | |
| Merck & Company | 5.29% | $2.08B | $285.83B | 22.25% | 80 Outperform | |
| UnitedHealth | 4.62% | $1.82B | $256.05B | -42.27% | 72 Outperform | |
| Amgen | 3.64% | $1.43B | $197.41B | 16.74% | 77 Outperform | |
| Abbott Laboratories | 3.46% | $1.36B | $187.72B | -14.74% | 73 Outperform | |
| Gilead Sciences | 3.32% | $1.30B | $179.99B | 30.10% | 78 Outperform | |
| Thermo Fisher | 3.29% | $1.29B | $172.51B | -11.05% | 72 Outperform | |
| Intuitive Surgical | 3.13% | $1.23B | $167.68B | -2.53% | 78 Outperform |
XLV Technical Analysis
Negative
―
Price Trends
156.18
Negative
153.48
Negative
144.17
Positive
Market Momentum
-1.35
Positive
33.22
Neutral
7.78
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 155.89, equal to the 50-day MA of 156.18, and equal to the 200-day MA of 144.17, indicating a neutral trend. The MACD of -1.35 indicates Positive momentum. The RSI at 33.22 is Neutral, neither overbought nor oversold. The STOCH value of 7.78 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XLV.
XLV Peer Comparison
Comparison Results
Performance Comparison
XLV
Health Care Select Sector SPDR Fund
151.01
6.78
4.70%
VGT
Vanguard Information Technology ETF
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―
―
XLK
Technology Select Sector SPDR Fund
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―
―
XLF
Financial Select Sector SPDR Fund
―
―
―
XLE
Energy Select Sector SPDR Fund
―
―
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VHT
Vanguard Health Care ETF
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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.
Disclaimer
This 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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