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XPH - ETF AI Analysis

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XPH

SPDR S&P Pharmaceuticals ETF (XPH)

Rating:59Neutral
Price Target:
XPH, the SPDR S&P Pharmaceuticals ETF, has a mixed but generally solid rating driven by strong, established holdings like Merck, which brings robust financial performance, attractive valuation, and a healthy drug pipeline, and Pacira, which adds stable revenue growth and strategic initiatives. However, several smaller, early-stage or financially challenged biotech names such as Enliven Therapeutics, Terns Pharmaceuticals, and Edgewise Therapeutics introduce higher risk due to losses, weak technical trends, and valuation concerns. The main risk factor is the fund’s exposure to high-risk, pre-revenue or unprofitable biotech companies within the concentrated pharmaceuticals sector, which can increase volatility.
Positive Factors
Strong Recent Performance
The ETF has shown positive returns so far this year and over the past month, indicating recent strength in its portfolio.
Top Holdings With Strong Gains
Several of the largest positions, such as Enliven Therapeutics and Nektar Therapeutics, have delivered strong gains, helping support the fund’s overall results.
Focused Exposure to Health Care
With almost all assets in the health care sector, the fund gives targeted access to pharmaceutical and biotech companies for investors who want concentrated industry exposure.
Negative Factors
Single-Sector Concentration Risk
Because the ETF is heavily focused on health care, it could be hit hard if the pharmaceutical or biotech industry faces setbacks.
Limited Geographic Diversification
The fund invests almost entirely in U.S. companies, offering little protection if the U.S. market or regulatory environment for drugs weakens.
Moderate Expense Ratio
The ETF’s expense ratio is not especially low, which means fees may take a noticeable bite out of long-term returns compared with cheaper index funds.

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

XPH Summary

SPDR S&P Pharmaceuticals ETF (XPH) is a fund that follows the S&P Pharmaceuticals Select Industry Index, focusing on U.S. drugmakers within the health care sector. It holds a mix of larger and smaller pharmaceutical companies working on new medicines and treatments, including names like Perrigo Company and Axsome Therapeutics. Someone might invest in XPH to bet on long-term growth in health care as populations age and demand for medicines rises, while still spreading money across many stocks instead of picking just one. A key risk is that it is heavily tied to pharmaceutical stocks, which can be volatile and move sharply with drug trial news and regulation changes.
How much will it cost me?The SPDR S&P Pharmaceuticals ETF (XPH) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is a sector-focused fund, which often requires more active management compared to broad-market index funds.
What would affect this ETF?The SPDR S&P Pharmaceuticals ETF (XPH) could benefit from increasing global health care needs, advancements in biotechnology, and demographic trends such as aging populations, which drive demand for innovative drugs and treatments. However, it may face challenges from regulatory changes, patent expirations, or pricing pressures in the pharmaceutical industry, as well as broader economic conditions like rising interest rates that could impact funding for smaller companies in its portfolio. Its focus on U.S.-based pharmaceutical firms makes it sensitive to domestic health care policies and market dynamics.

XPH Top 10 Holdings

XPH is a pure play on U.S. drugmakers, and its story right now is being written by smaller, more speculative names. Enliven Therapeutics and Nektar Therapeutics are rising on optimism around their pipelines, helping to pull the fund higher despite shaky fundamentals. Corcept and Trevi are also adding some steady lift, backed by solid balance sheets and clinical progress. On the flip side, more established players like Perrigo and MBX Biosciences are lagging, acting as a bit of a brake. Overall, this ETF is tightly focused on U.S. pharmaceuticals, with a clear tilt toward higher-risk, biotech-style bets.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Organon3.17%$11.21M$2.93B3.46%
53
Neutral
Enliven Therapeutics2.60%$9.18M$2.69B137.44%
36
Underperform
Corcept Therapeutics2.46%$8.70M$4.94B-34.86%
76
Outperform
Nektar Therapeutics2.25%$7.96M$2.72B665.06%
47
Neutral
Trevi Therapeutics2.17%$7.69M$2.02B116.54%
55
Neutral
Definium Therapeutics2.17%$7.69M$2.24B229.87%
40
Neutral
Perrigo Company2.17%$7.68M$1.63B-54.39%
49
Neutral
Axsome Therapeutics2.10%$7.43M$9.51B74.75%
57
Neutral
Amylyx Pharmaceuticals Inc2.06%$7.27M$1.88B236.93%
52
Neutral
Omeros2.04%$7.22M$974.11M102.75%
40
Underperform

XPH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
55.72
Positive
100DMA
55.89
Positive
200DMA
51.42
Positive
Market Momentum
MACD
0.87
Negative
RSI
58.98
Neutral
STOCH
37.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XPH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.36, equal to the 50-day MA of 55.72, and equal to the 200-day MA of 51.42, indicating a bullish trend. The MACD of 0.87 indicates Negative momentum. The RSI at 58.98 is Neutral, neither overbought nor oversold. The STOCH value of 37.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XPH.

XPH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$352.30M0.35%
59
Neutral
$951.14M0.38%
70
Neutral
$866.78M0.61%
71
Outperform
$743.13M0.38%
69
Neutral
$705.14M0.40%
71
Outperform
$349.10M0.57%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XPH
SPDR S&P Pharmaceuticals ETF
57.90
17.13
42.02%
IHE
iShares U.S. Pharmaceuticals ETF
FXH
First Trust Health Care AlphaDEX Fund
IHF
iShares U.S. Healthcare Providers ETF
RSPH
Invesco S&P 500 Equal Weight Health Care ETF
PJP
Invesco Dynamic Pharmaceuticals 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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