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XPH - ETF AI Analysis
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SPDR S&P Pharmaceuticals ETF (XPH)
Rating:60Neutral
Price Target:
$52.00
Positive Factors
Strong Top Holdings
Several top positions, such as Elanco Animal Health and Ligand Pharma, have delivered strong year-to-date performance, boosting the ETF’s returns.
Focused Sector Exposure
The ETF’s heavy allocation to the Health Care sector provides targeted exposure to a resilient and growing industry.
Reasonable Expense Ratio
The fund charges a relatively low expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
High Geographic Concentration
The ETF is almost entirely focused on U.S. companies, limiting diversification across global markets.
Underperforming Holdings
Some holdings, like Crinetics Pharmaceuticals, have shown weak year-to-date performance, which could weigh on overall returns.
Sector Over-Concentration
With nearly all assets in Health Care, the ETF is highly exposed to risks specific to this sector, such as regulatory changes or industry downturns.
XPH vs. SPDR S&P 500 ETF (SPY)
AUM188.40M
RegionNorth America
Expense Ratio0.35%
Beta0.74
IssuerSPDR
Inception DateJun 19, 2006
Dividend Yield0.99%
Asset ClassEquity
Index TrackedS&P Pharmaceuticals Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume38,361
30 Day Avg. Volume62,076
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
73.19Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XPH Summary
The SPDR S&P Pharmaceuticals ETF (XPH) is an investment fund that focuses on the pharmaceutical industry, offering exposure to companies involved in drug development and medical innovations. It includes a mix of large companies like Johnson & Johnson and Eli Lilly, as well as smaller, innovative firms. Investors might consider XPH if they believe in the long-term growth of the health care sector and want to benefit from advancements in biotechnology and increasing global health care needs. However, it’s important to know that this ETF is heavily focused on pharmaceuticals, so its performance can be affected by industry-specific challenges like regulatory changes or slower drug approvals.
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
The SPDR S&P Pharmaceuticals ETF (XPH) is heavily concentrated in U.S.-based pharmaceutical stocks, with a mix of large-cap stalwarts and smaller innovators driving its performance. Elanco Animal Health and Ligand Pharma are rising stars, benefiting from strong earnings momentum and strategic initiatives, while Johnson & Johnson offers steady growth as a reliable anchor. However, Crinetics Pharmaceuticals is lagging due to persistent financial challenges, and Corcept Therapeutics is struggling with weak technical momentum despite solid fundamentals. The fund’s focus on health care innovation positions it well for long-term growth, but near-term volatility remains a factor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 3.30% | $6.29M | $969.28B | 40.50% | 76 Outperform | |
| Tarsus Pharmaceuticals | 3.26% | $6.21M | $3.10B | 66.19% | 60 Neutral | |
| Crinetics Pharmaceuticals | 2.96% | $5.64M | $4.05B | -18.96% | 48 Neutral | |
| Ligand Pharma | 2.94% | $5.60M | $3.95B | 80.31% | 72 Outperform | |
| Avadel Pharmaceuticals | 2.84% | $5.41M | $2.30B | 114.84% | 57 Neutral | |
| Elanco Animal Health | 2.80% | $5.33M | $10.48B | 59.26% | 69 Neutral | |
| Axsome Therapeutics | 2.73% | $5.21M | $7.04B | 57.45% | 54 Neutral | |
| Johnson & Johnson | 2.71% | $5.16M | $472.05B | 28.95% | 78 Outperform | |
| Jazz Pharmaceuticals | 2.70% | $5.15M | $8.57B | 44.65% | 63 Neutral | |
| Merck & Company | 2.69% | $5.12M | $230.63B | -3.83% | 78 Outperform |
XPH Technical Analysis
Positive
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Price Trends
48.25
Positive
46.02
Positive
43.78
Positive
Market Momentum
0.73
Negative
65.98
Neutral
78.82
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 49.42, equal to the 50-day MA of 48.25, and equal to the 200-day MA of 43.78, indicating a bullish trend. The MACD of 0.73 indicates Negative momentum. The RSI at 65.98 is Neutral, neither overbought nor oversold. The STOCH value of 78.82 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
Performance Comparison
XPH
SPDR S&P Pharmaceuticals ETF
51.39
6.67
14.92%
FXH
First Trust Health Care AlphaDEX Fund
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IHF
iShares U.S. Healthcare Providers ETF
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RSPH
Invesco S&P 500 Equal Weight Health Care ETF
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IHE
iShares U.S. Pharmaceuticals ETF
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PJP
Invesco Dynamic Pharmaceuticals 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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