XLV
Health Care Select Sector SPDR Fund
📎 Investment Objective
The XLV - Health Care Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index.
Overview
ETF tracking Health Care Select Sector SPDR Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The XLV - Health Care Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index.
🎯 Investment Strategy
The fund invests substantially all of its assets in the securities included in the Health Care Select Sector Index, which includes companies from the following industries: pharmaceuticals, healthcare providers and services, biotechnology, and medical equipment and supplies.
✨ Key Features
- Provides exposure to the healthcare sector of the S&P 500 Index
- Diversified portfolio of large-cap healthcare companies
- Low expense ratio of 0.00%
- Tracks the performance of the Health Care Select Sector Index
⚠️ Primary Risks
- Sector concentration risk as the fund is focused solely on the healthcare sector
- Potential volatility due to the cyclical nature of the healthcare industry
- Regulatory and legislative risks that can impact healthcare companies
- Risks associated with the underlying securities, such as company-specific and market risks
👤 Best For
The XLV ETF may be suitable for investors seeking broad exposure to the healthcare sector as part of a diversified portfolio. It may be particularly appealing to investors with a long-term investment horizon who are comfortable with the risks associated with the healthcare industry.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | LLY | ELI LILLY + CO | 14.64% | - |
| 2 | JNJ | JOHNSON + JOHNSON | 8.48% | - |
| 3 | ABBV | ABBVIE INC | 7.40% | - |
| 4 | UNH | UNITEDHEALTH GROUP INC | 5.43% | - |
| 5 | MRK | MERCK + CO. INC. | 4.18% | - |
| 6 | ABT | ABBOTT LABORATORIES | 4.05% | - |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | 3.95% | - |
| 8 | ISRG | INTUITIVE SURGICAL INC | 3.65% | - |
| 9 | AMGN | AMGEN INC | 3.26% | - |
| 10 | BSX | BOSTON SCIENTIFIC CORP | 2.80% | - |
| 11 | GILD | GILEAD SCIENCES INC | 2.80% | - |
| 12 | PFE | PFIZER INC | 2.64% | - |
| 13 | DHR | DANAHER CORP | 2.54% | - |
| 14 | SYK | STRYKER CORP | 2.32% | - |
| 15 | MDT | MEDTRONIC PLC | 2.22% | - |