XLV : Health Care Select Sector SPDR Fund

XLV is a Sector Equity Market Healthcare with LOW fees.


Health Care Select Sector SPDR Fund

FI Score

85 /100

Diversification Rating

10 /10

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

10 /10

Category Score

0 /10

Market Size

10 /10

85% FI Score
  • xlv
  • ETF
  • Sector Equity
  • Healthcare

Health Care Select Sector SPDR Fund

Expenses: 0.13% (Better than 1% of similar funds)

This is an OK choice for a Healthcare Sector Equity fund. See why ยป

Fund Summary

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Health Care Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. The fund is non-diversified.

Largest Holdings

Amount Holding
10.15% Johnson & Johnson
7.49% UnitedHealth Group Incorporated
5.48% Pfizer Inc
5.33% Merck & Co., Inc
4.35% Abbott Laboratories
4.24% AbbVie Inc
3.63% Bristol-Myers Squibb Company
3.63% Thermo Fisher Scientific Inc
3.54% Amgen Inc
3.43% Medtronic plc

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