XLVHealth Care Select Sector SPDR Fund
XLV Fund Description
The Health Care Select Sector SPDR Fund tracks health care stocks from within the S&P 500 Index, weighted by market cap.
XLV Factset Analytics Insight
XLV dominates the US health care segment on practically every measure. Not only is XLV the oldest and largest fund in the segment, its trading volume dwarfs its closest competitors making XLV's liquidity unparalleled in the segment. It is also relatively cheap amongst peers. The fund tracks its index well, so real-world costs are roughly in line with the headline fee. Since XLV is both cap weighted and fishes only from the S&P 500, it tilts heavily toward mega-caps. The holdings are also more concentrated than most peer funds. For extremely liquid exposure with extra emphasis on leading health care names, XLV is tough to beat.
XLV MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 19, 2018 the Health Care Select Sector SPDR Fund MSCI ESG Fund Quality Score is 4.51 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. XLV ranks in the 40th percentile within its peer group and in the 18th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
XLV CHARTS AND PERFORMANCE
XLV Top 10 Countries
XLV Top 10 Sectors
XLV Top 10 Holdings [View All]
XLV Portfolio Management
XLV Tax Exposures
XLV Fund Structure
XLV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XLV. XLV is rated a 5 out of 5.
XLV Sector/Industry Breakdown
XLV TOP 10 HOLDINGS[View All]
XLV Economic Development
XLV Performance Statistics
XLV MSCI ESG Ratings
XLV BENCHMARK COMPARISON SUMMARY
XLV BENCHMARK COMPARISON MARKET CAP SIZE
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.