XLV
Health Care Select Sector SPDR FundXLV Fund Description
XLV 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
Health Care Select Sector SPDR Fund has an MSCI ESG Fund Rating of A based on a score of 5.92 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
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. Health Care Select Sector SPDR Fund ranks in the 56th percentile within its peer group and in the 64th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XLV MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
XLV Charts And Performance
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XLV Summary Data
XLV Portfolio Data
XLV Index Data
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 Tradability
XLV Top 10 Holdings[View All]
XLV Performance Statistics
XLV MSCI ESG Ratings
XLV Benchmark Comparison Summary
XLV
XLV Benchmark Comparison Market Cap Size
XLV
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