XPHSPDR S&P Pharmaceuticals ETF
XPH Fund Description
XPH tracks an equal-weighted index of US pharmaceutical companies.
XPH Factset Analytics Insight
XPH offers equal-weighted exposure to a narrow selection of US pharmaceutical companies, stretching across all market caps. XPH's weighting scheme causes it to be far less concentrated than the industry, which is dominated by a handful of mega-cap names like J&J, Pfizer and Merck. The fund also introduces a heavy tilt to mid- and small-caps, which makes for a rather volatile fund relative to the industry. Overall, XPH is a solid way to capture a less concentrated version of the pharma market. The index is rebalanced quarterly.
XPH MSCI ESG Analytics Insight
SPDR S&P Pharmaceuticals ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.44 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. SPDR S&P Pharmaceuticals ETF ranks in the 37th percentile within its peer group and in the 57th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
XPH 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.
XPH Summary Data
XPH Portfolio Data
XPH Index Data
XPH Portfolio Management
XPH Tax Exposures
XPH Fund Structure
XPH Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XPH. XPH is rated a 5 out of 5.
XPH Sector/Industry Breakdown
XPH Top 10 Holdings[View All]
XPH Economic Development
XPH Performance Statistics
XPH MSCI ESG Ratings
XPH Benchmark Comparison Summary
XPH Benchmark Comparison Market Cap Size