XLV ETF Analysis: Health Care Sector Fund | NYSE

Health | NYSE, USA | Market Cap: 39.240m USD | 12M Return: 20.5% | Charts, Fundamentals & Technical Analysis

Pharmaceuticals, Medical Equipment, Biotechnology, Life Sciences
Total Rating 67
Safety 71
Buy Signal 0.05
Health
Category Rotation: +6.8
TER: 0.09%
AUM: 39.2B
Avg Turnover: 1.62B
Risk 3d forecast
Volatility16.2%
VaR 5th Pctl2.83%
VaR vs Median-3.21%
Reward TTM
Sharpe Ratio1.00
Rel. Str. IBD58.4
Rel. Str. Peer Group32.4
Character TTM
Beta0.285
Beta Downside0.281
Hurst Exponent0.472
Drawdowns 3y
Max DD17.11%
CAGR/Max DD0.47
CAGR/Mean DD1.53

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.2% 0
Feb -1.6% 26
Mar -1.4% 27
Apr -0.5% 5
May -0.4% 24
Jun +1.6% 16
Jul +1.5% 37
Aug +0.0% 8
Sep -0.8% 22
Oct -2.0% 6
Nov +4.8% 39
Dec -0.5% 8

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XLV Health Care Sector Fund

The Health Care Select Sector SPDR Fund (XLV) is an exchange-traded fund that seeks to track the performance of the Health Care Select Sector Index using a full replication strategy, investing at least 95% of its total assets in the underlying index securities. The index spans six healthcare-related industries, including pharmaceuticals, biotechnology, medical equipment, healthcare providers, life sciences tools, and health care technology. The fund is classified as non-diversified, meaning it may concentrate holdings in fewer issuers than a diversified fund.

As a sector-specific ETF, XLV provides investors with targeted exposure to the healthcare industry, which is generally considered a defensive sector due to the relatively inelastic demand for medical products and services regardless of economic conditions. The fund launched in December 1998 and is structured as a large-cap ETF, reflecting the dominance of major pharmaceutical and healthcare equipment companies in the underlying index.

Headlines to Watch Out For
  • GLP-1 obesity drug sales drive pharma revenue growth
  • Medicare drug price negotiations pressure pharma margins
  • Hospital labor costs squeeze healthcare provider margins
What is the price of XLV shares?

As of July 24, 2026, the stock is trading at USD 161.44 with a total of 6,445,822 shares traded. Over the past week, the price has changed by -0.22%, over one month by +6.08%, over three months by +10.88% and over the past year by +20.54%.

Current recommended Stop Loss: 155.40 (which is 3.7% or 2.2 ATR below the current price).

Is XLV a buy, sell or hold?

Health Care Sector Fund has no consensus analysts rating.