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Goldman Sachs Future Health Care Equity ETF(GDOC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for GDOC
09/16/2026: GDOC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
GDOC is an actively managed ETF that provides targeted exposure to companies driving innovation across the healthcare sector, including biotechnology and digital health. Its primary strengths are the specialized research-driven stock selection by Goldman Sachs and its thematic focus on growth. The fund is designed for investors seeking long-term capital appreciation rather than broad-market beta or steady dividend income. Key risks include sector concentration, higher-than-average expense ratios, and volatility inherent in innovative, R&D-heavy companies. It is best suited for long-term investors comfortable with sector-specific risks, while investors should monitor regulatory developments and interest rate trends that disproportionately impact this category.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund specifically targets high-growth healthcare innovation themes. |
| Momentum investor | Mixed fit | Momentum suitability depends on the current trend of healthcare innovation, which should be assessed based on a positive market signal. |
| Value investor | Weak fit | Many holdings in this fund prioritize long-term innovation over immediate valuation multiples or dividends. |
| Dividend/Income investor | Weak fit | This fund is focused on capital appreciation rather than generating steady income or dividend payouts. |
| Low-risk investor | Weak fit | High sector concentration and focus on innovative growth companies lead to higher expected volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor for GDOC is a long-term, growth-oriented participant looking for specialized exposure to innovation in the healthcare industry.
Suitability
GDOC is best suited for long-term investors who can withstand short-term volatility in exchange for potential long-term growth from healthcare disruption.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Thematic healthcare stocks often experience significant price swings based on clinical trial results and regulatory news. |
| Market risk | Medium | The fund remains subject to broad market sell-offs affecting equity asset classes. |
| Concentration | High | Limiting exposure to one specific sector increases the risk if healthcare underperforms the broader market. |
| Tracking/expense | Medium | Active management entails higher expense ratios that must be overcome by outperformance. |
| Liquidity | Medium | Lower trading volumes may result in higher slippage for large investors entering or exiting positions. |
| Business/sector quality | Medium | Changes in regulatory policy or reimbursement models can significantly impact the earnings of healthcare companies. |
Risk Analysis
Volatility
GDOC exhibits higher historical volatility than diversified index ETFs due to its focus on growth and innovative healthcare sub-sectors.
Market Risk
The fund faces systemic risk from the equity market and specific sector-related risks including regulatory changes, reimbursement pressures, and clinical trial outcomes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Global Health Care Equity | 98 | The fund focuses on companies fundamentally linked to advancements in medicine, technology, and health services. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is kept in liquid assets to manage inflows, outflows, and operational requirements. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 10.89% | Avg. Invested days 47 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 16, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $19.06M |
| Issuer | Goldman Sachs |
| Expense Ratio | 0.75% |
| Distribution Yield | 0.3% |
| Inception | Nov 9, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.36% |
| 1 Year | +11.89% |
| 3 Year | +4.89% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 16.3% |
| 3Y Volatility | 16.39% |
| 3Y Sharpe Ratio | 0.11 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 41.44% |
| Mid Cap | 30.88% |
| Mega Cap | 14.18% |
| Small Cap | 10.86% |
| Micro Cap | 0.47% |
Top Sectors
| Sector | Weight |
|---|---|
| Healthcare | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 27.36x |
| Portfolio P/B | 6.23x |
| Portfolio P/S | 2.59x |
| Holdings Turnover | 28.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Eli Lilly and | 12.18% |
| Johnson & Johnson | 8.50% |
| Merck & | 7.36% |
| UnitedHealth Group | 5.68% |
| Vertex Pharmaceuticals | 4.04% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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