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- Upturn Summary
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Upturn AI Summary
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
09/28/2026: GDOC (1-star) is currently NOT-A-BUY. Pass it for now.
GDOC provides targeted exposure to companies driving future innovation in the health care industry through an active management approach. Its main strengths include the high-caliber research capabilities of Goldman Sachs and a focus on high-growth areas like biotech. It is best used as a satellite position in a diversified growth portfolio. The primary risks involve sector-specific regulatory volatility and the inherent uncertainty of clinical and technological outcomes. The fund is most suitable for long-term investors capable of tolerating above-average volatility in exchange for potential growth.
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 targets companies at the forefront of medical innovation, aligning well with growth-oriented mandates. |
| Momentum investor | Strong fit while signal remains positive | Thematic health care can experience strong upward momentum during market cycles favoring innovation. |
| Value investor | Weak fit | The fund focuses on future growth and innovation rather than current earnings or low price-to-book ratios. |
| Dividend/Income investor | Weak fit | Innovation-focused health care companies rarely prioritize dividend payouts. |
| Low-risk investor | Weak fit | The thematic focus and active management carry higher volatility than broad-market health care funds. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term growth seeker with a high risk tolerance and a focus on secular health care trends.
Suitability
GDOC is best suited for long-term investors looking to complement a core, diversified portfolio with specialized health care innovation exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The focus on innovation leads to significant price fluctuations based on regulatory or clinical data. |
| Market risk | Medium / high | Broader market downturns typically impact high-multiple growth equities aggressively. |
| Concentration | Medium / high | Being restricted to the health care sector exposes the fund to industry-specific regulatory risks. |
| Tracking/expense | Medium | The 0.59% expense ratio is higher than passive sector index alternatives. |
| Liquidity | Medium | Lower average daily volume compared to major sector ETFs may affect execution during market volatility. |
| Business/sector quality | Medium | Reliance on specific scientific advancements makes the portfolio susceptible to single-company failures. |
Risk Analysis
Volatility
GDOC exhibits higher volatility than broad health care ETFs due to its concentration in growth-oriented, innovative firms.
Market Risk
The fund is subject to significant market risk, particularly sensitive to interest rate fluctuations and regulatory announcements affecting its core holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Health Care Equities | 92 | The vast majority of the fund is invested in health care companies driving innovation. |
| Industry | Biotechnology and Life Sciences | 5 | This small allocation provides liquidity and defensive backing to the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 3 | Cash balances are held for liquidity and operational purposes. |
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 12.12% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $19.62M |
| Issuer | Goldman Sachs |
| Expense Ratio | 0.75% |
| Distribution Yield | 0.3% |
| Inception | Nov 9, 2021 |
Performance
| Period | Total Return |
|---|---|
| YTD | +4.01% |
| 1 Year | +17.95% |
| 3 Year | +7.01% |
| 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 | 40.97% |
| Mid Cap | 31.96% |
| Mega Cap | 14.48% |
| Small Cap | 11.36% |
| Micro Cap | 0.35% |
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 | 27.68x |
| Portfolio P/B | 6.35x |
| Portfolio P/S | 2.73x |
| Holdings Turnover | 28.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Eli Lilly and | 12.44% |
| Johnson & Johnson | 8.45% |
| Merck & | 7.44% |
| UnitedHealth Group | 5.57% |
| Vertex Pharmaceuticals | 4.02% |
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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