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Upturn AI SWOT - About
SPDR® S&P Aerospace & Defense ETF (XAR)
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Upturn Advisory Summary
03/27/2025: XAR (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 15.06% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 137651 | Beta 1.17 | 52 Weeks Range 130.85 - 181.18 | Updated Date 03/28/2025 |
52 Weeks Range 130.85 - 181.18 | Updated Date 03/28/2025 |
Upturn AI SWOT
SPDR® S&P Aerospace & Defense ETF
ETF Overview
Overview
The SPDRu00ae S&P Aerospace & Defense ETF (XAR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Aerospace & Defense Select Industry Index. It focuses on companies involved in the aerospace and defense sectors.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and has a dedicated team for sector-specific ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Aerospace & Defense Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all or substantially all of the securities included in its underlying index.
Composition The ETF holds stocks of U.S. companies within the aerospace and defense sectors.
Market Position
Market Share: XAR holds a significant market share within the aerospace and defense ETF sector.
Total Net Assets (AUM): 2200000000
Competitors
Key Competitors
- Invesco Aerospace & Defense ETF (PPA)
- iShares U.S. Aerospace & Defense ETF (ITA)
Competitive Landscape
The aerospace and defense ETF market is dominated by a few key players. XAR differentiates itself through its equal weighting scheme, potentially offering exposure to smaller companies within the sector. ITA, is capitalization weighted and typically has larger AUM, providing more liquidity, but may lack exposure to smaller companies that XAR and PPA provides. The advantage of XAR over PPA is its liquidity.
Financial Performance
Historical Performance: Historical performance data varies; users should refer to official ETF documentation and financial websites for accurate and up-to-date information.
Benchmark Comparison: The ETF's performance should closely track the S&P Aerospace & Defense Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XAR exhibits moderate liquidity, generally offering sufficient trading volume for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, geopolitical events, government defense spending, and technological advancements influence the aerospace and defense sectors.
Growth Trajectory
The ETF's growth is tied to the overall performance of the aerospace and defense industries, with potential for growth driven by increased defense budgets or commercial aerospace demand.
Moat and Competitive Advantages
Competitive Edge
XAR's competitive advantage lies in its equal-weighting methodology, which differentiates it from capitalization-weighted competitors. This approach gives smaller companies a larger representation in the portfolio. XAR helps prevent over-concentration in a few large companies. The ETF offers targeted exposure to the aerospace and defense sectors, offering diversified access to companies in this sector.
Risk Analysis
Volatility
The ETF's volatility is correlated with the aerospace and defense sectors, which can be sensitive to political and economic events.
Market Risk
The primary market risk stems from factors affecting the aerospace and defense industries, such as government spending policies, contract awards, and geopolitical instability.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking targeted exposure to the aerospace and defense sectors.
Market Risk
It is best suited for long-term investors who understand the cyclical nature of the defense industry and are looking for sector-specific exposure.
Summary
The SPDRu00ae S&P Aerospace & Defense ETF (XAR) offers targeted exposure to the aerospace and defense sectors. Its equal-weighting methodology differentiates it from competitors. Its performance is dependent on the health and growth of the industries it tracks. It suits long-term investors seeking sector-specific exposure and understanding the inherent risks.
Similar Companies
- PPA
- ITA
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
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.
About SPDR® S&P Aerospace & Defense ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the S&P Aerospace & Defense Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the aerospace and defense segment of the S&P Total Market Index (S&P TMI).
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