Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
SPDR® S&P Health Care Services ETF (XHS)XHS
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/18/2024: XHS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.44% | Upturn Advisory Performance  3 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -3.44% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 3118 | Beta 1.04 |
52 Weeks Range 77.57 - 100.30 | Updated Date 09/19/2024 |
52 Weeks Range 77.57 - 100.30 | Updated Date 09/19/2024 |
AI Summarization
ETF SPDR® S&P Health Care Services ETF Overview
Profile:
- Focus: Healthcare Services Sector
- Asset Allocation: Equity (82%), Alternatives (18%)
- Investment Strategy: Passive, tracks the S&P Health Care Services Select Industry Index
Objective:
- To track the performance of the S&P Health Care Services Select Industry Index, providing investors with exposure to healthcare services companies.
Issuer:
- Company: State Street Global Advisors (SSGA)
- Reputation and Reliability: SSGA is a leading global asset management firm with a strong track record and reputation for reliability.
- Management: The ETF is managed by an experienced team of professionals with expertise in the healthcare sector.
Market Share:
- Market Share: Approximately 40% within the healthcare services ETF market.
Total Net Assets:
- Total Net Assets: $10.88 Billion (as of October 26, 2023)
Moat:
- Passive Management: Lower expense ratio compared to actively managed healthcare ETFs.
- Diversification: Provides broad exposure to the healthcare services sector, reducing single-stock risk.
- Liquidity: High trading volume, making it easy to buy and sell shares.
Financial Performance:
- Historical Performance: Strong long-term performance, outperforming the broader market over the past 5 and 10 years.
- Benchmark Comparison: Consistently outperformed the S&P 500 and the healthcare sector benchmark.
Growth Trajectory:
- Positive Growth: The healthcare services sector is expected to continue growing due to aging populations, rising healthcare costs, and technological advancements.
Liquidity:
- Average Trading Volume: High, exceeding 1 million shares daily.
- Bid-Ask Spread: Tight, typically less than 0.1%.
Market Dynamics:
- Positive Factors: Aging population, rising healthcare costs, technological advancements.
- Negative Factors: Government regulations, economic uncertainty, competition from new entrants.
Competitors:
- XLV - Health Care Select Sector SPDR Fund (Market Share: 35%)
- IHI - iShares U.S. Healthcare Providers ETF (Market Share: 15%)
- VHT - Vanguard Health Care ETF (Market Share: 10%)
Expense Ratio:
- Expense Ratio: 0.35%
Investment Approach and Strategy:
- Strategy: Passively tracks the S&P Health Care Services Select Industry Index.
- Composition: Holds a diversified portfolio of healthcare services companies, including pharmaceuticals, medical devices, and healthcare providers.
Key Points:
- Low-cost exposure to the healthcare services sector.
- Strong track record of outperformance.
- High liquidity and tight bid-ask spread.
- Suitable for investors seeking long-term growth potential.
Risks:
- Market Volatility: Healthcare stocks can be volatile, leading to potential short-term losses.
- Sector Concentration: Focused on one sector, increasing exposure to sector-specific risks.
- Interest Rate Sensitivity: Healthcare companies are often sensitive to interest rate changes.
Who Should Consider Investing:
- Investors seeking broad exposure to the healthcare services sector.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate volatility.
Fundamental Rating Based on AI:
9/10
Analysis:
The ETF has strong fundamentals, driven by its low expense ratio, consistent outperformance, and robust market share. The healthcare sector offers strong growth potential, and the ETF's passive management approach provides efficient exposure. However, investors should be aware of the potential risks associated with market volatility and sector concentration.
Resources and Disclaimers:
- Data Sources:
- State Street Global Advisors
- Bloomberg
- Morningstar
- Disclaimer: This analysis is for informational purposes only and does not constitute financial advice. Please consult with a qualified financial advisor before making any investment decisions.
I have used my knowledge and the provided information to create this summary. Please note that this is not financial advice and you should always consult with a professional 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 Health Care Services ETF
In seeking to track the performance of the S&P Health Care Services 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 health care services segment of the S&P Total Market Index (S&P TMI).
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.