XLV
Health Care Select Sector SPDR Fund
1Y Return
+8.2%
Expense Ratio
0.09%
Dividend Yield
1.55%
AUM
$38.2B
Basic Info
IssuerState Street
CategoryHealthcare
Inception Date1998-12-16
Tracks U.S. healthcare sector companies including pharma and biotech.
Returns & Risk
1Y Return+8.2%
3Y (Ann.)+6.5%
5Y (Ann.)+9.8%
Volatility15.8%
Sharpe Ratio0.65
Max Drawdown-18.5%
Top 10 Holdings
Eli Lilly
12.5%
UnitedHealth
9.8%
Johnson & Johnson
8.2%
Merck
5.5%
AbbVie
5.2%
Pfizer
3.8%
Thermo Fisher
3.5%
Abbott Labs
3.2%
Amgen
2.8%
Danaher
2.5%
Sector Allocation
Pharmaceuticals
32.5%
Biotechnology
22.8%
Medical Devices
18.5%
Managed Care
15.2%
Healthcare Distribution
5.5%
CRO
3.2%
Others
2.3%
Historical Annual Returns
Annual returns over the past 6 years
24%-3%
+13.5%2020
+24.2%2021
-2.5%2022
+2.8%2023
+8.5%2024
+4.2%2025
AI Analysis
XLV each have distinct characteristics. XLV led with a 1-year return of +8.2%, while XLV returned +8.2%. XLV has the lowest expense ratio at 0.09%. See detailed comparison below.
Investor Profile
Conservative: Focus on low-volatility, high-dividend ETFs. Keep total allocation under 60% of portfolio Aggressive: Core position in XLV (50%) with diversified allocation for the rest Moderate: 30-40% per ETF with periodic rebalancing
Risk Warning
Past performance does not guarantee future results. Make decisions based on your financial situation and risk tolerance