XLV
XLV is an exchange-traded fund (ETF) that aims to track the performance of the Health Care Select Sector Index. This index represents the health care sector of the S&P 500, which includes companies involved in pharmaceuticals, biotechnology, medical devices, and health care services.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Jun 17, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
4.95%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
2.21%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
10.84%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
15.40%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
-0.16
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
-0.23
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Start Optimizing NowFrequently Asked Questions
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Similar ETFs to XLV include the iShares U.S. Healthcare ETF (IYH) and the Vanguard Health Care ETF (VHT). These ETFs also focus on the health care sector but may have different methodologies or specific exposures.
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XLV is rebalanced quarterly to align with changes in the Health Care Select Sector Index. This rebalancing ensures the ETF continues to accurately reflect the index.
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Historically, XLV has shown performance that reflects the trends of the health care sector. Performance can vary based on factors such as regulatory changes, advancements in medical technology, and the financial health of individual companies within the sector.
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As of the latest update, XLV has an expense ratio of approximately 0.12%. This fee is deducted from the fund’s assets and covers the cost of managing the ETF.
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XLV includes companies that are part of the health care sector of the S&P 500. This sector comprises firms involved in pharmaceuticals, biotechnology, medical devices, health care providers, and health care services. Major holdings often include companies such as Johnson & Johnson, Pfizer, and UnitedHealth Group.
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Investors can purchase shares of XLV through a brokerage account, just like other stocks and ETFs. It is traded on the New York Stock Exchange (NYSE) under the ticker symbol "XLV."
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Yes, investing in XLV carries risks such as sector risk and regulatory risk. The health care sector can be affected by changes in government regulations, drug pricing policies, and advancements in medical technology. Additionally, company-specific risks such as clinical trial results and patent expirations can impact performance.
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XLV is designed to closely track the performance of the Health Care Select Sector Index. Therefore, its performance should be very similar to that of the index, with minor variations due to tracking error and management fees.
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Dividends received from the underlying stocks in XLV are collected and distributed to ETF shareholders. Investors can choose to receive dividends in cash or reinvest them to purchase additional shares of XLV.
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XLV typically distributes dividends on a quarterly basis. These dividends are paid from the income generated by the underlying stocks in the ETF’s portfolio.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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