Instrument overview

XLVThe Health Care Select Sector SPDR Fund

ETFNYSE ArcaEstados UnidosHealth careEU retail: not available
10/10
Balanced 10/1010/10Balanced
Growth10/10
Balanced10/10
Income10/10

The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.

Compared with: instruments of the same type (n = 157)

Current rating first published: · last recomputed · rating log

Thin data: several inputs are missing, read this score with care.

Factor scores

Trend90 / 100
Stability74 / 100
Fund cost & structure50 / 100

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Betasupports the score · percentile 82
  • Price / 52-week highsupports the score · percentile 96
  • 12-month trend (ex last month)supports the score · percentile 68

Red flags and notes

No red flagsNone of our published warning rules is triggered right now.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Dividends

Dividend yield
1.47%
5-year dividend growth (per year)
7.1%
Years of dividend growth
18

Returns and risk

1 day
+2.5%
1 month
+4.1%
1 year
+24.3%
Volatility, 1 yr
16.0%
Max drawdown, 1 yr
−10.5%
Beta
0.65

Returns are price changes from end-of-day prices, without dividends.

News and filings

No recent news or filings in our sources.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

DateEventBalancedGrowth · IncomeWarningsPrice at publication
Rating change 9 → 10/10 10 · 10 — Available with Invest Pro
First rating 9/10 9 · 9 — Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.