미국 ETF/주식XLFETF

Financial Select Sector SPDR Fund 계산기

XLF is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.Financial Select Sector SPDR Fund를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 Financial Select Sector SPDR Fund의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, Financial Select Sector SPDR Fund 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Sector ETFs

XLF

Financial Select Sector SPDR Fund

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Price Chart

Financial Select Sector SPDR Fund (XLF) is an exchange-traded fund that provides investors with exposure to specific industry sectors. It carries an expense ratio of 0.09%. The fund offers a dividend yield of approximately 1.61%. The portfolio holds 72 securities.

Category

Sector ETFs

Dividend Yield

1.61%

Expense Ratio

0.09%

Holdings

72

Dividend History

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Top Holdings

1Berkshire Hathaway
2JPMorgan
3Visa
4Mastercard

Key Features

  • •Financial sector
  • •Banks/insurance
  • •Benefits from interest rates
  • •Economically sensitive

Advantages

  • •Benefits from rising interest rates
  • •Benefits from economic recovery
  • •Stable dividends
  • •Economies of scale

Risks

  • •Regulatory risk
  • •Credit risk
  • •Vulnerable to recession
  • •Digital transformation

Rebalancing Strategy

Increase allocation during rising rates; consider business cycle

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VHT

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ER 0.1%·Yield 1.3%

VOX

Vanguard Communication Services ETF

ER 0.1%·Yield 1.5%

XLC

Communication Services Select Sector SPDR Fund

ER 0.1%·Yield 1.4%

XLE

Energy Select Sector SPDR Fund

ER 0.09%·Yield 3.47%

XLK

Technology Select Sector SPDR Fund

ER 0.09%·Yield 0.57%

Related Market Analysis

Sector Rotation ETF Strategy: Allocating by Rates and Economic Cycle

Market Analysis

XLF Investment Analysis

XLF (Financial Select Sector SPDR Fund) is a Sector ETFs ETF comprising 72 holdings. It has an expense ratio of 0.09% and a dividend yield of 1.61%. Its very low expense ratio makes it well-suited for long-term investing.

A 1.61% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

XLF can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →