XLV
Health Care Select Sector SPDR Fund
Price Chart
Health Care Select Sector SPDR Fund (XLV) 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 1.35%. The portfolio holds 64 securities.
Category
Sector ETFs
Dividend Yield
1.35%
Expense Ratio
0.09%
Holdings
64
Dividend History
Top Holdings
Key Features
- •Healthcare sector
- •Pharma/biotech
- •Defensive characteristics
- •Benefits from aging demographics
Advantages
- •Benefits from aging demographics
- •Defensive characteristics
- •Stable returns
- •Innovative drugs
Risks
- •Policy risk
- •Drug pricing regulation
- •Clinical trial failure
- •Patent expiration
Rebalancing Strategy
Build a defensive portfolio; invest in long-term megatrends
Related News
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FDA Drug Approval Rush Drives XLV and Biotech ETF IBB Surge
Healthcare ETF Long-Term Growth Outlook Driven by Aging Population Trend: XLV and VHT in Focus
XLV Investment Analysis
XLV (Health Care Select Sector SPDR Fund) is a Sector ETFs ETF comprising 64 holdings. It has an expense ratio of 0.09% and a dividend yield of 1.35%. Its very low expense ratio makes it well-suited for long-term investing.
A 1.35% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.
XLV 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.