NYSEARCA:XLV

Health Care Select Sector SPDR Fund (XLV)

152.85
-1.72 (1.11%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Experts have mixed opinions about the healthcare sector, particularly the Health Care Select Sector SPDR Fund. One expert highlights that while healthcare was projected to gain in 2026, its notable rise of 15.3% this year may not be indicative of a stable trend. Another expert cautions that healthcare is the worst performing sector this year; however, they suggest that it's not a value trap. They emphasize that healthcare investing could be a wise choice amidst high market valuations and inflation concerns, particularly as the sector remains insulated from interest rate volatility. For those hesitant about the broader pharmaceutical sector due to potential regulatory shifts, investments in healthcare equipment and services like IHI could be more appealing. Overall, the sentiment suggests a cautious yet optimistic outlook for healthcare investments going into 2026.

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Consensus
Buy
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Valuation
Fair Value
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IHI
PAST TOP PICK
(A Top Pick May 07/20, Up 8%) Healthcare sector is a bit exhausted right now, and seeing relative weakness. He's walked back from it a bit. Coming up to an election, healthcare can become a political football.
TOP PICK
The healthcare sector has outperformed the S&P since February. There is a lot of money going into this sector. It tends to do well this time of year also. We also have to be more cautious in election years but it will be harder for this sector to be kicked back and forth like a football.
PAST TOP PICK
(A Top Pick May 09/19, Up 4%) Seasonality ends Oct. 24. It's been faltering lately. The US election campaign is a headwind and will continue to overhang. He may exit this.
PAST TOP PICK
(A Top Pick Sep 12/18, Down 1%) He was stopped out of this. The medical devices space is good. Biotech services, are under huge pressure. This ETF was a little too inclusive so he exited.
COMMENT

US Healthcare For knee replacements and implants he likes SNN-N. He does not prefer the ETFs, such as XLV-N, because they hold too broad of an array of companies, including the big drug companies that are under pressure. He would focus on the tool and device space instead.

PAST TOP PICK
(A Top Pick Aug 07/18, Up 1%) He was stopped out a while ago. Managed care got hit and became politicized. The sector went neutral, so he went into medical devices instead.
TOP PICK
It is defensive with a seasonal period from May first to the beginning of August. Investors get attracted to this sector at this time of the year because it is defensive. It has started to outperform the market. It is less exposed to the China/US trade deal. It is not a bad place to be. It is a place to hide out in.
TOP PICK
Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
TOP PICK
You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
TOP PICK

It's the largest by far in this space and cheap at 0.13% MER. Carries the biggies in healthcare with J&J, Pfizer as the top two holdings. It's highly liquid. He wants US dollars now, which is another plus. Also likes ZUB-T, but he prefers U.S. dollars.

TOP PICK

He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

TOP PICK

This tends to be late stage and has been growing rapidly in the last 3-to-4 months. It is just starting to break out. Within the underlying sector, more industries are starting to do well pharma, services, distributors and hospitals are all improving and the US-based policy risk seems to be toning down. (Analysts’ price target was not provided)

BUY

A US healthcare ETF? He would buy one of the Spider sector ETF's. This one has very, very low costs, and is very liquid. It is well diversified. If you want something that has Canadian hedging, then you can buy ZUH-T from the Bank of Montréal.

BUY

The 2nd best performing sector in the S&P 500. He likes it, but doesn't have any exposure to healthcare right now. It's a great ETF. With an $.805 Cdn dollar, he would definitely be buying the name.

PAST TOP PICK

(A Top Pick Feb 17/17. Up 16%.) He still likes this. There are very few sectors that are in secular bull markets. This is one of them. This should be a core holding for every Canadian investor.

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