SPXV
+3.47 · +4.84%
$75.07 · NYSE ARCA

ProShares S&P 500® ex-Health Care ETF (SPXV) ETF Analysis | Large Blend

ProShares · United States
AUM:$35.9M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 19.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.09% — among the lowest available for this category.

What is SPXV?

The fund invests in financial instruments that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to measure the performance of the companies included in the index with the exception of those companies included in the health care sector.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
SPXV delivered 19.5% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.09% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 41.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$35.9M
Expense Ratio0.09%
Dividend Yield0.95%
Holdings50
Inception DateSept 2015
DomicileUnited States
DistributionNA
Index
ProviderProShares
Beta1.05
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would SPXV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.1%
1Y
+18.8%
3Y
+84.1%
5Y
+89.0%
OpenBook InsightIf you had invested £10,000 in SPXV 5 years ago, it would have grown to £18,901 — a gain of £8,901.

Annual Returns

Calendar year performance

SPXV delivered positive returns in 4 of the last 5 calendar years.
YearSPXV
2026 YTD+13.3%
2025+18.7%
2024+29.1%
2023+31.2%
2022-21.3%
CAGR 4yr+12.2%
4/5 positive yearsAvg return: +14.2%Worst year: -21.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.5%
Low
Momentum
+3.4%
30-day change
Support Level
83.09
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.