The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
ProShares S&P 500® ex-Health Care SPXV
Morningstar’s Analysis SPXV
Will SPXV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 8.03 | 1.8 Mil | Technology |
Microsoft Corp | 7.25 | 1.6 Mil | Technology |
NVIDIA Corp | 7.07 | 1.6 Mil | Technology |
Amazon.com Inc | 3.98 | 894,151 | Consumer Cyclical |
Meta Platforms Inc Class A | 2.98 | 669,603 | Communication Services |
Alphabet Inc Class A | 2.27 | 511,015 | Communication Services |
Berkshire Hathaway Inc Class B | 1.94 | 436,653 | Financial Services |
Alphabet Inc Class C | 1.88 | 422,372 | Communication Services |
Broadcom Inc | 1.87 | 420,787 | Technology |
Tesla Inc | 1.56 | 351,123 | Consumer Cyclical |