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Should You Invest in the SPDR S&P Homebuilders ETF (XHB)?

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Looking for broad exposure to the Industrials - Engineering and Construction segment of the equity market? You should consider the SPDR S&P Homebuilders ETF (XHB - Free Report) , a passively managed exchange traded fund launched on 01/31/2006.

Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors.

Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Industrials - Engineering and Construction is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 7, placing it in top 44%.

Index Details

The fund is sponsored by State Street Global Advisors. It has amassed assets over $2.26 billion, making it one of the larger ETFs attempting to match the performance of the Industrials - Engineering and Construction segment of the equity market. XHB seeks to match the performance of the S&P Homebuilders Select Industry Index before fees and expenses.

The S&P Homebuilders Select Industry Index represents the homebuilding sub-industry portion of the S&P Total Markets Index. The S&P TMI tracks all the US common stocks listed on the NYSE, AMEX, NASDAQ National Market and NASDAQ Small Cap exchanges. The Homebuilders Index is a modified equal weight index.

Costs

Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.

Annual operating expenses for this ETF are 0.35%, making it one of the least expensive products in the space.

It has a 12-month trailing dividend yield of 0.54%.

Sector Exposure and Top Holdings

Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis.

This ETF has heaviest allocation in the Consumer Discretionary sector--about 62.30% of the portfolio, followed by Industrials.

Looking at individual holdings, Owens Corning (OC - Free Report) accounts for about 3.73% of total assets, followed by Home Depot Inc (HD - Free Report) and Lowe S Cos Inc (LOW - Free Report) .

The top 10 holdings account for about 35.56% of total assets under management.

Performance and Risk

The ETF return is roughly 23.32% and it's up approximately 33.56% so far this year and in the past one year (as of 12/11/2024), respectively. XHB has traded between $88.45 and $125.54 during this last 52-week period.

The ETF has a beta of 1.44 and standard deviation of 28.18% for the trailing three-year period, making it a high risk choice in the space. With about 37 holdings, it has more concentrated exposure than peers.

Alternatives

SPDR S&P Homebuilders ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, XHB is a good option for those seeking exposure to the Industrials ETFs area of the market. Investors might also want to consider some other ETF options in the space.

Invesco Building & Construction ETF (PKB - Free Report) tracks Dynamic Building & Construction Intellidex Index. The fund has $427.79 million in assets. PKB has an expense ratio of 0.62%.

Bottom Line

To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.

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