Franklin Resources, Inc. vs Health Care Select Sector SPDR Fund — how do they compare? Franklin Resources, Inc. trades at $33.96 (market cap $17.22B), while Health Care Select Sector SPDR Fund trades at $159.17. The key difference: Franklin Resources, Inc. pays a 3.98% dividend while Health Care Select Sector SPDR Fund pays none, and Franklin Resources, Inc. is trading nearer its 52-week high, Health Care Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals.
| BEN | XLV | |
|---|---|---|
Market Cap | $17.22B | — |
Sector | Financials | — |
52-Week High | $34.44 | $164.48 |
52-Week Low | $21.18 | $129.01 |
Enterprise Value | $29.05B | — |
Dividend Yield | 3.98% | — |
Signals from Pluang's Aura AI — not financial advice
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XLV trades at $161.41, up 0.35% with a bullish technical signal from moving averages. The healthcare ETF benefits from State Street's upgraded sector outlook and strong performance from holdings like Johnson & Johnson. Technical indicators show the price near pivot point resistance at $162 with ADX signaling strong trend momentum.
Healthcare sector rotation provides tailwinds as investors seek defensive exposure amid tech volatility. Key risks include patent cliffs and regulatory uncertainty, but diversified healthcare exposure offers stability with upcoming dividend distribution in June 2026 supporting total return potential.
Trailing returns across standard periods
Latest headlines on both assets
Franklin Resources provides investment services for individual and institutional investors. At the end of August 2022, Franklin had $1.388 trillion in managed assets, composed primarily of equity (32%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (16%), and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.
Read more on BEN →In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. The fund is non-diversified.
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