New York, October 16th ( PRNewswire ) – According to Stock Analysis data, over the five trading days ending on Thursday, October 15th, the State Street SPDR S S&P 500 ETF Trust fell by 0.28%, while Invesco QQQ Trust fell by 2.62%. The reason is that inflation figures higher than expected have reignited concerns about interest rates, leading to a sell-off in technology stocks as well.
Among the funds listed in the United States with an asset size of at least $1 billion, such as ETF, after excluding leveraged and inverse products, those that led the gains this week came from healthcare, crude oil, and a actively managed stock portfolio with concentrated holdings. The active funds that have seen changes this week include: Akre Focus ETF ( NYSE Arca : AKRE ), iShares U.S. Healthcare Providers ETF ( NYSE Arca : IHF ), United States Oil Fund, LP ( NYSE Arca : USO ), iShares U.S. Medical Devices ETF ( NYSE Arca : IHI ), State Street Health Care Select Sector SPDR ETF ( NYSE Arca : XLV ).
A turn for the worse occurred on Wednesday. According to TheStreet, the September Consumer Price Index showed an annual inflation rate of 3.7%, higher than economists' forecast of 3.6%; the core inflation rate was 2.6%, also above the expected 2.5%. The yield on 10-year U.S. Treasury bonds rose to 5.278%, the S&P 500 index fell by 1.11%, and the Nasdaq index dropped by 1.88%. On that day, the technology sector was the worst-performing in the S&P 500, with a decline of 3.00%; the healthcare sector led the gains, rising by 2.44%; the essential consumer goods sector rose by 2.21%.
On Thursday, as yields declined, the stock market stabilized. The yield on 10-year U.S. Treasury bonds fell by 10.5 basis points to 5.085%, while the Dow Jones Industrial Average rose by 1.08%, and the S&P 500 index rose by 0.33%; the increase in the Dow was mainly driven by stocks in consumer goods, healthcare, and finance.
Healthcare is a prominent theme among the filtered results. Among the 15 funds that performed best, ranked by return rate from the close on October 8th to the close on October 15th, 8 of them are in the healthcare sector ETF. The following five funds are the best performers this week according to this criterion.
1. Akre Focus ETF ( NYSE Arca : AKRE ): Increase of 6.72%
This actively managed Akre Focus ETF rose from $54.02 to $57.65 over five trading days. On October 27, 2025, the fund was converted from Akre Focus Fund to ETF through Akre Focus Fund, with a fee rate of 0.98%, and its asset size was approximately $4.69 billion.
According to Stock Analysis, its maximum holdings include Mastercard, Constellation Software, Visa, Topicus.com, Roper Technologies, and Moody. Calculated based on the closing price of Stock Analysis, during the same period, Mastercard rose by 7.23%, Visa rose by 6.57%, and Moody rose by 5.45%.
2. iShares U.S . Healthcare Providers ETF (NYSE Arca : IHF ): Increase of 6.69%
This iShares fund holds health insurance companies and medical service providers, and its value has risen from $55.79 to $59.52. Its largest holding, UnitedHealth Group, announced third-quarter revenues of $112.7 billion on October 13, with an adjusted earnings per share of $4.69, and raised its outlook for 2026 to an adjusted earnings per share of at least $20.50.
CEO Stephen Hemsley stated that these results "reflect the discipline and execution demonstrated by our team in every aspect of our business." Calculated based on the closing price of Stock Analysis, the stock price of UnitedHealth rose by 9.63% within five trading days, Humana rose by 11.64%, and Elevance Health rose by 6.86%.
3. United States Oil Fund, LP (NYSE Arca : USO): Increase of 6.59%
United States Oil Fund Tracking the light, low-sulfur crude oil futures in recent months, the price has risen from $147.58 to $157.31, with an asset size of approximately $1.8 billion. The fuel market remains tight: In its 'October Oil Market Report' released on October 14th, the International Energy Agency stated that global onshore inventories are hovering at their lowest levels since at least 2016, and the diesel market is still under significant pressure.
The International Energy Agency stated that at the time of writing this article, the price of Brent crude oil futures was around $107 per barrel. According to reports, on October 15th, the US benchmark West Texas Intermediate (WTI) crude oil, which is tracked by USO, traded at $95.21 per barrel in the morning session.
4. iShares U.S . Medical Devices ETF (NYSE Arca : IHI ): Increase of 5.70%
This medical device fund has risen from $51.10 to $54.01, with an asset size of approximately $3.64 billion. According to Stock Analysis, its main holdings include Abbott Laboratories, Intuitive Surgical, and Medtronic.
Calculated based on the closing price of Stock Analysis, within five trading days, Medtronic rose by 8.77%, Abbott rose by 6.28%, and Intuitive Surgical rose by 3.00%.
5. State Street Health Care Select Sector SPDR ETF ( NYSE Arca : XLV ): Increase of 5.37%
The largest fund in terms of assets has approximately $43.77 billion, and its value has risen from $168.16 to $177.19. It tracks healthcare stocks in the S&P 500 index, with its main holdings including Eli Lilly, Johnson, Johnson, AbbVie, Merck, and UnitedHealth Group. The basis for these holdings is Stock Analysis.
On October 14th, the same day that the inflation report caused tech stocks to decline, healthcare was the best-performing sector within the S&P 500.
Want to see how the next round of rotation will unfold? Stock Preachers's Roadmap provides analysis three times a week on the sectors, funds, and charts that drive the market: an outlook version is released on Monday, a mid-term changes version on Wednesday, and a full review on Friday. It can be read for free at stockpreachers.com.
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This article is an independent news commentary. American News Group is wholly owned and operated by Market Equities Limited (“MEL”), which is a company registered under Irish law. MEL has not received any compensation from any of the fund sponsors or companies mentioned in this article. MEL and its owners, operators, directors, and related parties currently do not hold any shares in the funds or companies mentioned in this article, but retain the right to buy and sell such shares at any time without prior notice. The fund return is based on the price changes from the close of trading on October 8, 2026, to the close of trading on October 15, 2026, according to Stock Analysis data, and does not include dividends; past performance does not guarantee future results. The information is sourced from fund sponsors, company announcements, institutional reports, and third-party data considered reliable, but its accuracy is not guaranteed. Investing in securities carries risks, including the risk of losing part or all of the investment. This document is governed by Irish law.
