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HEAL - ETF AI Analysis
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Global X HealthTech ETF (HEAL)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered a positive return so far this year, showing that its health technology focus has been rewarded recently.
Leading Holdings Showing Solid Momentum
Several of the largest positions, including Dexcom, TransMedics Group, Alibaba Health Information Technology, and others, have posted strong gains this year, helping support the fund’s overall results.
Global HealthTech Exposure
While most assets are in U.S. companies, the fund also holds meaningful positions in markets like Hong Kong, the Netherlands, and Australia, giving investors some international diversification within health technology.
Negative Factors
High Sector Concentration in Health Care
With the vast majority of assets in the health care sector, the ETF is heavily exposed to swings in health-related regulations, reimbursement trends, and industry-specific risks.
Mixed Performance Among Top Holdings
Some key positions such as GE Healthcare Technologies, Irhythm Technologies, and Intuitive Surgical have shown weak performance this year, which can drag on the fund’s returns despite other winners.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning a larger slice of returns goes toward fees each year.
HEAL vs. SPDR S&P 500 ETF (SPY)
AUM35.37M
RegionGlobal
Expense Ratio0.50%
Beta1.04
IssuerGlobal X
Inception DateJul 29, 2020
Dividend Yield0.36%
Asset ClassEquity
Index TrackedGlobal X HealthTech Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,337
30 Day Avg. Volume12,358
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
36.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering40
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEAL Summary
The Global X HealthTech ETF (HEAL) tracks the Global X HealthTech Index, focusing on companies that use technology to improve healthcare, such as digital health tools, remote monitoring, and advanced medical equipment. It holds well-known names like Dexcom and Intuitive Surgical, along with other innovators in medical devices and services. Someone might invest in this ETF to tap into the long-term growth of digital and tech-driven healthcare while spreading risk across many companies. A key risk is that it is heavily concentrated in the healthcare sector, so it can rise or fall sharply with changes in that industry.
How much will it cost me?The Global X HealthTech ETF (HEAL) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized sector like health technology, which requires more research and expertise.
What would affect this ETF?The Global X HealthTech ETF (EDOC) could benefit from increasing demand for telemedicine and digital health solutions as healthcare systems worldwide continue to embrace technology for efficiency and accessibility. However, potential risks include regulatory changes in healthcare technology or slower adoption rates in certain regions, which could impact the growth of companies in its portfolio. Additionally, economic downturns or rising interest rates might negatively affect the performance of smaller, innovative firms within the ETF.
HEAL Top 10 Holdings
HEAL is very much a bet on global digital healthcare, with most of its muscle in U.S. med‑tech names and a notable dose of overseas players like Alibaba Health and Philips. Fast-climbing stocks such as TransMedics, Dexcom, and Alibaba Health are doing the heavy lifting, giving the fund a clear tailwind from high-growth health-tech innovators. On the other side, Irhythm and Intuitive Surgical have been lagging lately, while GE Healthcare and Masimo look more mixed, occasionally tapping the brakes on the ETF’s overall momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dexcom | 5.99% | $2.12M | $28.02B | -17.68% | 79 Outperform | |
| Masimo | 5.58% | $1.97M | $9.43B | 3.02% | 54 Neutral | |
| GE Healthcare Technologies Inc | 5.18% | $1.83M | $37.80B | -7.53% | 78 Outperform | |
| TransMedics Group | 5.08% | $1.80M | $4.63B | 86.59% | 77 Outperform | |
| Koninklijke Philips N.V. | 5.00% | $1.77M | €25.29B | 10.67% | 56 Neutral | |
| Alibaba Health Information Technology | 4.99% | $1.76M | HK$99.77B | -2.12% | 63 Neutral | |
| Resmed | 4.64% | $1.64M | $37.72B | 11.84% | 76 Outperform | |
| Irhythm Technologies | 4.15% | $1.47M | $4.96B | 26.39% | 51 Neutral | |
| Intuitive Surgical | 4.06% | $1.44M | $177.84B | -14.83% | 78 Outperform | |
| Tempus AI, Inc. Class A | 3.82% | $1.35M | $9.99B | -14.28% | 52 Neutral |
HEAL Technical Analysis
Negative
―
Price Trends
29.10
Negative
30.31
Negative
30.95
Negative
Market Momentum
-1.00
Negative
36.54
Neutral
72.56
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEAL, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.35, equal to the 50-day MA of 29.10, and equal to the 200-day MA of 30.95, indicating a bearish trend. The MACD of -1.00 indicates Negative momentum. The RSI at 36.54 is Neutral, neither overbought nor oversold. The STOCH value of 72.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HEAL.
HEAL Peer Comparison
Comparison Results
Performance Comparison
HEAL
Global X HealthTech ETF
26.44
-6.96
-20.84%
FMED
Fidelity Disruptive Medicine ETF
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MEDI
Harbor Health Care ETF
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TMED
T. Rowe Price Health Care ETF
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MEDX
Horizon Kinetics Medical ETF
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BMED
Future Health ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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