HTEC - ETF AI Analysis
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ROBO Global Healthcare Technology and Innovation ETF (HTEC)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the past year-to-date and in recent months, showing positive momentum.
Leading Innovative Healthcare Holdings
Several top positions, such as CareDx, Twist Bioscience, Guardant Health, and Illumina, have shown strong or improving performance, helping drive the fund’s returns.
Focused Exposure to Healthcare Technology
The fund’s heavy tilt toward healthcare and related technology companies gives investors targeted access to a growing, innovation-driven segment of the market.
Negative Factors
High Sector Concentration
With most assets in healthcare, the ETF is heavily exposed to swings in this single sector, which can increase volatility if healthcare stocks fall out of favor.
Mixed Performance Among Top Holdings
Some major holdings like Thermo Fisher, Medpace, and Stryker have recently shown weaker performance, which can offset gains from stronger names.
Relatively High Expense Ratio
The fund’s management fee is on the higher side for an ETF, which means more of the returns are used to cover costs instead of going to investors.
HTEC vs. SPDR S&P 500 ETF (SPY)
AUM73.57M
RegionGlobal
Expense Ratio0.68%
Beta0.88
IssuerROBO Global
Inception DateJun 25, 2019
Dividend Yield0.92%
Asset ClassEquity
Index TrackedROBO Global Healthcare Technology and Innovation ETF
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume31,475
30 Day Avg. Volume19,422
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
45.30Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering63
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HTEC Summary
HTEC is an exchange-traded fund that focuses on the ROBO Global Healthcare Technology and Innovation index, which tracks companies using new technology to improve healthcare. It holds firms working in areas like medical devices, genetics, and advanced lab tools. Well-known holdings include Thermo Fisher and Stryker. Someone might invest in HTEC to get growth potential from the long-term trend of technology transforming healthcare, while spreading money across many companies instead of picking just one. A key risk is that it is heavily concentrated in healthcare tech, so its price can swing a lot and may fall if this niche sector struggles.
How much will it cost me?The ROBO Global Healthcare Technology and Innovation ETF (HTEC) has an expense ratio of 0.68%, which means you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized niche in healthcare technology, requiring more research and expertise. It offers exposure to innovative companies in areas like medical robotics and genomic sequencing.
What would affect this ETF?HTEC could benefit from growing demand for healthcare innovation, driven by advancements in medical robotics, telehealth, and AI applications, as well as increased global focus on improving healthcare efficiency and outcomes. However, the ETF may face challenges from regulatory changes in healthcare technology, potential economic slowdowns impacting funding for innovation, or competition within the sector. Its global exposure and focus on cutting-edge companies position it well for long-term growth, but risks remain tied to sector-specific volatility.
HTEC Top 10 Holdings
HTEC is leaning hard into cutting-edge healthcare tech, with names like Twist Bioscience and AxoGen rising on optimism around genomic tools and nerve repair, giving the fund some welcome lift. Guardant Health and Arrowhead are also in the mix, adding momentum from cancer diagnostics and RNA-based therapies, though their shaky finances keep the ride bumpy. On the other side, more established players like Stryker and Thermo Fisher have been losing steam lately, quietly tugging on returns. Overall, this is a globally diversified but tightly healthcare-focused bet on innovation rather than stability.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| CareDx | 2.39% | $1.76M | $1.95B | 192.91% | 77 Outperform | |
| Twist Bioscience | 2.37% | $1.74M | $5.87B | 163.51% | 43 Neutral | |
| Natera | 2.27% | $1.67M | $37.84B | 87.64% | 73 Outperform | |
| Arrowhead Pharmaceuticals | 2.25% | $1.65M | $12.49B | 433.70% | 57 Neutral | |
| Guardant Health | 2.22% | $1.63M | $19.99B | 230.18% | 61 Neutral | |
| Adaptive Biotechnologies | 2.12% | $1.56M | $3.51B | 109.29% | 53 Neutral | |
| Thermo Fisher | 2.06% | $1.51M | $195.64B | 20.48% | 72 Outperform | |
| Illumina | 2.00% | $1.47M | $28.88B | 82.89% | 71 Outperform | |
| Medpace Holdings | 2.00% | $1.47M | $15.08B | 32.95% | 79 Outperform | |
| Vertex Pharmaceuticals | 1.95% | $1.44M | $119.94B | 0.17% | 78 Outperform |
HTEC Technical Analysis
Positive
―
Price Trends
35.86
Positive
34.66
Positive
34.75
Positive
Market Momentum
0.47
Positive
52.88
Neutral
16.41
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HTEC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 37.95, equal to the 50-day MA of 35.86, and equal to the 200-day MA of 34.75, indicating a neutral trend. The MACD of 0.47 indicates Positive momentum. The RSI at 52.88 is Neutral, neither overbought nor oversold. The STOCH value of 16.41 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HTEC.
HTEC Peer Comparison
Comparison Results
Performance Comparison
HTEC
ROBO Global Healthcare Technology and Innovation ETF
37.49
8.54
29.50%
OZEM
Roundhill GLP-1 & Weight Loss ETF
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HRTS
Tema Cardiovascular and Metabolic ETF
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PSIL
AdvisorShares Psychedelics ETF
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GDOC
Goldman Sachs Future Health Care Equity ETF
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LGHT
Langar Global HealthTech 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.
DisclaimerThis 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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