HTEC - ETF AI Analysis
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ROBO Global Healthcare Technology and Innovation ETF (HTEC)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Monthly Rebound
The ETF has shown a solid gain over the past month, suggesting some recovery momentum after earlier weakness.
Exposure to Innovative Healthcare Leaders
Top holdings include several healthcare technology and biotech companies that have delivered strong year-to-date performance, which can help drive long-term growth.
Global Diversification Within a U.S. Core
While most assets are in U.S. companies, the fund also holds positions across Europe and Asia, adding some international diversification to the portfolio.
Negative Factors
Recent Overall Performance Weakness
Year-to-date and recent three-month returns have been negative, indicating the fund has struggled in the short term.
High Concentration in Healthcare Sector
With the vast majority of assets in healthcare, the ETF is heavily exposed to swings in this single sector rather than being broadly diversified across the market.
Many Top Holdings Are Lagging
Several of the largest positions, including some well-known names, have shown weak year-to-date performance, which has weighed on the fund’s overall results.
HTEC vs. SPDR S&P 500 ETF (SPY)
AUM55.27M
RegionGlobal
Expense Ratio0.68%
Beta0.94
IssuerROBO Global
Inception DateJun 25, 2019
Dividend Yield1.02%
Asset ClassEquity
Index TrackedROBO Global Healthcare Technology and Innovation ETF
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,444
30 Day Avg. Volume8,542
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
42.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HTEC Summary
HTEC is an ETF that follows the ROBO Global Healthcare Technology and Innovation index, focusing on companies using technology to improve healthcare. It holds firms involved in areas like medical robotics, genetic testing, and AI for medicine. Well-known names in the fund include Thermo Fisher and Illumina. An investor might choose HTEC to tap into the long-term growth potential of innovative healthcare and to get diversified exposure to many cutting-edge companies in one investment. A key risk is that it is heavily focused on healthcare technology, so its price can swing more than the overall market.
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 firmly planted in the high-tech side of healthcare, with a global mix of names betting on genomics, diagnostics, and medical devices. Rising stars like AxoGen, Guardant Health, Illumina, and LivaNova are giving the fund a healthy pulse, helped by upbeat earnings and solid momentum. Twist Bioscience and Natera, however, are more of a roller coaster, with strong growth but nagging profitability issues that can tug on returns. Overall, the ETF leans heavily on innovative, often unprofitable, healthcare tech players to drive long-term gains.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Guardant Health | 2.83% | $1.58M | $17.20B | 206.74% | 61 Neutral | |
| AxoGen | 2.76% | $1.54M | $2.10B | 252.96% | 69 Neutral | |
| Arrowhead Pharmaceuticals | 2.60% | $1.45M | $10.97B | 358.54% | 57 Neutral | |
| Twist Bioscience | 2.56% | $1.43M | $4.16B | 118.44% | 43 Neutral | |
| Illumina | 2.40% | $1.34M | $24.66B | 102.74% | 71 Outperform | |
| GRAIL Inc | 2.39% | $1.33M | $3.08B | 71.73% | 70 Outperform | |
| Natera | 2.25% | $1.25M | $31.99B | 36.17% | 73 Outperform | |
| Veracyte | 2.21% | $1.23M | $3.70B | 80.18% | 76 Outperform | |
| NovoCure | 2.19% | $1.22M | $1.97B | -2.82% | 48 Neutral | |
| LivaNova | 2.17% | $1.21M | $4.05B | 70.03% | 63 Neutral |
HTEC Technical Analysis
Positive
―
Price Trends
33.57
Positive
34.54
Negative
33.64
Positive
Market Momentum
0.24
Negative
51.50
Neutral
71.06
Neutral
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 33.88, equal to the 50-day MA of 33.57, and equal to the 200-day MA of 33.64, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 51.50 is Neutral, neither overbought nor oversold. The STOCH value of 71.06 is Neutral, 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
34.05
6.99
25.83%
HRTS
Tema Cardiovascular and Metabolic ETF
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OZEM
Roundhill GLP-1 & Weight Loss ETF
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FMED
Fidelity Disruptive Medicine 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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