IHF - ETF AI Analysis
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iShares U.S. Healthcare Providers ETF (IHF)
Rating:69Neutral
Price Target:―
Positive Factors
Leading Healthcare Providers Focus
The ETF concentrates on major U.S. healthcare providers, giving investors targeted exposure to a key part of the healthcare system.
Several Strong Top Holdings
Some of the largest positions, including UnitedHealth and other major names, have shown solid gains this year, helping support the fund’s results.
Defensive Sector Exposure
Healthcare spending tends to be more stable across economic cycles, which can help reduce volatility compared with more cyclical sectors.
Negative Factors
High Stock Concentration
A large share of the fund is invested in just a few companies, so performance is heavily influenced by how those specific stocks do.
Mixed Recent Performance
The ETF’s year-to-date return is weak and several top holdings have been lagging, which has weighed on overall performance despite a recent one-month rebound.
Narrow Sector and U.S.-Only Focus
Almost all assets are in U.S. healthcare stocks, offering little diversification across sectors or regions if this area of the market struggles.
IHF vs. SPDR S&P 500 ETF (SPY)
AUM698.01M
RegionNorth America
Expense Ratio0.38%
Beta0.48
IssueriShares
Inception DateMay 01, 2006
Dividend Yield0.78%
Asset ClassEquity
Index TrackedDJ US Select / Health Care Providers
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume622,191
30 Day Avg. Volume374,044
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
55.02Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering60
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IHF Summary
The iShares U.S. Healthcare Providers ETF (IHF) tracks the DJ US Select / Health Care Providers index, focusing on U.S. companies that deliver medical services and manage health plans. It holds well-known names like UnitedHealth and CVS Health, along with hospital operators and diagnostic labs. Someone might invest in this ETF to tap into the long-term growth of healthcare demand as the population ages, while spreading risk across many providers instead of picking a single stock. A key risk is that it is heavily concentrated in the healthcare providers sector, so it can rise or fall sharply with changes in healthcare policy and costs.
How much will it cost me?The iShares U.S. Healthcare Providers ETF (IHF) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it focuses on a specific sector and is passively managed, offering targeted exposure to healthcare providers. It’s a reasonable cost for the specialized focus it provides.
What would affect this ETF?The iShares U.S. Healthcare Providers ETF (IHF) could benefit from rising demand for healthcare services driven by an aging population and advancements in medical technology, which support growth for top holdings like UnitedHealth and CVS Health. However, potential risks include regulatory changes in the U.S. healthcare system or economic downturns that could impact healthcare spending and insurance profitability. Investors should also consider how broader market conditions, like interest rate changes, might affect the financial performance of healthcare providers and insurers.
IHF Top 10 Holdings
IHF is heavily tilted toward U.S. health insurers and service giants, with UnitedHealth and CVS sitting in the driver’s seat—but both have been lagging lately, putting a noticeable drag on the fund. Elevance and Humana are also losing steam, reinforcing the pressure from the managed-care side. Offsetting some of that weakness, hospital operator HCA and testing leaders Quest Diagnostics and Labcorp have been steadier, even rising in recent months. Overall, this is a U.S.-only, health-care-providers story, concentrated in a handful of big insurance names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UnitedHealth | 25.95% | $184.28M | $293.61B | -19.00% | 72 Outperform | |
| CVS Health | 12.45% | $88.42M | $97.43B | 18.20% | 64 Neutral | |
| HCA Healthcare | 8.07% | $57.33M | $106.90B | 45.15% | 70 Neutral | |
| Elevance Health | 4.84% | $34.40M | $70.15B | -21.11% | 76 Outperform | |
| Cigna | 4.54% | $32.23M | $73.80B | -17.91% | 72 Outperform | |
| Humana | 4.29% | $30.47M | $25.25B | -16.05% | 69 Neutral | |
| Veeva Systems | 3.84% | $27.25M | $27.58B | -22.24% | 66 Neutral | |
| Labcorp Holdings | 3.71% | $26.35M | $22.18B | 24.14% | 71 Outperform | |
| Quest Diagnostics | 3.69% | $26.22M | $21.57B | 18.63% | 79 Outperform | |
| Centene | 2.99% | $21.26M | $18.84B | -35.02% | 58 Neutral |
IHF Technical Analysis
Positive
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Price Trends
44.29
Positive
46.12
Positive
46.40
Negative
Market Momentum
0.52
Negative
67.40
Neutral
83.36
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IHF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.66, equal to the 50-day MA of 44.29, and equal to the 200-day MA of 46.40, indicating a neutral trend. The MACD of 0.52 indicates Negative momentum. The RSI at 67.40 is Neutral, neither overbought nor oversold. The STOCH value of 83.36 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IHF.
IHF Peer Comparison
Comparison Results
Performance Comparison
IHF
iShares U.S. Healthcare Providers ETF
46.59
-2.90
-5.86%
IHE
iShares U.S. Pharmaceuticals ETF
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FXH
First Trust Health Care AlphaDEX Fund
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RSPH
Invesco S&P 500 Equal Weight Health Care ETF
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PJP
Invesco Dynamic Pharmaceuticals ETF
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XPH
SPDR S&P Pharmaceuticals 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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