IXJ - ETF AI Analysis
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iShares Global Healthcare ETF (IXJ)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Core Holdings
Several of the largest positions, such as Eli Lilly, Johnson & Johnson, AbbVie, UnitedHealth, Merck, Novartis, and Amgen, have shown strong year-to-date gains, helping support the ETF’s overall performance.
Global Healthcare Exposure
The fund provides broad exposure to leading healthcare companies around the world, with meaningful stakes in the U.S., Switzerland, Japan, and several European markets.
Solid Recent Performance Trend
The ETF has delivered steady gains over the past one and three months, indicating positive recent momentum in its holdings.
Negative Factors
Heavy U.S. Concentration
Nearly four-fifths of the portfolio is invested in U.S. companies, which limits diversification benefits from other regions.
Sector Concentration in Healthcare
With the vast majority of assets in the healthcare sector, the fund is highly sensitive to industry-specific risks such as regulatory changes or drug-pricing pressures.
Mixed Performance Among Top Holdings
Some major positions like AstraZeneca and Thermo Fisher have shown weak year-to-date performance, which can offset gains from stronger holdings.
IXJ vs. SPDR S&P 500 ETF (SPY)
AUM4.18B
RegionGlobal
Expense Ratio0.40%
Beta0.45
IssueriShares
Inception DateNov 13, 2001
Dividend Yield1.41%
Asset ClassEquity
Index TrackedS&P Global 1200 Health Care Sector Capped Index - USD - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume151,658
30 Day Avg. Volume241,211
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
114.46Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering109
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IXJ Summary
The iShares Global Healthcare ETF (IXJ) is a fund that invests in healthcare companies around the world. It follows the S&P Global 1200 Health Care Index, giving you broad exposure to drug makers, biotech firms, medical device companies, and health insurers. Well-known holdings include Eli Lilly and Johnson & Johnson. Someone might invest in IXJ to get long-term growth potential from an aging population and rising healthcare spending, while also diversifying across many global healthcare leaders. A key risk is that it is heavily focused on the healthcare sector, so it can rise or fall sharply if that industry faces problems.
How much will it cost me?The iShares Global Healthcare ETF (IXJ) has an expense ratio of 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because it is a passively managed fund that focuses on a specific sector, healthcare, which can involve more specialized tracking costs.
What would affect this ETF?The iShares Global Healthcare ETF (IXJ) could benefit from increasing global healthcare spending, advancements in medical technology, and aging populations driving demand for pharmaceuticals and healthcare services. However, it may face challenges from regulatory changes, patent expirations affecting top holdings like Eli Lilly and Johnson & Johnson, or economic downturns that could limit healthcare budgets globally.
IXJ Top 10 Holdings
IXJ is essentially a bet on global Big Pharma, with Eli Lilly, Johnson & Johnson, AbbVie, Merck, and Amgen forming the core engine of returns. Lilly has been rising over the past few months, while J&J, AbbVie, Merck, and Amgen are all steadily adding fuel to the fund’s performance. UnitedHealth provides a solid boost from the managed-care side, though its recent moves have been more mixed. AstraZeneca has been lagging, acting as a small drag. Overall, this is a globally diversified healthcare play, but heavily tilted toward large U.S. drugmakers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 10.64% | $443.79M | $1.15T | 59.20% | 72 Outperform | |
| Johnson & Johnson | 7.10% | $296.36M | $642.79B | 58.75% | 78 Outperform | |
| AbbVie | 5.17% | $215.68M | $465.02B | 39.08% | 66 Neutral | |
| UnitedHealth | 4.29% | $179.03M | $389.40B | 58.08% | 72 Outperform | |
| Merck & Company | 4.03% | $168.07M | $325.57B | 59.46% | 80 Outperform | |
| Roche Holding AG | 3.86% | $161.20M | $359.89B | 37.39% | 73 Outperform | |
| Novartis AG | 3.64% | $151.73M | CHF238.06B | 36.54% | 80 Outperform | |
| AstraZeneca | 3.38% | $140.82M | $268.02B | 14.23% | 80 Outperform | |
| Thermo Fisher | 2.68% | $111.82M | $214.21B | 20.78% | 72 Outperform | |
| Amgen | 2.62% | $109.21M | $212.16B | 28.62% | 77 Outperform |
IXJ Technical Analysis
Positive
―
Price Trends
96.52
Positive
94.60
Positive
95.22
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IXJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 99.77, equal to the 50-day MA of 96.52, and equal to the 200-day MA of 95.22, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IXJ.
IXJ Peer Comparison
Comparison Results
Performance Comparison
IXJ
iShares Global Healthcare ETF
101.24
18.91
22.97%
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TDIV
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DFGR
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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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