IXJ - ETF AI Analysis
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iShares Global Healthcare ETF (IXJ)
Rating:71Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, which can help with trading liquidity and overall stability for investors.
Global Healthcare Leaders
Many of the top holdings are well-known, financially strong healthcare companies, which can provide a solid core for long-term investors.
Mix of Strong and Defensive Holdings
Several major positions have shown steady or strong recent performance, helping to balance out weaker names in the portfolio.
Negative Factors
Recent Weak Year-to-Date Performance
The fund’s overall performance so far this year has been negative, which may concern investors looking for near-term gains.
Heavy U.S. Concentration
Most of the ETF’s assets are invested in U.S. companies, limiting the benefits of global diversification.
Sector Concentration in Healthcare
Because the fund is focused mainly on healthcare stocks, it is more exposed to risks specific to that sector, such as regulatory changes or drug-pricing pressures.
IXJ vs. SPDR S&P 500 ETF (SPY)
AUM3.63B
RegionGlobal
Expense Ratio0.40%
Beta0.52
IssueriShares
Inception DateNov 13, 2001
Dividend Yield1.47%
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. Volume103,903
30 Day Avg. Volume337,281
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
113.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering110
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IXJ Summary
The iShares Global Healthcare ETF (IXJ) is a fund that follows the S&P Global 1200 Health Care Index, giving you broad exposure to healthcare companies around the world, mainly in the U.S. It holds well-known names like Johnson & Johnson and Eli Lilly, along with drug makers, biotech firms, medical device companies, and healthcare service providers. Someone might invest in IXJ to benefit from long-term growth driven by aging populations and rising healthcare spending, while spreading risk across many companies. A key risk is that it is heavily focused on the healthcare sector, so it can rise or fall with changes in that industry.
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 very much a global healthcare story, with big U.S. drugmakers and insurers sharing the stage with European pharma giants. Eli Lilly, the fund’s largest holding, has been losing steam this year, which has weighed on overall returns, while Thermo Fisher’s recent slide hasn’t helped either. On the brighter side, UnitedHealth has been rising sharply, and steady-to-rising names like AstraZeneca, Novartis, and Merck are helping to balance the picture. With most of its weight in large pharmaceutical and healthcare leaders, the fund is concentrated but globally diversified.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 9.28% | $331.79M | $835.18B | -0.06% | 72 Outperform | |
| Johnson & Johnson | 7.26% | $259.69M | $547.64B | 47.17% | 78 Outperform | |
| AbbVie | 4.65% | $166.35M | $351.47B | 6.80% | 66 Neutral | |
| UnitedHealth | 4.36% | $155.86M | $322.15B | -15.22% | 72 Outperform | |
| AstraZeneca | 3.97% | $142.12M | $292.93B | 34.19% | 80 Outperform | |
| Roche Holding AG | 3.92% | $140.25M | $327.62B | 29.84% | 73 Outperform | |
| Merck & Company | 3.76% | $134.65M | $276.38B | 35.24% | 80 Outperform | |
| Novartis AG | 3.75% | $134.13M | CHF207.57B | 22.86% | 80 Outperform | |
| Amgen | 2.51% | $89.95M | $185.95B | 22.68% | 77 Outperform | |
| Thermo Fisher | 2.39% | $85.55M | $174.55B | 10.72% | 72 Outperform |
IXJ Technical Analysis
Negative
―
Price Trends
95.95
Negative
97.07
Negative
92.94
Negative
Market Momentum
-0.47
Positive
38.98
Neutral
14.01
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IXJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 94.07, equal to the 50-day MA of 95.95, and equal to the 200-day MA of 92.94, indicating a bearish trend. The MACD of -0.47 indicates Positive momentum. The RSI at 38.98 is Neutral, neither overbought nor oversold. The STOCH value of 14.01 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IXJ.
IXJ Peer Comparison
Comparison Results
Performance Comparison
IXJ
iShares Global Healthcare ETF
92.27
5.71
6.60%
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IDEF
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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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