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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, suggesting it is well-established and widely used by investors.
Global Healthcare Leaders
Many of the top holdings are major, well-known healthcare companies that have shown generally steady or strong recent performance.
Recent Performance Momentum
The fund’s returns over the last few months have been positive, indicating improving short-term momentum.
Negative Factors
High Sector Concentration
With almost all assets in healthcare, the ETF is heavily exposed to risks specific to that one sector.
U.S.-Heavy Geographic Exposure
A large majority of the portfolio is invested in U.S. companies, limiting diversification across global markets.
Mixed Results Among Top Holdings
Some of the largest positions have shown weak or negative recent performance, which can drag on overall fund returns.
IXJ vs. SPDR S&P 500 ETF (SPY)
AUM3.81B
RegionGlobal
Expense Ratio0.40%
Beta0.52
IssueriShares
Inception DateNov 13, 2001
Dividend Yield1.41%
Asset ClassEquity
Index TrackedS&P Global 1200 / Health Care -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume360,074
30 Day Avg. Volume376,978
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
114.31Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering113
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 healthcare service providers. Well-known holdings include Johnson & Johnson and Eli Lilly. Someone might invest in IXJ to benefit from long-term growth driven by aging populations and rising healthcare spending, while also getting global diversification within one sector. A key risk is that it is heavily focused on healthcare, so its value can swing with changes in healthcare regulations, drug pricing, and industry news.
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 global healthcare power pack, with Big Pharma and biotech calling the shots. European heavyweights like Roche, Novartis, and AstraZeneca are rising and doing much of the heavy lifting, while U.S. names such as Johnson & Johnson, Merck, and Amgen are also pulling the fund in the right direction. On the flip side, Eli Lilly has lost some steam lately, and UnitedHealth and Abbott are dragging performance. With all its top holdings in healthcare and a mix of U.S. and European giants, this ETF is highly sector-focused but globally diversified.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 10.15% | $384.01M | $943.21B | 21.66% | 72 Outperform | |
| Johnson & Johnson | 7.48% | $283.16M | $585.58B | 49.21% | 78 Outperform | |
| AbbVie | 5.14% | $194.62M | $402.58B | 7.36% | 66 Neutral | |
| AstraZeneca | 3.86% | $145.90M | $300.81B | 24.33% | 80 Outperform | |
| Roche Holding AG | 3.82% | $144.45M | CHF263.94B | 22.97% | 73 Outperform | |
| Novartis AG | 3.79% | $143.26M | CHF230.74B | 25.88% | 80 Outperform | |
| Merck & Company | 3.69% | $139.50M | $287.32B | 24.49% | 80 Outperform | |
| UnitedHealth | 3.30% | $125.00M | $258.91B | -40.71% | 72 Outperform | |
| Amgen | 2.60% | $98.37M | $203.57B | 20.84% | 77 Outperform | |
| Abbott Laboratories | 2.45% | $92.57M | $191.58B | -15.37% | 73 Outperform |
IXJ Technical Analysis
Negative
―
Price Trends
99.25
Negative
96.99
Negative
91.66
Positive
Market Momentum
-0.93
Positive
31.68
Neutral
13.98
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 99.30, equal to the 50-day MA of 99.25, and equal to the 200-day MA of 91.66, indicating a neutral trend. The MACD of -0.93 indicates Positive momentum. The RSI at 31.68 is Neutral, neither overbought nor oversold. The STOCH value of 13.98 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
94.78
5.75
6.46%
IXN
iShares Global Tech ETF
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TDIV
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QTUM
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DFGR
Dimensional Global Real Estate ETF
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PPH
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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.
Disclaimer
This 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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