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IXJ - ETF AI Analysis
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iShares Global Healthcare ETF (IXJ)
Rating:70Neutral
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)
AUM4.79B
RegionGlobal
Expense Ratio0.40%
Beta0.51
IssueriShares
Inception DateNov 13, 2001
Dividend Yield1.36%
Asset ClassEquity
Index TrackedS&P Global 1200 / Health Care -SEC
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume268,065
30 Day Avg. Volume210,870
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
113.38Price 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 very much a global healthcare story, with big U.S. and European drugmakers setting the tone. Eli Lilly is the clear engine here, with its rising share price giving the fund a strong push, while Merck, Roche, Novartis, and Thermo Fisher are also pulling their weight with steady to rising performance. Johnson & Johnson adds a solid, defensive backbone. On the flip side, AbbVie and Abbott are losing steam and acting as mild brakes. Overall, the ETF is concentrated in large-cap pharma and biotech, spread across the U.S. and Europe.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 10.20% | $485.49M | $1.00T | 29.13% | 72 Outperform | |
| Johnson & Johnson | 6.68% | $318.01M | $533.63B | 49.25% | 78 Outperform | |
| AbbVie | 4.89% | $232.76M | $390.19B | 24.80% | 66 Neutral | |
| Roche Holding AG | 3.95% | $188.08M | CHF279.76B | 45.71% | 73 Outperform | |
| AstraZeneca | 3.65% | $173.70M | £213.22B | 24.26% | 80 Outperform | |
| Novartis AG | 3.59% | $170.90M | CHF220.54B | 26.05% | 80 Outperform | |
| Merck & Company | 3.31% | $157.53M | $266.57B | 10.74% | 80 Outperform | |
| UnitedHealth | 3.16% | $150.60M | $318.53B | -47.89% | 72 Outperform | |
| Thermo Fisher | 2.90% | $138.06M | $235.43B | 6.78% | 72 Outperform | |
| ― | 2.49% | $118.55M | ― | ― | ― |
IXJ Technical Analysis
Positive
―
Price Trends
97.53
Positive
93.71
Positive
89.40
Positive
Market Momentum
0.80
Positive
56.74
Neutral
82.86
Negative
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 99.18, equal to the 50-day MA of 97.53, and equal to the 200-day MA of 89.40, indicating a bullish trend. The MACD of 0.80 indicates Positive momentum. The RSI at 56.74 is Neutral, neither overbought nor oversold. The STOCH value of 82.86 is Negative, 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
99.73
9.03
9.96%
IXN
iShares Global Tech ETF
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QTUM
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DFGR
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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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