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IXJ - ETF AI Analysis
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iShares Global Healthcare ETF (IXJ)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Johnson & Johnson and AbbVie, have delivered steady gains, supporting the ETF’s overall performance.
Global Exposure
The ETF includes companies from multiple countries, providing diversification beyond the U.S. market.
Focused Sector Strength
With nearly all assets in healthcare, the ETF benefits from the stability and growth potential of this essential sector.
Negative Factors
Over-Concentration in Healthcare
The ETF is heavily focused on a single sector, which may limit its ability to weather downturns in healthcare.
Underperforming Holdings
Some top holdings, like UnitedHealth and Merck, have struggled recently, which could drag on overall returns.
Moderate Expense Ratio
The ETF’s expense ratio is higher than some low-cost alternatives, potentially reducing net returns for investors.
IXJ vs. SPDR S&P 500 ETF (SPY)
AUM4.68B
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. Volume261,207
30 Day Avg. Volume202,461
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
109.84Price 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 focuses on the healthcare sector, tracking the S&P Global 1200 Health Care Index. It includes companies from areas like pharmaceuticals, biotechnology, medical devices, and healthcare services. Some well-known companies in this ETF are Johnson & Johnson and Eli Lilly. Investors might consider IXJ for its potential growth, driven by global healthcare advancements and increasing demand. However, since it is heavily focused on healthcare, its performance can be impacted by changes in the industry or regulations.
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
The iShares Global Healthcare ETF (IXJ) is heavily concentrated in healthcare giants, with Eli Lilly leading the charge thanks to its strong financial performance and innovative pipeline. Roche and AstraZeneca are also rising stars, benefiting from strategic expansions and robust product approvals. However, UnitedHealth is dragging the fund with lagging performance tied to challenges in its Medicare and Medicaid segments. Meanwhile, Abbott Laboratories and Thermo Fisher show mixed signals, with bearish momentum tempering their growth prospects. Overall, IXJ offers global exposure to healthcare’s transformative trends but faces uneven contributions from its top holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 10.79% | $500.21M | $1.05T | 37.85% | 72 Outperform | |
| Johnson & Johnson | 6.13% | $284.17M | $499.90B | 44.62% | 78 Outperform | |
| AbbVie | 5.06% | $234.51M | $412.54B | 25.56% | 66 Neutral | |
| UnitedHealth | 3.80% | $175.95M | $309.53B | -33.87% | 72 Outperform | |
| Roche Holding AG | 3.66% | $169.50M | CHF270.15B | 45.02% | 73 Outperform | |
| AstraZeneca | 3.62% | $167.94M | £220.54B | 29.01% | 80 Outperform | |
| Novartis AG | 3.31% | $153.50M | CHF216.20B | 24.14% | 80 Outperform | |
| Merck & Company | 3.31% | $153.22M | $269.55B | 11.16% | 80 Outperform | |
| Thermo Fisher | 2.85% | $132.01M | $231.87B | 11.30% | 72 Outperform | |
| Abbott Laboratories | 2.70% | $125.35M | $220.91B | 10.44% | 73 Outperform |
IXJ Technical Analysis
Positive
―
Price Trends
95.66
Positive
92.20
Positive
88.65
Positive
Market Momentum
1.05
Negative
65.52
Neutral
86.90
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 97.56, equal to the 50-day MA of 95.66, and equal to the 200-day MA of 88.65, indicating a bullish trend. The MACD of 1.05 indicates Negative momentum. The RSI at 65.52 is Neutral, neither overbought nor oversold. The STOCH value of 86.90 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
99.75
13.90
16.19%
IXN
iShares Global Tech ETF
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TDIV
First Trust NASDAQ Technology Dividend Index Fund
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QTUM
Defiance Quantum ETF
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DFGR
Dimensional Global Real Estate ETF
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PPH
VanEck Pharmaceutical 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.
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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