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IYH - ETF AI Analysis

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IYH

iShares U.S. Healthcare ETF (IYH)

Rating:73Outperform
Price Target:
IYH, the iShares U.S. Healthcare ETF, earns a solid overall rating largely because many of its biggest positions—like Johnson & Johnson and Merck—show strong financial performance, positive earnings outlooks, and strategic initiatives that support long-term growth. However, some key holdings such as Eli Lilly, AbbVie, and UnitedHealth face risks from high leverage, cash flow challenges, and specific segment pressures, and the fund is concentrated in a single sector, meaning healthcare-specific setbacks could impact the ETF more than a more diversified fund.
Positive Factors
Strong Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Healthcare Companies
Several of the largest holdings, such as Eli Lilly, Johnson & Johnson, AbbVie, UnitedHealth, and Merck, have delivered strong year-to-date performance, helping drive the fund’s returns.
Focused Healthcare Exposure
With almost all assets in the healthcare sector, the ETF offers targeted exposure to a defensive area of the market that can be less sensitive to economic cycles.
Negative Factors
High Stock Concentration
A small number of companies make up a large share of the portfolio, which increases the impact that any one stock’s performance can have on the ETF.
Underperforming Top Holdings
Some major positions like Thermo Fisher, Abbott Laboratories, and Pfizer have shown weak or negative year-to-date performance, which can drag on overall returns.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little protection if the U.S. market or healthcare sector faces a downturn.

IYH vs. SPDR S&P 500 ETF (SPY)

IYH Summary

The iShares U.S. Healthcare ETF (IYH) is a fund that follows the Russell 1000 Health Care Index, giving you broad exposure to major U.S. healthcare companies. It holds well-known names like Johnson & Johnson and Eli Lilly, along with drug makers, medical device firms, and health insurers. Someone might invest in IYH to tap into long-term growth from an aging population and ongoing medical innovation, while also adding sector diversification to their portfolio. A key risk is that it is heavily focused on healthcare, so if this sector struggles, the ETF’s value can rise or fall sharply with it.
How much will it cost me?The iShares U.S. Healthcare ETF (IYH) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it tracks a specific sector and requires more management compared to broad-market passive funds.
What would affect this ETF?The iShares U.S. Healthcare ETF (IYH) could benefit from positive trends such as advancements in healthcare technology, increasing demand for medical services due to aging populations, and strong performance from top holdings like Eli Lilly and Johnson & Johnson. However, it may face challenges from regulatory changes, pricing pressures in pharmaceuticals, or broader economic downturns that could impact healthcare spending. Its focus on the U.S. market makes it sensitive to domestic policy shifts and economic conditions.

IYH Top 10 Holdings

IYH is essentially a bet on U.S. Big Pharma and managed care, with Eli Lilly and Johnson & Johnson setting the tone. Lilly has been rising over the past few months and is a key engine for the fund, while J&J, AbbVie, Merck, and Amgen are all steadily adding fuel with solid, if sometimes pricey, drug pipelines. UnitedHealth brings a strong but occasionally choppy managed-care angle. On the weaker side, Abbott and Pfizer have been more mixed, occasionally losing steam and trimming some of the fund’s momentum. With its holdings almost entirely U.S.-based, this ETF is a concentrated play on American healthcare heavyweights.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eli Lilly & Co15.73%$529.20M$1.13T48.19%
72
Outperform
Johnson & Johnson10.45%$351.76M$634.77B60.00%
78
Outperform
AbbVie7.56%$254.50M$458.24B36.28%
66
Neutral
UnitedHealth6.26%$210.56M$382.09B48.04%
72
Outperform
Merck & Company5.34%$179.72M$323.72B55.56%
80
Outperform
Thermo Fisher3.48%$117.09M$211.18B15.38%
72
Outperform
Amgen3.34%$112.49M$202.95B24.88%
77
Outperform
Abbott Laboratories2.94%$98.98M$179.51B-17.30%
73
Outperform
Gilead Sciences2.65%$89.03M$160.55B15.47%
78
Outperform
Pfizer2.30%$77.44M$139.86B1.48%
74
Outperform

IYH Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
65.46
Positive
100DMA
63.47
Positive
200DMA
63.69
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYH, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 68.21, equal to the 50-day MA of 65.46, and equal to the 200-day MA of 63.69, 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 IYH.

IYH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$3.54B0.38%
73
Outperform
$9.35B0.44%
65
Neutral
$3.29B0.08%
71
Outperform
$3.01B0.38%
74
Outperform
$2.82B0.55%
71
Outperform
$1.00B0.61%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IYH
iShares U.S. Healthcare ETF
69.87
14.25
25.62%
IBB
iShares Biotechnology ETF
FHLC
Fidelity MSCI Health Care Index ETF
IHI
iShares U.S. Medical Devices ETF
FBT
First Trust NYSE Arca Biotechnology Index Fund
FXH
First Trust Health Care AlphaDEX Fund
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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