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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 holdings—like Merck, Johnson & Johnson, Gilead Sciences, and Intuitive Surgical—show strong financial performance, positive earnings call commentary, and strategic initiatives that support long-term growth. However, some key positions such as Eli Lilly, AbbVie, and Thermo Fisher face risks from high leverage, cash flow challenges, and valuation concerns, which temper the fund’s rating. The main risk factor is that the ETF is concentrated in the U.S. healthcare sector, so sector-specific issues or policy changes could affect many of its holdings at the same time.
Positive Factors
Large, Established Healthcare Leaders
The ETF’s biggest positions are well-known, financially solid healthcare companies, which can provide stability for long-term investors.
Focused Healthcare Exposure
By concentrating on the U.S. healthcare sector, the fund gives investors targeted access to a key defensive area of the market that often holds up relatively well in economic slowdowns.
Significant Fund Size
With several billion dollars in assets, the ETF is large enough to offer good trading liquidity and reduce the risk of being closed down.
Negative Factors
Recent Weak Overall Performance
The fund’s returns have been weak so far this year and over the last few months, which may concern investors looking for near-term momentum.
Heavy Dependence on a Few Stocks
A small number of companies, including one very large position, make up a big share of the portfolio, increasing the impact if those stocks struggle.
Single-Sector and U.S.-Only Concentration
Almost all of the ETF is invested in U.S. healthcare stocks, so it lacks diversification across other sectors and regions.

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

IYH Summary

The iShares U.S. Healthcare ETF (IYH) tracks 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, biotech firms, medical device companies, and health insurers. Someone might invest in this ETF to tap into the long-term growth of healthcare, supported by an aging population and ongoing medical innovation, while spreading risk across many stocks in the sector. A key risk is that it is heavily focused on healthcare, so it can rise or fall with changes affecting this single industry.
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 a pure U.S. healthcare play, and its story right now is all about a tug-of-war between drug giants and medical technology names. UnitedHealth has been a bright spot lately, helping to prop up returns, while Merck and Johnson & Johnson are providing steadier, slow-and-steady support. On the flip side, Eli Lilly and AbbVie have been more mixed, losing some earlier momentum, and device and tools leaders like Thermo Fisher and Intuitive Surgical are clearly lagging. With so much weight in a handful of big pharma and biotech names, stock selection at the top really drives this fund’s ride.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Eli Lilly & Co12.97%$365.89M$835.18B-1.03%
72
Outperform
Johnson & Johnson10.11%$285.24M$547.64B45.05%
78
Outperform
AbbVie6.52%$183.93M$351.47B2.62%
66
Neutral
UnitedHealth6.02%$169.77M$322.15B-15.55%
72
Outperform
Merck & Company5.11%$144.10M$276.38B32.50%
80
Outperform
Amgen3.41%$96.24M$185.95B20.17%
77
Outperform
Thermo Fisher3.30%$92.97M$174.55B11.08%
72
Outperform
Intuitive Surgical3.10%$87.45M$170.78B-8.37%
78
Outperform
Abbott Laboratories3.00%$84.52M$158.72B-28.36%
73
Outperform
Gilead Sciences2.97%$83.69M$161.86B20.13%
78
Outperform

IYH Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
62.52
Negative
100DMA
63.86
Negative
200DMA
61.47
Negative
Market Momentum
MACD
-0.45
Positive
RSI
45.92
Neutral
STOCH
39.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYH, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 61.61, equal to the 50-day MA of 62.52, and equal to the 200-day MA of 61.47, indicating a bearish trend. The MACD of -0.45 indicates Positive momentum. The RSI at 45.92 is Neutral, neither overbought nor oversold. The STOCH value of 39.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for IYH.

IYH Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.80B0.38%
73
Outperform
$8.59B0.35%
57
Neutral
$8.28B0.44%
65
Neutral
$3.25B0.38%
74
Outperform
$2.86B0.08%
72
Outperform
$2.31B0.54%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IYH
iShares U.S. Healthcare ETF
61.07
4.19
7.37%
XBI
SPDR S&P BIOTECH ETF
IBB
iShares Biotechnology ETF
IHI
iShares U.S. Medical Devices ETF
FHLC
Fidelity MSCI Health Care Index ETF
FBT
First Trust NYSE Arca Biotechnology Index 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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