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IYH - ETF AI Analysis
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iShares U.S. Healthcare ETF (IYH)
Rating:73Outperform
Price Target:―
Positive Factors
Large, Established Fund
The ETF manages a sizable pool of assets, which can support liquidity and trading ease for investors.
Strong Core Healthcare Leaders
Several major holdings like Johnson & Johnson, Merck, Thermo Fisher, and others have shown solid recent performance, helping support the fund’s returns.
Focused Exposure to U.S. Healthcare
Almost all assets are invested in U.S. healthcare companies, giving targeted access to a key defensive sector of the market.
Negative Factors
High Stock Concentration
A small number of large positions, especially the top holding, make up a big share of the portfolio, increasing the impact of any weakness in those companies.
Mixed Performance Among Top Holdings
Some significant positions, such as AbbVie, Abbott Laboratories, and Intuitive Surgical, have shown weaker recent performance, which can drag on overall results.
Single-Sector, U.S.-Only Risk
With nearly all assets in U.S. healthcare stocks, the fund is heavily exposed to changes in U.S. healthcare policy and sector-specific downturns, with little diversification across other sectors or regions.
IYH vs. SPDR S&P 500 ETF (SPY)
AUM3.32B
RegionNorth America
Expense Ratio0.38%
Beta0.52
IssueriShares
Inception DateJun 12, 2000
Dividend Yield1.18%
Asset ClassEquity
Index TrackedRussell 1000 Health Care RIC 22.5/45 Capped Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume497,441
30 Day Avg. Volume841,465
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
76.25Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering103
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYH Summary
The iShares U.S. Healthcare ETF (IYH) tracks the Russell 1000 Health Care Index, giving you a simple way to invest in many major U.S. healthcare companies at once. 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 IYH to seek long-term growth and diversification in a sector that benefits from an aging population and ongoing medical innovation. A key risk is that it is heavily concentrated in healthcare, so it can rise or fall with changes affecting that single sector.
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
This ETF is a pure play on U.S. healthcare, and its story right now is one of mixed signals from its biggest names. Defensive stalwarts like Johnson & Johnson and Merck are doing the heavy lifting, with their rising share prices helping to steady the fund. Gilead and Amgen are also pulling their weight, adding some momentum from the biotech side. On the flip side, Eli Lilly has lost some steam after a strong run, while UnitedHealth and Thermo Fisher are lagging, acting as a bit of a brake on overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 13.82% | $456.65M | $962.75B | 15.55% | 72 Outperform | |
| Johnson & Johnson | 9.97% | $329.46M | $590.40B | 49.41% | 78 Outperform | |
| AbbVie | 6.81% | $224.87M | $404.24B | 11.25% | 66 Neutral | |
| Merck & Company | 5.27% | $173.93M | $301.96B | 36.60% | 80 Outperform | |
| UnitedHealth | 4.51% | $149.00M | $261.06B | -37.82% | 72 Outperform | |
| Amgen | 3.45% | $113.80M | $204.70B | 23.68% | 77 Outperform | |
| Abbott Laboratories | 3.32% | $109.70M | $197.00B | -16.83% | 73 Outperform | |
| Thermo Fisher | 3.30% | $108.95M | $192.95B | -4.06% | 72 Outperform | |
| Gilead Sciences | 3.22% | $106.46M | $189.50B | 37.70% | 78 Outperform | |
| Intuitive Surgical | 3.04% | $100.44M | $177.84B | -14.83% | 78 Outperform |
IYH Technical Analysis
Positive
―
Price Trends
65.43
Positive
63.74
Positive
59.91
Positive
Market Momentum
0.04
Negative
51.16
Neutral
68.15
Neutral
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 65.38, equal to the 50-day MA of 65.43, and equal to the 200-day MA of 59.91, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 51.16 is Neutral, neither overbought nor oversold. The STOCH value of 68.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYH.
IYH Peer Comparison
Comparison Results
Performance Comparison
IYH
iShares U.S. Healthcare ETF
65.58
4.35
7.10%
IBB
iShares Biotechnology ETF
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XBI
SPDR S&P BIOTECH ETF
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IHI
iShares U.S. Medical Devices ETF
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FHLC
Fidelity MSCI Health Care Index ETF
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FBT
First Trust NYSE Arca Biotechnology Index Fund
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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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