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IYH - ETF AI Analysis
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iShares U.S. Healthcare ETF (IYH)
Rating:73Outperform
Price Target:
$68.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Johnson & Johnson, AbbVie, and Gilead Sciences, have delivered strong year-to-date performance, supporting the ETF's overall growth.
Focused Sector Exposure
The ETF's concentration in the healthcare sector provides targeted exposure to a historically resilient and essential industry.
Reasonable Expense Ratio
The fund's expense ratio is competitive for a sector-specific ETF, helping investors retain more of their returns.
Negative Factors
Over-Concentration in Healthcare
With nearly all assets allocated to healthcare, the ETF lacks diversification and is highly sensitive to sector-specific risks.
Underperforming Holdings
Some top holdings, like UnitedHealth and Merck, have lagged in year-to-date performance, potentially dragging on overall returns.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
IYH vs. SPDR S&P 500 ETF (SPY)
AUM3.35B
RegionNorth America
Expense Ratio0.38%
Beta0.53
IssueriShares
Inception DateJun 12, 2000
Dividend Yield1.13%
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. Volume658,752
30 Day Avg. Volume576,703
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
71.22Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering105
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IYH Summary
The iShares U.S. Healthcare ETF (IYH) is an investment fund that focuses on the U.S. healthcare sector, including pharmaceutical companies, biotech firms, medical device makers, and healthcare service providers. It tracks the Russell 1000 Health Care Index and includes well-known companies like Johnson & Johnson and Eli Lilly. This ETF could be a good choice for investors looking to diversify their portfolio and benefit from the long-term growth potential of the healthcare industry, which is driven by aging populations and advancements in medical technology. However, new investors should note that the ETF’s performance is closely tied to the healthcare sector, which can be affected by regulatory changes or shifts in market demand.
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
The iShares U.S. Healthcare ETF (IYH) is leaning heavily on pharmaceutical and biotech giants to drive performance, with Eli Lilly and Johnson & Johnson leading the charge thanks to steady growth and strong earnings momentum. AbbVie and Thermo Fisher are also rising stars, buoyed by strategic investments and operational execution. However, UnitedHealth and Intuitive Surgical are dragging the fund, facing challenges from increased medical costs and mixed technical indicators. With nearly all holdings concentrated in the U.S. healthcare sector, this ETF offers a focused play on innovation and resilience in health-related industries.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 14.68% | $491.57M | $992.27B | 39.31% | 76 Outperform | |
| Johnson & Johnson | 8.51% | $284.90M | $487.91B | 32.26% | 78 Outperform | |
| AbbVie | 7.20% | $241.22M | $411.64B | 38.84% | 62 Neutral | |
| UnitedHealth | 4.91% | $164.43M | $279.99B | -48.53% | 76 Outperform | |
| Merck & Company | 4.18% | $140.01M | $235.92B | -2.45% | 78 Outperform | |
| Abbott Laboratories | 3.81% | $127.70M | $219.36B | 8.82% | 77 Outperform | |
| Thermo Fisher | 3.78% | $126.67M | $215.58B | 11.88% | 73 Outperform | |
| Intuitive Surgical | 3.52% | $117.80M | $200.16B | 4.21% | 78 Outperform | |
| Amgen | 3.21% | $107.66M | $184.38B | 18.94% | 77 Outperform | |
| Gilead Sciences | 2.78% | $93.24M | $158.89B | 44.50% | 77 Outperform |
IYH Technical Analysis
Positive
―
Price Trends
60.44
Positive
58.49
Positive
58.22
Positive
Market Momentum
1.08
Negative
75.45
Negative
78.00
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 62.22, equal to the 50-day MA of 60.44, and equal to the 200-day MA of 58.22, indicating a bullish trend. The MACD of 1.08 indicates Negative momentum. The RSI at 75.45 is Negative, neither overbought nor oversold. The STOCH value of 78.00 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
64.17
4.17
6.95%
XBI
SPDR S&P BIOTECH ETF
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IBB
iShares Biotechnology 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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