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Upturn AI SWOT - About
iShares U.S. Pharmaceuticals ETF (IHE)
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Upturn Advisory Summary
04/01/2025: IHE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 1.96% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 62509 | Beta 0.56 | 52 Weeks Range 61.63 - 72.97 | Updated Date 04/2/2025 |
52 Weeks Range 61.63 - 72.97 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares U.S. Pharmaceuticals ETF
ETF Overview
Overview
The iShares U.S. Pharmaceuticals ETF (IHE) seeks to track the investment results of an index composed of U.S. equities in the pharmaceuticals sector, providing exposure to companies that research, develop, produce, and market pharmaceuticals.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager with a long track record of managing ETFs.
Management Expertise
BlackRock has extensive experience in managing a wide range of ETFs, including sector-specific funds like IHE.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the pharmaceuticals sector.
Investment Approach and Strategy
Strategy: IHE employs a passive management strategy, attempting to replicate the performance of the underlying index.
Composition The ETF primarily holds stocks of companies involved in the pharmaceuticals industry.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 347000000
Competitors
Key Competitors
- Invesco Dynamic Pharmaceuticals ETF (PJP)
- SPDR S&P Pharmaceuticals ETF (XPH)
Competitive Landscape
The pharmaceuticals ETF market is relatively concentrated, with a few key players. IHE benefits from BlackRock's brand recognition and low expense ratio, while competitors may offer different weighting methodologies or broader diversification. IHE's market capitalization-weighted approach may lead to concentration in larger pharmaceutical companies, whereas others could emphasize smaller, more growth-oriented firms. Some may offer a more equal-weighted approach.
Financial Performance
Historical Performance: Insufficient data to provide historical financial performance data.
Benchmark Comparison: Insufficient data to provide a benchmark comparison.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, regulatory changes in the healthcare sector, drug pricing pressures, and advancements in pharmaceutical research and development all impact IHE's performance.
Growth Trajectory
The ETF's growth is closely tied to the performance of the pharmaceutical industry, with trends in healthcare spending, innovation, and regulatory approvals driving changes in holdings and strategy.
Moat and Competitive Advantages
Competitive Edge
IHE benefits from BlackRock's established ETF platform and brand recognition. Its low expense ratio makes it an attractive option for cost-conscious investors seeking exposure to the pharmaceutical sector. The ETF's market capitalization-weighted approach provides a broad representation of the industry. However, this also means it might be less diversified than equal-weighted alternatives. BlackRock's global reach also makes it very accessible to international investors.
Risk Analysis
Volatility
The ETF's volatility is generally moderate, reflecting the inherent risks associated with the pharmaceutical industry.
Market Risk
IHE is subject to market risk related to the pharmaceutical sector, including regulatory risks, drug pricing pressures, patent expirations, and clinical trial failures.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. pharmaceutical sector, who understand the associated risks and are looking for a cost-effective ETF, may find IHE suitable.
Market Risk
IHE is best suited for long-term investors who are comfortable with sector-specific risk and understand the dynamics of the pharmaceutical industry.
Summary
The iShares U.S. Pharmaceuticals ETF (IHE) provides targeted exposure to the U.S. pharmaceutical sector. It offers a cost-effective way to invest in a market capitalization-weighted portfolio of pharmaceutical companies. However, it is subject to sector-specific risks, including regulatory changes and drug pricing pressures. IHE is suitable for long-term investors with a moderate risk tolerance seeking to capitalize on the growth potential of the pharmaceutical industry. Investors should carefully consider their investment objectives and risk tolerance before investing.
Similar Companies
PJP
Invesco Dynamic Pharmaceuticals ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
XPH
SPDR® S&P Pharmaceuticals ETF
XPH
SPDR® S&P Pharmaceuticals ETF
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share and performance data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares U.S. Pharmaceuticals ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index. The underlying index measures the performance of the pharmaceuticals sector of the U.S. equity market. The underlying index includes pharmaceutical companies such as manufacturers of prescription or over-the-counter drugs or vaccines. The fund is non-diversified.
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