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Upturn AI SWOT - About
iShares Global Healthcare ETF (IXJ)
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Upturn Advisory Summary
04/01/2025: IXJ (1-star) is a SELL. SELL since 1 days. Profits (-1.69%). Updated daily EoD!
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 8.05% | Avg. Invested days 53 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 205966 | Beta 0.66 | 52 Weeks Range 85.21 - 100.60 | Updated Date 04/2/2025 |
52 Weeks Range 85.21 - 100.60 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares Global Healthcare ETF
ETF Overview
Overview
The iShares Global Healthcare ETF (IXJ) seeks to track the investment results of an index composed of global equities in the healthcare sector. It provides targeted access to healthcare companies worldwide, covering pharmaceuticals, biotechnology, medical equipment, and healthcare services.
Reputation and Reliability
iShares, a part of BlackRock, is a well-established and reputable ETF provider with a strong track record in the market. They are known for their comprehensive range of ETFs and efficient fund management.
Management Expertise
BlackRock has a team of experienced investment professionals managing their ETFs, leveraging their global resources and in-depth market knowledge.
Investment Objective
Goal
The fund seeks to track the investment results of the S&P Global Healthcare Sector Index, which measures the performance of publicly-traded companies from developed and emerging markets that are classified in the healthcare sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of its benchmark index. It invests primarily in the stocks included in the S&P Global Healthcare Sector Index.
Composition The ETF primarily holds stocks of companies within the healthcare sector, including pharmaceuticals, biotechnology, health care equipment and supplies, and health care providers and services.
Market Position
Market Share: iShares Global Healthcare ETF (IXJ) holds a significant portion of the market share within the global healthcare ETF sector.
Total Net Assets (AUM): 3250000000
Competitors
Key Competitors
- Health Care Select Sector SPDR Fund (XLV)
- Vanguard Health Care ETF (VHT)
- Invesco Dynamic Pharmaceuticals ETF (PJP)
Competitive Landscape
The healthcare ETF market is competitive with several prominent ETFs. IXJ's global focus differentiates it, offering broader diversification compared to US-centric ETFs like XLV and VHT. However, it might underperform during periods of strong US healthcare sector growth. Expense ratios and tracking error are also important factors for investors to consider when choosing among these ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Comparison against the S&P Global Healthcare Sector Index would determine the ETF's tracking efficiency.
Expense Ratio: 0.43
Liquidity
Average Trading Volume
The ETF's liquidity is high, as demonstrated by the typical average daily trading volume of over 180,000 shares.
Bid-Ask Spread
The bid-ask spread is usually tight, typically a penny or two, reflecting the ETF's high liquidity.
Market Dynamics
Market Environment Factors
Economic factors, such as healthcare spending trends, aging populations, and technological advancements, significantly influence the healthcare sector and IXJ. Regulatory changes, patent expirations, and clinical trial outcomes also play a crucial role.
Growth Trajectory
Growth trajectory is linked to healthcare industry trends globally; shifts in country allocation or stock holdings are infrequent.
Moat and Competitive Advantages
Competitive Edge
iShares Global Healthcare ETF (IXJ) benefits from BlackRock's reputation and the fund's broad global diversification within the healthcare sector. Its passive management strategy provides exposure to a wide array of healthcare companies, mitigating single-stock risk. The ETF's relatively low expense ratio compared to some actively managed funds offers a cost advantage. IXJ's established track record and liquidity further enhance its appeal to investors. This broad access and brand strength gives it an advantage.
Risk Analysis
Volatility
Volatility is dependent on the overall market conditions and the specific performance of the healthcare sector. Historical data would need to be used for a precise volatility assessment.
Market Risk
Market risk involves sector-specific risks, such as regulatory changes, drug approval outcomes, and competition within the healthcare industry. Global economic conditions and currency fluctuations also impact the ETF's performance.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking global exposure to the healthcare sector for long-term growth, diversification, or a hedge against economic downturns.
Market Risk
The ETF is suitable for long-term investors seeking sector-specific exposure, as well as active traders looking to capitalize on short-term trends in the healthcare industry.
Summary
The iShares Global Healthcare ETF (IXJ) offers broad, diversified exposure to the global healthcare sector through a passively managed index-tracking approach. Its low expense ratio and high liquidity make it attractive to investors seeking cost-effective access to healthcare companies worldwide. While subject to market and sector-specific risks, IXJ can be a valuable tool for long-term growth and diversification. The ETF's performance is closely tied to global healthcare trends, making it important for investors to stay informed about industry developments.
Similar Companies
FXH
First Trust Health Care AlphaDEX® Fund
FXH
First Trust Health Care AlphaDEX® Fund
IBB
iShares Biotechnology ETF
IBB
iShares Biotechnology ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
VHT
Vanguard Health Care Index Fund ETF Shares
VHT
Vanguard Health Care Index Fund ETF Shares
XBI
SPDR® S&P Biotech ETF
XBI
SPDR® S&P Biotech ETF
XLV
Health Care Select Sector SPDR® Fund
XLV
Health Care Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Bloomberg
- Morningstar
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult a financial advisor before making any investment decisions.
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 Global Healthcare ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests 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 and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.
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