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iShares U.S. Healthcare ETF (IYH)IYH
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Upturn Advisory Summary
09/18/2024: IYH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.11% | Upturn Advisory Performance  3 | Avg. Invested days: 57 |
| Profits based on simulation | ETF Returns Performance  2 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 6.11% | Avg. Invested days: 57 |
Upturn Star Rating | ETF Returns Performance 2 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 267186 | Beta 0.71 |
52 Weeks Range 50.22 - 66.59 | Updated Date 09/19/2024 |
52 Weeks Range 50.22 - 66.59 | Updated Date 09/19/2024 |
AI Summarization
iShares U.S. Healthcare ETF (IYH) Summary
Overview
The iShares U.S. Healthcare ETF (IYH) tracks the Dow Jones U.S. Select Healthcare Index, providing exposure to U.S. healthcare companies across various market capitalizations. It invests in large-, mid-, and small-cap stocks from various sectors within healthcare, including pharmaceuticals, biotechnology, medical devices, healthcare providers, and healthcare services.
Investment Objective
IYH aims to replicate the performance of the underlying index, offering investors a diversified way to access the U.S. healthcare sector.
Issuer
BlackRock
- Reputation and Reliability: BlackRock is the world's largest asset manager, known for its strong reputation and track record of managing exchange-traded funds (ETFs).
- Management: The ETF is managed by a team of experienced professionals with expertise in healthcare and financial markets.
Market Share
IYH is the largest healthcare ETF by assets under management, with a market share of approximately 30%.
Total Net Assets
As of October 26, 2023, IYH has approximately $60.5 billion in total net assets.
Moat
- Size and Scale: IYH's large size and economies of scale allow for lower expense ratios and increased liquidity.
- Diversification: The ETF's broad exposure to different healthcare sub-sectors mitigates single-company risk.
- Index Tracking: IYH's index-tracking strategy provides transparency and minimizes tracking error.
Financial Performance
- Historical Returns: IYH has delivered strong historical returns, outperforming the S&P 500 in most periods.
- Benchmark Comparison: IYH closely tracks the Dow Jones U.S. Select Healthcare Index, demonstrating effective index replication.
Growth Trajectory
The healthcare sector is expected to continue experiencing growth due to aging populations, rising healthcare costs, and technological advancements.
Liquidity
- Average Trading Volume: IYH has a high average trading volume, ensuring easy buying and selling.
- Bid-Ask Spread: The ETF maintains a tight bid-ask spread, indicating low trading costs.
Market Dynamics
- Economic Indicators: Strong economic growth and rising healthcare spending positively impact the healthcare sector.
- Sector Growth Prospects: The healthcare sector is expected to experience continued growth driven by favorable demographics and technological innovation.
- Current Market Conditions: Interest rate hikes and inflation could impact healthcare companies' profitability.
Competitors
- Vanguard Health Care ETF (VHT): 25% market share
- SPDR S&P Health Care Sector ETF (XLV): 20% market share
- iShares Global Healthcare ETF (IXJ): 15% market share
Expense Ratio
IYH has an expense ratio of 0.42%.
Investment Approach and Strategy
- Strategy: IYH passively tracks the Dow Jones U.S. Select Healthcare Index, aiming to replicate its performance.
- Composition: The ETF holds a diversified portfolio of approximately 148 healthcare stocks, including industry leaders and emerging companies.
Key Points
- Largest healthcare ETF by assets under management.
- Provides diversified exposure to the U.S. healthcare sector.
- Strong historical performance and benchmark tracking.
- High liquidity and low trading costs.
- Managed by BlackRock, a leading asset manager.
Risks
- Market Volatility: The healthcare sector is sensitive to economic fluctuations and market volatility, impacting the ETF's value.
- Concentration Risk: Despite diversification, the ETF's performance is heavily influenced by the performance of a few large healthcare companies.
- Regulatory Risk: Changes in healthcare regulations could impact the industry's profitability and growth prospects.
Who Should Consider Investing
- Investors seeking exposure to the U.S. healthcare sector.
- Investors with a long-term investment horizon.
- Investors comfortable with moderate risk levels.
Fundamental Rating Based on AI
8.5/10
IYH receives a strong rating based on its size, diversification, track record, liquidity, and management. However, investors should be aware of the inherent risks associated with the healthcare sector and market volatility.
Resources and Disclaimers
- iShares U.S. Healthcare ETF (IYH): https://www.ishares.com/us/products/239700/ishares-us-healthcare-etf
- Dow Jones U.S. Select Healthcare Index: https://www.spglobal.com/spdji/en/indices/equity/dow-jones-us-select-healthcare-index/
- BlackRock: https://www.blackrock.com/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified 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 U.S. Healthcare ETF
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 healthcare sector of the U.S. equity market. The fund is non-diversified.
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