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Upturn AI SWOT - About
iShares U.S. Healthcare ETF (IYH)
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Upturn Advisory Summary
04/01/2025: IYH (1-star) is a SELL. SELL since 1 days. Profits (-3.83%). 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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.64% | Avg. Invested days 54 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 296373 | Beta 0.66 | 52 Weeks Range 57.23 - 65.95 | Updated Date 04/2/2025 |
52 Weeks Range 57.23 - 65.95 | Updated Date 04/2/2025 |
Upturn AI SWOT
iShares U.S. Healthcare ETF
ETF Overview
Overview
The iShares U.S. Healthcare ETF (IYH) seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. It offers targeted access to U.S. healthcare stocks, including pharmaceuticals, healthcare equipment, and healthcare providers.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is a globally recognized and reputable asset management firm with a strong track record.
Management Expertise
BlackRock has extensive experience and expertise in managing ETFs, with a dedicated team focused on sector-specific funds like IYH.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the healthcare sector.
Investment Approach and Strategy
Strategy: IYH tracks the ICE U.S. Healthcare Index, a market-cap-weighted index representing U.S. companies in the healthcare sector.
Composition The ETF primarily holds stocks of companies involved in pharmaceuticals, healthcare equipment, healthcare providers, and related industries.
Market Position
Market Share: IYH is a leading healthcare sector ETF, but has notable competition affecting its exact market share.
Total Net Assets (AUM): 3130000000
Competitors
Key Competitors
- XLV
- VHT
- XHE
Competitive Landscape
The healthcare ETF market is dominated by a few large players. IYH offers a similar investment strategy to its competitors, but might differentiate itself through a slightly different index tracking or expense ratio. XLV is a very dominant force. VHT is very diversified. XHE is considered an equal weight ETF.
Financial Performance
Historical Performance: Historical performance can be assessed by viewing IYH's total return over different periods. This data can be found on financial websites.
Benchmark Comparison: IYH's performance should be compared to the ICE U.S. Healthcare Index to determine tracking effectiveness. Tracking Error can be calculated as the difference between returns.
Expense Ratio: 0.41
Liquidity
Average Trading Volume
IYH has a relatively high average trading volume, making it generally liquid. Average Daily Volume is around 500,000 shares.
Bid-Ask Spread
IYH typically has a tight bid-ask spread, indicating low transaction costs. The Bid-Ask spread is usually a cent or two.
Market Dynamics
Market Environment Factors
Economic factors like interest rates, inflation, and healthcare policy changes significantly influence IYH's performance. Sector growth and market sentiment also play a role.
Growth Trajectory
IYH's growth is tied to the overall growth of the healthcare sector, influenced by demographics, technological advancements, and regulatory changes.
Moat and Competitive Advantages
Competitive Edge
IYH benefits from the strong brand recognition of iShares and BlackRock, providing investors with confidence in its management. The ETF's established history and consistent tracking of its underlying index contribute to its appeal. Its diversified exposure to the U.S. healthcare sector, coupled with its liquid trading volume, makes it an attractive option for investors seeking efficient access. It's a strong and reputable brand.
Risk Analysis
Volatility
IYH's volatility is generally in line with the broader healthcare sector, which can be influenced by regulatory changes and patent expirations.
Market Risk
IYH is exposed to market risk, particularly related to the healthcare sector, including regulatory risk, patent risk, and competition within the industry. The Healthcare sector is heavily regulated and is more prone to government intervention.
Investor Profile
Ideal Investor Profile
IYH is suitable for investors seeking targeted exposure to the U.S. healthcare sector, whether for growth or diversification purposes.
Market Risk
IYH is appropriate for both long-term investors seeking sector exposure and active traders looking to capitalize on short-term trends in the healthcare market.
Summary
The iShares U.S. Healthcare ETF (IYH) provides targeted exposure to U.S. healthcare stocks through its tracking of the ICE U.S. Healthcare Index. Managed by BlackRock, IYH offers a liquid and accessible way to invest in the sector, making it suitable for a variety of investors. It has competition from other ETFs, and it is crucial to consider it's historical performance, expense ratio and its AUM. Investors should also be cognizant of the risks and the high valuations currently associated with healthcare sector investments.
Similar Companies
- XLV
- VHT
- XHE
- FXH
- RYH
- IHI
- PJP
- HTH
Sources and Disclaimers
Data Sources:
- iShares.com
- etf.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with 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 U.S. Healthcare 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. 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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