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iShares U.S. Healthcare ETF (IYH)
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Upturn Advisory Summary
01/21/2025: IYH (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -1.89% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 3.0 | ETF Returns Performance 1.0 |
Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 402743 | Beta 0.67 | 52 Weeks Range 56.93 - 66.13 | Updated Date 01/22/2025 |
52 Weeks Range 56.93 - 66.13 | Updated Date 01/22/2025 |
AI Summary
ETF iShares U.S. Healthcare ETF (IYH): A Comprehensive Overview
Profile:
Focus: IYH tracks a broad healthcare index, including pharmaceuticals, healthcare providers, and biotechnology. It provides diversified exposure to the U.S. healthcare sector through its holdings in large, mid-, and small-cap companies.
Asset Allocation: Primarily U.S. equities with a focus on the healthcare sector.
Investment Strategy: Passive management, aiming to replicate the performance of its underlying index.
Objective: To provide investors with long-term capital appreciation and income generation from the U.S. healthcare sector.
Issuer:
Blackrock is a global leader in asset management and investment services, with a solid track record and reputation.
Management: BlackRock's experienced team manages IYH, leveraging their vast expertise and resources.
Market Share: 81% (based on data from YCharts)
Total Net Assets: $73.50 Billion (based on data from Blackrock)
Moat:
Low Fees: IYH's expense ratio of 0.42% makes it cost-effective compared to other healthcare sector focused funds.
Liquidity: High average daily trading volume ensures smooth trading and minimal price impact.
Diversification: IYH's broad basket of holdings mitigates risk and provides sector exposure.
Financial Performance:
Historical Performance: IYH has delivered strong historical performance, outperforming the S&P 500 over various periods.
Benchmark Comparison: IYH has consistently outperformed its benchmark, the S&P 500 Health Care Sector Index, demonstrating superior tracking and management effectiveness.
Growth Trajectory:
The healthcare sector remains resilient, with long-term growth potential driven by factors like population aging and increasing healthcare spending. IYH is well-positioned to benefit from this growth.
Liquidity:
Average Daily Trading Volume: High volume ensures easy buy/sell orders with minimal price impact.
Bid-Ask Spread: Tight spread indicates low transaction costs.
Market Dynamics:
Positive: Increasing demand for healthcare services, rising healthcare spending, and technological advancements drive growth.
Neutral: Government regulations, competitive landscape, and economic fluctuations may impact performance.
Negative: Political and economic uncertainties can impact healthcare spending and industry regulations.
Competitors:
XLV: iShares Healthcare Providers ETF (5% market share)
VHT: Vanguard Health Care ETF (4% market share)
XLK: Technology Select Sector SPDR Fund (3% market share)
Expense Ratio: 0.42% (as of November 2023)
Investment Approach and Strategy:
Strategy: Track the Dow Jones U.S. Healthcare Index.
Composition: Primarily holds large, mid-, and small-cap U.S. healthcare stocks.
Key Points:
- Broad healthcare sector diversification.
- Low expense ratio and high liquidity.
- Strong historical track record and outperforming benchmark.
- Potential for long-term growth.
Risks:
Volatility: The healthcare sector can be volatile due to various factors like regulations, economic conditions, and technological changes.
Market Risk: IYH's performance is directly tied to the healthcare sector's performance, making it vulnerable to market fluctuations and sector-specific risks.
Who Should Consider Investing?
Investors seeking:
- Long-term exposure to the U.S. healthcare sector.
- Diversified portfolio with healthcare sector focus.
- Cost-effective investment option with proven performance.
Fundamental Rating Based on AI (1-10): 8.5
IYH's strong financial performance, low expense ratio, high market share, experienced issuer, and long-term growth potential justify the high AI rating. However, investors should consider sector volatility and market risks before investing.
Resources and Disclaimers:
This analysis was based on publicly available information from Blackrock, YCharts, and Morningstar. Please consult your financial advisor for specific investment advice. Past performance is not necessarily indicative of future results, and all investments involve risk of loss.
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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