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QQQH (QQQH)



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Upturn Advisory Summary
04/01/2025: QQQH (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 21.4% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 26670 | Beta - | 52 Weeks Range 21.48 - 53.00 | Updated Date - |
52 Weeks Range 21.48 - 53.00 | Updated Date - |
Upturn AI SWOT
QQQH
ETF Overview
Overview
QQQH is an ETF that offers exposure to the healthcare sector within the Nasdaq 100 index, providing a targeted approach to investing in innovative and growth-oriented healthcare companies.
Reputation and Reliability
Invesco is a well-established ETF provider with a strong reputation and a long track record of managing various investment products.
Management Expertise
Invesco has a team of experienced portfolio managers and analysts who specialize in sector-specific investments, including healthcare.
Investment Objective
Goal
The investment goal of QQQH is to track the performance of healthcare companies within the Nasdaq 100 index.
Investment Approach and Strategy
Strategy: QQQH aims to replicate the returns of the Nasdaq 100 Healthcare Index, focusing on healthcare companies listed in the Nasdaq 100.
Composition The ETF primarily holds stocks of companies in the healthcare sector, including pharmaceuticals, biotechnology, medical devices, and healthcare services.
Market Position
Market Share: QQQH's market share within the healthcare-focused Nasdaq 100 ETFs is relatively smaller compared to broader healthcare ETFs.
Total Net Assets (AUM): 178884573
Competitors
Key Competitors
- XLV
- VHT
- IXJ
Competitive Landscape
The healthcare ETF market is highly competitive, with several large players. QQQH differentiates itself by focusing specifically on healthcare companies within the Nasdaq 100, offering a concentrated approach. XLV and VHT offer broader exposure to the healthcare sector. One disadvantage for QQQH is its relatively small size compared to larger competitors, which may impact liquidity.
Financial Performance
Historical Performance: Historical financial performance data is not available for all possible timeframes but can be accessed via various financial websites.
Benchmark Comparison: The ETF's performance should be compared to the Nasdaq 100 Healthcare Index to assess its tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
QQQH's average trading volume is generally moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for QQQH is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare regulations, technological advancements, and demographic trends significantly influence QQQH's performance.
Growth Trajectory
The growth trajectory of QQQH depends on the performance of the healthcare sector and the success of companies within the Nasdaq 100. No major strategy or holdings changes were detected.
Moat and Competitive Advantages
Competitive Edge
QQQH's competitive edge lies in its focused exposure to the growth-oriented healthcare segment within the Nasdaq 100, and provides diversification with larger companies. The expense ratio is lower than several competitor ETFs. Invescou2019s strong reputation in the market is also an advantage.
Risk Analysis
Volatility
QQQH's volatility is influenced by the inherent volatility of the healthcare sector and the individual stocks it holds.
Market Risk
Specific risks associated with QQQH include regulatory changes, patent expirations, and clinical trial failures in the healthcare industry.
Investor Profile
Ideal Investor Profile
The ideal investor profile for QQQH is someone seeking targeted exposure to healthcare innovation within the Nasdaq 100 and willing to accept sector-specific risks.
Market Risk
QQQH is suitable for investors with a long-term investment horizon who understand the dynamics of the healthcare sector.
Summary
QQQH provides targeted exposure to the healthcare sector within the Nasdaq 100, catering to investors seeking growth and innovation. It offers a concentrated approach compared to broader healthcare ETFs, presenting both opportunities and sector-specific risks. The fund is managed by Invesco, a reputable ETF provider. Investors should consider their risk tolerance and investment goals before investing in QQQH, ensuring it aligns with their overall portfolio strategy. While its AUM is relatively small, the fund benefits from a reasonable expense ratio.
Similar Companies
- XLV
- VHT
- IHI
- XBI
- IBB
- IXJ
Sources and Disclaimers
Data Sources:
- Invesco official website
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change rapidly.
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 QQQH
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
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