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iShares U.S. Pharmaceuticals ETF (IHE)
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Upturn Advisory Summary
11/05/2025: IHE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.75% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.52 | 52 Weeks Range 58.71 - 72.64 | Updated Date 06/29/2025 |
52 Weeks Range 58.71 - 72.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Pharmaceuticals ETF
ETF Overview
Overview
The iShares U.S. Pharmaceuticals ETF (IHE) seeks to track the investment results of an index composed of U.S. equities in the pharmaceuticals sector. It offers targeted exposure to companies that produce prescription or over-the-counter drugs or vaccines.
Reputation and Reliability
BlackRock is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
BlackRock has extensive expertise in managing ETFs and tracking various market indexes.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the pharmaceuticals sector.
Investment Approach and Strategy
Strategy: The ETF aims to track the investment results of the ICE U.S. Pharmaceuticals Index.
Composition The ETF holds stocks of U.S. pharmaceutical companies. The ETF is rebalanced quarterly.
Market Position
Market Share: IHE's market share within the pharmaceuticals ETF category is notable, but fluctuates with market conditions and investor preference for specific strategies or holdings.
Total Net Assets (AUM): 386451424
Competitors
Key Competitors
- XHE
- PJP
Competitive Landscape
The competitive landscape includes broad healthcare ETFs and other specialized pharmaceutical ETFs. IHE's advantage lies in its focused approach on larger cap pharmaceutical companies. A disadvantage of IHE is that it provides less diversification than broader healthcare ETFs like XHE.
Financial Performance
Historical Performance: Historical performance data is not available. Data can be found in financial data providers.
Benchmark Comparison: Benchmark comparison data is not available. Comparison data can be found in financial data providers.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IHE's average trading volume is moderately high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare reforms, drug pricing regulations, and pharmaceutical industry growth prospects affect IHE.
Growth Trajectory
Growth trends are influenced by demographic shifts, increased healthcare spending, and innovation in pharmaceutical research and development. The portfolio composition may periodically adjust to reflect changes in the pharmaceutical sector.
Moat and Competitive Advantages
Competitive Edge
IHE's competitive edge stems from BlackRock's brand recognition and efficient tracking of the ICE U.S. Pharmaceuticals Index. Its targeted approach to larger cap pharmaceutical companies can be attractive to investors seeking focused exposure. The ETF's established track record and relatively tight bid-ask spread also contribute to its appeal. However, concentration risk remains a factor, as the ETF's performance relies heavily on a limited number of large pharmaceutical companies.
Risk Analysis
Volatility
IHE's volatility is typically in line with the broader equity market and the pharmaceutical sector.
Market Risk
Specific risks include regulatory changes, drug approval setbacks, patent expirations, and competition within the pharmaceutical industry.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the U.S. pharmaceutical sector.
Market Risk
IHE is more suitable for long-term investors, but active traders might use it for tactical allocations.
Summary
The iShares U.S. Pharmaceuticals ETF (IHE) provides targeted exposure to the U.S. pharmaceuticals sector. It's managed by BlackRock, a reputable issuer with expertise in ETFs. While it offers focused access to pharmaceutical companies, potential investors should consider the concentration risk and regulatory challenges inherent in the industry. The ETF is appropriate for investors with a long-term horizon and a desire to overweight the healthcare sector through pharmaceutical stocks.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- Various financial data providers
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 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. Pharmaceuticals 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 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 pharmaceuticals sector of the U.S. equity market. The underlying index includes pharmaceutical companies such as manufacturers of prescription or over-the-counter drugs or vaccines. The fund is non-diversified.
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