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Upturn AI SWOT - About
iShares U.S. Pharmaceuticals ETF (IHE)
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Upturn Advisory Summary
07/30/2025: 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 13.3% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/30/2025 |
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 exposure to companies that research, develop, manufacture, and market pharmaceuticals and biotechnology products.
Reputation and Reliability
iShares, a part of BlackRock, is a leading issuer of ETFs with a strong reputation for reliability and a long track record of managing investment products.
Management Expertise
BlackRock has extensive expertise in managing ETFs and tracking various market indices, providing a high level of confidence in the fund's management.
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 employs a passive investment strategy, attempting to replicate the performance of the ICE FactSet US Pharmaceuticals Index.
Composition The ETF primarily holds stocks of companies involved in the pharmaceuticals industry, including those engaged in research, development, production, and marketing of pharmaceutical products.
Market Position
Market Share: IHE has a notable market share within the pharmaceuticals ETF segment, though it is not the only ETF in the space.
Total Net Assets (AUM): 369419637
Competitors
Key Competitors
- XHE
- PJP
- FXH
Competitive Landscape
The pharmaceuticals ETF market is moderately competitive. IHE benefits from iShares' strong brand and large AUM, potentially leading to better liquidity and lower expense ratios compared to smaller competitors. However, other ETFs might offer slightly different index methodologies or expense ratios, catering to specific investor preferences. XHE offers broader healthcare exposure.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers. Past performance is not indicative of future results.
Benchmark Comparison: Performance should be compared against the ICE FactSet US Pharmaceuticals Index.
Expense Ratio: 0.39
Liquidity
Average Trading Volume
IHE generally exhibits good liquidity, facilitating easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread for IHE is typically tight, indicating lower transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, regulatory changes, patent expirations, drug pricing debates, and advancements in pharmaceutical research and development can all influence the performance of IHE.
Growth Trajectory
Growth is tied to the overall health of the pharmaceutical industry, influenced by factors such as aging populations, increasing healthcare spending, and innovation in drug development. Strategic shifts depend on the index composition.
Moat and Competitive Advantages
Competitive Edge
IHE benefits from the established reputation and resources of BlackRock's iShares. Its large AUM can lead to economies of scale and lower expense ratios. The ETF's focus on the U.S. pharmaceuticals sector provides targeted exposure. It also tracks the ICE FactSet US Pharmaceuticals Index. The IHE offers high degree of diversification due to its index tracking.
Risk Analysis
Volatility
The ETF's volatility is influenced by the overall market volatility and the specific risks associated with the pharmaceutical sector.
Market Risk
Market risk includes regulatory risks (FDA approvals, drug pricing), patent expirations, competition from generic drugs, and potential litigation risks.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. pharmaceuticals sector may find IHE suitable for their portfolios.
Market Risk
IHE is suitable for investors with a moderate risk tolerance and a long-term investment horizon who believe in the growth potential of the pharmaceutical industry.
Summary
The iShares U.S. Pharmaceuticals ETF provides targeted exposure to the U.S. pharmaceuticals sector through a passive investment approach. Its benefits are iShares' brand and large AUM. The ETF's performance is subject to regulatory, competitive, and market risks. It is best suited for long-term investors seeking to capture the potential growth of the pharmaceutical industry and moderate risk tolerance. Investors should carefully consider these risk factors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results. Market share data is estimated and may vary.
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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