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Upturn AI SWOT - About
iShares Global Healthcare ETF (IXJ)
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Upturn Advisory Summary
09/15/2025: IXJ (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 7.52% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.62 | 52 Weeks Range 79.98 - 99.72 | Updated Date 06/29/2025 |
52 Weeks Range 79.98 - 99.72 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares Global Healthcare ETF
ETF Overview
Overview
The iShares Global Healthcare ETF (IXJ) seeks to track the investment results of an index composed of global equities in the healthcare sector, offering exposure to companies involved in pharmaceuticals, medical equipment, and healthcare services.
Reputation and Reliability
iShares, managed by BlackRock, is a reputable and reliable issuer with a long track record of managing ETFs.
Management Expertise
BlackRock's management team has extensive experience and expertise in managing various ETFs across different sectors and asset classes.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Global 1200 Healthcare Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all securities in the index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of global healthcare companies.
Market Position
Market Share: iShares Global Healthcare ETF holds a significant, but not dominant, portion of the healthcare ETF market.
Total Net Assets (AUM): 3330000000
Competitors
Key Competitors
- Health Care Select Sector SPDR Fund (XLV)
- Vanguard Health Care ETF (VHT)
- Invesco Dynamic Healthcare ETF (PTH)
Competitive Landscape
The healthcare ETF industry is competitive, with several large players. IXJ offers global exposure, differentiating it from US-focused competitors. XLV is the largest, offering high liquidity, while VHT provides broad market coverage at a low cost. IXJ's global focus can be an advantage for investors seeking international diversification but might underperform US-only peers during periods of US healthcare outperformance.
Financial Performance
Historical Performance: Historical performance data can be found on the iShares website and various financial data providers. [Data should be inserted here if available].
Benchmark Comparison: Performance is measured against the S&P Global 1200 Healthcare Index.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The iShares Global Healthcare ETF exhibits adequate liquidity, as evidenced by its consistent daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's decent liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Factors affecting IXJ include global economic conditions, healthcare policy changes, pharmaceutical innovation, and demographic shifts influencing healthcare demand.
Growth Trajectory
IXJ's growth depends on global healthcare sector growth, driven by aging populations, technological advancements, and increased healthcare spending in emerging markets. Changes in holdings reflect adjustments to the underlying index.
Moat and Competitive Advantages
Competitive Edge
IXJu2019s competitive edge lies in its focused exposure to the global healthcare sector. This allows investors to easily access healthcare companies beyond the United States. The ETF is managed by BlackRock, a highly respected and experienced ETF provider, ensuring robust management and efficient tracking of the underlying index. While competitors may focus on US healthcare, IXJ offers diversified global exposure.
Risk Analysis
Volatility
Historical volatility can be assessed through standard deviation and beta metrics available on financial data platforms.
Market Risk
Market risk includes sector-specific risks like regulatory changes, drug pricing pressures, and healthcare system reforms, along with general market downturns.
Investor Profile
Ideal Investor Profile
The ideal investor for IXJ is one seeking targeted exposure to the global healthcare sector for diversification or thematic investing purposes.
Market Risk
IXJ is suitable for long-term investors seeking exposure to global healthcare, as well as active traders using it for sector rotation strategies.
Summary
The iShares Global Healthcare ETF (IXJ) provides targeted access to global healthcare equities, making it a tool for diversified exposure to the global healthcare sector. Managed by BlackRock, it offers a transparent approach to accessing companies in pharmaceuticals, medical equipment, and healthcare services outside of just the United States. Investors should consider the ETF's expense ratio, performance relative to its benchmark, and potential risks, including sector-specific regulations and market volatility. Its global focus offers diversification benefits but may lag domestic-focused competitors during certain periods.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- ETFdb.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is subject to change.
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 Global Healthcare ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests 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 and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.