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iShares Global Healthcare ETF (IXJ)
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Upturn Advisory Summary
11/05/2025: 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 12.75% | Avg. Invested days 59 | 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 11/05/2025 |
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. It provides exposure to companies that produce medical equipment, pharmaceuticals, and healthcare services.
Reputation and Reliability
BlackRock is a leading global investment management firm with a strong reputation and long track record of managing ETFs.
Management Expertise
BlackRock has a dedicated team of experienced portfolio managers and analysts overseeing its ETF offerings.
Investment Objective
Goal
To track the investment results of an index composed of global equities in the healthcare sector.
Investment Approach and Strategy
Strategy: Tracks a market-cap-weighted index.
Composition Primarily holds stocks of healthcare companies across various sub-sectors and geographies.
Market Position
Market Share: IXJ's market share is notable but not dominant, with other ETFs offering similar exposure.
Total Net Assets (AUM): 3260000000
Competitors
Key Competitors
- XLV
- VHT
- RYH
Competitive Landscape
The healthcare ETF industry is competitive with various ETFs offering similar exposure. IXJ's global focus differentiates it from US-centric competitors like XLV and VHT. Advantages include international diversification, while disadvantages may include higher expense ratio than some domestic focused competitors.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and sector performance. Long-term performance has generally been positive, reflecting growth in the healthcare sector.
Benchmark Comparison: Performance is typically compared to the S&P Global 1200 Healthcare Index. Deviations may occur due to tracking error and fund expenses.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
Average daily trading volume is generally moderate, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, aging populations, technological advancements in healthcare, and regulatory changes influence IXJ's performance.
Growth Trajectory
Growth trajectory depends on global healthcare spending and innovation. The ETF's strategy and holdings remain relatively stable, focusing on established healthcare companies.
Moat and Competitive Advantages
Competitive Edge
IXJ's competitive edge lies in its global diversification, providing exposure to healthcare companies worldwide. This international focus can potentially reduce concentration risk compared to US-only healthcare ETFs. BlackRock's established reputation and extensive resources further contribute to its competitive advantage. The ETF offers a straightforward and cost-effective way to access the global healthcare market.
Risk Analysis
Volatility
Volatility is moderate, generally in line with the broader equity market and healthcare sector.
Market Risk
Market risk includes fluctuations in global equity markets, sector-specific risks such as regulatory changes and patent expirations, and currency risk.
Investor Profile
Ideal Investor Profile
Investors seeking global exposure to the healthcare sector, diversification benefits, and long-term growth potential.
Market Risk
Suitable for long-term investors and those seeking to diversify their portfolio with healthcare exposure.
Summary
The iShares Global Healthcare ETF (IXJ) offers diversified exposure to healthcare companies worldwide. Managed by BlackRock, it provides a convenient way to invest in the global healthcare sector. Its performance is subject to market conditions and sector-specific factors, but it offers diversification benefits. The ETF is suitable for long-term investors seeking global healthcare exposure and some level of passive growth within their portfolio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares Website
- ETF.com
- Morningstar
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data fluctuates, so numbers are approximate.
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.