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Upturn AI SWOT - About
iShares U.S. Healthcare ETF (IYH)
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Upturn Advisory Summary
09/15/2025: IYH (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 0.69% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.59 | 52 Weeks Range 53.19 - 65.76 | Updated Date 06/29/2025 |
52 Weeks Range 53.19 - 65.76 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares U.S. Healthcare ETF
ETF Overview
Overview
The iShares U.S. Healthcare ETF (IYH) seeks to track the investment results of the Russell 1000 Health Care RIC 22.5/45 Capped Index, offering exposure to U.S. healthcare equities. It focuses on companies involved in the development, production, or distribution of healthcare services and products.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has extensive experience in managing sector-specific ETFs, with a dedicated team specializing in healthcare investments.
Investment Objective
Goal
To track the investment results of an index composed of U.S. equities in the healthcare sector.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the performance of the Russell 1000 Health Care RIC 22.5/45 Capped Index.
Composition The ETF holds a diversified portfolio of stocks within the healthcare sector, including pharmaceutical companies, healthcare providers, and medical device manufacturers.
Market Position
Market Share: IYH holds a significant market share within the healthcare ETF sector.
Total Net Assets (AUM): 3100000000
Competitors
Key Competitors
- Health Care Select Sector SPDR Fund (XLV)
- Vanguard Health Care ETF (VHT)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The healthcare ETF sector is competitive, with several established players. IYH benefits from BlackRock's brand and trading volume. XLV has the largest AUM and liquidity and VHT has a low expense ratio. IYH's capped index approach may differentiate it, but could potentially limit exposure to top performers.
Financial Performance
Historical Performance: Historical performance data is needed for a complete response. (Please refer to financial websites such as Yahoo Finance or Bloomberg).
Benchmark Comparison: Benchmark comparison requires historical performance data and is not available here. (Please refer to financial websites such as Yahoo Finance or Bloomberg).
Expense Ratio: 0.41
Liquidity
Average Trading Volume
The ETF exhibits high liquidity, as indicated by its average trading volume.
Bid-Ask Spread
The ETF typically has a tight bid-ask spread, reflecting its high trading volume.
Market Dynamics
Market Environment Factors
Factors such as healthcare reform, drug pricing regulations, technological advancements, and demographic shifts (aging population) significantly impact the healthcare sector and IYH's performance.
Growth Trajectory
IYH's growth is tied to the overall performance of the U.S. healthcare sector, with potential fluctuations based on regulatory changes, innovation, and market sentiment.
Moat and Competitive Advantages
Competitive Edge
IYH's competitive advantage lies in its association with BlackRock, a well-respected asset manager, which provides trust and stability for investors. The ETF's adherence to the Russell 1000 Health Care RIC 22.5/45 Capped Index offers a defined and transparent investment approach. Its high trading volume ensures liquidity. However, this competitive advantage is not unique since VHT and XLV are larger funds. The capping methodology of the underlying index provides diversification, potentially reducing risk.
Risk Analysis
Volatility
Healthcare sector volatility is influenced by regulatory uncertainty, patent expirations, and clinical trial outcomes.
Market Risk
IYH is exposed to market risk, particularly within the healthcare sector, which can be sensitive to economic cycles and government policies. Changes in healthcare legislation or significant events impacting pharmaceutical companies can adversely affect performance.
Investor Profile
Ideal Investor Profile
IYH is suitable for investors seeking targeted exposure to the U.S. healthcare sector, including those who believe in the long-term growth potential of healthcare companies.
Market Risk
IYH is suitable for long-term investors seeking sector-specific exposure, but active traders may also utilize it for short-term opportunities based on market trends.
Summary
The iShares U.S. Healthcare ETF (IYH) offers targeted exposure to the U.S. healthcare sector by tracking the Russell 1000 Health Care RIC 22.5/45 Capped Index. Managed by BlackRock, the ETF benefits from a reputable issuer and high liquidity. However, the healthcare sector faces regulatory and market risks. IYH is appropriate for investors seeking sector-specific growth but must be aware of the risks and regulations specific to that sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- Yahoo Finance
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified 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. Healthcare 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. The underlying index measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.
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