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Upturn AI SWOT - About
iShares U.S. Healthcare ETF (IYH)
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Upturn Advisory Summary
07/29/2025: IYH (1-star) is currently NOT-A-BUY. Pass it for now.
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 1.46% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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 an index composed of U.S. equities in the healthcare sector. It offers targeted exposure to healthcare companies, including pharmaceuticals, biotechnology, and healthcare equipment providers. The ETF primarily invests in companies included in the Russell 1000 Health Care RIC 22.5/45 capped index.
Reputation and Reliability
iShares is a reputable and reliable ETF issuer with a strong track record. BlackRock, the parent company, is one of the largest asset managers globally.
Management Expertise
The management team at iShares has extensive experience in managing ETFs and tracking various indexes.
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 aims to track the Russell 1000 Health Care RIC 22.5/45 capped index.
Composition The ETF primarily holds stocks of U.S. healthcare companies.
Market Position
Market Share: IYH holds a significant market share among healthcare sector ETFs.
Total Net Assets (AUM): 3120000000
Competitors
Key Competitors
- Health Care Select Sector SPDR Fund (XLV)
- Vanguard Health Care ETF (VHT)
- Invesco Dynamic Pharmaceuticals ETF (PJP)
Competitive Landscape
The healthcare ETF market is competitive with several large players. IYH offers a focused approach within the healthcare sector, while XLV provides broader market-cap-weighted exposure. VHT is similar to XLV but from a different issuer. IYH's competitive advantage lies in its brand recognition of iShares and a focused sector strategy.
Financial Performance
Historical Performance: Historical performance data is not included due to its dynamic nature and the requirement to provide data in JSON format. Please refer to official iShares website for up-to-date performance metrics.
Benchmark Comparison: Benchmark comparison data is not included due to its dynamic nature and the requirement to provide data in JSON format. Please refer to official iShares website for up-to-date comparison metrics.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The ETF's average trading volume is reasonably high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare sector growth, regulatory changes, and technological advancements influence IYH's performance.
Growth Trajectory
The ETF's growth trajectory is tied to the healthcare industry's overall growth, innovation, and demographic trends.
Moat and Competitive Advantages
Competitive Edge
IYH benefits from the strong brand recognition of iShares, a leading ETF provider. Its targeted exposure to the U.S. healthcare sector allows investors to specifically allocate to this industry. The ETF's relatively low expense ratio compared to some actively managed healthcare funds also provides a competitive edge. The broad range of covered companies provides diversification while maintaining a healthcare focus, potentially mitigating the risk of investing into a specific segment within healthcare.
Risk Analysis
Volatility
Healthcare sector can be affected by regulatory and drug pricing risks, resulting in potential volatility.
Market Risk
The ETF is subject to market risk, and its performance is dependent on the performance of the healthcare sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. healthcare sector for growth or diversification purposes.
Market Risk
Suitable for long-term investors and those looking for sector-specific exposure rather than broad market exposure.
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. Backed by BlackRock's iShares, it benefits from a reputable issuer and focused investment strategy. While facing competition from broader healthcare ETFs like XLV and VHT, IYH provides a dedicated avenue for investors bullish on the healthcare industry. Investors should be aware of healthcare-specific risks like regulation and drug pricing changes, as well as the ETF's expense ratio, but it provides a cost-effective tool for targeted sector investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly. 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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