HEAL - ETF AI Analysis
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Global X HealthTech ETF (HEAL)
HEAL, the Global X HealthTech ETF, earns a solid overall rating driven by strong core holdings like Dexcom, GE Healthcare Technologies, and Resmed, which show robust financial performance, positive earnings outlooks, and supportive technical trends. However, weaker names such as Oscar Health and Tempus AI, which face profitability and valuation challenges, along with several holdings showing bearish momentum or high valuation risk, temper the fund’s score and highlight sector-specific volatility as a key risk factor.
HEAL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 32.27M
- Region
- Global
- Expense Ratio
- 0.50%
- Beta
- 1.06
- Issuer
- Global X
- Inception Date
- Jul 29, 2020
- Dividend Yield
- 0.31%
- Asset Class
- Equity
- Index Tracked
- Global X HealthTech Index - Benchmark TR Net
HEAL Summary
The Global X HealthTech ETF (HEAL) follows the Global X HealthTech Index, focusing on companies that use technology to improve healthcare, such as digital health platforms, telemedicine tools, and remote monitoring devices. It holds well-known names like Dexcom and GE Healthcare, along with newer, fast-growing health-tech firms. Someone might invest in this ETF to tap into the long-term growth of digital healthcare while spreading their money across many companies instead of picking just one stock. A key risk is that it is heavily focused on health-tech, so its price can swing a lot if this niche sector falls out of favor.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the average cost for broad, passively managed index ETFs because this fund focuses on a specialized health technology sector and is more actively designed to target that niche.
What would affect this ETF?
This global healthtech ETF could benefit if demand for telemedicine, digital health platforms, and remote monitoring continues to grow, especially as healthcare systems look for more efficient, tech-driven solutions and leading holdings like Veeva Systems and Dexcom gain adoption. On the downside, it may be hurt by tighter healthcare regulations, changes in insurance reimbursement for digital services, or economic slowdowns that cause hospitals and insurers worldwide to delay spending on new technology.
HEAL Top 10 Holdings
HEAL is leaning hard into digital health and data-driven medicine, with names like Tempus AI, IQVIA, and Veeva Systems doing much of the heavy lifting as their shares keep rising on strong growth and AI-focused strategies. Dexcom adds steady strength from medical devices, though its momentum has cooled a bit. On the flip side, Pro Medicus, Waystar, and Hims & Hers are lagging, acting like small anchors on an otherwise forward-looking portfolio. The fund is heavily concentrated in health care technology and services, with a global mix that stretches beyond the U.S.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VEEV | Veeva Systems | 6.53% | $2.11M | $50.75B | 6.01% | 66Neutral |
 IQV | IQVIA Holdings | 6.13% | $1.98M | $44.70B | 24.89% | 73Outperform |
 OSCR | Oscar Health | 5.45% | $1.76M | $9.68B | 59.38% | 49Neutral |
 AU:PME | Pro Medicus Limited | 4.91% | $1.58M | AUD 20.73B | -29.69% | 69Neutral |
 DXCM | Dexcom | 4.40% | $1.42M | $29.65B | 11.23% | 79Outperform |
 RMD | Resmed | 4.27% | $1.38M | $35.27B | -3.24% | 76Outperform |
 GEHC | GE Healthcare Technologies Inc | 4.05% | $1.31M | $32.12B | -9.24% | 78Outperform |
 TEM | Tempus AI, Inc. Class A | 4.26% | $1.38M | $13.15B | -21.22% | 52Neutral |
 WAY | Waystar Holding Corp. | 3.85% | $1.24M | $5.37B | -28.76% | 68Neutral |
 HIMS | Hims & Hers Health | 3.50% | $1.13M | $6.51B | -42.11% | 68Neutral |
HEAL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEAL, the sentiment is Positive. The current price of 31.02 is above the 20-day moving average (MA) of 29.82, above the 50-day MA of 29.56, and above the 200-day MA of 27.25, indicating a bullish trend. The MACD of 0.42 indicates Negative momentum. The RSI at 61.63 is Neutral, neither overbought nor oversold. The STOCH value of 92.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HEAL.
HEAL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HEAL | $31.02 | $33.00(6.38% Upside) | $32.27M | 0.50% | 62Neutral |
 FMED | $32.52 | $42.45(30.53% Upside) | $51.30M | 0.50% | 59Neutral |
 MEDI | $33.89 | $44.33(30.81% Upside) | $43.59M | 0.80% | 62Neutral |
 TMED | $34.56 | $54.83(58.65% Upside) | $34.05M | 0.44% | 61Neutral |
 MEDX | $36.88 | $43.03(16.67% Upside) | $17.15M | 0.85% | 65Neutral |
 BMED | $35.64 | $39.64(11.22% Upside) | $14.08M | 0.55% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HEAL | Global X HealthTech ETF | 31.02 | -1.35 | -4.16% | |
| FMED | Fidelity Disruptive Medicine ETF | 32.52 | 6.17 | 23.39% | |
| MEDI | Harbor Health Care ETF | 33.89 | 4.09 | 13.74% | |
| TMED | T. Rowe Price Health Care ETF | 34.56 | 6.30 | 22.31% | |
| MEDX | Horizon Kinetics Medical ETF | 36.88 | 6.32 | 20.68% | |
| BMED | Future Health ETF | 35.64 | 7.59 | 27.06% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.