IHE - ETF AI Analysis
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iShares U.S. Pharmaceuticals ETF (IHE)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating solid recent momentum.
Leading Pharmaceutical Holdings
Large positions in well-known companies like Johnson & Johnson, Eli Lilly, Merck, and several other strong-performing drug makers support the fund’s results.
Focused Healthcare Exposure
Almost all of the fund is invested in U.S. healthcare and pharmaceutical stocks, giving targeted exposure to a defensive, essential industry.
Negative Factors
High Stock Concentration
Two companies, Johnson & Johnson and Eli Lilly, make up a very large share of the portfolio, increasing the impact if either one struggles.
Sector Concentration Risk
With nearly all assets in the healthcare sector, the fund is heavily exposed to industry-specific risks such as drug pricing and regulation.
Mixed Performance Among Top Holdings
While many holdings have performed well, some key positions like Pfizer and Zoetis have been weak, which can drag on overall returns.
IHE vs. SPDR S&P 500 ETF (SPY)
AUM1.61B
RegionNorth America
Expense Ratio0.37%
Beta0.42
IssueriShares
Inception DateMay 01, 2006
Dividend Yield1.45%
Asset ClassEquity
Index TrackedDJ US Select / Pharmaceutical
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume209,206
30 Day Avg. Volume255,227
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
123.45Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IHE Summary
IHE is the iShares U.S. Pharmaceuticals ETF, which follows the DJ US Select / Pharmaceutical index and focuses on major drug and health care companies in the United States. It holds well-known names like Johnson & Johnson and Eli Lilly, along with other firms that develop and sell medicines for many different conditions. Investors might consider IHE for exposure to the long-term growth and steady demand in the pharmaceutical industry, which can help diversify a portfolio. However, this ETF is heavily concentrated in drug makers, so its value can go up or down based on changes in health care regulations, drug pricing, and the overall stock market.
How much will it cost me?The iShares U.S. Pharmaceuticals ETF (IHE) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is a sector-focused fund, which typically requires more active management compared to broad market index funds.
What would affect this ETF?The iShares U.S. Pharmaceuticals ETF (IHE) could benefit from an aging population and increasing demand for innovative treatments, as well as advancements in biotechnology and drug development by top holdings like Johnson & Johnson and Eli Lilly. However, it may face challenges from regulatory changes, patent expirations, and pricing pressures on pharmaceutical products, which could impact profitability for its key companies. Economic downturns or shifts in healthcare policies could also negatively affect the sector's performance.
IHE Top 10 Holdings
IHE is essentially a bet on Big Pharma, with Eli Lilly and Johnson & Johnson sitting in the driver’s seat. Lilly has been more mixed lately, while J&J’s steadier, rising trend helps anchor the fund. Around them, Merck and Bristol-Myers are adding a healthy tailwind with generally solid, upward momentum. Pfizer and Viatris are also rising, but more as supporting cast than stars. With nearly all holdings in U.S.-based drugmakers, this ETF is tightly focused on the domestic pharmaceuticals story rather than a global health care mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 23.72% | $381.09M | $1.08T | 36.07% | 72 Outperform | |
| Johnson & Johnson | 22.46% | $360.85M | $617.01B | 35.72% | 78 Outperform | |
| Pfizer | 4.69% | $75.43M | $158.45B | 1.57% | 74 Outperform | |
| Viatris | 4.55% | $73.18M | $20.22B | 72.72% | 60 Neutral | |
| Merck & Company | 4.52% | $72.64M | $356.01B | 61.79% | 80 Outperform | |
| Bristol-Myers Squibb | 4.43% | $71.11M | $124.91B | 34.54% | 78 Outperform | |
| Royalty Pharma | 4.41% | $70.88M | $32.87B | 58.47% | 79 Outperform | |
| Zoetis | 4.37% | $70.24M | $28.80B | -52.40% | 74 Outperform | |
| Jazz Pharmaceuticals | 3.44% | $55.20M | $15.30B | 68.96% | 64 Neutral | |
| Elanco Animal Health | 2.47% | $39.69M | $11.06B | 7.27% | 69 Neutral |
IHE Technical Analysis
Negative
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Price Trends
102.84
Negative
98.74
Negative
92.65
Positive
Market Momentum
-0.73
Positive
35.94
Neutral
3.59
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IHE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 101.64, equal to the 50-day MA of 102.84, and equal to the 200-day MA of 92.65, indicating a neutral trend. The MACD of -0.73 indicates Positive momentum. The RSI at 35.94 is Neutral, neither overbought nor oversold. The STOCH value of 3.59 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IHE.
IHE Peer Comparison
Comparison Results
Performance Comparison
IHE
iShares U.S. Pharmaceuticals ETF
98.65
24.46
32.97%
IYH
iShares U.S. Healthcare ETF
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FHLC
Fidelity MSCI Health Care Index ETF
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IHI
iShares U.S. Medical Devices ETF
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FBT
First Trust NYSE Arca Biotechnology Index Fund
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FTXH
First Trust Nasdaq Pharmaceuticals ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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