IHF - ETF AI Analysis
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iShares U.S. Healthcare Providers ETF (IHF)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past three months, showing solid recent momentum.
Leading Healthcare Provider Holdings
Several major holdings like UnitedHealth, CVS Health, and other large healthcare providers have shown strong or steady performance, helping drive the fund’s returns.
Focused Exposure to U.S. Healthcare
The fund is heavily invested in U.S. healthcare companies, giving investors targeted exposure to a key defensive sector in the U.S. market.
Negative Factors
High Stock Concentration
A large portion of the fund is concentrated in just a few companies, which increases the impact if any of those holdings run into trouble.
Sector Concentration Risk
Almost all assets are in the healthcare sector, so the ETF could be hit hard if there is a sector-wide downturn or regulatory changes affecting healthcare providers.
Mixed Performance Among Top Holdings
While many top positions are performing well, a couple of sizable holdings have shown weak performance, which can drag on overall returns.
IHF vs. SPDR S&P 500 ETF (SPY)
AUM1.26B
RegionNorth America
Expense Ratio0.38%
Beta0.50
IssueriShares
Inception DateMay 01, 2006
Dividend Yield0.93%
Asset ClassEquity
Index TrackedDJ US Select / Health Care Providers
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume599,516
30 Day Avg. Volume496,763
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
64.31Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IHF Summary
The iShares U.S. Healthcare Providers ETF (IHF) tracks the DJ US Select / Health Care Providers index, focusing on U.S. companies that run and support the healthcare system, such as hospitals, health insurers, and testing labs. Big names inside the fund include UnitedHealth and CVS Health. Someone might invest in IHF to get broad exposure to the U.S. healthcare services sector, which can benefit from an aging population and steady demand for medical care. A key risk is that it’s heavily concentrated in healthcare providers, so it can rise or fall sharply with changes in healthcare laws, costs, and insurance trends.
How much will it cost me?The iShares U.S. Healthcare Providers ETF (IHF) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it focuses on a specific sector and is passively managed, offering targeted exposure to healthcare providers. It’s a reasonable cost for the specialized focus it provides.
What would affect this ETF?The iShares U.S. Healthcare Providers ETF (IHF) could benefit from rising demand for healthcare services driven by an aging population and advancements in medical technology, which support growth for top holdings like UnitedHealth and CVS Health. However, potential risks include regulatory changes in the U.S. healthcare system or economic downturns that could impact healthcare spending and insurance profitability. Investors should also consider how broader market conditions, like interest rate changes, might affect the financial performance of healthcare providers and insurers.
IHF Top 10 Holdings
This ETF is essentially a bet on U.S. healthcare providers, with UnitedHealth and CVS Health steering the ship. UnitedHealth has been a steady engine of gains over the year, while CVS is rebounding, helping lift overall performance despite some lingering concerns. Humana and Centene have been rising sharply lately, adding extra fuel to the fund’s momentum. On the weaker side, HCA Healthcare has been lagging, acting as a small drag. With nearly all holdings U.S.-based and heavily tilted toward insurers and service providers, this is a focused play on the American healthcare system.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| UnitedHealth | 21.41% | $270.13M | $376.34B | 72.36% | 72 Outperform | |
| CVS Health | 14.73% | $185.95M | $133.25B | 71.47% | 64 Neutral | |
| Elevance Health | 6.90% | $87.06M | $81.51B | 39.22% | 76 Outperform | |
| HCA Healthcare | 4.57% | $57.72M | $87.16B | 11.95% | 70 Neutral | |
| Veeva Systems | 4.52% | $57.08M | $33.10B | -27.70% | 66 Neutral | |
| Humana | 4.32% | $54.46M | $43.69B | 51.40% | 69 Neutral | |
| Centene | 4.10% | $51.73M | $30.74B | 143.26% | 58 Neutral | |
| Cigna | 4.00% | $50.54M | $73.74B | 5.80% | 72 Outperform | |
| Quest Diagnostics | 3.75% | $47.34M | $25.72B | 34.51% | 79 Outperform | |
| Labcorp Holdings | 3.68% | $46.47M | $25.35B | 16.51% | 71 Outperform |
IHF Technical Analysis
Positive
―
Price Trends
54.66
Positive
50.38
Positive
48.92
Positive
Market Momentum
0.50
Positive
53.21
Neutral
40.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IHF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 56.81, equal to the 50-day MA of 54.66, and equal to the 200-day MA of 48.92, indicating a neutral trend. The MACD of 0.50 indicates Positive momentum. The RSI at 53.21 is Neutral, neither overbought nor oversold. The STOCH value of 40.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IHF.
IHF Peer Comparison
Comparison Results
Performance Comparison
IHF
iShares U.S. Healthcare Providers ETF
56.46
15.58
38.11%
XBI
SPDR S&P BIOTECH ETF
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―
IBB
iShares Biotechnology ETF
―
―
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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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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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