IXJ - ETF AI Analysis
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iShares Global Healthcare ETF (IXJ)
IXJ, the iShares Global Healthcare ETF, has a solid overall rating driven mainly by strong, diversified healthcare leaders like Merck, Novartis, AstraZeneca, Johnson & Johnson, and Amgen, all showing robust financial performance, positive earnings outlooks, and healthy pipelines or product growth. Some holdings such as AbbVie, Thermo Fisher, and UnitedHealth introduce risks through higher valuations, leverage, and segment-specific challenges, and the fund’s heavy concentration in the global healthcare sector means its performance is closely tied to industry-specific trends and regulatory developments.
IXJ vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.62B
- Region
- Global
- Expense Ratio
- 0.38%
- Beta
- 0.42
- Issuer
- iShares
- Inception Date
- Nov 13, 2001
- Dividend Yield
- 1.28%
- Asset Class
- Equity
- Index Tracked
- S&P Global 1200 Health Care Sector Capped Index - USD - Benchmark TR Net
IXJ Summary
IXJ is the iShares Global Healthcare ETF, which follows the S&P Global 1200 Health Care Index. It invests in healthcare companies around the world, mainly in the U.S., including well-known names like Johnson & Johnson and Eli Lilly. The fund holds drug makers, biotech firms, medical device companies, and health insurance providers, giving investors a simple way to spread their money across many parts of the healthcare industry. Someone might invest for long-term growth and diversification, especially if they believe healthcare demand will keep rising. A key risk is that it is heavily focused on the healthcare sector, so it can go up or down with changes in that industry.
How much will it cost me?
IXJ has an annual expense ratio of 0.38%, which means you’ll pay about $3.80 per year for every $1,000 invested. This cost is a bit higher than the cheapest broad market index ETFs, but is still reasonable for a passively managed, sector-focused fund that targets global healthcare companies.
What would affect this ETF?
IXJ is heavily invested in large global healthcare companies like Eli Lilly, Johnson & Johnson, and major drug and medical device makers, so it could benefit from aging populations, new treatments, and steady demand for healthcare services around the world. On the downside, changes in government healthcare policies, drug pricing rules, or global economic slowdowns could hurt profits for these companies, and higher interest rates can make defensive sectors like healthcare less attractive compared with other investments.
IXJ Top 10 Holdings
IXJ is essentially a global pharma and biotech powerhouse, with Eli Lilly, Johnson & Johnson, and AbbVie doing much of the heavy lifting as their shares keep rising and underpin the fund’s momentum. Amgen and Thermo Fisher add extra fuel, both showing strong, steady gains. On the flip side, AstraZeneca is losing steam, slightly dragging on performance, while Merck’s more mixed, recently soft trading tempers its otherwise solid run. The fund is heavily concentrated in healthcare, with a blend of U.S. and European giants giving it broad but sector-focused global exposure.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 11.66% | $540.93M | $1.33T | 67.86% | 72Outperform |
 JNJ | Johnson & Johnson | 6.77% | $313.97M | $657.68B | 44.51% | 78Outperform |
 ABBV | AbbVie | 5.36% | $248.51M | $521.11B | 29.22% | 66Neutral |
 UNH | UnitedHealth | 4.13% | $191.56M | $365.29B | 18.05% | 72Outperform |
 MRK | Merck & Company | 4.16% | $193.16M | $368.89B | 73.30% | 80Outperform |
 RHHVF | Roche Holding AG | ― | ― | ― | ― | 73Outperform |
 CH:NOVN | Novartis AG | 3.34% | $154.80M | CHF 244.89B | 35.30% | 80Outperform |
 AZN | AstraZeneca | ― | ― | ― | ― | 80Outperform |
 TMO | Thermo Fisher | 2.91% | $135.15M | $257.71B | 25.31% | 72Outperform |
 AMGN | Amgen | 2.85% | $132.12M | $251.94B | 59.59% | 77Outperform |
IXJ Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IXJ, the sentiment is Positive. The current price of 112.66 is above the 20-day moving average (MA) of 106.61, above the 50-day MA of 104.81, and above the 200-day MA of 98.52, indicating a bullish trend. The MACD of 2.17 indicates Negative momentum. The RSI at 74.31 is Negative, neither overbought nor oversold. The STOCH value of 80.64 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IXJ.
IXJ Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IXJ | $112.66 | $111.00(-1.47% Downside) | $4.62B | 0.38% | 71Outperform |
 IXN | $134.69 | $188.58(40.01% Upside) | $9.37B | 0.37% | 66Neutral |
 QTUM | $133.83 | $195.07(45.76% Upside) | $5.34B | 0.40% | 60Neutral |
 TDIV | $114.02 | $148.65(30.38% Upside) | $4.48B | 0.50% | 74Outperform |
 DFGR | $28.07 | $31.79(13.26% Upside) | $3.90B | 0.22% | 66Neutral |
 PPH | $119.33 | $136.28(14.20% Upside) | $1.08B | 0.36% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IXJ | iShares Global Healthcare ETF | 112.66 | 22.63 | 25.14% | |
| IXN | iShares Global Tech ETF | 134.69 | 27.58 | 25.75% | |
| QTUM | Defiance Quantum ETF | 133.83 | 25.27 | 23.27% | |
| TDIV | First Trust NASDAQ Technology Dividend Index Fund | 114.02 | 17.34 | 17.94% | |
| DFGR | Dimensional Global Real Estate ETF | 28.07 | 2.23 | 8.65% | |
| PPH | VanEck Pharmaceutical ETF | 119.33 | 28.43 | 31.28% |
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.