IYH - ETF AI Analysis
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iShares U.S. Healthcare ETF (IYH)
IYH, the iShares U.S. Healthcare ETF, earns a solid overall rating thanks to its heavy exposure to high-quality healthcare leaders like Eli Lilly, Johnson & Johnson, and Merck, which all show strong financial performance, positive earnings outlooks, and promising pipelines. These strengths are balanced by some risks in key holdings, including leverage and cash flow challenges at Eli Lilly and UnitedHealth, valuation concerns at several names, and company-specific issues such as Pfizer’s revenue headwinds and legal challenges. The main risk factor for the ETF is its concentrated focus on the U.S. healthcare sector, which means performance is closely tied to industry-specific trends, regulation, and reimbursement pressures.
IYH vs. SPDR S&P 500 ETF (SPY)
- AUM
- 4.71B
- Region
- North America
- Expense Ratio
- 0.37%
- Beta
- 0.42
- Issuer
- iShares
- Inception Date
- Jun 12, 2000
- Dividend Yield
- 1.03%
- Asset Class
- Equity
- Index Tracked
- Russell 1000 Health Care RIC 22.5/45 Capped Index
IYH Summary
IYH is the iShares U.S. Healthcare ETF, which follows the Russell 1000 Health Care Index and focuses on major U.S. healthcare companies. It owns a mix of drug makers, biotech firms, medical device companies, and health insurers. Well-known holdings include Eli Lilly and Johnson & Johnson. Someone might invest in IYH to tap into long-term growth in healthcare, driven by aging populations and ongoing medical innovation, while getting diversification across many health-related businesses. A key risk is that it is heavily concentrated in the healthcare sector, so its value can rise or fall sharply if that sector struggles.
How much will it cost me?
This ETF has an expense ratio of 0.37%, which means you’ll pay about $3.70 per year for every $1,000 you invest. That’s a bit higher than the average broad-market index ETF because this fund focuses specifically on the healthcare sector, which typically comes with slightly higher management costs.
What would affect this ETF?
Future performance of IYH will be influenced by U.S. healthcare trends, where aging populations, medical innovation, and steady demand for drugs and services could benefit major holdings like Eli Lilly, Johnson & Johnson, and UnitedHealth. On the downside, changes in U.S. healthcare policy, drug pricing rules, or reimbursement rates, as well as broader economic slowdowns or shifts in interest rates that affect defensive sectors, could pressure this U.S.-focused healthcare ETF.
IYH Top 10 Holdings
IYH is essentially a bet on U.S. Big Pharma and biotech, with Eli Lilly, Johnson & Johnson, AbbVie, and Merck forming the core engine of returns. Lilly and AbbVie have been rising steadily, helping power the fund, while Merck and Amgen add extra punch with strong, if sometimes choppy, momentum. UnitedHealth and Thermo Fisher bring a more diversified healthcare angle, though their performance has been mixed. Abbott is losing steam and slightly drags on results, but overall the ETF leans heavily on large, U.S.-based drug and biotech leaders to drive performance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 16.39% | $769.00M | $1.33T | 63.52% | 72Outperform |
 JNJ | Johnson & Johnson | 9.49% | $445.05M | $657.68B | 43.25% | 78Outperform |
 ABBV | AbbVie | 7.44% | $349.10M | $521.11B | 32.47% | 66Neutral |
 MRK | Merck & Company | 5.34% | $250.56M | $368.89B | 72.55% | 80Outperform |
 UNH | UnitedHealth | 5.26% | $246.84M | $365.29B | 17.24% | 72Outperform |
 TMO | Thermo Fisher | 3.69% | $173.26M | $257.71B | 20.31% | 72Outperform |
 AMGN | Amgen | 3.66% | $171.50M | $251.94B | 55.97% | 77Outperform |
 GILD | Gilead Sciences | 3.08% | $144.45M | $211.64B | 42.19% | 78Outperform |
 ABT | Abbott Laboratories | 2.78% | $130.31M | $183.77B | -10.89% | 73Outperform |
 PFE | Pfizer | 2.54% | $119.21M | $173.95B | 24.42% | 74Outperform |
IYH Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IYH, the sentiment is Positive. The current price of 77.60 is above the 20-day moving average (MA) of 74.34, above the 50-day MA of 72.74, and above the 200-day MA of 66.55, indicating a bullish trend. The MACD of 1.48 indicates Negative momentum. The RSI at 70.17 is Negative, neither overbought nor oversold. The STOCH value of 77.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IYH.
IYH Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| IYH | $77.60 | $83.00(6.96% Upside) | $4.71B | 0.37% | 73Outperform |
 FHLC | $88.24 | $98.15(11.23% Upside) | $3.95B | 0.08% | 71Outperform |
 IHI | $56.51 | $62.74(11.02% Upside) | $3.62B | 0.37% | 74Outperform |
 FBT | $273.89 | $336.78(22.96% Upside) | $3.13B | 0.55% | 71Outperform |
 IHE | $106.92 | $126.72(18.52% Upside) | $1.62B | 0.37% | 70Neutral |
 FXH | $137.67 | $155.64(13.05% Upside) | $1.16B | 0.61% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IYH | iShares U.S. Healthcare ETF | 77.60 | 17.33 | 28.75% | |
| FHLC | Fidelity MSCI Health Care Index ETF | 88.24 | 19.38 | 28.14% | |
| IHI | iShares U.S. Medical Devices ETF | 56.51 | -4.22 | -6.95% | |
| FBT | First Trust NYSE Arca Biotechnology Index Fund | 273.89 | 83.79 | 44.08% | |
| IHE | iShares U.S. Pharmaceuticals ETF | 106.92 | 32.14 | 42.97% | |
| FXH | First Trust Health Care AlphaDEX Fund | 137.67 | 27.08 | 24.49% |
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.