iShares U.S. Healthcare ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
iShares U.S. Healthcare ETF is an exchange-traded fund incorporated in the USA. The Fund's objective seeks investment results that correspond to the performance of the Dow Jones U.S. Healthcare Sector Index. |
Category | US Equities |
Fund Sponsor | Barclays Global Fund Advisors |
Website | www.ishares.com |
Inception date | Jun 12, 2000 |
Assets (mns) | $2,580 |
Currency | USD |
Expense ratio | 43 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | State Street Bank & Trust |
Weighting | Market Cap |
Index replication | n/a |
Uses derivatives | No |
Options available | Yes |
No. of constituents | 123 |
Wgt avg mkt cap (mns) | $143,431 |
Large cap (>$10bn) | 93.2% |
Mid cap ($2-10bn) | 6.4% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
JOHNSON & JOHNSON | 8.6 % |
UNITEDHEALTH GROUP INC | 6.8 % |
MERCK & CO. INC. | 4.3 % |
PFIZER INC | 4.2 % |
THERMO FISHER SCIENTIFIC INC | 4.1 % |
ABBOTT LABORATORIES | 4.0 % |
ABBVIE INC | 4.0 % |
MEDTRONIC PLC | 3.2 % |
ELI LILLY & CO | 3.1 % |
BRISTOL-MYERS SQUIBB CO | 3.1 % | Total | 45.3 % |
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UNITED STATES | 92.5 % |
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IRELAND | 4.0 % |
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BRITAIN | 0.7 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
15.5% | 15.5% | 11.9% | 15.8% | 8.1% |
versus... | Beta | R-squared |
S&P500 | 0.76 | 74% |
MSCI EAFE | 0.68 | 58% |
MSCI Emg. Mkts. | 0.56 | 51% |
Recent close | $254.22 |
30d moving avg. | $245.89 |
Annualized volatility | 16.7% |
Short interest (ETF) | 2.6% |
Short interest (Underlying) | 2.5% |
Relative strength (RSI) | 66 |
Avg. volume (thou.) | 37 |
Turnover | 0.4% |
Bid/Ask (% of price) | 0.06% |
ADV underlying (mns) | $31,927 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the iShares U.S. Healthcare ETF ETF based on the alternatives' overlap in portfolio holdings with IYH. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | IYH | Expense: | 43 bp | ALTAR Score™: | 6.0% |
Ticker | Fund Name |
Overlap1 vs IYH (%) |
Expense ratio (bp) |
Savings vs IYH (bp) |
ALTAR Score™ (%) |
ALTAR vs IYH (%) |
XLV | Health Care Select Sector SPDR Fund | 87.8 | 13 | 30 | 7.0 | +1.0 |
FHLC | Fidelity MSCI Health Care Index ETF | 86.8 | 8 | 35 | 5.2 | -0.8 |
VHT | Vanguard Health Care Index Fund | 86.3 | 10 | 33 | 5.2 | -0.8 |
JHMH | John Hancock Multifactor Healthcare ETF | 74.9 | 40 | 3 | 5.8 | -0.1 |
IXJ | iShares Global Healthcare ETF | 66.6 | 46 | -3 | 6.2 | +0.2 |
IEHS | iShares Evolved U.S. Healthcare Staples ETF | 59.5 | 18 | 25 | 5.0 | -1.0 |
RYH | Invesco S&P 500 Equal Weight Health Care ETF | 54.1 | 40 | 3 | 6.4 | +0.4 |
IEIH | iShares Evolved U.S. Innovative Healthcare ETF | 46.2 | 18 | 25 | 3.7 | -2.3 |
FXH | First Trust Health Care AlphaDEX Fund | 34.7 | 62 | -19 | 4.6 | -1.4 |
FTXH | First Trust Nasdaq Pharmaceuticals ETF | 33.6 | 60 | -17 | 4.4 | -1.6 |
PJP | Invesco Dynamic Pharmaceuticals ETF | 32.8 | 56 | -13 | 9.0 | +3.0 |
VIRS | Pacer BioThreat Strategy ETF | 29.7 | 70 | -27 | 4.9 | -1.1 |
IHI | iShares U.S. Medical Devices ETF | 29.0 | 42 | 1 | 3.1 | -2.8 |
SPHQ | Invesco S&P 500 Quality ETF | 26.9 | 15 | 28 | 4.5 | -1.5 |
PPH | VanEck Vectors Pharmaceutical ETF | 26.9 | 36 | 7 | 10.5 | +4.6 |
LNGR | Global X Longevity Thematic ETF | 26.3 | 50 | -7 | 2.9 | -3.1 |
IHE | iShares U.S. Pharmaceuticals ETF | 26.3 | 42 | 1 | 5.9 | -0.0 |
MGV | Vanguard Mega Cap Value ETF | 24.6 | 7 | 36 | 6.4 | +0.5 |
OUSA | O'Shares FTSE US Quality Dividend ETF | 23.2 | 48 | -5 | 5.5 | -0.4 |
HLAL | Wahed FTSE USA Shariah ETF | 22.2 | 50 | -7 | 3.9 | -2.1 |
DURA | VanEck Vectors Morningstar Durable Dividend ETF | 22.1 | 29 | 14 | 8.2 | +2.2 |
VOOV | Vanguard S&P 500 Value ETF | 22.0 | 10 | 33 | 6.6 | +0.6 |
HTEC | ROBO Global Healthcare Technology & Innovation ETF | 21.9 | 68 | -25 | 0.9 | -5.1 |
XPH | SPDR S&P Pharmaceuticals ETF | 21.2 | 35 | 8 | 2.8 | -3.1 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 21.0 | 12 | 31 | 5.0 | -0.9 |
GBLO | Global Beta Low Beta ETF | 21.0 | 29 | 14 | 7.3 | +1.4 |
JKF | iShares Morningstar Large Cap Value ETF | 20.6 | 25 | 18 | 6.6 | +0.6 |
SIXA | 6 Meridian Mega Cap Equity ETF | 20.3 | 82 | -39 | 5.9 | -0.1 |
HDV | iShares Core High Dividend ETF | 20.3 | 8 | 35 | 6.3 | +0.4 |
VTV | Vanguard Value Index Fund | 20.2 | 4 | 39 | 6.5 | +0.6 |
DGRW | WisdomTree U.S. Quality Dividend Growth Fund | 20.0 | 28 | 15 | 6.1 | +0.1 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 19.6 | 25 | 18 | 5.9 | -0.1 |
SPLV | Invesco S&P 500 Low Volatility ETF | 19.5 | 25 | 18 | 5.6 | -0.4 |
XHE | SPDR S&P Health Care Equipment ETF | 19.0 | 35 | 8 | 0.6 | -5.4 |
RBUS | Nationwide Risk-Based U.S. Equity ETF | 18.9 | 30 | 13 | 4.6 | -1.3 |
USMV | iShares Edge MSCI Min Vol USA ETF | 18.8 | 15 | 28 | 5.4 | -0.6 |
ESGV | Vanguard ESG U.S. Stock ETF | 18.4 | 12 | 31 | 4.6 | -1.4 |
SPXT | ProShares S&P 500 Ex-Technology ETF | 18.3 | 27 | 16 | 4.9 | -1.0 |
SPMO | Invesco S&P 500 Momentum ETF | 18.3 | 13 | 30 | 4.0 | -2.0 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 18.1 | 12 | 31 | 5.3 | -0.6 |
IHF | iShares U.S. Healthcare Providers ETF | 17.9 | 42 | 1 | 6.5 | +0.6 |
JOET | Virtus Terranova US Quality Momentum ETF | 17.8 | 29 | 14 | 4.7 | -1.3 |
QUS | SPDR MSCI USA StrategicFactors ETF | 17.2 | 15 | 28 | 5.3 | -0.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 17.1 | 75 | -32 | 2.1 | -3.9 |
ANEW | ProShares MSCI Transformational Changes ETF | 17.0 | 45 | -2 | 2.5 | -3.4 |
HDIV | QRAFT AI-Enhanced U.S. High Dividend ETF | 16.7 | 75 | -32 | 5.3 | -0.6 |
JKD | iShares Morningstar Large-Cap ETF | 16.5 | 20 | 23 | 4.8 | -1.1 |
IWX | iShares Russell Top 200 Value ETF | 16.5 | 20 | 23 | 6.0 | +0.1 |
MXDU | Nationwide Maximum Diversification US Core Equity ETF | 16.4 | 34 | 9 | 4.4 | -1.6 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 16.4 | 60 | -17 | 3.7 | -2.2 |
DGRO | iShares Core Dividend Growth ETF | 16.3 | 8 | 35 | 6.0 | +0.1 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 16.3 | 49 | -6 | 3.5 | -2.4 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 16.2 | 75 | -32 | 3.6 | -2.3 |
QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 16.0 | 19 | 24 | 5.4 | -0.6 |
DLN | WisdomTree U.S. LargeCap Dividend Fund | 15.9 | 28 | 15 | 6.2 | +0.3 |
RAFE | PIMCO RAFI ESG U.S. ETF | 15.7 | 30 | 13 | 6.7 | +0.8 |
VIG | Vanguard Dividend Appreciation Index Fund | 15.6 | 6 | 37 | 5.0 | -1.0 |
FTCS | First Trust Capital Strength ETF | 15.6 | 58 | -15 | 5.1 | -0.9 |
QLV | FlexShares US Quality Low Volatility Index Fund | 15.5 | 22 | 21 | 4.4 | -1.5 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 15.5 | 27 | 16 | 4.5 | -1.5 |
EPS | WisdomTree U.S. Earnings 500 Fund | 15.2 | 8 | 35 | 6.0 | +0.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 15.2 | 15 | 28 | 6.0 | +0.0 |
DSTL | Distillate US Fundamental Stability & Value ETF | 15.1 | 39 | 4 | 5.7 | -0.2 |
NULV | Nuveen ESG Large-Cap Value ETF | 15.1 | 35 | 8 | 6.0 | +0.1 |
VYM | Vanguard High Dividend Yield Index ETF | 15.1 | 6 | 37 | 6.6 | +0.7 |
EQWL | Invesco Russell Top 200 Equal Weight ETF | 15.0 | 25 | 18 | 5.6 | -0.3 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 15.0 | 35 | 8 | 5.1 | -0.9 |
SPYV | SPDR Portfolio S&P 500 Value ETF | 15.0 | 4 | 39 | 6.4 | +0.4 |
FCPI | Fidelity Stocks for Inflation ETF | 15.0 | 29 | 14 | 5.8 | -0.2 |
IVE | iShares S&P 500 Value ETF | 14.9 | 18 | 25 | 6.3 | +0.3 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 14.9 | 35 | 8 | 5.1 | -0.9 |
DIA | SPDR Dow Jones Industrial Average ETF Trust | 14.9 | 16 | 27 | 5.0 | -1.0 |
IQSU | IQ Candriam ESG US Equity ETF | 14.9 | 9 | 34 | 4.6 | -1.3 |
LVHD | Legg Mason Low Volatility High Dividend ETF | 14.9 | 27 | 16 | 7.7 | +1.7 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 14.8 | 9 | 34 | 4.9 | -1.1 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 14.8 | 35 | 8 | 5.1 | -0.8 |
SFY | SoFi Select 500 ETF | 14.7 | 0 | 43 | 4.6 | -1.3 |
NACP | Impact Shares NAACP Minority Empowerment ETF | 14.6 | 49 | -6 | 4.8 | -1.2 |
XT | iShares Exponential Technologies ETF | 14.6 | 47 | -4 | 4.6 | -1.4 |
CCOR | Core Alternative ETF | 14.5 | 109 | -66 | 4.1 | -1.8 |
ROUS | Hartford Multifactor US Equity ETF | 14.4 | 19 | 24 | 5.9 | -0.0 |
RWL | Invesco S&P 500 Revenue ETF | 14.4 | 39 | 4 | 6.3 | +0.4 |
PQLC | PGIM QMA Strategic Alpha Large-Cap Core ETF | 14.4 | 17 | 26 | 6.1 | +0.2 |
CWS | AdvisorShares Focused Equity ETF | 14.3 | 77 | -34 | 4.5 | -1.4 |
FBT | First Trust NYSE Arca Biotechnology Index Fund | 14.3 | 55 | -12 | -1.4 | -7.4 |
DTD | WisdomTree U.S.Total Dividend Fund | 14.3 | 28 | 15 | 6.3 | +0.3 |
XLG | Invesco S&P 500 Top 50 ETF | 14.3 | 20 | 23 | 4.2 | -1.7 |
ACIO | Aptus Collared Income Opportunity ETF | 14.2 | 79 | -36 | 3.9 | -2.1 |
IUSV | iShares Core S&P U.S. Value ETF | 14.2 | 4 | 39 | 6.4 | +0.5 |
VALQ | American Century STOXX U.S. Quality Value ETF | 14.2 | 29 | 14 | 7.9 | +1.9 |
BMED | BlackRock Future Health ETF | 14.2 | 85 | -42 | -0.9 | -6.8 |
QDEF | FlexShares Quality Dividend Defensive Index Fund | 14.2 | 37 | 6 | 5.6 | -0.4 |
MGC | Vanguard Mega Cap Index Fund | 14.2 | 7 | 36 | 4.7 | -1.3 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 14.1 | 0 | 43 | 4.6 | -1.4 |
CACG | ClearBridge All Cap Growth ETF | 14.1 | 54 | -11 | 3.8 | -2.1 |
IWL | iShares Russell Top 200 ETF | 14.1 | 15 | 28 | 4.5 | -1.5 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 14.0 | 20 | 23 | 4.9 | -1.1 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 14.0 | 15 | 28 | 4.7 | -1.2 |
HIPR | Direxion High Growth ETF | 14.0 | 40 | 3 | 4.0 | -2.0 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
iShares U.S. Healthcare ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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