IXJ:ARCA-iShares Global Healthcare

ETF | Health | NYSE Arca

Last Closing Price

USD 117.48

Change

+0.06 (+0.05)%

Market Cap

USD 1.70B

Volume

0.05M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

About

The investment seeks to track the S&P Global 1200 Health Care Sector IndexTM. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.

Inception Date: 13/11/2001

Primary Benchmark: S&P Global 1200 Healthcare Sector NR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.47%

Management Expense Ratio: 0.48 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-01-16 )

Largest Industry Peers for Health

Symbol Name Mer Price(Change) Market Cap
XLV SPDR Select Sector Fund - Heal.. 0.14 %

+0.43 (+0.50%)

USD 17.56B
VHT Vanguard Health Care 0.10 %

+0.25 (+0.15%)

USD 7.51B
XBI SPDR Series Trust S&P Biotech 0.35 %

-2.78 (-3.10%)

USD 4.61B
IYH iShares U.S. Healthcare 0.44 %

+0.62 (+0.34%)

USD 2.04B
IHI iShares U.S. Medical Devices 0.44 %

-0.58 (-0.32%)

USD 1.58B
FBT First Trust Amex Biotech Index.. 0.56 %

-2.94 (-2.22%)

USD 1.28B
FXH First Trust Health Care AlphaD.. 0.62 %

-0.34 (-0.46%)

USD 1.04B
HQH Tekla Healthcare Investors 0.00 %

-0.10 (-0.42%)

USD 0.97B
FHLC Fidelity MSCI Health Care Inde.. 0.08 %

+0.09 (+0.21%)

USD 0.97B
THQ Tekla Healthcare Opportunies F.. 0.00 %

-0.03 (-0.17%)

USD 0.78B

ETFs Containing IXJ

XHC:CA iShares Global Healthcare.. 100.54 % 0.65 %

+0.17 (+0.37%)

CAD 0.25B

Market Performance

  Market Performance vs.
Industry/Classification (Health)
Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.41% 46% F 72% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.41% 46% F 72% C-
Trailing 12 Months  
Capital Gain 20.79% 46% F 71% C-
Dividend Return 1.69% 69% D+ 24% F
Total Return 22.48% 43% F 69% D+
Trailing 5 Years  
Capital Gain 74.93% 30% F 74% C
Dividend Return 11.55% 75% C 34% F
Total Return 86.48% 20% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 9.31% 46% F 72% C-
Dividend Return 10.96% 39% F 69% D+
Total Return 1.65% 79% C+ 32% F
Risk Return Profile  
Volatility (Standard Deviation) 12.11% 79% C+ 61% D-
Risk Adjusted Return 90.48% 71% C- 73% C
Market Capitalization 1.32B 86% B 61% D-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.