IHI:ARCA-iShares U.S. Medical Devices

ETF | Health | NYSE Arca

Last Closing Price

USD 208.14

Change

-0.27 (-0.13)%

Market Cap

USD 2.57B

Volume

0.10M

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 investment results of the Dow Jones U.S. Select Medical Equipment Index composed of U.S. equities in the medical devices sector. 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. The underlying index includes medical equipment companies such as manufacturers and distributors of medical devices such as magnetic resonance imaging (MRI) scanners, prosthetics, pacemakers, X-ray machines, and other non-disposable medical devices. The fund is non-diversified.

Inception Date: 01/05/2006

Primary Benchmark: DJ US Select Medical Equip TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.44%

Management Expense Ratio: 0.43 %

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: 2018-07-20 )

Largest Industry Peers for Health

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

-0.17 (-0.20%)

USD 16.49B
VHT Vanguard Health Care 0.10 %

-0.40 (-0.24%)

USD 7.65B
XBI SPDR Series Trust S&P Biotech 0.35 %

-0.27 (-0.27%)

USD 5.51B
IYH iShares U.S. Healthcare 0.43 %

-0.29 (-0.16%)

USD 2.00B
IXJ iShares Global Healthcare 0.47 %

+0.16 (+0.27%)

USD 1.80B
FBT First Trust Amex Biotech Index.. 0.56 %

+0.02 (+0.01%)

USD 1.78B
FHLC Fidelity MSCI Health Care Inde.. 0.08 %

-0.10 (-0.23%)

USD 1.23B
FXH First Trust Health Care AlphaD.. 0.62 %

-0.05 (-0.06%)

USD 1.07B
HQH Tekla Healthcare Investors 0.00 %

-0.04 (-0.18%)

USD 0.94B
THQ Tekla Healthcare Opportunies F.. 0.00 %

+0.05 (+0.29%)

USD 0.75B

ETFs Containing IHI

ETAC:CA Equium Global Tactical Al.. 8.51 % 1.76 %

-0.03 (-0.14%)

CAD 0.01B

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 19.96% 86% B 91% A-
Dividend Return 0.07% 5% F 1% F
Total Return 20.03% 86% B 90% A-
Trailing 12 Months  
Capital Gain 22.82% 75% C 85% B
Dividend Return 0.35% 24% F 4% F
Total Return 23.17% 75% C 84% B
Trailing 5 Years  
Capital Gain 153.06% 100% A+ 94% A
Dividend Return 4.89% 42% F 13% F
Total Return 157.95% 100% A+ 94% A
Average Annual (5 Year Horizon)  
Capital Gain 18.66% 93% A 90% A-
Dividend Return 19.43% 93% A 88% B+
Total Return 0.77% 48% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 8.06% 93% A 77% C+
Risk Adjusted Return 241.17% 100% A+ 99% A+
Market Capitalization 0.98B 89% B+ 67% 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.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

IHI:ARCA-iShares U.S. Medical Devices

ETF | Health | NYSE Arca

Last Closing Price

USD 208.14

Change

-0.27 (-0.13)%

Market Cap

USD 2.57B

Volume

0.10M

Yahoo Analyst Target

N/A

STA Analyst Target

N/A
Yahoo Analyst Rating

N/A

STA Analyst Rating

N/A

STA Verdict

Verdict

Values as of: 2018-07-20