(IXJ) iShares Global Healthcare - Ratings and Ratios
Pharmaceuticals, Medical Devices, Biotech, Healthcare Services, Insurance
Dividends
| Dividend Yield | 1.40% |
| Yield on Cost 5y | 1.94% |
| Yield CAGR 5y | 7.28% |
| Payout Consistency | 93.1% |
| Payout Ratio | - |
| Risk via 5d forecast | |
|---|---|
| Volatility | 12.6% |
| Value at Risk 5%th | 20.8% |
| Relative Tail Risk | 0.49% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.68 |
| Alpha | 3.42 |
| CAGR/Max DD | 0.34 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.367 |
| Beta | 0.472 |
| Beta Downside | 0.474 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.14% |
| Mean DD | 5.62% |
| Median DD | 3.86% |
Description: IXJ iShares Global Healthcare November 08, 2025
The iShares Global Healthcare ETF (IX J) seeks to track its benchmark by allocating at least 80% of assets to the index’s component securities-or securities that are economically equivalent-and may use up to 20% for futures, options, swaps, cash, or cash equivalents to manage exposure.
Key metrics as of the latest filing: an expense ratio of 0.46%, total assets under management around $10 billion, and top holdings that include Johnson & Johnson, UnitedHealth Group, and Roche Holding. The sector’s growth is driven by aging global populations (projected 1.2 billion people aged 65+ by 2030) and sustained R&D spending, which has risen at a compound annual growth rate of roughly 9 % over the past five years, supporting a pipeline of innovative therapeutics.
For a deeper, data-rich analysis of IX J’s risk-adjusted performance and how it fits into a diversified health-care allocation, you might explore the free tools on ValueRay.
What is the price of IXJ shares?
Over the past week, the price has changed by -0.34%, over one month by +0.86%, over three months by +11.54% and over the past year by +13.84%.
Is IXJ a buy, sell or hold?
What are the forecasts/targets for the IXJ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 103.6 | 6.5% |
IXJ Fundamental Data Overview December 18, 2025
Beta = 0.59
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 4.46b USD (4.46b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 4.46b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 4.46b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.75% (E(4.46b)/V(4.46b) * Re(7.75%) + (debt-free company))
Discount Rate = 7.75% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IXJ ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle