(IYH) iShares U.S. Healthcare - Ratings and Ratios
Healthcare, Pharma, Biotech, Medical, Devices
Description: IYH iShares U.S. Healthcare
The iShares U.S. Healthcare ETF (NYSE ARCA:IYH) is an exchange-traded fund that tracks the performance of the healthcare sector in the U.S. equity market, investing at least 80% of its assets in the underlying indexs component securities.
As a non-diversified fund, IYHs performance is closely tied to the healthcare sector, which includes pharmaceuticals, biotechnology, healthcare equipment, and healthcare services. Key Performance Indicators (KPIs) to monitor for this ETF include sector allocation, top holdings, and expense ratio. The funds underlying index is likely market-cap weighted, meaning that the largest healthcare companies have a greater influence on the funds performance.
To evaluate IYHs potential, we can examine its tracking error, which measures the difference between the funds returns and those of its underlying index. A lower tracking error indicates that the fund is more effectively tracking its benchmark. Additionally, we can analyze the funds dividend yield, which can provide insight into the income generated by the underlying holdings.
From a portfolio construction perspective, IYH can be used as a sector-specific allocation within a broader investment portfolio. Investors seeking to gain exposure to the healthcare sector can use IYH as a tactical or strategic holding, depending on their investment objectives and risk tolerance. Key metrics to consider when evaluating IYHs suitability include its correlation with other portfolio holdings, as well as its overall contribution to portfolio risk and return.
IYH ETF Overview
| Market Cap in USD | 2,705m |
| Category | Health |
| TER | 0.40% |
| IPO / Inception | 2000-06-12 |
IYH ETF Ratings
| Growth Rating | 2.59% |
| Fundamental | - |
| Dividend Rating | 46.0% |
| Return 12m vs S&P 500 | -24.7% |
| Analyst Rating | - |
IYH Dividends
| Dividend Yield 12m | 1.31% |
| Yield on Cost 5y | 1.82% |
| Annual Growth 5y | 4.91% |
| Payout Consistency | 95.1% |
| Payout Ratio | % |
IYH Growth Ratios
| Growth Correlation 3m | 65.6% |
| Growth Correlation 12m | -77.9% |
| Growth Correlation 5y | 77.9% |
| CAGR 5y | 5.39% |
| CAGR/Max DD 3y | 0.30 |
| CAGR/Mean DD 3y | 1.29 |
| Sharpe Ratio 12m | -0.77 |
| Alpha | 0.00 |
| Beta | 0.956 |
| Volatility | 13.55% |
| Current Volume | 441.3k |
| Average Volume 20d | 536.1k |
| Stop Loss | 56 (-3%) |
| Signal | 0.19 |
What is the price of IYH shares?
Over the past week, the price has changed by +0.01%, over one month by +1.16%, over three months by +4.10% and over the past year by -10.74%.
Is iShares U.S. Healthcare a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IYH is around 52.88 USD . This means that IYH is currently overvalued and has a potential downside of -8.43%.
Is IYH a buy, sell or hold?
What are the forecasts/targets for the IYH price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 59.5 | 3.1% |
Last update: 2025-09-05 04:48
IYH Fundamental Data Overview
CCE Cash And Equivalents = unknown
Revenue TTM is 0, using Net Income TTM 0.0 + Cost of Revenue 0.0 = 0.0 USD
Beta = 0.64
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 = 2.71b USD (2.71b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = none (FCF TTM 0.0 / Enterprise Value 2.71b)
FCF Margin = unknown (Revenue TTM is 0)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 2.71b / Book Value Of Equity 0.0)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default)
NOPAT = 0.0 (EBIT 0.0, no tax applied on loss)
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 = none (Debt none / FCF TTM 0.0)
Total Stockholder Equity = unknown
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity none)
RoCE = unknown (Ebit 0.0 / (Equity none + L.T.Debt none))
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, Ebit 0.0)
WACC = unknown (E(2.71b)/V(0.0) * Re(9.54%)) + (D(none)/V(0.0) * Rd(0.0%) * (1-Tc(0.21)))
Discount Rate = 9.54% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)
Additional Sources for IYH ETF
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle