(IYH) iShares U.S. Healthcare - Ratings and Ratios
Pharmaceuticals, Biotech, Medical Devices, Health Services
| Risk via 10d forecast | |
|---|---|
| Volatility | 11.3% |
| Value at Risk 5%th | 18.9% |
| Reward | |
|---|---|
| Sharpe Ratio | -0.17 |
| Alpha | -12.61 |
| Character | |
|---|---|
| Hurst Exponent | 0.369 |
| Beta | 0.710 |
| Drawdowns 3y | |
|---|---|
| Max DD | 17.91% |
| Mean DD | 5.69% |
Description: IYH iShares U.S. Healthcare November 09, 2025
The iShares U.S. Healthcare ETF (IYH) is an exchange-traded fund that commits at least 80 % of its net assets to the securities comprising its benchmark index, which tracks the performance of the U.S. healthcare equity sector. Because it holds a concentrated set of stocks, the fund is classified as non-diversified under SEC rules.
Key metrics that investors often monitor for IYH include its expense ratio of 0.43 % (below the average for sector ETFs), a top-10 holdings concentration of roughly 45 % (dominated by large-cap firms such as UnitedHealth Group, Johnson & Johnson, and Pfizer), and a dividend yield near 1.2 % as of the latest quarter. The sector’s growth drivers are the aging U.S. population, rising chronic-disease prevalence, and sustained federal and private R&D spending-factors that historically generate a secular earnings tailwind for healthcare providers, biotech innovators, and medical-device manufacturers.
For a deeper, data-driven view of how IYH’s risk-adjusted performance stacks up against peers, you might explore the analytics platform ValueRay, which offers granular, real-time metrics to help you validate the ETF’s expected value under different market scenarios.
IYH ETF Overview
| Market Cap in USD | 2,993m |
| Category | Health |
| TER | 0.40% |
| IPO / Inception | 2000-06-12 |
| Return 12m vs S&P 500 | -13.7% |
| Analyst Rating | - |
IYH Dividends
| Dividend Yield | 1.17% |
| Yield on Cost 5y | 1.61% |
| Yield CAGR 5y | 6.18% |
| Payout Consistency | 95.1% |
| Payout Ratio | - |
IYH Growth Ratios
| CAGR | 5.04% |
| CAGR/Max DD Calmar Ratio | 0.28 |
| CAGR/Mean DD Pain Ratio | 0.89 |
| Current Volume | 173.4k |
| Average Volume | 418.6k |
What is the price of IYH shares?
Over the past week, the price has changed by +1.81%, over one month by +3.51%, over three months by +13.34% and over the past year by -0.52%.
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 57.90 USD . This means that IYH is currently overvalued and has a potential downside of -6.57%.
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 | 64.6 | 4.3% |
IYH Fundamental Data Overview November 04, 2025
Beta = 0.71
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 = 2.99b USD (2.99b + (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 2.99b)
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 2.99b / 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 = 8.63% (E(2.99b)/V(2.99b) * Re(8.63%) + (debt-free company))
Discount Rate = 8.63% (= 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