IEHS

iShares Evolved U.S. Healthcare Staples ETF
*Unless otherwise stated, data provided by FactSet.

IEHS Fund Description

IEHS tracks an index that offers US healthcare exposure as defined by the iETF Evolved Sector classification scheme.

IEHS Factset Analytics Insight

IEHS makes use of iShares’ “Evolved” sector classification scheme to provide exposure to a subset of the traditional US healthcare sector. Unlike traditional classification schemes, firms may be classified into more than one sector under the Evolved Sector system. Sector assignments are made using proprietary machine learning models. In this case, IEHS appears to focus on companies with healthcare exposure that might fall under a “consumer discretionary” label in traditional classification systems. This distinction means that the holdings and performance of IEHS may not match that of traditional healthcare funds—investors should pay special attention to the portfolio differences in light of their desired exposure.

IEHS MSCI ESG Analytics Insight

iShares Evolved U.S. Healthcare Staples ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.62 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Evolved U.S. Healthcare Staples ETF ranks in the 30th percentile within its peer group and in the 39th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IEHS Charts And Performance

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
Compare
Reset
Select ETFs to compare their performance:
PERFORMANCE [as of 11/11/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IEHS 5.25% 1.78% 14.77% 3.42% -- -- --
IEHS (NAV) 5.36% 1.84% 14.19% 3.63% -- -- --
No Underlying Index -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IEHS Summary Data

Blackrock
iShares
03/21/18
Open-Ended Fund
0.18%
$7.49M
$40.54K
0.17%

IEHS Portfolio Data

$87.48B
30.11
3.50
1.42%
12/26/19
151

IEHS Index Data

No Underlying Index
Fundamental
Market Cap
N/A

IEHS Portfolio Management

0.18%
--
--
--

IEHS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IEHS Fund Structure

Open-Ended Fund
No
Yes
72% / 29%
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

IEHS Factset Analytics Block Liquidity

As of 11/12/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of IEHS. IEHS is rated a 4 out of 5.

IEHS Tradability

1,364
$40.54K
1,044
$31.90K
0.17%
$0.05
0.02%
0.57% / -0.83%
None
100.00%
50,000
0.02
0.05%
0.02%
0
$29.86
4

IEHS Sector/Industry Breakdown


IEHS
Segment Benchmark
33.01%
--
23.71%
--
18.67%
--
10.43%
--
5.35%
--
2.77%
--
2.53%
--
1.86%
--
0.59%
--
0.36%
--

IEHS Countries


IEHS
Segment Benchmark
100.00%
--

IEHS Regions


IEHS
Segment Benchmark
100.00%
--

IEHS Economic Development


IEHS
Segment Benchmark
100.00%
--

IEHS Performance Statistics

--
--
--
--
0.00%
N/A

IEHS MSCI ESG Ratings

BBB
4.62 / 10
39.24
29.85
0.62%
10.74%
18.60

IEHS Benchmark Comparison Holdings

151
--
--
0.00%

IEHS Benchmark Comparison Summary


IEHS
Segment Benchmark
151
--
$87.48B
--
30.11
--
3.50
--
1.18%
--
Medium
High

IEHS Benchmark Comparison Market Cap Size


IEHS
Segment Benchmark
86.55%
--
10.27%
--
3.08%
--
0.10%
--