What is IYH?

IYH tracks a cap-weighted index of pharmaceutical, biotechnology, health care services and equipment companies in the US.

PERFORMANCE [as of 03/22/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
IYH -2.47% -6.42% -6.32% -6.58% 18.23% 10.42% 12.41%
IYH (NAV) -2.43% -6.43% -6.33% -6.60% 18.22% 10.41% 12.41%
Russell 1000 Health Care RIC 22.5/45 Capped Index -2.40% -6.34% -6.25% -6.24% 18.69% 10.83% 12.87%
MSCI USA IMI Health Care Index -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IYH Factset Analytics Insight

IYH represents the healthcare segment by holding an assortment of the largest pharma, health care and biotech companies in the US. The fund tracks an index of large- and midcap companies in the healthcare sector, which consists of pharmaceuticals, biotechnology, healthcare services and equipment companies. Stocks within IYH are selected and weighted by float-adjusted market-cap. The index caps individual securities at 22.5% and also caps all issuers individually exceeding 4.5% to a maximum of 45% of the fund. Index rebalancing is done on a quarterly basis. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Health Care Index.

IYH Summary Data

Blackrock
06/12/00
0.39%
$3.14B
Russell 1000 Health Care RIC 22.5/45 Capped Index
MSCI USA IMI Health Care Index
Open-Ended Fund

Peers

MSCI USA IMI Health Care Index

Fund Flows

+$0.01B 5 Days
-$0.03B 30 Days
-$0.04B 90 Days

IYH Portfolio Data

$191.67B
22.49
4.88
1.17%
03/23/23
115

IYH Index Data

Russell 1000 Health Care RIC 22.5/45 Capped Index
Market Cap
Market Cap
MSCI USA IMI Health Care Index

IYH Portfolio Management

0.39%
-0.38%
-0.34%
-0.46%

IYH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IYH Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

Factset Analytics Block Liquidity

As of 03/23/23

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

IYH Tradability

43,850
$11.99M
39,774
$11.10M
0.06%
$0.16
0.01%
0.17% / -0.09%
None
100.00%
50,000
0.80
0.00%
0.07%
96
$265.80
5

IYH Sector/Industry Breakdown

IYH Segment
Benchmark
77.28% --
19.00% --
1.97% --
0.67% --
0.39% --
0.26% --
0.24% --
0.14% --
0.05% --

IYH Performance Statistics

--
--
--
--
--
MSCI USA IMI Health Care Index

IYH Countries

IYH Segment
Benchmark
99.87% --

IYH Regions

IYH Segment
Benchmark
99.87% --

IYH Economic Development

IYH Segment
Benchmark
99.87% --
0.00% --

IYH Benchmark Comparison Holdings

115
--
--
--

IYH Benchmark Comparison Summary

IYH Segment
Benchmark
115 --
$191.67B --
22.49 --
4.88 --
1.49% --
Medium --

IYH Benchmark Comparison Market Cap Size

IYH Segment
Benchmark
93.41% --
6.36% --
0.08% --
0.00% --