IYH

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

IYH Fund Description

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

IYH Factset Analytics Insight

IYH represents the health care segment well, holding an assortment of the largest pharma, health care and biotech companies in the US. That means that it has a heavy position in pharma and its comprehensive holdings base is a good match to our benchmark. The fund trades well although not in the same class as XLV. However, IYH has higher holding costs than comparable funds, mostly due to its higher fee. Still, IYH is an established and popular fund in the space.

IYH MSCI ESG Analytics Insight

iShares U.S. Healthcare ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.14 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 U.S. Healthcare ETF ranks in the 42nd percentile within its peer group and in the 59th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

IYH MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

IYH Charts And Performance

Price Chart ($)
Total Return Chart (%)
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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
IYH 5.61% 3.45% 11.15% 3.19% 12.24% 8.51% 14.28%
IYH (NAV) 5.52% 3.47% 11.14% 3.13% 12.24% 8.51% 14.27%
DJ Global United States (All) / Health Care -IND 5.56% 3.58% 11.48% 3.49% 12.68% 8.94% 14.27%
Thomson Reuters US Healthcare -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

IYH Summary Data

Blackrock
iShares
06/12/00
Open-Ended Fund
0.43%
$2.03B
$7.93M
0.04%

IYH Portfolio Data

$116.75B
27.20
4.08
1.91%
12/26/19
124

IYH Index Data

Market Cap
Market Cap
Thomson Reuters US Healthcare

IYH Portfolio Management

0.43%
-0.35%
-0.27%
-0.44%

IYH Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

IYH Fund Structure

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

IYH 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 IYH. IYH is rated a 5 out of 5.

IYH Tradability

41,349
$7.93M
29,373
$5.52M
0.04%
$0.08
0.01%
0.16% / -0.09%
None
100.00%
50,000
0.59
0.00%
0.06%
144
$199.03
5

IYH Sector/Industry Breakdown


IYH
Segment Benchmark
40.65%
40.13%
33.20%
33.90%
16.24%
16.07%
8.55%
9.90%
0.70%
--
0.47%
--
0.11%
--
0.09%
--

IYH Top 10 Holdings[View All]

Amgen Inc. 3.44%
46.06%

IYH Countries


IYH
Segment Benchmark
100.00%
100.00%

IYH Regions


IYH
Segment Benchmark
100.00%
100.00%

IYH Economic Development


IYH
Segment Benchmark
100.00%
100.00%

IYH Performance Statistics

1.00
0.99
0.98
0.99
0.05%
Thomson Reuters US Healthcare

IYH MSCI ESG Ratings

BBB
5.14 / 10
58.65
42.43
0.01%
17.86%
20.06

IYH Benchmark Comparison Holdings

124
324
117
92.53%

IYH Benchmark Comparison Summary


IYH
Segment Benchmark
124
324
$116.75B
$114.97B
27.20
31.49
4.08
4.06
1.65%
1.60%
Medium
Medium

IYH Benchmark Comparison Market Cap Size


IYH
Segment Benchmark
89.48%
86.38%
9.87%
9.09%
0.64%
4.00%
0.00%
0.53%