IXJ
iShares Global Healthcare ETF
iShares S&P Global Healthcare Sector Index Fund seeks investment results that correspond to the performance of the S&P Global Healthcare Index. The Fund uses a Representative Sampling strategy
Global
EQUITY
Passive
MANAGEMENT STYLE
$ 3.6 B
ASSETS UNDER MGMT
42 bp
EXPENSES
Fund Basics
| Inception date | Nov 13, 2001 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Semi-annual |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| ELI LILLY & CO | 11.2 % |
| JOHNSON & JOHNSON | 6.9 % |
| ABBVIE INC | 4.9 % |
| UNITEDHEALTH GROUP INC | 4.5 % |
| MERCK & CO. INC. | 3.9 % |
| ROCHE PS PAR AG | 3.9 % |
| NOVARTIS AG | 3.8 % |
| ASTRAZENECA PLC | 3.7 % |
| THERMO FISHER SCIENTIFIC INC | 2.4 % |
| AMGEN INC | 2.4 % |
Constituent Breakdown
| Number of holdings | 114 |
| Herfindahl-Hirschman Index | 322 |
| Wgt avg mkt cap (mns) | $265,512 |
| Large cap (>$10bn) | 97.9% |
| Mid cap ($2-10bn) | 1.1% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 94.6% |
| Emerging mkts. | 0.4% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 68.5 % |
 |
SWITZERLAND | 5.8 % |
 |
BRITAIN | 5.8 % |
 |
JAPAN | 4.1 % |
 |
DENMARK | 2.2 % |
 |
FRANCE | 2.1 % |
 |
IRELAND | 1.5 % |
 |
GERMANY | 1.4 % |
 |
NETHERLANDS | 1.0 % |
 |
AUSTRALIA | 0.8 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -3.0% | 10.2% | 1.3% | 4.4% | 3.0% | 6.5% | 6.6% | 5.5% |
| Dividend Yield | 0.0% | 1.6% | 1.5% | 1.5% | 1.4% | 1.6% | 1.9% | 1.6% |
| Total Returns | -3.0% | 11.9% | 2.8% | 5.9% | 4.4% | 8.1% | 8.5% | 7.1% | Ann. Volatility | 14.6% | 14.5% | 14.9% | 13.6% | 14.2% | 15.7% | 16.9% | 16.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.55 | 20% |
| MSCI EAFE | 0.60 | 39% |
| MSCI Emg Mkts | 0.28 | 14% |
Liquidity Measures
| Avg. volume (000) | 99 |
| ADV traded (mns) | $9 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.10% |
Technical Indicators
| 30d moving avg. (EMA) | $93.53 |
| Relative strength (RSI) | 51 |
| MACD/Signal | 0.32/0.01 |
| Bollinger Bands (Upper/Lower) | $95.19/$90.90 |
| Short interest (% of AUM) | 0.6% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IXJ |
Expenses vs. IXJ |
ALTAR Score™ vs. IXJ |
|---|---|---|---|---|
| VHT | Vanguard Health Care ETF | 70.0% | -33 bp | -1.4% |
| XLV | Health Care Select Sector SPDR | 70.0% | -34 bp | +0.2% |
| FHLC | Fidelity MSCI Health Care Index ETF | 70.0% | -34 bp | -1.1% |
| IYH | iShares U.S. Healthcare ETF | 66.3% | -2 bp | -0.6% |
| HRTS | Tema Heart & Health ETF | 54.6% | +33 bp | -3.7% |
| RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 43.9% | -2 bp | +0.1% |
| HART | IQ Healthy Hearts ETF | 39.7% | +3 bp | -1.0% |
| GDOC | Goldman Sachs Future Health Care Equity ETF | 37.4% | +33 bp | -5.6% |
| MEDX | Horizon Kinetics Medical ETF | 36.6% | +43 bp | -5.6% |
| FTXH | First Trust Nasdaq Pharmaceuticals ETF | 35.8% | +18 bp | +0.6% |
Risk and Returns: IXJ vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
7.1%
ALTAR SCORE™
87th
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. IXJ's ALTAR Score™ is approximately 1.1 standard
deviations above the category average. This places IXJ in the 87th percentile
among funds in the category.
Sell-Side Consensus
$112.4
PRICE TARGET
+22.3%
UPSIDE