IHFiShares U.S. Healthcare Providers ETF

Grow my money20y track recordRanked #360 of 2,960 in this goal

Seeks to track the investment results of an index composed of U.S. equities in the healthcare providers sector.

By iShares · Launched 2006

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$947M

#1,143 of 5,562 · large

Return (1Y)Goal

+11.1%

Track Record

20 years

#290 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,274+12.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Health care

Index tracked

Dow Jones US Select Health Care Providers Index

What it actually holds

By weight

Concentration

Top 10 holdings = 72.7% of fundconcentrated

UNITEDHEALTH GROUP INCORPORATED

22.6%

CVS HEALTH CORPORATION

12.6%

ELEVANCE HEALTH, INC.

9.8%

THE CIGNA GROUP

4.7%

HUMANA INC.

4.5%

HCA HEALTHCARE, INC.

4.5%

VEEVA SYSTEMS INC.

4.4%

LABCORP HOLDINGS INC.

3.4%

QUEST DIAGNOSTICS INCORPORATED

3.1%

CENTENE CORPORATION

3.1%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Healthcare

99.7%

Financial Services

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

21.9%High

Year-on-year price swings

Max drawdown

-35.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)

-0.01Below average

Sortino (3Y)

-0.01Moderate downside risk

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. equities in the healthcare providers sector.
Strategy: Tracks the Dow Jones U.S. Select Health Care Providers Index, which measures the performance of U.S. healthcare providers. Invests primarily in component securities of the Index using representative sampling.
Inception date: May 1, 2006
Fund family: iShares