IYHiShares U.S. Healthcare ETF

Grow my money26y track recordRanked #254 of 2,960 in this goal

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

By iShares · Launched 2000

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$3.1B

#568 of 5,562 · large

Return (1Y)Goal

+14.1%

Track Record

26 years

#89 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,490+14.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Sector

Health care

Index tracked

Russell 1000 Health Care RIC 22.5/45 Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 56.1% of fundmoderately concentrated

ELI LILLY AND COMPANY

14.3%

JOHNSON & JOHNSON

9.4%

ABBVIE INC.

6.8%

MERCK & CO., INC.

4.8%

UNITEDHEALTH GROUP INCORPORATED

4.5%

THERMO FISHER SCIENTIFIC INCORPORATED

3.8%

ABBOTT LABORATORIES

3.3%

AMGEN INC.

3.2%

INTUITIVE SURGICAL, INC.

3.1%

GILEAD SCIENCES, INC.

3.0%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Healthcare

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.1%Moderate

Year-on-year price swings

Max drawdown

-28.4%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

0.20Below average

Sortino (3Y)

0.28Moderate 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 sector.
Strategy: Tracks the Russell 1000 Health Care RIC 22.5/45 Capped Index, which measures the performance of large- and mid-cap U.S. healthcare companies. The Fund invests at least 80% of its assets in the index's component securities and uses representative sampling to manage the portfolio.
Inception date: June 12, 2000
Fund family: iShares