IUHE.AS
iShares S&P 500 Health Care Sector UCITS ETF
US
EQUITY
Passive
MANAGEMENT STYLE
€ 2.4 B
ASSETS UNDER MGMT
18 bp
EXPENSES
Fund Basics
| Inception date | Jun 15, 2020 |
| Regulation | UCITS |
| ISIN | IE00BMBKBZ46 |
| Distributions | Quarterly |
| Currency | EUR |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | Yes |
| Fund of funds | No |
Top 10 Holdings
| ELI LILLY & CO | 14.9 % |
| JOHNSON & JOHNSON | 9.2 % |
| ABBVIE INC | 6.7 % |
| UNITEDHEALTH GROUP INC | 5.5 % |
| MERCK & CO. INC. | 4.8 % |
| THERMO FISHER SCIENTIFIC INC | 4.2 % |
| ABBOTT LABORATORIES | 3.7 % |
| INTUITIVE SURGICAL INC | 3.2 % |
| AMGEN INC | 3.2 % |
| GILEAD SCIENCES INC | 2.8 % |
Constituent Breakdown
| Number of holdings | 67 |
| Herfindahl-Hirschman Index | 524 |
| Wgt avg mkt cap (mns) | $314,697 |
| Large cap (>$10bn) | 98.8% |
| Mid cap ($2-10bn) | 0.9% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 97.0 % |
 |
IRELAND | 2.7 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 1.7% | 5.7% | 2.4% | 5.3% | 4.7% | -- | -- | 6.7% |
| Dividend Yield | 0.0% | 1.4% | 1.3% | 1.4% | 1.3% | -- | -- | 1.3% |
| Total Returns | 1.7% | 7.1% | 3.7% | 6.7% | 6.0% | -- | -- | 8.0% | Ann. Volatility | 13.4% | 16.6% | 14.0% | 13.3% | 14.4% | -- | -- | 14.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | -0.04 | 0% |
| MSCI EAFE | 0.08 | 1% |
| MSCI Emg Mkts | 0.02 | 0% |
Liquidity Measures
| Avg. volume (000) | 22 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $7.16 |
| Relative strength (RSI) | 56 |
| MACD/Signal | 0.02/0.02 |
| Bollinger Bands (Upper/Lower) | $7.26/$7.05 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IUHE.AS |
Expenses vs. IUHE.AS |
ALTAR Score™ vs. IUHE.AS |
|---|---|---|---|---|
| IUHC.L | iShares S&P 500 Health Care Sector UCITS ETF | 99.7% | -3 bp | 0.0% |
| XUHC.DE | Xtrackers MSCI USA Health Care UCITS ETF 1D | 95.8% | -6 bp | -0.3% |
| XUHL.DE | Xtrackers MSCI USA Health Care UCITS ETF 1C | 95.8% | -6 bp | -0.6% |
| WELS.DE | Amundi S&P World Health Care Screened UCITS ETF Acc | 68.6% | 0 bp | -0.5% |
| WELG.DE | Amundi S&P World Health Care Screened UCITS ETF Dist | 68.6% | 0 bp | -0.6% |
| XDWH.DE | Xtrackers MSCI World Health Care UCITS ETF 1C | 68.2% | +7 bp | -0.4% |
| WHCA.L | iShares MSCI World Health Care Sector Advanced UCITS ETF | 59.9% | 0 bp | -0.8% |
| WHCS.AS | iShares MSCI World Health Care Sector Advanced UCITS ETF | 59.9% | 0 bp | -0.5% |
| XDG3.DE | Xtrackers MSCI Global SDG 3 Good Health UCITS ETF 1C | 46.7% | +17 bp | -1.0% |
| HEAL.L | iShares Healthcare Innovation UCITS ETF | 25.3% | +22 bp | -4.6% |
Risk and Returns: IUHE.AS 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 (EUR)
| 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 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
7.1%
ALTAR SCORE™
75th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IUHE.AS's ALTAR Score™ is approximately 0.7 standard
deviations above the category average. This places IUHE.AS in the 75th percentile
among funds in the category.
Sell-Side Consensus
€8.25
PRICE TARGET
+23.1%
UPSIDE