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
$ 4.5 B
ASSETS UNDER MGMT
38 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 | 10.7 % |
| JOHNSON & JOHNSON | 6.7 % |
| ABBVIE INC | 5.3 % |
| UNITEDHEALTH GROUP INC | 4.3 % |
| MERCK & CO. INC. | 4.1 % |
| ROCHE PS PAR AG | 3.9 % |
| NOVARTIS AG | 3.3 % |
| ASTRAZENECA PLC | 3.1 % |
| THERMO FISHER SCIENTIFIC INC | 2.9 % |
| AMGEN INC | 2.7 % |
Constituent Breakdown
| Number of holdings | 114 |
| Herfindahl-Hirschman Index | 325 |
| Wgt avg mkt cap (mns) | $285,162 |
| Large cap (>$10bn) | 93.2% |
| Mid cap ($2-10bn) | 0.7% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 94.5% |
| Emerging mkts. | 0.1% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 70.9 % |
 |
SWITZERLAND | 5.9 % |
 |
BRITAIN | 5.0 % |
 |
JAPAN | 3.6 % |
 |
DENMARK | 1.9 % |
 |
FRANCE | 1.9 % |
 |
IRELAND | 1.6 % |
 |
GERMANY | 1.2 % |
 |
AUSTRALIA | 1.1 % |
 |
NETHERLANDS | 0.9 % |
Historical Performance
Standardized Performance (as of 09/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 4.8% | 15.2% | 2.0% | 7.4% | 4.1% | 7.3% | 6.6% | 5.8% |
| Dividend Yield | 0.9% | 1.7% | 1.6% | 1.6% | 1.5% | 1.6% | 1.9% | 1.6% |
| Total Returns | 5.8% | 17.0% | 3.6% | 9.0% | 5.5% | 8.9% | 8.5% | 7.4% | Ann. Volatility | 16.1% | 15.6% | 15.9% | 14.4% | 14.7% | 15.8% | 17.0% | 16.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.35 | 8% |
| MSCI EAFE | 0.43 | 19% |
| MSCI Emg Mkts | 0.06 | 1% |
Liquidity Measures
| Avg. volume (000) | 217 |
| ADV traded (mns) | $24 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.11% |
Technical Indicators
| 30d moving avg. (EMA) | $104.92 |
| Relative strength (RSI) | 62 |
| MACD/Signal | 1.70/0.97 |
| Bollinger Bands (Upper/Lower) | $110.64/$98.51 |
| Short interest (% of AUM) | 0.2% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IXJ |
Expenses vs. IXJ |
ALTAR Score™ vs. IXJ |
|---|---|---|---|---|
| XLV | Health Care Select Sector SPDR | 72.5% | -30 bp | +0.3% |
| FHLC | Fidelity MSCI Health Care Index ETF | 72.5% | -30 bp | -0.9% |
| VHT | Vanguard Health Care ETF | 72.5% | -29 bp | -1.1% |
| IYH | iShares U.S. Healthcare ETF | 68.0% | -1 bp | -0.5% |
| PBPH | Portfolio Building Block World Pharma and Biotech Index ETF | 56.9% | -25 bp | +0.2% |
| JDOC | JPMorgan Healthcare Leaders ETF | 56.1% | +27 bp | -1.5% |
| HRTS | Tema Heart & Health ETF | 54.6% | +61 bp | -3.6% |
| RSPH | Invesco S&P 500 Equal Weight Health Care ETF | 44.9% | +2 bp | -0.3% |
| GDOC | Goldman Sachs Future Health Care Equity ETF | 39.7% | +37 bp | -3.8% |
| PINK | Simplify Health Care ETF | 38.9% | +13 bp | -6.0% |
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 10/27/2026
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
5.9%
ALTAR SCORE™
68th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 750 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. IXJ's ALTAR Score™ is approximately 0.5 standard
deviations above the category average. This places IXJ in the 68th percentile
among funds in the category.
Sell-Side Consensus
$117.51
PRICE TARGET
+7.5%
UPSIDE