iShares US Healthcare ETF

IYH

Market cap $3.26B

Launched on June 12, 2000, the iShares U.S. Healthcare ETF (IYH) is a passively managed exchange traded fund designed to provide a broad exposure to the Healthcare - Broad segment of the equity market.

Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and diabetes, outpacing Novo Nordisk, which faces a sharp 2026 revenue decline amid fierce competition, pricing pressure, and other factors.

From "software-mageddon" to rising AI capex pressuring Big Tech, diversification via defensive and global ETFs gains focus.

The Investment Committee give you their top stocks to watch for the second half.

iShares U.S. Healthcare ETF receives a hold rating due to concerning signals from its top holdings and elevated valuations. IYH's heavy concentration in LLY, JNJ, and ABBV exposes the fund to slowing growth, regulatory pressures, and high forward P/E ratios. GLP-1 market risks, muted growth at JNJ, and ABBV's patent expirations threaten IYH's forward performance and capital appreciation.

Designed to provide broad exposure to the Healthcare - Broad segment of the equity market, the iShares U.S. Healthcare ETF (IYH) is a passively managed exchange traded fund launched on June 12, 2000.

IYH hits a 52-week high as healthcare gains momentum, lifted by sector strength and rising investor interest in safety and AI-driven tailwinds.

The Investment Committee give you their top stocks to watch for the second half.

The healthcare sector has experienced one of its most significant de-ratings in 35 years, with valuations now at a 30% discount to the broader market. Healthcare trades at historical valuation discounts across multiple metrics.

Hopes of a U.S.-China trade truce are lifting sentiment for healthcare ETFs like XLV, IYH, and VHT, which could gain from easing tariffs and lower costs.