USA

iShares Evolved U.S. Healthcare Staples ETF

The iShares Evolved U.S. Healthcare Staples ETF (the “Fund”) seeks to provide access to U.S. companies with healthcare staples exposure, as classified using a proprietary classification system.

$41.40

Key Metrics

TER 0.18% per year
Distribution policy Distributing
Fund size USD 39 M
Inception date March 21, 2018
Holdings 167
Fund currency USD
Fund domicile US
Provider iShares

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Historical Return

Last updated: Nov 01, 2026
1 Year N/A
3 Years (avg.) N/A
5 Years (avg.) -1.3% +0.8% Div

Risk & Analysis Metrics

Last updated: Nov 01, 2026

Volatility

N/A 1 Year
N/A 3 Years
10.07% 5 Years
17.02% 10 Years

Max Drawdown

N/A 1 Year
N/A 3 Years
-21.27% 5 Years
-33.17% 10 Years

Sharpe Ratio

N/A 1 Year
N/A 3 Years
-0.58 5 Years
0.29 10 Years

Return Triangle (Heatmap)

Last updated: Nov 01, 2026
2018 2019 2020 2021 2022
2018 6.9% 15.3% 15.8% 17.4% 11.6%
2019 24.2% 20.4% 21.1% 12.8%
2020 16.8% 19.5% 9.3%
2021 22.3% 5.7%
2022 -8.7%

Distributions

*by ETF Portfolio Weight Last updated: Nov 01, 2026

Profit Margin Distribution

< 0%
4%
1y 3y N/A N/A
0 - 5%
37%
1y 3y N/A N/A
5 - 10%
10%
1y 3y N/A N/A
10 - 15%
23%
1y 3y N/A N/A
15 - 20%
19%
1y 3y N/A N/A
20 - 30%
7%
1y 3y N/A N/A
30 - 40%
0%
1y 3y N/A N/A
> 40%
0%
1y 3y N/A N/A

P/E Ratio Distribution

< 0
4%
1y 3y N/A N/A
0 - 10
1%
1y 3y N/A N/A
10 - 15
3%
1y 3y N/A N/A
15 - 20
6%
1y 3y N/A N/A
20 - 25
32%
1y 3y N/A N/A
25 - 35
10%
1y 3y N/A N/A
35 - 50
27%
1y 3y N/A N/A
> 50
18%
1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation
N/A
Undervalued
> 60%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
15 - 30%
0%
1y 3y N/A N/A
Fair (&plusmn;15%)
0%
1y 3y N/A N/A
Overvalued
15 - 30%
0%
1y 3y N/A N/A
30 - 45%
0%
1y 3y N/A N/A
45 - 60%
0%
1y 3y N/A N/A
> 60%
0%
1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap
0.2%
1y 3y N/A N/A
Small Cap
1.9%
1y 3y N/A N/A
Mid Cap
4.3%
1y 3y N/A N/A
Large Cap
58.5%
1y 3y N/A N/A
Mega Cap
35.1%
1y 3y N/A N/A
Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Portfolio Concentration

*by ETF Portfolio Weight Last updated: Nov 01, 2026
39.1% Top 5 Holdings
56.6% Top 10 Holdings
91.2% Top 50 Holdings
98.1% Top 100 Holdings
Top 5 Companies
UNH Unitedhealth Group Inc
16.9%
ABT Abbott Laboratories
7.6%
DHR Danaher Corp.
5.2%
JNJ Johnson & Johnson
4.8%
MDT Medtronic Plc
4.6%

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Average metrics of all companies in portfolio

Last updated: Nov 08, 2026
Market
Average
Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares. $135T -
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price. 1.37% 1.64%
Beta Indicates the relationship between the price performance of a share and the market. 0.73 -
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth. 36.37 22.61
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything -42.5 -
Profitable Companies 96% -
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued. 29.29 9.45
Price to Sales Ratio Market cap divided by the revenue in the most recent year. 3.96 3.37
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company 1.14 6.33
Market
Average
Enterprise Value to EBIT Enterprise Value divided by EBIT 39.24 14.02
Enterprise Value to Revenue Enterprise value divided by revenue 7.09 5.03
Total Debt to Enterprise Value Total debt divided by enterprise value 0.12 0.18
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary. 0.09 0.99
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability. 9.30% 16.03%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago. +19.2% +19.4%
Return on Equity Equity divided by market cap. 7.15% 24.21%
Return on Assets Indicates a company's profitability in relation to its total assets. 5.66% 7.82%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits. 11.22% 13.87%

Sectors

Manufacturing 50.1%
Finance and Insurance 24.8%
Health Care and Social Assistance 6.7%
Professional, Scientific, and Technical Services 5.6%
Retail Trade 3.9%
Wholesale Trade 2.5%
Healthcare 2.1%
Information 0.2%
Educational Services 0.1%
Construction 0.1%
Utilities 0.0%
Administrative and Support and Waste Management and Remediation Services 0.0%
Other 3.9%

Countries

Other 100.0%
United States 0.0%

Stock Screener

Select filters to narrow down the 154 investments below

154 companies

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%
Market Cap
P/E Ratio
Dividends Ratio of dividends in the last 12 months to current share price
Total Investment
Weight

Unitedhealth Group Inc

UNH - Finance and Insurance

Unitedhealth Group Inc

UNH - Finance and Insurance
Market Cap $474.69B
P/E Ratio 23.3
Dividends 2.2%
Total Investment $6.3M
Weight 16.24%

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Abbott Laboratories

ABT - Manufacturing

Abbott Laboratories

ABT - Manufacturing
Market Cap $32.69B
P/E Ratio 40.2
Dividends 2.3%
Total Investment $2.83M
Weight 7.30%

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Danaher Corp.

DHR - Manufacturing

Danaher Corp.

DHR - Manufacturing
Market Cap $916.76B
P/E Ratio 38.1
Dividends 0.7%
Total Investment $1.93M
Weight 4.99%

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Johnson & Johnson

JNJ - Manufacturing

Johnson & Johnson

JNJ - Manufacturing
Market Cap $900.36B
P/E Ratio 43.3
Dividends 1.8%
Total Investment $1.8M
Weight 4.64%

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Medtronic Plc

MDT - Manufacturing

Medtronic Plc

MDT - Manufacturing
Market Cap $119.58B
P/E Ratio 25.1
Dividends 2.8%
Total Investment $1.71M
Weight 4.42%

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Thermo Fisher Scientific Inc.

TMO - Professional, Scientific, and Technical Services

Thermo Fisher Scientific Inc.

TMO - Professional, Scientific, and Technical Services
Market Cap $233.5B
P/E Ratio 36.9
Dividends 0.3%
Total Investment $1.58M
Weight 4.06%

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Anthem Inc

ANTM - Finance and Insurance

Anthem Inc

ANTM - Finance and Insurance
Market Cap $91.5B
P/E Ratio 18.3
Dividends 1.6%
Total Investment $1.28M
Weight 3.31%

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CVS Health Corp

CVS - Retail Trade

CVS Health Corp

CVS - Retail Trade
Market Cap $27.22B
P/E Ratio 10.3
Dividends 3.0%
Total Investment $1.27M
Weight 3.29%

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Abbvie Inc

ABBV - Manufacturing

Abbvie Inc

ABBV - Manufacturing
Market Cap $72.15B
P/E Ratio 50.6
Dividends 2.3%
Total Investment $1.21M
Weight 3.12%

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Intuitive Surgical Inc

ISRG - Manufacturing

Intuitive Surgical Inc

ISRG - Manufacturing
Market Cap $7.93B
P/E Ratio 53.0
Dividends 0.0%
Total Investment $1.2M
Weight 3.10%

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Stryker Corp.

SYK - Manufacturing

Stryker Corp.

SYK - Manufacturing
Market Cap $7.92B
P/E Ratio 32.8
Dividends 1.1%
Total Investment $999.45K
Weight 2.58%

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Becton Dickinson & Co.

BDX - Manufacturing

Becton Dickinson & Co.

BDX - Manufacturing
Market Cap $72.55B
P/E Ratio 52.5
Dividends 1.8%
Total Investment $916.9K
Weight 2.36%

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Edwards Lifesciences Corp

EW - Manufacturing

Edwards Lifesciences Corp

EW - Manufacturing
Market Cap $61.61B
P/E Ratio 60.5
Dividends 0.0%
Total Investment $876.81K
Weight 2.26%

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Boston Scientific Corp.

BSX - Healthcare

Boston Scientific Corp.

BSX - Healthcare
Market Cap $175.45B
P/E Ratio 18.7
Dividends 0.0%
Total Investment $815.13K
Weight 2.10%

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Cigna Group (The)

CI - Finance and Insurance

Cigna Group (The)

CI - Finance and Insurance
Market Cap $70.66B
P/E Ratio 13.1
Dividends 2.1%
Total Investment $760.82K
Weight 1.96%

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Humana Inc.

HUM - Health Care and Social Assistance

Humana Inc.

HUM - Health Care and Social Assistance
Market Cap $53.99B
P/E Ratio 43.4
Dividends 0.8%
Total Investment $733.6K
Weight 1.89%

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HCA Healthcare Inc

HCA - Health Care and Social Assistance

HCA Healthcare Inc

HCA - Health Care and Social Assistance
Market Cap $103.96B
P/E Ratio 16.5
Dividends 0.6%
Total Investment $694.4K
Weight 1.79%

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Centene Corp.

CNC - Finance and Insurance

Centene Corp.

CNC - Finance and Insurance
Market Cap $34.52B
P/E Ratio 24.1
Dividends 0.0%
Total Investment $637.5K
Weight 1.64%

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Mckesson Corporation

MCK - Wholesale Trade

Mckesson Corporation

MCK - Wholesale Trade
Market Cap $126.43B
P/E Ratio 28.2
Dividends 0.3%
Total Investment $459.77K
Weight 1.19%

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Resmed Inc.

RMD - Manufacturing

Resmed Inc.

RMD - Manufacturing
Market Cap $33.74B
P/E Ratio 21.8
Dividends 1.1%
Total Investment $452.18K
Weight 1.17%

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