iShares Global Healthcare ETF (IXJ)

Key Metrics

TER 0.40% per year

Distribution policy Distributing

Fund size USD 3,624 M

Inception date November 13, 2001

Holdings 127

Fund currency USD

Fund domicile US

Provider iShares

For full official fund details, factsheets, and holdings, visit ishares.com (opens in new tab).

Historical Return

Last updated: Jul 01, 2026

1 Year +13.0% +1.5% Div

3 Years (avg.) +5.4% +1.5% Div

5 Years (avg.) +3.3% +1.5% Div

Risk & Analysis Metrics

Last updated: Jul 01, 2026

Volatility

14.30% 1 Year

13.57% 3 Years

14.20% 5 Years

15.58% 10 Years

Max Drawdown

-10.81% 1 Year

-18.72% 3 Years

-18.72% 5 Years

-27.35% 10 Years

Sharpe Ratio

0.54 1 Year

0.12 3 Years

-0.01 5 Years

0.22 10 Years

Return Triangle (Heatmap)

Last updated: Jul 01, 2026

	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025
2011	7.5%	10.3%	17.0%	16.8%	13.9%	10.3%	11.3%	9.7%	11.1%	11.1%	11.7%	10.2%	9.6%	8.7%	9.0%
2012		13.1%	22.0%	20.1%	15.5%	10.9%	11.9%	10.1%	11.6%	11.5%	12.2%	10.5%	9.8%	8.8%	9.1%
2013			31.6%	23.8%	16.3%	10.3%	11.7%	9.6%	11.4%	11.3%	12.1%	10.2%	9.5%	8.4%	8.8%
2014				16.4%	9.4%	4.0%	7.2%	5.6%	8.3%	8.7%	9.8%	8.1%	7.5%	6.5%	7.1%
2015					2.8%	-1.7%	4.3%	3.1%	6.8%	7.4%	8.9%	7.1%	6.5%	5.6%	6.3%
2016						-6.0%	5.0%	3.2%	7.8%	8.4%	10.0%	7.7%	7.0%	5.9%	6.6%
2017							17.3%	8.1%	12.8%	12.3%	13.5%	10.2%	9.0%	7.5%	8.1%
2018								-0.4%	10.6%	10.7%	12.5%	8.8%	7.6%	6.2%	7.1%
2019									22.8%	16.7%	17.2%	11.2%	9.3%	7.3%	8.2%
2020										10.8%	14.5%	7.6%	6.2%	4.5%	5.9%
2021											18.3%	6.0%	4.7%	2.9%	4.9%
2022												-5.1%	-1.5%	-1.7%	1.8%
2023													2.1%	0.0%	4.2%
2024														-2.1%	5.3%
2025															13.2%

Distributions

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

Profit Margin Distribution

< 0%

1y 3y N/A N/A

0 - 5%

14%

1y 3y N/A N/A

5 - 10%

12%

1y 3y N/A N/A

10 - 15%

1y 3y N/A N/A

15 - 20%

21%

1y 3y N/A N/A

20 - 30%

25%

1y 3y N/A N/A

30 - 40%

20%

1y 3y N/A N/A

> 40%

1y 3y N/A N/A

P/E Ratio Distribution

< 0

1y 3y N/A N/A

0 - 10

1y 3y N/A N/A

10 - 15

10%

1y 3y N/A N/A

15 - 20

11%

1y 3y N/A N/A

20 - 25

16%

1y 3y N/A N/A

25 - 35

27%

1y 3y N/A N/A

35 - 50

28%

1y 3y N/A N/A

> 50

1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap

0.0%

1y 3y N/A N/A

Small Cap

0.0%

1y 3y N/A N/A

Mid Cap

0.4%

1y 3y N/A N/A

Large Cap

50.3%

1y 3y N/A N/A

Mega Cap

49.3%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Average metrics of all companies in portfolio

Last updated: Jun 28, 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.	$351B	-
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	1.68%	2.01%
Beta Indicates the relationship between the price performance of a share and the market.	0.5	-
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.	35.31	28.61
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	-6.76	-
Profitable Companies	99%	-
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.	32.5	18.04
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	6.13	8.09
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company	10.57	10.18

Market
Average

Enterprise Value to EBIT Enterprise Value divided by EBIT	25.34	20.33
Enterprise Value to Revenue Enterprise value divided by revenue	6.52	7.98
Total Debt to Enterprise Value Total debt divided by enterprise value	0.14	0.04
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.	0.81	0.27
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	18.85%	20.81%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	+29.4%	-118.0%
Return on Equity Equity divided by market cap.	34.45%	2.67%
Return on Assets Indicates a company's profitability in relation to its total assets.	11.07%	4.17%
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.	20.35%	3.72%

Sectors

Manufacturing	47.9%
Health Technology	13.8%
Finance and Insurance	5.2%
Professional, Scientific, and Technical Services	3.3%
Wholesale Trade	3.0%
Healthcare	1.7%
Retail Trade	1.2%
Health Care and Social Assistance	1.1%
Other	22.8%

Countries

United States	69.3%
Switzerland	10.4%
United Kingdom	5.8%
Japan	3.7%
Denmark	2.3%
France	2.0%
Germany	1.6%
Ireland	1.6%
Netherlands	1.1%
Australia	0.8%
Other	0.5%
Belgium	0.5%
Korea (the Republic of)	0.2%
Luxembourg	0.1%
Brazil	0.1%
Sweden	0.1%
Spain	0.0%

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

Total Investment

Weight

Lilly(Eli) & Co

LLY - Manufacturing

Market Cap $1.14T

P/E Ratio 42.8

Dividends 0.5%

Total Investment $342.29M

Weight 9.44%

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Johnson & Johnson

JNJ - Manufacturing

Market Cap $613.02B

P/E Ratio 29.4

Dividends 2.1%

Total Investment $276.64M

Weight 7.63%

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Abbvie Inc

ABBV - Manufacturing

Market Cap $444.38B

P/E Ratio 123.3

Dividends 2.7%

Total Investment $180.52M

Weight 4.98%

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Astrazeneca plc - ADR

AZN - Health Technology

Market Cap $294.4B

P/E Ratio 28.0

Dividends 1.6%

Total Investment $145.77M

Weight 4.02%

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Novartis AG - ADR

NVS - Health Technology

Market Cap $296.54B

P/E Ratio 22.3

Dividends 2.9%

Total Investment $140.27M

Weight 3.87%

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Roche Holding AG

RHHVF - Health Technology

Market Cap $333.25B

P/E Ratio 20.8

Dividends 2.9%

Total Investment $134.76M

Weight 3.72%

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Unitedhealth Group Inc

UNH - Finance and Insurance

Market Cap $388.59B

P/E Ratio 32.3

Dividends 2.1%

Total Investment $117.81M

Weight 3.25%

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AMGEN Inc.

AMGN - Manufacturing

Market Cap $193.39B

P/E Ratio 24.7

Dividends 2.7%

Total Investment $91.07M

Weight 2.51%

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Thermo Fisher Scientific Inc.

TMO - Professional, Scientific, and Technical Services

Market Cap $190.65B

P/E Ratio 28.2

Dividends 0.4%

Total Investment $88.76M

Weight 2.45%

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Gilead Sciences, Inc.

GILD - Manufacturing

Market Cap $158.77B

P/E Ratio 17.2

Dividends 2.5%

Total Investment $83.11M

Weight 2.29%

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Intuitive Surgical Inc

ISRG - Manufacturing

Market Cap $143.33B

P/E Ratio 48.4

Dividends 0.0%

Total Investment $78.69M

Weight 2.17%

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Bristol-Myers Squibb Co.

BMY - Manufacturing

Market Cap $117.46B

P/E Ratio 16.2

Dividends 4.3%

Total Investment $59.37M

Weight 1.64%

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Danaher Corp.

DHR - Manufacturing

Market Cap $138.49B

P/E Ratio 37.7

Dividends 0.7%

Total Investment $57.34M

Weight 1.58%

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Novo Nordisk - ADR

NVO - Manufacturing

Market Cap $213.41B

P/E Ratio 11.6

Dividends 3.7%

Total Investment $56M

Weight 1.55%

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Vertex Pharmaceuticals, Inc.

VRTX - Manufacturing

Market Cap $124.7B

P/E Ratio 28.9

Dividends 0.0%

Total Investment $54.52M

Weight 1.50%

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Stryker Corp.

SYK - Manufacturing

Market Cap $127.39B

P/E Ratio 38.1

Dividends 1.0%

Total Investment $54.4M

Weight 1.50%

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GSK Plc - ADR

GSK - Manufacturing

Market Cap $105.2B

P/E Ratio 13.7

Dividends 3.4%

Total Investment $53.97M

Weight 1.49%

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Mckesson Corporation

MCK - Wholesale Trade

Market Cap $89.39B

P/E Ratio 19.8

Dividends 0.4%

Total Investment $50.99M

Weight 1.41%

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Sanofi - ADR

SNY - Health Technology

Market Cap $103.26B

P/E Ratio 11.9

Dividends 5.5%

Total Investment $49.81M

Weight 1.37%

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Boston Scientific Corp.

BSX - Healthcare

Market Cap $175.45B

P/E Ratio 18.4

Dividends 0.0%

Total Investment $44.73M

Weight 1.23%

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Key Metrics

Compare similar ETFs

Historical Return

Risk & Analysis Metrics

Volatility

Max Drawdown

Sharpe Ratio

Return Triangle (Heatmap)

Distributions

Profit Margin Distribution

P/E Ratio Distribution

Discounted Cash Flow

Market Cap Size Distribution

Portfolio Concentration

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Average metrics of all companies in portfolio

Sectors

Countries

Stock Screener

Lilly(Eli) & Co

Lilly(Eli) & Co

Johnson & Johnson

Johnson & Johnson

Abbvie Inc

Abbvie Inc

Astrazeneca plc - ADR

Astrazeneca plc - ADR

Novartis AG - ADR

Novartis AG - ADR

Roche Holding AG

Roche Holding AG

Unitedhealth Group Inc

Unitedhealth Group Inc

AMGEN Inc.

AMGEN Inc.

Thermo Fisher Scientific Inc.

Thermo Fisher Scientific Inc.

Gilead Sciences, Inc.

Gilead Sciences, Inc.

Intuitive Surgical Inc

Intuitive Surgical Inc

Bristol-Myers Squibb Co.

Bristol-Myers Squibb Co.

Danaher Corp.

Danaher Corp.

Novo Nordisk - ADR

Novo Nordisk - ADR

Vertex Pharmaceuticals, Inc.

Vertex Pharmaceuticals, Inc.

Stryker Corp.

Stryker Corp.

GSK Plc - ADR

GSK Plc - ADR

Mckesson Corporation

Mckesson Corporation

Sanofi - ADR

Sanofi - ADR

Boston Scientific Corp.

Boston Scientific Corp.

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