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iSharesHealthIXJ · NYSE Arca

iShares Global Healthcare ETF (IXJ)

Price
$100.76
11 Sept 2026
Assets
$4.3B
Total net assets
Expense ratio
0.38%
Category 1.00%
Yield
1.39%
Trailing distributions
3Y CAGR
7.4%-6.2%
Category 13.5%
5Y CAGR
4.5%+2.6%
Category 1.9%
Loading NAV history…
iShares Global Healthcare ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.4%+5.6%+7.8%+4.4%+14.8%+7.4%+4.5%+8.9%+7.4%
Health average-1.4%12.4%20.6%14.7%31.2%13.5%1.9%9.5%10.7%
Difference-1.0%-6.8%-12.8%-10.3%-16.5%-6.2%+2.6%-0.6%-3.3%

Holdings

The 10 largest positions make up 46.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
LLYEli Lilly and Co9.97%
JNJJohnson & Johnson6.98%
ABBVAbbVie Inc4.94%
MRKMerck & Co Inc4.48%
UNHUnitedHealth Group Inc3.90%
ROP.SWRoche Holding AG Ordinary Shares new3.77%
NOVN.SWNovartis AG Registered Shares3.43%
AZN.LAstraZeneca PLC3.09%
AMGNAmgen Inc2.85%
TMOThermo Fisher Scientific Inc2.81%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
27.5
P/B
4.2
P/S
1.9
P/CF
16.7

Sector allocation

Share of the equity the fund holds.

100.0%Health care1 sectors
  1. Health care100.0%

Asset mix

  • Stocks99.6%
  • Cash0.4%

ETF details

Issuer
iShares
Category
Equity · Health
Ticker
IXJ
Exchange
NYSE Arca
Inception
13 Nov 2001 (24.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.38% (category 1.00%)
Holdings turnover
2% (category 51%)
Distribution yield
1.39%
Beta, 3 years
0.53
Total net assets
$4.3B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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