(IXJ) iShares Global Healthcare - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US4642873255

Drug Makers, Biotech, Medical Devices, Health Services

Description: IXJ iShares Global Healthcare

The iShares Global Healthcare ETF (IXJ) is an exchange-traded fund that tracks a global healthcare index, investing at least 80% of its assets in constituent securities and up to 20% in derivatives, cash, and equivalents. The underlying index focuses on companies deemed significant to the global healthcare sector.

From a performance perspective, IXJ has shown variability in its stock price, with recent prices hovering around $83.57. To evaluate its potential, we can examine key performance indicators (KPIs) such as the funds expense ratio, tracking error, and dividend yield. The expense ratio for IXJ is relatively low, making it an attractive option for cost-conscious investors. The tracking error, which measures the funds performance relative to its underlying index, is also a crucial metric to assess the funds effectiveness in mirroring the index.

In terms of its holdings and diversification, IXJ provides exposure to a broad range of healthcare companies globally, potentially reducing the risk associated with individual stocks or regional markets. Key metrics to consider include the funds top holdings, sector allocation, and geographic distribution. For instance, the funds top holdings may include large-cap pharmaceutical companies, biotechnology firms, and healthcare providers, while its sector allocation may be tilted towards therapeutics, medical devices, or healthcare services. Understanding these aspects can help investors make informed decisions about their exposure to the global healthcare sector.

To further evaluate IXJs potential, we can analyze its AUM ($3772.84M USD) and compare it to other healthcare ETFs, assessing its liquidity, trading volume, and overall market presence. Additionally, examining the funds historical returns, Sharpe ratio, and other risk-adjusted metrics can provide insights into its performance during different market conditions, enabling investors to make more informed decisions.

IXJ ETF Overview

Market Cap in USD 3,811m
Category Health
TER 0.42%
IPO / Inception 2001-11-13

IXJ ETF Ratings

Growth Rating 16.9%
Fundamental -
Dividend Rating 54.4%
Return 12m vs S&P 500 -18.4%
Analyst Rating -

IXJ Dividends

Dividend Yield 12m 1.52%
Yield on Cost 5y 2.05%
Annual Growth 5y 7.28%
Payout Consistency 96.0%
Payout Ratio %

IXJ Growth Ratios

Growth Correlation 3m 76.8%
Growth Correlation 12m -42.4%
Growth Correlation 5y 79.5%
CAGR 5y 6.70%
CAGR/Max DD 3y (Calmar Ratio) 0.37
CAGR/Mean DD 3y (Pain Ratio) 1.20
Sharpe Ratio 12m -0.59
Alpha -17.27
Beta 0.640
Volatility 12.39%
Current Volume 212.3k
Average Volume 20d 171.3k
Stop Loss 88 (-3%)
Signal -0.06

What is the price of IXJ shares?

As of October 14, 2025, the stock is trading at USD 90.76 with a total of 212,257 shares traded.
Over the past week, the price has changed by -1.75%, over one month by +3.84%, over three months by +5.31% and over the past year by -6.24%.

Is iShares Global Healthcare a good stock to buy?

Neither. Based on ValueRay´s Analyses, iShares Global Healthcare is currently (October 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 16.86 and therefor a technical neutral rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of IXJ is around 85.85 USD . This means that IXJ is currently overvalued and has a potential downside of -5.41%.

Is IXJ a buy, sell or hold?

iShares Global Healthcare has no consensus analysts rating.

What are the forecasts/targets for the IXJ price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 95.6 5.3%

Last update: 2025-09-30 03:51

IXJ Fundamental Data Overview

Market Cap USD = 3.81b (3.81b USD * 1.0 USD.USD)
Beta = 0.64
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 3.81b USD (3.81b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 3.81b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 3.81b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 8.37% (E(3.81b)/V(3.81b) * Re(8.37%) + (debt-free company))
Discount Rate = 8.37% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for IXJ ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle