(IXJ) Global Healthcare - Overview
Etf: Pharmaceuticals, Biotechnology, Medical Devices, Healthcare
Dividends
| Dividend Yield | 1.50% |
| Yield on Cost 5y | 1.88% |
| Yield CAGR 5y | 7.61% |
| Payout Consistency | 94.4% |
| Payout Ratio | - |
| Risk 5d forecast | |
|---|---|
| Volatility | 14.2% |
| Relative Tail Risk | 0.42% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.30 |
| Alpha | 0.59 |
| Character TTM | |
|---|---|
| Beta | 0.489 |
| Beta Downside | 0.480 |
| Drawdowns 3y | |
|---|---|
| Max DD | 18.14% |
| CAGR/Max DD | 0.40 |
Description: IXJ Global Healthcare January 11, 2026
The iShares Global Healthcare ETF (IX J) seeks to track a broad-based healthcare index by investing at least 80 % of its net assets in the index’s component securities or in securities that closely replicate their economic characteristics. The remaining assets may be allocated to futures, options, swaps, cash, or cash equivalents, allowing limited tactical exposure while preserving the index-like profile.
Key metrics (as of 2024) include an expense ratio of 0.46 % and roughly $11 billion in assets under management. The fund’s top holdings are dominated by global giants such as Johnson & Johnson, UnitedHealth Group, and Roche, together representing about 20 % of the portfolio. Growth in the sector is driven by aging demographics (global population ≥ 65 years projected to reach 1.5 billion by 2030), rising chronic-disease prevalence, and accelerating biotech R&D pipelines, all of which support a long-term demand tailwind for healthcare services and products.
If you want a deeper, data-driven view of IX J’s risk-adjusted performance and how it fits into a diversified portfolio, the ValueRay platform offers a free analytical dashboard worth checking out.
What is the price of IXJ shares?
Over the past week, the price has changed by +0.15%, over one month by +0.83%, over three months by +8.19% and over the past year by +8.05%.
Is IXJ a buy, sell or hold?
What are the forecasts/targets for the IXJ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 105.5 | 7.1% |
IXJ Fundamental Data Overview February 03, 2026
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 = 4.79b USD (4.79b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 4.79b)
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 4.79b / 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 = 7.72% (E(4.79b)/V(4.79b) * Re(7.72%) + (debt-free company))
Discount Rate = 7.72% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)