Stock Expert AI

IXJ (IXJ) ETF Analysis

The IXJ ETF provides targeted exposure to global healthcare companies, focusing on established pharmaceutical and biotechnology firms. With a portfolio of just 10 holdings, IXJ offers a concentrated bet on the healthcare sector's leading players.

The fund's dividend yield is 1.03%. Given its concentrated nature and focus on large-cap healthcare, IXJ may appeal to investors seeking sector-specific exposure with a relatively low beta of 0.66, indicating lower volatility compared to the broader market. Past performance does not guarantee future results.

IXJ (IXJ) ETF — Price, Holdings & Analysis

The IXJ ETF provides targeted exposure to global healthcare companies, focusing on established pharmaceutical and biotechnology firms. With a portfolio of just 10 holdings, IXJ offers a concentrated bet on the healthcare sector's leading players. The fund's dividend yield is 1.03%. Given its concentrated nature and focus on large-cap healthcare, IXJ may appeal to investors seeking sector-specific exposure with a relatively low beta of 0.66, indicating lower volatility compared to the broader market. Past performance does not guarantee future results.

ETF Genel Bakış

The IXJ ETF aims to track the performance of an index composed of leading global healthcare companies. Unlike broad market ETFs, IXJ offers a focused approach, investing in a select group of established pharmaceutical, biotechnology, and healthcare services companies. The fund's concentrated portfolio, with only 10 holdings, reflects a high-conviction strategy within the healthcare sector. Top holdings include pharmaceutical giants like Eli Lilly and Co (10.08%), Johnson & Johnson (7.22%), and AbbVie Inc (4.95%). This concentration means that the performance of these key companies will significantly impact IXJ's overall returns. The fund may be suitable for investors who have a bullish outlook on the healthcare sector and are seeking targeted exposure to its largest and most influential players. However, investors should be aware of the risks associated with such a concentrated portfolio. Past performance does not guarantee future results.

Risk Metrikleri

IXJ's concentrated portfolio of just 10 holdings presents a significant concentration risk. The performance of a few key companies, such as Eli Lilly and Co (10.08%) and Johnson & Johnson (7.22%), will heavily influence the fund's overall returns. This lack of diversification can lead to greater volatility compared to broader healthcare ETFs or the overall market. The fund's sector focus also exposes it to risks specific to the healthcare industry, such as regulatory changes, patent expirations, and drug pricing pressures. While IXJ's beta of 0.66 suggests lower volatility than the broader market, this does not eliminate the risks associated with its concentrated and sector-specific nature. Investors should carefully consider their risk tolerance and investment objectives before investing in IXJ. Past performance does not guarantee future results.

IXJ hangi varlıkları tutuyor?

VarlıkAğırlık
Eli Lilly and Co (LLY)10.08%
Johnson & Johnson (JNJ)7.22%
AbbVie Inc (ABBV)4.95%
Roche Holding AG (ROG.SW)4.05%
AstraZeneca PLC (AZN.L)3.91%
Novartis AG Registered Shares (NOVN.SW)3.89%
Merck & Co Inc (MRK)3.71%
UnitedHealth Group Inc (UNH)3.21%
Amgen Inc (AMGN)2.52%
Abbott Laboratories (ABT)2.44%

Temettü Verimi

1.03%

Risk Metrikleri

  • Beta: 0.66

Sorular & Cevaplar

What is IXJ and what does it track?

IXJ is an ETF that provides investors with targeted exposure to leading global healthcare companies. It tracks an index composed of a select group of established pharmaceutical, biotechnology, and healthcare services companies.

The fund's concentrated portfolio consists of only 10 holdings, reflecting a high-conviction strategy within the healthcare sector.

What is the expense ratio for IXJ?

While the exact expense ratio is not provided in the data, it's important to consider this factor when evaluating IXJ. Expense ratios can impact overall returns, especially over the long term.

Investors should compare IXJ's expense ratio to similar healthcare ETFs and the category average to determine its cost-effectiveness.

What are the top holdings in IXJ?

IXJ's top holdings reflect its focus on established pharmaceutical and healthcare companies. As of 2026-03-15, the top three holdings are Eli Lilly and Co (LLY) at 10.08%, Johnson & Johnson (JNJ) at 7.22%, and AbbVie Inc (ABBV) at 4.95%.

These companies represent a significant portion of the fund's assets, highlighting the concentrated nature of IXJ's portfolio. Other notable holdings include Roche Holding AG (4.05%) and AstraZeneca PLC (3.91%).

Is IXJ a good long-term investment?

Whether IXJ is a suitable long-term investment depends on an individual's investment goals, risk tolerance, and outlook on the healthcare sector.

IXJ offers targeted exposure to leading global healthcare companies, but its concentrated portfolio of only 10 holdings introduces concentration risk.

How does IXJ compare to similar ETFs?

IXJ distinguishes itself through its highly concentrated portfolio of only 10 holdings, focusing on established global healthcare giants.

Other healthcare ETFs may offer broader diversification across a larger number of companies or focus on specific sub-sectors like biotechnology or medical devices.

Does IXJ pay dividends?

Yes, IXJ distributes dividends to its shareholders. As of 2026-03-15, IXJ has a dividend yield of 1.03%. This yield represents the annual dividend payment as a percentage of the fund's share price.

Dividends can provide a source of income for investors and contribute to overall returns. However, dividend yields can fluctuate over time depending on the performance of the underlying holdings and the fund's distribution policy.