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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.42% 0.06% 3.793B 162269.7
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.37% 3.00% -458.47M Upgrade

Basic Info

Investment Strategy
The investment seeks to track the S&P Global 1200 Health Care IndexTM. The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Global Category Name Healthcare Sector Equity
YCharts Categorization Healthcare Equity
YCharts Benchmark S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR)
Prospectus Objective Specialty - Health
Fund Owner Firm Name iShares
Prospectus Benchmark Index
S&P Global 1200 Healthcare Sector NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Savage 16.26 yrs
Jennifer Hsui 11.67 yrs
Paul Whitehead 2.25 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
20.44%
2.83%
23.22%
12.75%
19.59%
-4.93%
3.64%
1.06%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
3.98%
22.28%
5.81%
20.80%
15.56%
23.41%
-4.46%
2.15%
1.70%
23.26%
5.58%
21.86%
18.27%
20.56%
-5.62%
2.51%
1.28%
21.77%
6.28%
20.44%
13.34%
26.04%
-2.09%
2.06%
1.88%
23.34%
5.53%
21.93%
18.16%
20.39%
-5.55%
2.59%
1.11%
As of April 17, 2024.

Asset Allocation

As of April 12, 2024.
Type % Net % Long % Short
Cash 0.36% Upgrade Upgrade
Stock 99.64% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to track the S&P Global 1200 Health Care IndexTM. The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be a part of the healthcare sector of the economy and that the index provider believes are important to global markets.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Category Index S&P 1500 Health Care TR
Global Category Name Healthcare Sector Equity
YCharts Categorization Healthcare Equity
YCharts Benchmark S&P 1500 Health Care (Sector) Total Return (^SP15HCSTR)
Prospectus Objective Specialty - Health
Fund Owner Firm Name iShares
Prospectus Benchmark Index
S&P Global 1200 Healthcare Sector NR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Greg Savage 16.26 yrs
Jennifer Hsui 11.67 yrs
Paul Whitehead 2.25 yrs

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