5-Star ETFs Poised to Pop: iShares S&P Global Healthcare
Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, the iShares S&P Global Healthcare (NYS: IXJ) has earned a coveted five-star ranking.
With that in mind, let's take a closer look at iShares S&P Global Healthcare and see what CAPS investors are saying about the ETF right now.
iShares S&P Global Healthcare facts
Inception | November 2001 |
Total Assets | $513.6 million |
Investment Approach | Seeks investment results that correspond to the S&P Global 1200 Healthcare Sector Index, which includes health-care providers, biotech companies, and manufacturers of medical supplies, advanced medical devices and pharmaceuticals. |
Expense Ratio | 0.48% |
1-Year / 3-Year / 5-Year Annual Returns | 8.6% / 12.7% / 1.1% |
Top Holdings with High CAPS Rating (4 or 5 Stars) and Portfolio Weight | Johnson & Johnson (NYS: JNJ) (8.1%) |
Dividend Yield | 2.2% |
Alternatives | iShares Nasdaq Biotechnology (NAS: IBB) |
Sources: Morningstar and Motley Fool CAPS.
On CAPS, 97% of the 67 members who have rated iShares S&P Global Healthcare believe the ETF will outperform the S&P 500 going forward. These bulls include All-Star jaschajabes, who is ranked in the top 10% of our community, and GKuhfeldt.
Having gotten on board a few years ago, jaschajabes succinctly summed up the opportunity: "[L]ife expectancy rises so [health care costs] do as well. I see profits for the long haul here."
iShares S&P Global Healthcare, in particular, sports an annual turnover ratio of just 6%. That's lower than that of other health ETFs like iShares Nasdaq Biotech (13%) and Vanguard Health Care (9%).
CAPS member GKuhfeldt expands on the outperform argument:
The tail end of the Baby Boomers will be reaching retirement in the next 10-15 years. That combined with the low price as a result of this economy means over the long term this ETF can only go up. People will always need health care. Additionally, this is a GLOBAL Healthcare ETF. That gives it a more diverse base to provide for a more defensive long position.
What do you think about iShares S&P Global Healthcare, or any other ETF for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional ETFs is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
Interested in another easy way to trackiShares S&P Global Healthcare?Add it to your watchlist.
At the time thisarticle was published Fool contributor Brian Pacampara owns no position in any of the companies mentioned. The Fool owns shares of Johnson & Johnson. Motley Fool newsletter services have recommended buying shares of Johnson & Johnson, Pfizer, and Novartis, as well as creating a diagonal call position in Johnson & Johnson. Try any of our Foolish newsletter services free for 30 days.We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Fool's disclosure policy always gets a perfect score.
Copyright © 1995 - 2011 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.
