From Laggard to Leader: The Surprising Comeback of Healthcare

Healthcare stocks have finally stepped back into the spotlight. After spending much of the past several years in the shadow of technology and AI, the sector has quietly emerged as one of the year's more compelling comeback stories.

ETF Trends • Oct 13, 2026

Better Pharma ETF: iShares IHE vs. State Street XPH

The iShares U.S. Pharmaceuticals ETF is significantly more concentrated than the State Street SPDR S&P Pharmaceuticals ETF, with Eli Lilly accounting for 23.63% of the portfolio. The iShares U.S. Pharmaceuticals ETF provides a higher dividend yield of 1.4% compared to 0.4% for the State Street SPDR S&P Pharmaceuticals ETF.

The Motley Fool • Oct 10, 2026

Execution of Pharma Tariffs Brings These ETFs Into Focus

Trump's 100% pharma tariff is reshaping the drug industry. Here's how the key pharma ETFs could be affected.

Zacks Investment Research • Oct 6, 2026

Should You Invest in the iShares U.S. Pharmaceuticals ETF (IHE)?

The iShares U.S. Pharmaceuticals ETF (IHE) was launched on May 1, 2006, and is a passively managed exchange traded fund designed to offer broad exposure to the Healthcare - Pharma segment of the equity market.

Zacks Investment Research • Sep 15, 2026

IHE: Innovation Supports The Outlook, Valuation Limits Conviction

iShares U.S. Pharmaceuticals ETF offers concentrated exposure to US pharma, dominated by Johnson and Johnson (22.5%) and Eli Lilly and Company (20.5%). IHE benefits from structural growth in obesity therapies, robust drug pipelines, and demographic tailwinds but faces high concentration risk. Short-term catalysts include LLY's earnings momentum, FDA drug approvals, sector M&A activity, and potential interest rate improvements.

Seeking Alpha • Sep 11, 2026

IHE: Large-Cap Pharma Cools After A Hot Summer

I issue a hold rating on the iShares US Pharmaceuticals ETF due to fair valuation and mounting near-term headwinds. IHE's portfolio is highly concentrated, with 43% in JNJ and LLY and top 10 holdings totaling 76%. Technical trends have turned concerning, with a recent breach of trendline support and a possible 10% correction to $97 likely through October.

Seeking Alpha • Sep 10, 2026

These New Drugs Could Fuel Fresh Highs for Biotech and Pharma Stocks

Positive readouts in cancer and cardiac drug trials could keep the rally going. Sizing up the stakes for Merck, Moderna, Summit Therapeutics, and more.

Barrons • Aug 7, 2026

XLV vs. IHE: Which Healthcare ETF Is the Better Buy?

The Health Care Select Sector SPDR Fund (XLV) carries a significantly lower expense ratio than the iShares U.S. Pharmaceuticals ETF (IHE). IHE concentrates exclusively on the pharmaceutical industry, while XLV spreads its bets across the broader healthcare sector.

The Motley Fool • Jul 31, 2026

Will Generic Drug Tariffs Impact Pharma ETFs?

New U.S. tariffs on generic drugs could pressure drugmakers and influence pharmaceutical ETFs. Here's what investors should watch.

Zacks Investment Research • Jul 30, 2026

Nikkei 225, Kospi jolt Asian markets as AI rout and Fed fears collide

Asian stocks were mixed on Thursday as investors assessed the fallout from the AI sell-off, the Federal Reserve's rate outlook and renewed tensions in the Middle East. The MSCI Asia-Pacific gauge excluding Japan was little changed after swinging between gains and losses.

Invezz • Jul 30, 2026