iShares
IUHE.AS
IE00BMBKBZ46
iShares S&P 500 Health Care Sector UCITS ETF
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About this ETF

The iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist) seeks to track the S&P 500 Capped 35/20 Health Care (EUR Hedged) index. The S&P 500 Capped 35/20 Health Care (EUR Hedged) index tracks the US health care sector (GICS sector classification). The weight of the largest company in the index is capped to 35%, the weight of all other companies to 20%. Currency hedged to Euro (EUR).

TER
0.18%

Total Expense Ratio per year

Fund Size
€3.16B

Assets under management

Holdings
61

Underlying equities

Dividend Yield
1.2%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
30.52
Weighted Fwd P/E
17.37
💰 Revenue Estimates
Current Year CY
+11.68% ⌀ 22 Analysts Coverage
Next Year NY
+7.2% ⌀ 22 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+8.21% ⌀ 23 Analysts Coverage
Next Year NY
+103.74% ⌀ 23 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
06/15/2020 (6 yrs)
Index Group
S&P 500
Region
-
Strategy
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
18/100 Low (Concentration Risk)
Diversification Score
18/100 Low (Concentration Risk)
5Y Volatility
15.0% p.a.
Max Drawdown (5Y)
-20.3%
Sharpe Ratio (5Y)
0.04
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated valuation: Avg P/E of 30.5
🔴 Extreme top 10 holdings concentration: 61% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Healthcare".
🔴 Extreme industry concentration: 51% in "Drug Manufacturers - General".
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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