IHI: Pressured Consumers, Unclear Healthcare Policy, Weak Price Action

I reiterate a Hold rating on the iShares US Medical Devices ETF despite its 20% YTD decline and ongoing technical weakness. IHI's valuation is reasonable but not compelling, with a P/E of 18.8x and a 10.3% long-term EPS growth rate. The ETF is highly concentrated, with its top 10 holdings accounting for 75% of the portfolio and a low dividend yield at 0.45%.

Seeking Alpha • Jun 14, 2026

The Silver Tsunami: Healthcare ETFs to Buy Amid Aging US Demographics

ETFs like XLV stand out as aging U.S. demographics fuel rising demand for healthcare, medical devices and senior-focused care.

Zacks Investment Research • May 13, 2026

Dynamic Aerospace Systems (OTCQB:BRQL) to Host Delegation from Mitsubishi Heavy Industries, Kawasaki Heavy Industries, Subaru, NEC, IHI and Other Japanese Defense Leaders Following DPS Drone Expo

ANN ARBOR, MI / ACCESS Newswire / May 6, 2026 / Dynamic Aerospace Systems Corporation (OTCQB:BRQL), a U.S.-based manufacturer of unmanned aerial systems (UAS), announced it will host a Japanese defense and industrial delegation on May 15, 2026, at its Ann Arbor facility to evaluate its drone platforms in live operational demonstrations. The delegation includes representatives from major defense and industrial organizations, including the Japan Defense Technology Foundation, Mitsubishi Heavy Industries, Ltd.

Accesswire • May 6, 2026

Medical Technology Stocks: Innovation Endures As Valuations Reset

Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. The starting point is to distinguish between medtech and other healthcare industries.

Seeking Alpha • May 2, 2026

Should You Invest in the iShares U.S. Medical Devices ETF (IHI)?

Launched on May 1, 2006, the iShares U.S. Medical Devices ETF (IHI) is a passively managed exchange traded fund designed to provide a broad exposure to the Healthcare - Medical Devices segment of the equity market.

Zacks Investment Research • Apr 27, 2026

Global PMI: Tracking The Sectors Hit Hardest By The Middle East War

Survey data underscored how the war in the Middle East has already had a material impact on economic growth around the world. Drilling down deeper, the data showed weaker growth trends were recorded across all major industries globally.

Seeking Alpha • Apr 12, 2026

IHI: Pullback Creates A Buying Opportunity In High-Growth MedTech

I rate iShares US Medical Devices ETF a buy, as its recent selloff offers an attractive entry into industry-leading medical device innovators. IHI's top holdings—Abbott Laboratories, Intuitive Surgical, and Boston Scientific—drive growth through strong fundamentals, product innovation, and exposure to secular healthcare trends. Despite higher fees (0.38%) and volatility, IHI's concentrated exposure to medical devices positions it for long-term capital appreciation over more diversified healthcare ETFs.

Seeking Alpha • Mar 23, 2026

Buy the Dip in These Top-Ranked ETFs

Market volatility from Iran tensions has created dip-buying chances. Here are 5 ETFs across tech, semis, dividends, healthcare and financials.

Zacks Investment Research • Mar 5, 2026

Sector Alert: 4 Healthcare ETFs Poised for Explosive Growth Now

Over the past three years, healthcare has been among the worst-performing sectors. 2026's market rotation away from tech is bringing new life to more defensive areas of the market.

The Motley Fool • Feb 11, 2026

Investing In Health Stocks - How Policy Clarity Is Opening Doors

The healthcare sector has experienced one of its most significant de-ratings in 35 years, with valuations now at a 30% discount to the broader market. Healthcare trades at historical valuation discounts across multiple metrics.

Seeking Alpha • Nov 11, 2025