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Ideal Pairs Trade Into 2024: Health Vs. Hype

7 Mins read

Re-Rating Healthcare Amidst Stagflation and Technology Vulnerabilities

The Political Shift and Its Implications on Healthcare

Historically, the biotech and health index has endured periods of underperformance; we believe a substantial reason driving the healthcare stocks to underperform can be attributed topolling

ETF Category Pros Cons
VHT (Vanguard Health Care ETF) Healthcare – Diversified exposure to the healthcare sector – Lower expense ratio – Might have less aggressive growth compared to biotech-focused ETFs – Regulatory risks
IBB (iShares Nasdaq Biotechnology ETF) Healthcare – More focused on biotechnology companies – Potential for high returns in case of positive drug trials – Higher volatility – Regulatory risks
IHI (iShares U.S. Medical Devices ETF) Healthcare – Targets medical device companies which might be less susceptible to drug pricing regulations – Potential stability – May not have as high growth as biotech ETFs – Vulnerable to changes in healthcare policy
SOXX (iShares PHLX Semiconductor ETF) Tech – Exposed to the semiconductor industry, essential for tech innovation – Can have defensive characteristics in tech downturn – Vulnerable to supply chain disruptions – Sector-specific concentration risk
XLK (Technology Select Sector SPDR Fund) Tech – Broad exposure to the tech sector – Includes blue-chip tech stocks that might be somewhat resilient – Still susceptible to discretionary spending and macroeconomic issues – May not capture niche tech trends
SKYY (First Trust Cloud Computing ETF) Tech – Focus on cloud computing, an essential and growing sector – Diverse exposure within tech – High valuations could lead to a downturn in a stagflation scenario – Dependent on continuous corporate IT spending

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