VanEck Pharmaceutical ETF (PPH)

Fisher Asset Management LLC reduced its holdings in shares of VanEck Pharmaceutical ETF (NASDAQ: PPH) by 98.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,001 shares of the company's stock after selling 1,263,699 shares during the period.

Looking for broad exposure to the Healthcare - Pharma segment of the equity market? You should consider the VanEck Pharmaceutical ETF (PPH), a passively managed exchange traded fund launched on December 20, 2011.

The price cuts will save Medicare billions of dollars in prescription-drug spending.

The healthcare sector's renewed momentum offers fertile ground for investors wanting to outperform by picking the best stocks from the broader indexes. Goldman Sachs identified 29 healthcare stocks in the Russell 1000 universe with positive recent consensus revisions to 2026 EPS estimates and that trade at attractive valuations. Goldman sees "more opportunity for alpha than beta" as wide return dispersion and increasing M&A activity in healthcare may favor selected winners.

Pharma's strong pipelines, reduced policy risks, and demand growth drive renewed investor interest. PPH offers targeted access to top innovators like Eli Lilly and Merck.

Pharma's Trump-Pfizer boost sparks momentum, making ETFs PPH, IHE, PJP & XPH attractive for defensive, undervalued growth plays.

President Donald Trump said Thursday that he will put import taxes of 100% on pharmaceutical drugs, 50% on kitchen cabinets and bathroom vanities, 30% on upholstered furniture and 25% on heavy trucks starting on Oct. 1.The posts on his social media site showed that Trump's devotion to tariffs did not end with the trade frameworks and import taxes that were launched in August, a reflection of the president's confidence that taxes will help to reduce the government's budget deficit while increasing domestic manufacturing.While Trump did not provide a legal justification for the tariffs, he appeared to stretch the bounds of his role as commander-in-chief by stating on Truth Social that the taxes on imported kitchen cabinets and sofas were needed “for National Security and other reasons.”Under the Trade Expansion Act of 1962, the administration launched a Section 232 investigation in April about the impacts on national security from pharmaceutical drug and truck imports.

Trump's 100% tariff on imported drugs jolts markets, slamming pharma giants and dragging ETFs like XPH, FTXH, IHE, and PPH lower.

If you're interested in broad exposure to the Healthcare - Pharma segment of the equity market, look no further than the VanEck Pharmaceutical ETF (PPH), a passively managed exchange traded fund launched on December 20, 2011.

VanEck Pharmaceutical ETF offers focused exposure to large-cap pharmaceutical companies, benefiting from strong long-term demographic and innovation trends. PPH's high concentration in top holdings and lack of recent momentum suggest stockpicking may be preferable currently. Despite a competitive expense ratio and attractive dividend yield, PPH's defensive portfolio misses out on high-growth opportunities in emerging markets and AI.

If you're interested in broad exposure to the Healthcare - Pharma segment of the equity market, look no further than the VanEck Pharmaceutical ETF (PPH), a passively managed exchange traded fund launched on 12/20/2011.

I maintain a hold rating on PPH due to attractive valuation but weak technical momentum and underperformance versus the S&P 500. Eli Lilly and Johnson & Johnson, PPH's largest holdings, are facing unique challenges, impacting the ETF's overall performance and outlook. Despite a low P/E ratio and solid dividend yield, PPH's concentrated portfolio and poor price action warrant caution for now.

The VanEck Pharmaceutical ETF (PPH) was launched on 12/20/2011, and is a passively managed exchange traded fund designed to offer broad exposure to the Healthcare - Pharma segment of the equity market.

Let's delve into the ETF world following the 90-day U.S.-China trade deal.

Many pharma bigwigs reported solid results, with some beating on earnings or revenues or both.