Healthcare ETFs Trounce Tech, Grab Billions As Big Money Flees Bubble Fears

Benzinga_recent_news11-26

A powerful rotation into healthcare is taking shape across global markets, with investors pouring money into sector ETFs at one of the fastest clips this year. What started as a cautious move toward ...

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What started as a cautious move toward ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/25/11/49083042/healthcare-etfs-trounce-tech-grab-billions-as-big-money-flees-bubble-fears\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1934455863.HKD","symbol_name":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","start_time":0,"source_url":"https://www.benzinga.com/etfs/sector-etfs/25/11/49083042/healthcare-etfs-trounce-tech-grab-billions-as-big-money-flees-bubble-fears","article_id":"2586635772","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/26/Budget-Bill-Sparks-National-Controversy.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/etfs/sector-etfs/25/11/49083042/healthcare-etfs-trounce-tech-grab-billions-as-big-money-flees-bubble-fears","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586635772","pubTimestamp":1764167100,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Healthcare ETFs are raking in fresh inflows while tech bleeds, reflecting a defensive shift as investors grow wary of frothy valuations.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4532":"文艺复兴科技持仓","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00B3T34201.USD":"BNY MELLON GLOBAL EQUITY INCOME \"B\" (USD) INC","BK4543":"AI","LU0097036916.USD":"贝莱德美国增长A2 USD","LABU":"三倍做多标普生物-Direxion","AI":"C3.ai, Inc.","XLV":"健康照护类股ETF-SPDR","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0823416689.USD":"BNP PARIBAS HEALTH CARE INNOVATORS \"C\" (USD) ACC","BK4139":"生物科技","JNJ":"强生","LLY":"礼来","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4022":"陆运",".IXIC":"NASDAQ Composite","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","QQQ":"纳指100ETF","ABBV":"艾伯维公司","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","HCSG":"Healthcare Svcs Group Inc","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","FDN":"First Trust Dow Jones Internet I","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","XBI":"SPDR S&P Biotech ETF","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC"},"translate_title":"随着大笔资金逃离泡沫担忧，医疗保健ETF击败科技股，攫取数十亿美元","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LLY":1,".IXIC":0.6,"XLV":1.5,"FDN":0.9,"JNJ":1,"LABU":0.6,"QQQ":1,"XBI":0.6,"HCSG":1.5,"ABBV":1,"AI":0.84},"content_text":"A powerful rotation into healthcare is taking shape across global markets, with investors pouring money into sector ETFs at one of the fastest clips this year. What started as a cautious move toward defensive stability has quickly morphed into a broader enthusiasm for biotech, pharma and healthcare-services names – helped along by a blockbuster rally in clinical-trial stocks, explosive AI adoption across the industry and Eli Lilly And Co’s (NYSE:LLY) entry into the trillion-dollar club.\nRotation is coming directly at the expense of technology. Funds like Invesco QQQ Trust (NASDAQ:QQQ) are witnessing notable outflows despite their underlying stocks trading near highs. Last week, according to data aggregated by VettaFi, QQQ lost around $3 billion. Investors seem wary of stretching megacap valuations further, particularly with AI expectations inflating faster than earnings. \nSome of the biggest weekly winners have come from the biotech and health-services corners of the market, according to LSEG Lipper data for the week through Nov 19, as cited by Reuters. Here are some Healthcare and Pharma ETFs whose prices surged last week:\nThe Virtus LifeSci Biotech Clinical Trials ETF (NYSE:BBC) jumped 6.7%, riding the resurgence of companies advancing Phase 1–3 drug candidates through the pipeline, as tracked by the underlying LifeSci Biotechnology Clinical Trials Index. Its equal-weighted approach gives smaller clinical-stage names meaningful representation.\nBacked by fresh interest in genomic medicine and gene-editing platforms, the Franklin Genomic Advancements ETF (BATS:HELX) jumped 5.4%, while the SPDR S&P Health Care Services ETF XHS, which offers exposure to hospital networks, equipment suppliers, insurers and outpatient service providers, rose 4.8%, since such areas tend to enjoy consistent demand irrespective of economic conditions.\nMeanwhile, the Simplify Propel Opportunities ETF (NYSE:SURI) advanced 4.4%, lifted by a mix of biotech, pharma, healthcare-tech and life-science innovators that many investors believe remain overlooked relative to AI-hyped tech names. Its concentrated strategy and exposure to niche, high-growth players have made it a natural beneficiary of investors looking for asymmetric upside.\nEven broader funds are seeing interest. The Vanguard Health Care ETF (NYSE:VHT), a heavyweight for accessing big pharma, is drawing strong inflows, partly because its top holdings include the very companies reshaping the sector’s growth narrative: Eli Lilly, Johnson & Johnson (NYSE:JNJ), and AbbVie Inc (NYSE:ABBV). The fund drew in around $200 million last week, according to data compiled by VettaFi.\nThe spark behind some of this excitement is Lilly’s milestone. The company briefly crossed the $1 trillion market cap mark on Nov. 21 — making it the first healthcare company in history to join a club usually occupied by tech giants. Q3 revenues were up by 54%, with triple-digit growth for GLP-1s Mounjaro and Zepbound. Lilly’s raised 2025 sales and earnings outlook has turned it into healthcare’s version of Nvidia.\nIts competitive edge, especially the dual-action tirzepatide molecule, is rewriting the expectations for the whole weight loss and metabolic-disease market. ETFs heavy on Lilly exposure, like VHT’s 11.25% weighting, and even more targeted biotech funds, have been among the quiet winners of that momentum.\nAlso Read: Novo Nordisk’s Stock Slump Shows The GLP‑1 Trade’s Side Effect: ETF Concentration Risk\nUnlike in technology, where this enthusiasm increasingly correlates with valuation froth, AI in healthcare can presently demonstrate significant measurable operational and financial impact. The number of strategic pharma-tech partnerships has multiplied:\nAs a result, healthcare ETFs are offering AI exposure — with pricing power, recurring revenues, and clinical validation behind it. That's proving attractive for investors who want AI growth without AI multiples.\nHealthcare’s appeal now sits at the intersection of defensiveness, innovation, and tangible earnings momentum-a rare three-in-one package. With biotech returning to form, pharma leaning into AI, and megacap leaders like Lilly rewriting what healthcare multiples can look like, the flows suggest this rotation is far from a temporary safety trade. It’s a recalibration, and healthcare ETFs are the biggest winners.\nRead Next: \nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586635772","isCrawlerRequest":true}