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    Digital Health Could Triple by 2030 - 9/22

    Ian Cooper
    Monday, September 22, 20256 min read
    Digital Health Could Triple by 2030 - 9/22

    Two Ways to Potentially Profit from a Broken Healthcare System


    The U.S. healthcare system is broken — and patients know it.


    According to a recent Time survey, 70% of American adults say the system is failing to meet their needs in at least one way. More than half graded the system no better than a “C.” That’s a failing report card for what should be one of the most advanced healthcare systems in the world.


    People are tired. Tired of waiting weeks or even months for appointments that end in a rushed 10-minute visit. Tired of sky-high bills and surprise charges. Tired of being treated like entries in an electronic health record instead of actual human beings.


    As Time noted, “U.S. patients are tired of waiting weeks or months for appointments that are over in minutes. They’re tired of high prices and surprise bills. They’re tired of providers who treat them like electronic health record entries, rather than people.”


    That frustration is turning into something bigger: burnout with the system itself. Millions of Americans are putting off care because of the hassles and costs, which only makes the country sicker. And the cracks in the system keep widening.








    Why the Healthcare System Feels Broken


    The issues are obvious:



    • High costs. The U.S. spends more on healthcare than any other developed country, yet outcomes don’t always match.




    • Long wait times. Patients often wait weeks for routine appointments, even when care is urgent.




    • Poor communication. Doctors and patients are both frustrated with endless paperwork, confusing portals, and fragmented records.




    • Lack of personalization. Patients feel more like numbers than individuals, with care that doesn’t always fit their unique needs.




    For many, the healthcare experience feels like standing in line at a deli counter — take a number, wait, and hope someone remembers your name when it’s your turn.







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    The Shift Toward Smarter, More Accessible Care


    But the system’s failures are also creating massive opportunities.


    Frustrated patients are searching for smarter, faster, and more personalized care, often delivered through technology they already use every day: their smartphone.


    That shift is fueling the digital health revolution.


    Everything from telemedicine platforms to AI-enabled diagnostics, smart medical devices, and robotic-assisted surgeries is moving healthcare toward a model that prioritizes accessibility, speed, and personalization.


    According to recent estimates, the global digital health market — valued at about $288 billion today — could triple by 2030, reaching nearly $864 billion.


    That’s a staggering growth trajectory. And it opens the door for investors who want exposure to the companies building the future of healthcare.


    One of the smartest ways to play the trend? Digital health ETFs.


    ETF: Global X Health Tech ETF (SYM: HEAL)


    The Global X Health Tech ETF (SYM: HEAL) is a diversified play on the future of healthcare innovation.



    • Expense ratio: 0.50%




    • Number of holdings: ~40




    • Focus areas: AI-driven drug discovery, smart medical devices, consumer health tech, healthcare analytics, and software solutions.




    Some of its top holdings include Tempus AI, Hims & Hers Health, Doximity, Resmed, and iRhythm Technologies — companies leading the charge in personalized, digital-first care.


    Performance-wise, HEAL has shown strong momentum. After bottoming out around $24.50 in April, the ETF has rallied to $32.46. With continued demand for digital health solutions, we believe it could push toward $35 and beyond.


    In many ways, HEAL represents the companies trying to fix the inefficiencies that plague traditional healthcare. From direct-to-consumer telehealth platforms like Hims & Hers to advanced analytics firms like Tempus AI, its holdings are tackling pain points patients face every day.



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    ETF: Fidelity Digital Health ETF (SYM: FDHT)


    Another strong option is the Fidelity Digital Health ETF (SYM: FDHT).



    • Expense ratio: 0.42%




    • Number of holdings: ~50




    • Focus areas: Healthcare records management, connected devices, surgical robotics, telemedicine.




    Its portfolio includes a mix of well-established leaders and innovative disruptors, such as Resmed, Dexcom, Intuitive Surgical, Insulet, and Cochlear Ltd.


    Like HEAL, FDHT has also been trending higher. After hitting lows near $16 in April, it has climbed to $21.85. With strong sector tailwinds, a move toward $30 per share in the near term is very possible.


    What makes FDHT compelling is its diversified exposure to multiple aspects of the digital health ecosystem — from robotic surgery to connected medical devices to advanced telehealth solutions. It’s a broad play on the shift toward smarter, tech-driven care.

    Why Digital Health ETFs Make Sense


    Investing in individual digital health companies can be exciting, but it’s also risky. Many are still in growth mode, with business models evolving rapidly.


    ETFs like HEAL and FDHT offer a diversified, lower-risk way to gain exposure to the sector. By holding dozens of companies, they spread risk across the industry while still capturing the upside of long-term growth trends.


    And those growth trends are powerful. Consider:



    • The rise of telemedicine, which surged during the pandemic and remains a preferred option for millions.




    • The use of AI in diagnostics, enabling faster and more accurate treatment decisions.




    • The adoption of wearable devices that allow continuous monitoring of health metrics.




    • The spread of surgical robotics, which improve outcomes and reduce recovery times.




    Each of these innovations represents a step toward fixing what’s broken in the healthcare system. And investors can participate in that transformation through ETFs.






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    Written by Ian Cooper

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