iShares
EXH5.DE
DE000A0H08K7
iShares STOXX Europe 600 Insurance UCITS ETF (DE)
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About this ETF

The iShares STOXX Europe 600 Insurance UCITS ETF (DE) seeks to track the STOXX® Europe 600 Insurance index. The STOXX® Europe 600 Insurance index tracks the European insurance sector.

TER
0.46%

Total Expense Ratio per year

Fund Size
€606.72M

Assets under management

Holdings
29

Underlying equities

Dividend Yield
3.63%

Distributing

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
13
Weighted Fwd P/E
13.12
💰 Revenue Estimates
Current Year CY
+4.59% ⌀ 5 Analysts Coverage
Next Year NY
+3.92% ⌀ 5 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+7.93% ⌀ 10 Analysts Coverage
Next Year NY
+6.72% ⌀ 10 Analysts Coverage

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ETF Profile
Provider
iShares
 iShares
Fund Type
ETF
Type
Passive
Inception Date
07/08/2002 (24 yrs)
Index Group
STOXX Europe 600
Index
STOXX® Europe 600 Insurance
Region
Europe
Country
-
Sector
Insurance
Strategy
-
Theme
-
Distribution Policy
Distributing
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
9/100 Low (Concentration Risk)
Diversification Score
9/100 Low (Concentration Risk)
5Y Volatility
16.6% p.a.
Max Drawdown (5Y)
-21.2%
Sharpe Ratio (5Y)
0.50
Beta Factor
0.79
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (9.6 analysts)
🔴 Extreme top 10 holdings concentration: 75% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Financial Services".
🔴 Extreme industry concentration: 69% in "Insurance - Diversified".
⚠️ Elevated Interest Rate Sensitivity: 100% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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