IE000XERHYF0
IE000XERHYF0
3D US Equity UCITS ETF USD AccISIN: IE000XERHYF0
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About this ETF
The ETF invests in US stocks. A quantitative process is used to optimise the stock selection with regard to the three dimensions (ā3Dā) return, risk and sustainability. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance).
TER
0.2%
Total Expense Ratio per year
Fund Size
ā¬348.37M
Assets under management
Holdings
211
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
23.24
Weighted Fwd P/E
16.92
š° Revenue Estimates
Current Year CY
+25.37% ā 32 Analysts Coverage
Next Year NY
+18.23% ā 33 Analysts Coverage
š EPS Estimates (Earnings Per Share)
Current Year CY
+39.08% ā 30 Analysts Coverage
Next Year NY
+38.5% ā 31 Analysts Coverage
Related ETFs
US Research Enhanced Index Equity Active UCITS ETF
32.41 EUR
TER 0.2% 1Y +19.8%
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
10/08/2024 (2 yrs)
Index Group
Robeco 3D US Equity Index
Robeco 3D US Equity Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes š”ļø Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
16.7% p.a.
Max Drawdown (3Y)
-25.4%
Sharpe Ratio (3Y)
0.76
Notes & Warnings
Fund Volume (AUM) Solid fund volume
ā ļø Sector concentration: 43% in "Technology".
ā¹ļø Tech-Capex Exposure: 31% in semiconductors & hardware ā dependent on hyperscaler capex cycles.
ā ļø Elevated Regulatory & Policy Risk: 36% in heavily regulated industries (defense, regulated utilities, healthcare policy).