IE00BJQRDM08
IE00BJQRDM08
Invesco MSCI USA Universal Screened UCITS ETF Acc
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About this ETF
The Invesco MSCI USA Universal Screened UCITS ETF Acc seeks to track the MSCI USA Universal Select Business Screens index. The MSCI USA Universal Select Business Screens index tracks the largest US-companies. The index excludes companies that are involved in businesses related to thermal coal, controversial weapons, tobacco and other controversial industries. The weighting of the index components is adjusted based on ESG factors. As a result, preference will be given to companies with a robust ESG profile and a positive trend towards improving this profile.
TER
0.09%
Total Expense Ratio per year
Fund Size
€2.87B
Assets under management
Holdings
470
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
25.08
Weighted Fwd P/E
18.34
💰 Revenue Estimates
Current Year CY
+23.89% ⌀ 31 Analysts Coverage
Next Year NY
+18.32% ⌀ 31 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+38.63% ⌀ 30 Analysts Coverage
Next Year NY
+30.13% ⌀ 30 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
06/13/2019 (7 yrs)
Index Group
MSCI USA Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Optimized sampling Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.7% p.a.
Max Drawdown (5Y)
-27.8%
Sharpe Ratio (5Y)
0.59
Beta Factor
1.04
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 37% in heavily regulated industries (defense, regulated utilities, healthcare policy).