iShares
ESPX.AS
IE000R9FA4A0
iShares S&P 500 Scored and Screened UCITS ETF
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About this ETF

The iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) seeks to track the S&P 500 Scored & Screened index. The S&P 500 Scored & Screened index tracks the largest US companies selected by ESG criteria. The sector allocation of the index is adjusted to the sector allocation of the S&P 500.

TER
0.07%

Total Expense Ratio per year

Fund Size
€880.77M

Assets under management

Holdings
327

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
23.55
Weighted Fwd P/E
16.53
💰 Revenue Estimates
Current Year CY
+27.92% ⌀ 32 Analysts Coverage
Next Year NY
+19.11% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+42.48% ⌀ 30 Analysts Coverage
Next Year NY
+34.03% ⌀ 30 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
08/02/2022 (4 yrs)
Index Group
S&P 500
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
14.8% p.a.
Max Drawdown (5Y)
-19.4%
Sharpe Ratio (5Y)
1.05
Beta Factor
0.92
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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