IE00BZ4BMM98
IE00BZ4BMM98
Invesco EURO STOXX High Dividend Low Volatility UCITS ETF Dist
Loading chart...
About this ETF
The Invesco EURO STOXX High Dividend Low Volatility UCITS ETF seeks to track the EURO iSTOXX® High Dividend Low Volatility 50 index. The EURO iSTOXX® High Dividend Low Volatility 50 index tracks 50 high dividend yield stocks which also show a low volatility.
TER
0.3%
Total Expense Ratio per year
Fund Size
€585.7M
Assets under management
Holdings
50
Underlying equities
Dividend Yield
-
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
11.7
Weighted Fwd P/E
9.62
💰 Revenue Estimates
Current Year CY
+5.14% ⌀ 9 Analysts Coverage
Next Year NY
+3.77% ⌀ 10 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+6.46% ⌀ 10 Analysts Coverage
Next Year NY
+7.05% ⌀ 10 Analysts Coverage
Related ETFs
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D
2,482.75 GBp
TER 0.3% 1Y +9.4%
State Street® SPDR® EURO STOXX Low Volatility UCITS ETF (Acc)
61.29 EUR
TER 0.3% 1Y +8.7%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
01/06/2016 (10 yrs)
Index Group
EURO STOXX Region
Europe Country
-
Sector
-
Strategy
Dividend Theme
-
Distribution Policy
Distributing Replication
Full replication Sustainable
No 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
14.4% p.a.
Max Drawdown (5Y)
-23.6%
Sharpe Ratio (5Y)
0.31
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (10.1 analysts)
⚠️ Sector concentration: 49% in "Financial Services".
⚠️ Elevated Interest Rate Sensitivity: 81% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 82% in heavily regulated industries (defense, regulated utilities, healthcare policy).