L&G
LGUS.L
IE00BFXR5Q31
L&G US Equity UCITS ETF
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About this ETF

The L&G US Equity UCITS ETF seeks to track the Solactive Core United States Large & Mid Cap index. The Solactive Core United States Large & Mid Cap index tracks the U.S. equity market and measures the performance of large and mid-cap publicly traded U.S. companies which satisfy minimum criteria relating to liquidity and size and excludes companies: (a) engaged in pure coal mining; (b) involved in the production of controversial weapons, such as cluster weapons, anti-personnel mines or biological and chemical weapons; or (c) that, for a continuous period of three years, have been classified as being in breach of at least one of the UN Global Compact principles.

TER
0.05%

Total Expense Ratio per year

Fund Size
€1.32B

Assets under management

Holdings
403

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
25.26
Weighted Fwd P/E
18.38
💰 Revenue Estimates
Current Year CY
+26.88% ⌀ 33 Analysts Coverage
Next Year NY
+19.33% ⌀ 34 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+41.48% ⌀ 31 Analysts Coverage
Next Year NY
+31.46% ⌀ 32 Analysts Coverage

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ETF Profile
Provider
L&G
L&G
Fund Type
ETF
Inception Date
10/08/2018 (8 yrs)
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
16.4% p.a.
Max Drawdown (5Y)
-25.6%
Sharpe Ratio (5Y)
0.65
Beta Factor
1.00
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 40% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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