IE000M86QRT4
IE000M86QRT4
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc
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About this ETF
The Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc seeks to track the S&P 500 Equal Weight ESG+ (EUR Hedged) index. The S&P 500 Equal Weight ESG+ (EUR Hedged) index tracks the largest US companies. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). All constituents are equally weighted. The sector allocation of the index is adjusted to the sector allocation of the S&P 500 Equal Weight. Currency hedged to Euro (EUR).
TER
0.2%
Total Expense Ratio per year
Fund Size
€2.81B
Assets under management
Holdings
319
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.56
Weighted Fwd P/E
14.84
💰 Revenue Estimates
Current Year CY
+11.41% ⌀ 19 Analysts Coverage
Next Year NY
+8.11% ⌀ 19 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+23.95% ⌀ 20 Analysts Coverage
Next Year NY
+24.74% ⌀ 20 Analysts Coverage
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13.47 EUR
TER 0.22% 1Y +12.1%
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C
59.94 USD
TER 0.17% 1Y +14.5%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
06/22/2023 (3 yrs)
Index Group
S&P 500 Region
-
Country
United States Sector
-
Strategy
Equal Weight Strategy Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
13.5% p.a.
Max Drawdown (3Y)
-19.6%
Sharpe Ratio (3Y)
0.79
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated Regulatory & Policy Risk: 42% in heavily regulated industries (defense, regulated utilities, healthcare policy).