UBS
SPESG.MI
IE00BHXMHL11
UBS S&P 500 Scored & Screened UCITS ETF USD acc
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About this ETF

The UBS S&P 500 Scored & 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
0.1%

Total Expense Ratio per year

Fund Size
€1.79M

Assets under management

Holdings
0

Underlying equities

Dividend Yield
-

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
-
Weighted Fwd P/E
-
💰 Revenue Estimates
Current Year CY
-
Next Year NY
-
📈 EPS Estimates (Earnings Per Share)
Current Year CY
-
Next Year NY
-

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ETF Profile
Provider
UBS
UBS
Fund Type
ETF
Inception Date
04/18/2019 (7 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
18.0% p.a.
Max Drawdown (5Y)
-23.3%
Sharpe Ratio (5Y)
0.68
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)
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