IE00BKS7L097
IE00BKS7L097
Invesco S&P 500 Scored & Screened UCITS ETF Acc
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About this ETF
The Invesco S&P 500 Scored & Screened UCITS ETF 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
0.09%
Total Expense Ratio per year
Fund Size
€3.76B
Assets under management
Holdings
328
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
22.83
Weighted Fwd P/E
16.47
💰 Revenue Estimates
Current Year CY
+25.81% ⌀ 31 Analysts Coverage
Next Year NY
+17.38% ⌀ 32 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.48% ⌀ 29 Analysts Coverage
Next Year NY
+30.5% ⌀ 30 Analysts Coverage
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ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
03/09/2020 (6 yrs)
Index Group
S&P 500 Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Swap-based Unfunded Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.2% p.a.
Max Drawdown (5Y)
-23.9%
Sharpe Ratio (5Y)
0.72
Beta Factor
0.96
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 34% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 43% in heavily regulated industries (defense, regulated utilities, healthcare policy).