State Street
SXLF.L
IE00BWBXM500
State Street® SPDR® S&P® U.S. Financials Select Sector UCITS ETF (Acc)
Loading chart...

About this ETF

Der State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD bildet den S&P Financials Select Sector Daily Capped 35/20 Index nach. Der S&P Financials Select Sector Daily Capped 35/20 Index bietet Zugang zum Finanz-Sektor der USA.

TER
0.15%

Total Expense Ratio per year

Fund Size
€636.6M

Assets under management

Holdings
76

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
15.48
Weighted Fwd P/E
14.08
💰 Revenue Estimates
Current Year CY
+10.12% ⌀ 15 Analysts Coverage
Next Year NY
+6.93% ⌀ 15 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+15.72% ⌀ 20 Analysts Coverage
Next Year NY
+10.97% ⌀ 20 Analysts Coverage

Related ETFs

iShares
UIFS.L • iShares
iShares S&P 500 Financials Sector UCITS ETF
1,223.5 GBp
TER 0.15% 1Y +2.2%
iShares
BNEH.AS • iShares
iShares S&P U.S. Banks UCITS ETF
4.81 EUR
TER 0.4%
iShares
BNKT.AS • iShares
iShares S&P U.S. Banks UCITS ETF
5.79 USD
TER 0.35% 1Y +6.8%
iShares
IUS2.DE • iShares
iShares S&P U.S. Banks UCITS ETF
7.07 EUR
TER 0.35% 1Y +13.6%
Xtrackers
XUFN.L • Xtrackers
Xtrackers MSCI USA Financials UCITS ETF 1D
40.14 USD
TER 0.12% 1Y -0.9%
Invesco
XLFS.L • Invesco
Invesco Financials S&P US Select Sector UCITS ETF Acc
431.35 USD
TER 0.14% 1Y +0.7%
Xtrackers
XUFB.L • Xtrackers
Xtrackers MSCI USA Banks UCITS ETF 1D
2,802.5 GBp
TER 0.12% 1Y +9.7%
Amundi
ASPF.DE • Amundi
Amundi S&P 500 Financials UCITS ETF Acc
4.73 EUR
TER 0.12%
ETF Profile
Provider
State Street
 State Street
Fund Type
ETF
Type
Passive
Inception Date
07/07/2015 (11 yrs)
Index Group
S&P Financials Select Sector Daily
Index
S&P Financials Select Sector Daily Capped 35/20
Region
-
Country
United States
Sector
Financials
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
42/100 Low (Concentration Risk)
Diversification Score
42/100 Low (Concentration Risk)
5Y Volatility
18.6% p.a.
Max Drawdown (5Y)
-26.1%
Sharpe Ratio (5Y)
0.30
Beta Factor
1.09
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
🟡 Moderate analyst coverage (19.6 analysts)
⚠️ Elevated top 10 holdings concentration: 57% of fund in top 10 positions.
🔴 Severe sector concentration risk: 98% in "Financial Services".
⚠️ Elevated Interest Rate Sensitivity: 92% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 99% in heavily regulated industries (defense, regulated utilities, healthcare policy).
ende