IE00BG13YZ23
IE00BG13YZ23
iShares STOXX USA Equity Multifactor UCITS ETF
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About this ETF
The iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) seeks to track the STOXX US Equity Factor Screened index. The STOXX US Equity Factor Screened index tracks stocks on the US market. The title selection and weighting is based on 4 style factors: Value, Momentum, Quality and Small Size.
TER
0.2%
Total Expense Ratio per year
Fund Size
€108.02M
Assets under management
Holdings
271
Underlying equities
Dividend Yield
0.77%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
21.86
Weighted Fwd P/E
15.3
💰 Revenue Estimates
Current Year CY
+25.93% ⌀ 30 Analysts Coverage
Next Year NY
+17.34% ⌀ 30 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+43.88% ⌀ 27 Analysts Coverage
Next Year NY
+37.39% ⌀ 28 Analysts Coverage
Related ETFs
Goldman Sachs ActiveBeta Paris-Aligned Sustainable US Large Cap Equity UCITS ETF Class USD (Acc)
106.08 USD
TER 0.14% 1Y +14.2%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
02/21/2018 (8 yrs)
Index Group
STOXX US Equity Factor Screened Region
-
Country
United States Sector
-
Strategy
Multi Factor Theme
-
Distribution Policy
Distributing Replication
Optimized sampling 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
16.0% p.a.
Max Drawdown (5Y)
-23.4%
Sharpe Ratio (5Y)
0.56
Beta Factor
0.94
Notes & Warnings
Fund Volume (AUM) Solid fund volume
⚠️ Sector concentration: 38% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 40% in heavily regulated industries (defense, regulated utilities, healthcare policy).
