IE0009VWHAE6
IE0009VWHAE6
iShares US Equity Enhanced Active UCITS ETF
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About this ETF
The ETF invests at least 70 per cent in US equities. Up to 30 per cent of assets can be invested in private equity instruments, fixed-interest securities with an investment grade rating and money market instruments. Securities are selected based on sustainability criteria and a quantitative investment model.
TER
0.2%
Total Expense Ratio per year
Fund Size
€1.58B
Assets under management
Holdings
307
Underlying equities
Dividend Yield
-
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
24.62
Weighted Fwd P/E
17.97
💰 Revenue Estimates
Current Year CY
+25.97% ⌀ 33 Analysts Coverage
Next Year NY
+19.6% ⌀ 33 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+44.86% ⌀ 31 Analysts Coverage
Next Year NY
+38.88% ⌀ 32 Analysts Coverage
Related ETFs
ETF Profile
Provider
Fund Type
ETF Type
Actively Managed Inception Date
07/31/2024 (2 yrs)
Index Group
iShares US Equity Enhanced Active Region
-
Country
United States Sector
-
Strategy
Social / Environmental Theme
-
Distribution Policy
Accumulating Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
6/7 High
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
21.3% p.a.
Max Drawdown (3Y)
-24.1%
Sharpe Ratio (3Y)
0.90
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 39% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 40% in heavily regulated industries (defense, regulated utilities, healthcare policy).