IE0004MFRED4
IE0004MFRED4
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C
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About this ETF
The Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C seeks to track the S&P 500 Equal Weight Scored & Screened index. The S&P 500 Equal Weight Scored & Screened index tracks the largest US companies. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). All constituents are equally weighted.
TER
0.17%
Total Expense Ratio per year
Fund Size
€3.15B
Assets under management
Holdings
293
Underlying equities
Dividend Yield
0%
Accumulating
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
20.67
Weighted Fwd P/E
15.13
💰 Revenue Estimates
Current Year CY
+11.58% ⌀ 19 Analysts Coverage
Next Year NY
+7.23% ⌀ 19 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+26.99% ⌀ 20 Analysts Coverage
Next Year NY
+23.13% ⌀ 20 Analysts Coverage
Related ETFs
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged
12.06 EUR
TER 0.3% 1Y +9%
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged
13.47 EUR
TER 0.22% 1Y +12.1%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
12/06/2022 (3 yrs)
Index Group
S&P 500 Region
-
Country
United States Sector
-
Strategy
Equal Weight Strategy Theme
-
Distribution Policy
Accumulating Replication
Full replication 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
13.7% p.a.
Max Drawdown (5Y)
-19.5%
Sharpe Ratio (5Y)
0.74
Beta Factor
0.83
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Elevated Regulatory & Policy Risk: 42% in heavily regulated industries (defense, regulated utilities, healthcare policy).