SPDR S&P 500 ESG Leaders UCITS ETF (Acc)

ISINIE00BH4GPZ28
Ticker500X
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Total annual cost
0.10%

TER 0.03% + transaction cost 0.07%

Category
ETF
Data available from
Dec 31, 2019
Underlying assets
231

Metrics at a glance

CAGR
+15.47%
Volatility
15.67%
Sharpe
0.86
Sortino
0.89
Calmar
0.73
Ulcer Index
6.00
Max Drawdown
18.53%
VaR 95%
6.37%
VaR 99%
9.14%
% Positive Months
63.29%

Performance over time

Rolling returns

Return computed over every rolling window of the selected length.

Fund composition

Estimated country, currency, and sector allocation from the underlying holdings.

SPDR S&P 500 ESG Leaders UCITS ETF (Acc)

Click a row name to exclude it from the calculation (remaining slices are renormalized).

99.8%
0.2%

Top holdings

Top 10 Weight

47.2%

Total Assets

231

HHI

0.000

  1. NVIDIA
    11.2%
  2. Apple
    10.1%
  3. Microsoft
    6.8%
  4. Meta Platforms Inc Class A
    4.5%
  5. Alphabet Inc Class A
    4.1%
  6. Alphabet Inc Class C
    3.3%
  7. Exxon Mobil
    2.4%
  8. Visa Inc Class A
    1.7%
  9. Walmart
    1.6%
  10. Micron Technology
    1.5%

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