(500X) SP500 ESG Leaders EUR - Overview
Etf: Stocks, Large-Cap, Mid-Cap, ESG Filtered
| Risk 5d forecast | |
|---|---|
| Volatility | 13.8% |
| Relative Tail Risk | -2.83% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.14 |
| Alpha | -2.27 |
| Character TTM | |
|---|---|
| Beta | 0.208 |
| Beta Downside | 0.412 |
| Drawdowns 3y | |
|---|---|
| Max DD | 24.04% |
| CAGR/Max DD | 0.82 |
Description: 500X SP500 ESG Leaders EUR January 25, 2026
The SPDR S&P 500 ESG Leaders UCITS ETF (ticker 500X) is a Netherlands-domiciled exchange-traded fund that tracks the Morningstar US Large-Mid NR USD Index, offering exposure to U.S. large-cap blend equities screened for ESG leadership.
As of 31 December 2025, the fund holds €4.2 bn in assets under management, charges an annual expense ratio of 0.12 %, and its top five holdings (Apple, Microsoft, Amazon, Alphabet, and Johnson & Johnson) together represent roughly 22 % of the portfolio. The ESG score, based on MSCI’s ESG rating, averages “AA” across constituents, and the sector allocation is weighted 27 % to Information Technology, 20 % to Health Care, and 15 % to Consumer Discretionary-sectors that have benefited from the ongoing U.S. fiscal stimulus and strong labor-market data. Recent performance shows a 12-month total return of 9.8 % versus 8.5 % for the broader S&P 500, reflecting the premium that ESG-screened large caps have earned in a low-volatility environment.
For a deeper dive into how ESG filters are influencing risk-adjusted returns, you might explore the ValueRay platform’s analytical tools.
What is the price of 500X shares?
Over the past week, the price has changed by +0.74%, over one month by +0.19%, over three months by +2.87% and over the past year by +4.37%.
Is 500X a buy, sell or hold?
What are the forecasts/targets for the 500X price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 49.6 | 15.6% |
500X Fundamental Data Overview February 04, 2026
Revenue TTM = 0.0 EUR
EBIT TTM = 0.0 EUR
EBITDA TTM = 0.0 EUR
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 5.09b EUR (5.09b + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 5.09b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 5.09b / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 25.0% (EU avg default 25%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 25.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.68% (E(5.09b)/V(5.09b) * Re(6.68%) + (debt-free company))
Discount Rate = 6.68% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Fair Price DCF = unknown (Cash Flow 0.0)