(IUCD) iShares SP500 Consumer - Ratings and Ratios

The iShares S&P500 Consumer Discretionary Sector UCITS ETF USD (Acc) is an exchange-traded fund that tracks a composite index comprising 50% MSCI World Consumer Discretionary and 50% MSCI World Consumer Staples. This ETF provides diversified exposure to the consumer goods and services sector, with a focus on discretionary spending.

As a Sector Equity Consumer Goods & Services ETF, IUCD is likely to be heavily weighted in stocks related to consumer cyclicals, such as retail, automobiles, and leisure. The funds underlying index is composed of companies from developed markets, providing a broad geographical diversification. With an AUM of $652.60M, the fund has a moderate size, which may impact its liquidity and trading costs.

To evaluate the performance of IUCD, key performance indicators (KPIs) such as tracking error, expense ratio, and dividend yield can be analyzed. A lower tracking error indicates that the ETF is closely following its underlying index, while a lower expense ratio reduces the drag on returns. The dividend yield can provide insight into the income generated by the fund. Additionally, metrics such as the price-to-earnings (P/E) ratio, price-to-book (P/B) ratio, and return on equity (ROE) can be used to assess the valuation and profitability of the underlying holdings.

From a trading perspective, IUCDs liquidity and volatility profile can be assessed using metrics such as average daily trading volume, bid-ask spread, and historical volatility. The ETFs ATR of 0.13 (0.86%) indicates a relatively moderate level of volatility, which may be suitable for traders with a short-term to medium-term investment horizon. By analyzing these KPIs, traders and investors can gain a more comprehensive understanding of IUCDs characteristics and make more informed investment decisions.