(SX5E) Invesco EURO STOXX 50 EUR - Ratings and Ratios

Exchange: SW • Country: Switzerland • Currency: EUR • Type: Etf • ISIN: IE00B60SWX25 • Eurozone Large-Cap Equity

SX5E: European, Stocks, Large-Cap, Equities, Indices

The Invesco EURO STOXX 50 UCITS ETF EUR (SW:SX5E) is designed to offer exposure to the 50 largest companies in the Eurozone, providing a diversified portfolio of blue-chip stocks. This ETF is an efficient tool for investors seeking broad market exposure in the Eurozone, tracking the Morningstar Developed Europe Total Market ex Norway Index.

Structured as a physically replicated ETF, it holds the actual securities of the index, enhancing tracking accuracy. Listed on the SIX Swiss Exchange, a major European exchange, it offers liquidity and accessibility. The ETF comes with a competitive total expense ratio of 0.20%, making it a cost-effective choice for investors.

Investors should consider the ETFs total expense ratio of 0.20%, which is relatively low for Eurozone exposure. However, currency risk is a factor for non-EUR investors due to the ETFs EUR denomination. While the fund aims to minimize tracking error, deviations can occur due to fees and replication challenges. Counterparty risk is limited as the ETF is physically replicated, reducing reliance on derivatives.

With an AUM of 1044.74M EUR, the ETF falls under the Eurozone Large-Cap Equity category, offering a straightforward way to invest in the regions largest companies. Its SW ticker symbol on the Swiss exchange underscores its accessibility for international investors.

Additional Sources for SX5E ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

SX5E ETF Overview

Market Cap in USD 1,153m
Category Eurozone Large-Cap Equity
TER 0.05%
IPO / Inception 2009-03-19

SX5E ETF Ratings

Growth Rating 73.9
Fundamental -
Dividend Rating 0.0
Rel. Strength -2.24
Analysts -
Fair Price Momentum 129.99 EUR
Fair Price DCF -

SX5E Dividends

No Dividends Paid

SX5E Growth Ratios

Growth Correlation 3m -57.1%
Growth Correlation 12m 43.1%
Growth Correlation 5y 90.7%
CAGR 5y 15.79%
CAGR/Max DD 5y 0.66
Sharpe Ratio 12m 0.50
Alpha -2.90
Beta 0.534
Volatility 23.24%
Current Volume 0k
Average Volume 20d 1.3k
What is the price of SX5E stocks?
As of May 02, 2025, the stock is trading at EUR 129.62 with a total of 0 shares traded.
Over the past week, the price has changed by +1.65%, over one month by -2.31%, over three months by +0.25% and over the past year by +7.96%.
Is Invesco EURO STOXX 50 EUR a good stock to buy?
Yes. Based on ValueRay Analyses, Invesco EURO STOXX 50 EUR (SW:SX5E) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 73.85 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SX5E as of May 2025 is 129.99. This means that SX5E is currently overvalued and has a potential downside of 0.29%.
Is SX5E a buy, sell or hold?
Invesco EURO STOXX 50 EUR has no consensus analysts rating.
What are the forecast for SX5E stock price target?
According to ValueRays Forecast Model, SX5E Invesco EURO STOXX 50 EUR will be worth about 145.4 in May 2026. The stock is currently trading at 129.62. This means that the stock has a potential upside of +12.14%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 145.4 12.1%