(2B7D) iShares SP500 Consumer - Ratings and Ratios

The iShares S&P500 Consumer Staples Sector UCITS Acc (XETRA:2B7D) is an ETF that tracks a composite index comprising 50% MSCI World Consumer Defensive (CD) NR and 50% MSCI World Consumer Staples (CS) NR. This suggests a diversified exposure to consumer staples and defensive sectors globally.

As a Sector Equity Consumer Goods & Services ETF, it provides investors with a targeted exposure to the consumer staples sector, which is typically characterized by its defensive nature and relatively stable demand. Key Performance Indicators (KPIs) to monitor for this ETF include its tracking error, expense ratio, and dividend yield. A low tracking error would indicate that the ETF is effectively replicating its underlying index. The expense ratio is also crucial as it directly affects the net returns to investors. A competitive dividend yield would be attractive for income-seeking investors.

With an AUM of €332.33M, the ETF has a considerable size, suggesting sufficient liquidity for investors. To further analyze its performance, one could examine its historical returns, Sharpe ratio, and beta relative to broader market indices. The Sharpe ratio would provide insights into the ETFs risk-adjusted returns, while its beta would indicate its sensitivity to market movements. Given its focus on consumer staples, this ETF is likely to have a relatively low beta, making it a potentially attractive component in a diversified portfolio.

From a trading perspective, analyzing the ETFs average daily trading volume, bid-ask spread, and the premium/discount to its NAV would be essential. These metrics can help investors gauge the liquidity and potential trading costs associated with the ETF. A tight bid-ask spread and minimal premium/discount to NAV are desirable, indicating efficient trading and minimal costs.