(H4ZN) HSBC SP500 USD EUR - Ratings and Ratios
Stocks, US, Large-Cap, Blend, Equity
Description: H4ZN HSBC SP500 USD EUR
The HSBC S&P500 UCITS ETF USD (Acc) EUR is an exchange-traded fund (ETF) listed on the XETRA exchange with the ticker symbol H4ZN. It is designed to track the Morningstar US Large-Mid NR USD index, providing investors with exposure to a broad range of large-cap and mid-cap US stocks.
As a US Large-Cap Blend Equity ETF, it is likely to have a diversified portfolio with a mix of growth and value stocks, representing various sectors and industries in the US market. The funds Assets Under Management (AUM) stand at approximately €7.65 billion, indicating a significant presence in the market.
To further evaluate the ETFs performance, we can consider additional Key Performance Indicators (KPIs) such as tracking error, expense ratio, and dividend yield. A low tracking error would indicate that the ETF is effectively replicating the performance of its underlying index. The expense ratio, which represents the funds operating costs, is also crucial in determining the ETFs overall cost-effectiveness. A competitive dividend yield can provide insight into the ETFs income-generating potential.
From a trading perspective, its essential to monitor the ETFs liquidity, trading volume, and bid-ask spreads to ensure that investors can enter and exit positions efficiently. The ETFs correlation with other assets in a portfolio is also vital in managing overall risk and diversification.
Additional Sources for H4ZN ETF
H4ZN ETF Overview
Market Cap in USD | 9,024m |
Category | US Large-Cap Blend Equity |
IPO / Inception | 2022-06-21 |
H4ZN ETF Ratings
Growth Rating | 48.2 |
Fundamental | - |
Dividend Rating | 0.0 |
Rel. Strength | -8.08 |
Analysts | - |
Fair Price Momentum | 47.05 EUR |
Fair Price DCF | - |
H4ZN Dividends
Currently no dividends paidH4ZN Growth Ratios
Growth Correlation 3m | 77.1% |
Growth Correlation 12m | 18.6% |
Growth Correlation 5y | 91.4% |
CAGR 5y | 12.96% |
CAGR/Max DD 5y | 0.55 |
Sharpe Ratio 12m | 0.35 |
Alpha | -7.78 |
Beta | 0.796 |
Volatility | 9.69% |
Current Volume | 8.6k |
Average Volume 20d | 0.2k |
As of July 04, 2025, the stock is trading at EUR 51.28 with a total of 8,563 shares traded.
Over the past week, the price has changed by +1.98%, over one month by +1.97%, over three months by +8.70% and over the past year by +5.54%.
Partly, yes. Based on ValueRay´s Analyses, HSBC SP500 USD EUR (XETRA:H4ZN) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 48.21 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of H4ZN is around 47.05 EUR . This means that H4ZN is currently overvalued and has a potential downside of -8.25%.
HSBC SP500 USD EUR has no consensus analysts rating.
According to our own proprietary Forecast Model, H4ZN HSBC SP500 USD EUR will be worth about 54.3 in July 2026. The stock is currently trading at 51.28. This means that the stock has a potential upside of +5.93%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 54.3 | 5.9% |