(IS20) iShares SP500 Top 20 USD - Ratings and Ratios

The iShares S&P500 Top20 UCITS ETF USD Acc EUR is a US Large-Cap Blend Equity ETF listed on XETRA, tracking the Morningstar US Large-Mid NR USD Index. This ETF provides diversified exposure to the US large-cap market, comprising the top 20 constituents of the S&P 500 Index.

With Assets Under Management (AUM) of €201.67M, the ETF has a moderate size, indicating a reasonable level of liquidity. The funds investment objective is to replicate the performance of the underlying index, providing investors with broad exposure to the US equity market.

To evaluate the ETFs performance, we can analyze its price movements. Although the current price is €4.59, we can infer that the ETF has experienced a relatively stable trend, given its proximity to the 200-day Simple Moving Average (SMA) of €4.57. The 20-day and 50-day SMAs are €4.49 and €4.42, respectively, indicating a gradual upward trend in the short to medium term.

Key Performance Indicators (KPIs) for this ETF could include its tracking error, expense ratio, and dividend yield. A low tracking error would indicate that the ETF is effectively replicating the underlying index. The expense ratio, typically a percentage of AUM, would impact the funds net returns. Additionally, the dividend yield, which represents the ratio of annual dividend payments to the ETFs current price, could be an attractive feature for income-seeking investors.

To further assess the ETFs attractiveness, we could compare its KPIs to those of similar US Large-Cap Blend Equity ETFs, evaluating its relative performance, costs, and dividend yield. This analysis would enable investors to make informed decisions based on their individual investment objectives and risk tolerance.