iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€13.08+0.26%Today
24h Range
€12.97€13.13
Market Overview
Total Assets€1.12B
Expense Ratio0.15%
Yield224.00%
52W High€14.20
52W Low€12.27
Technicals
50-Day MA€12.79
200-Day MA€13.24
Risk Metrics
1Y Volatility10.27%
3Y Volatility14.78%
Sharpe Ratio (3Y)0.81
Portfolio Allocation
US Stock98.1%
Non-US Stock1.6%
Cash0.3%
Recently Happened
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iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€13.08+0.26%Today
24h Range
€12.97€13.13
Market Overview
Total Assets€1.12B
Expense Ratio0.15%
Yield224.00%
52W High€14.20
52W Low€12.27
Technicals
50-Day MA€12.79
200-Day MA€13.24
Risk Metrics
1Y Volatility10.27%
3Y Volatility14.78%
Sharpe Ratio (3Y)0.81
Portfolio Allocation
US Stock98.1%
Non-US Stock1.6%
Cash0.3%
Recently Happened
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Performance
YTD
-5.24%
1Y
+9.87%
3Y
+17.94%
5Y
+9.23%
10Y
+12.22%
Portfolio Allocation
US Stock98.1%
Non-US Stock1.6%
Cash0.3%
Top 10 Holdings
10 holdings total1Berkshire Hathaway Inc
12.45%BRK-B
2JPMorgan Chase & Co
11.24%JPM
3Visa Inc. Class A
7.20%V
4Mastercard Inc
5.77%MA
5Bank of America Corp
4.58%BAC
6Goldman Sachs Group Inc
3.60%GS
7Wells Fargo & Company
3.49%WFC
8Citigroup Inc.
2.81%C
9Morgan Stanley
2.81%MS
10American Express Company
2.30%AXP
Top 10 Total56.23%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | BRK-B | 12.45% |
| 2 | JPMorgan Chase & Co | JPM | 11.24% |
| 3 | Visa Inc. Class A | V | 7.20% |
| 4 | Mastercard Inc | MA | 5.77% |
| 5 | Bank of America Corp | BAC | 4.58% |
| 6 | Goldman Sachs Group Inc | GS | 3.60% |
| 7 | Wells Fargo & Company | WFC | 3.49% |
| 8 | Citigroup Inc. | C | 2.81% |
| 9 | Morgan Stanley | MS | 2.81% |
| 10 | American Express Company | AXP | 2.30% |
| Top 10 Total | 56.23% | ||
Performance
YTD
-5.24%
1Y
+9.87%
3Y
+17.94%
5Y
+9.23%
10Y
+12.22%
Portfolio Allocation
US Stock98.1%
Non-US Stock1.6%
Cash0.3%
Top 10 Holdings
10 holdings total1Berkshire Hathaway Inc
12.45%BRK-B
2JPMorgan Chase & Co
11.24%JPM
3Visa Inc. Class A
7.20%V
4Mastercard Inc
5.77%MA
5Bank of America Corp
4.58%BAC
6Goldman Sachs Group Inc
3.60%GS
7Wells Fargo & Company
3.49%WFC
8Citigroup Inc.
2.81%C
9Morgan Stanley
2.81%MS
10American Express Company
2.30%AXP
Top 10 Total56.23%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | BRK-B | 12.45% |
| 2 | JPMorgan Chase & Co | JPM | 11.24% |
| 3 | Visa Inc. Class A | V | 7.20% |
| 4 | Mastercard Inc | MA | 5.77% |
| 5 | Bank of America Corp | BAC | 4.58% |
| 6 | Goldman Sachs Group Inc | GS | 3.60% |
| 7 | Wells Fargo & Company | WFC | 3.49% |
| 8 | Citigroup Inc. | C | 2.81% |
| 9 | Morgan Stanley | MS | 2.81% |
| 10 | American Express Company | AXP | 2.30% |
| Top 10 Total | 56.23% | ||
Technical Analysis
This info isn't a recommendation for what you should personally do, so please don't take the data as investment advice. As with any trade, always look first, then leap.
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