iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€12.60+0.00%Today
24h Range
€12.48€12.63
Market Overview
Total Assets€1.12B
Expense Ratio0.15%
Yield224.00%
52W High€14.20
52W Low€11.00
Technicals
50-Day MA€13.33
200-Day MA€13.28
Risk Metrics
1Y Volatility10.55%
3Y Volatility15.84%
Sharpe Ratio (3Y)0.63
Portfolio Allocation
US Stock97.8%
Non-US Stock1.7%
Cash0.5%
Recently Happened
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iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€12.60+0.00%Today
24h Range
€12.48€12.63
Market Overview
Total Assets€1.12B
Expense Ratio0.15%
Yield224.00%
52W High€14.20
52W Low€11.00
Technicals
50-Day MA€13.33
200-Day MA€13.28
Risk Metrics
1Y Volatility10.55%
3Y Volatility15.84%
Sharpe Ratio (3Y)0.63
Portfolio Allocation
US Stock97.8%
Non-US Stock1.7%
Cash0.5%
Recently Happened
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Performance
YTD
-11.14%
1Y
+4.20%
3Y
+16.97%
5Y
+8.63%
10Y
+12.17%
Portfolio Allocation
US Stock97.8%
Non-US Stock1.7%
Cash0.5%
Top 10 Holdings
10 holdings total1Berkshire Hathaway Inc
12.54%BRK-B
2JPMorgan Chase & Co
11.07%JPM
3Visa Inc. Class A
7.32%V
4Mastercard Inc
5.74%MA
5Bank of America Corp
4.53%BAC
6Goldman Sachs Group Inc
3.47%GS
7Wells Fargo & Company
3.46%WFC
8Morgan Stanley
2.72%MS
9Citigroup Inc.
2.67%C
10American Express Company
2.25%AXP
Top 10 Total55.79%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | BRK-B | 12.54% |
| 2 | JPMorgan Chase & Co | JPM | 11.07% |
| 3 | Visa Inc. Class A | V | 7.32% |
| 4 | Mastercard Inc | MA | 5.74% |
| 5 | Bank of America Corp | BAC | 4.53% |
| 6 | Goldman Sachs Group Inc | GS | 3.47% |
| 7 | Wells Fargo & Company | WFC | 3.46% |
| 8 | Morgan Stanley | MS | 2.72% |
| 9 | Citigroup Inc. | C | 2.67% |
| 10 | American Express Company | AXP | 2.25% |
| Top 10 Total | 55.79% | ||
Performance
YTD
-11.14%
1Y
+4.20%
3Y
+16.97%
5Y
+8.63%
10Y
+12.17%
Portfolio Allocation
US Stock97.8%
Non-US Stock1.7%
Cash0.5%
Top 10 Holdings
10 holdings total1Berkshire Hathaway Inc
12.54%BRK-B
2JPMorgan Chase & Co
11.07%JPM
3Visa Inc. Class A
7.32%V
4Mastercard Inc
5.74%MA
5Bank of America Corp
4.53%BAC
6Goldman Sachs Group Inc
3.47%GS
7Wells Fargo & Company
3.46%WFC
8Morgan Stanley
2.72%MS
9Citigroup Inc.
2.67%C
10American Express Company
2.25%AXP
Top 10 Total55.79%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | BRK-B | 12.54% |
| 2 | JPMorgan Chase & Co | JPM | 11.07% |
| 3 | Visa Inc. Class A | V | 7.32% |
| 4 | Mastercard Inc | MA | 5.74% |
| 5 | Bank of America Corp | BAC | 4.53% |
| 6 | Goldman Sachs Group Inc | GS | 3.47% |
| 7 | Wells Fargo & Company | WFC | 3.46% |
| 8 | Morgan Stanley | MS | 2.72% |
| 9 | Citigroup Inc. | C | 2.67% |
| 10 | American Express Company | AXP | 2.25% |
| Top 10 Total | 55.79% | ||
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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