iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€13.97-0.96%Today
24h Range
€13.80€13.97
Market Overview
Total Assets€1.12B
Expense Ratio0.15%
Yield224.00%
52W High€14.22
52W Low€12.27
Technicals
50-Day MA€13.24
200-Day MA€13.25
Risk Metrics
1Y Volatility10.65%
3Y Volatility14.61%
Sharpe Ratio (3Y)0.96
Portfolio Allocation
US Stock97.9%
Non-US Stock1.6%
Cash0.5%
Recently Happened
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iShares S&P 500 Financials Sector UCITS ETF
QDVHETF€13.97-0.96%Today
24h Range
€13.80€13.97
Market Overview
Total Assets€1.12B
Expense Ratio0.15%
Yield224.00%
52W High€14.22
52W Low€12.27
Technicals
50-Day MA€13.24
200-Day MA€13.25
Risk Metrics
1Y Volatility10.65%
3Y Volatility14.61%
Sharpe Ratio (3Y)0.96
Portfolio Allocation
US Stock97.9%
Non-US Stock1.6%
Cash0.5%
Recently Happened
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Performance
YTD
-2.65%
1Y
+6.55%
3Y
+19.16%
5Y
+8.91%
10Y
+12.71%
Portfolio Allocation
US Stock97.9%
Non-US Stock1.6%
Cash0.5%
Top 10 Holdings
10 holdings total1Berkshire Hathaway Inc
11.81%BRK-B
2JPMorgan Chase & Co
10.96%JPM
3Visa Inc. Class A
7.45%V
4Mastercard Inc
5.46%MA
5Bank of America Corp
4.65%BAC
6Goldman Sachs Group Inc
4.16%GS
7Morgan Stanley
3.40%MS
8Wells Fargo & Company
3.25%WFC
9Citigroup Inc.
2.99%C
10American Express Company
2.30%AXP
Top 10 Total56.42%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | BRK-B | 11.81% |
| 2 | JPMorgan Chase & Co | JPM | 10.96% |
| 3 | Visa Inc. Class A | V | 7.45% |
| 4 | Mastercard Inc | MA | 5.46% |
| 5 | Bank of America Corp | BAC | 4.65% |
| 6 | Goldman Sachs Group Inc | GS | 4.16% |
| 7 | Morgan Stanley | MS | 3.40% |
| 8 | Wells Fargo & Company | WFC | 3.25% |
| 9 | Citigroup Inc. | C | 2.99% |
| 10 | American Express Company | AXP | 2.30% |
| Top 10 Total | 56.42% | ||
Performance
YTD
-2.65%
1Y
+6.55%
3Y
+19.16%
5Y
+8.91%
10Y
+12.71%
Portfolio Allocation
US Stock97.9%
Non-US Stock1.6%
Cash0.5%
Top 10 Holdings
10 holdings total1Berkshire Hathaway Inc
11.81%BRK-B
2JPMorgan Chase & Co
10.96%JPM
3Visa Inc. Class A
7.45%V
4Mastercard Inc
5.46%MA
5Bank of America Corp
4.65%BAC
6Goldman Sachs Group Inc
4.16%GS
7Morgan Stanley
3.40%MS
8Wells Fargo & Company
3.25%WFC
9Citigroup Inc.
2.99%C
10American Express Company
2.30%AXP
Top 10 Total56.42%
| # | Name | Ticker | Weight |
|---|---|---|---|
| 1 | Berkshire Hathaway Inc | BRK-B | 11.81% |
| 2 | JPMorgan Chase & Co | JPM | 10.96% |
| 3 | Visa Inc. Class A | V | 7.45% |
| 4 | Mastercard Inc | MA | 5.46% |
| 5 | Bank of America Corp | BAC | 4.65% |
| 6 | Goldman Sachs Group Inc | GS | 4.16% |
| 7 | Morgan Stanley | MS | 3.40% |
| 8 | Wells Fargo & Company | WFC | 3.25% |
| 9 | Citigroup Inc. | C | 2.99% |
| 10 | American Express Company | AXP | 2.30% |
| Top 10 Total | 56.42% | ||
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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