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iShares S&P 500 3% Capped UCITS ETF

iShares · IE0001ARVVZ9

iShares S&P 500 3% Capped UCITS ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker CEPP (ISIN IE0001ARVVZ9). It lets you buy a basket of holdings in a single trade, spreading your money across them rather than one company. In plain terms it is about owning small slices of companies, so you share in their growth when they do well — and their falls when they don't, spread across its target market. It passively tracks the S&P 500 index — mirroring that market instead of paying a manager to pick winners, which keeps costs low, and its largest holdings include APPLE INC, AMAZON.COM INC and BROADCOM INC. With about 510 holdings (the ten largest ≈ 24.7%), your money is diversified rather than concentrated in a handful of names. Its biggest country exposures are ~100% United States. By industry it concentrates most in ~29.9% Technology and ~14.7% Financials. It is commonly used to tilt a portfolio towards one market, usually alongside broader, more global funds rather than on its own. Its ongoing charge (TER) is 0.23% a year — about €23 a year on a €10,000 holding, taken automatically from the fund. It is an accumulating share class: dividends are rolled straight back in, compounding your returns rather than landing in your account as cash. It holds the underlying investments directly (physical replication); it is domiciled in Ireland and UCITS-regulated, a European standard built to protect everyday investors and trades in EUR. On the standard KID risk scale it is rated 7 out of 7 and its price has swung about 11.4% over the past year — a gauge of how much the value moves, not a judgement of quality. It launched in 2026, and its KID suggests a holding period of medium to long term. As with any investment, its value can go down as well as up, and past performance is not a guide to future results. (Fund data sourced from iShares.)

· Tracks the S&P 500 index ?
Equity ?Accumulating ?Physical ?Ireland ?
Low yearly feeReinvests dividendsOwns the shares directlyUnited StatesBroadly spread
Fund size (AUM) ?
€280.7M
Risk level (SRI) ?
7 / 7 · High
Yearly fee (TER) ?
0.23%
All-in cost ≈ 0.23%

About this fund

What you own

The S&P 500 index is the benchmark this fund aims to copy. By holding it, this fund gives you a stake in around 510 companies across United States in a single purchase.

Dividends

The fund automatically reinvests dividends back into itself, so your holding grows without cash payouts.

Read more

Rolling the dividends straight back in means your money compounds automatically, with nothing for you to reinvest by hand. The flip side is there is no cash income; the growth simply shows up as a higher fund value. Note that reinvested dividends can still be taxable in some countries even though you never receive the cash — the rules depend on where you live.

How it works

The fund actually buys every share in the index it tracks (full replication).

Read more

Owning every holding keeps things transparent — what is in the index is what the fund actually owns. It can be a touch costlier to run for indexes with thousands of tiny positions, since the fund has to buy and maintain them all. There is no swap bank involved, so there is no extra “what if the partner fails” question to weigh.

Cost

0.23%Yearly fee (TER)
0.23%All-in cost

The yearly running cost of the fund, shown as a % of your money. €0.20 per €100 a year at 0.20%. Lower is cheaper.

Read more

It is skimmed quietly from inside the fund a little each day, so you never get a bill — but it drags on your return every year you hold. On a broad index ETF it is usually a small fraction of a percent; the gap between a cheap and a pricey fund looks tiny on day one but compounds over decades, which is why it is worth a glance.

Fund facts

Index tracked ?
S&P 500
Replication ?
Physical
Full — buys every share
Regulation ?
UCITS
Yes
Launched
Apr 2026
Recommended holding period
medium to long term

Performance

99.8101101102103202620262026

Growth of €100 invested — the line starts at €100.

iShares S&P 500 3% Capped UCITS ETF

End-of-day prices, rebased to a common start so the shapes are comparable. Past performance does not predict future results.

How bumpy has it been?

11.4%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-3.3%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.

The bigger picture

+1.6%
Since inception
Total growth since the fund launched.
-3.3%
Worst fall on record ?
It clawed back in about 1 month.

What's inside

By sector ?

Technology29.9%
Financials14.7%
Health Care11.0%
Industrials10.6%
Consumer Discretionary9.7%
Communication Services7.7%
Consumer Staples5.6%
Energy3.6%

The 10 biggest holdings make up 24.7% of the fund — the rest is spread across roughly 500 more companies.

Top 10 holdings

#CompanyWeight
1APPLE INC3.1%
2AMAZON.COM INC3.0%
3BROADCOM INC2.9%
4NVIDIA CORP2.8%
5MICROSOFT CORP2.8%
6META PLATFORMS INC CLASS A2.4%
7TESLA INC2.2%
8MICRON TECHNOLOGY INC2.1%
9ELI LILLY1.8%
10BERKSHIRE HATHAWAY INC CLASS B1.7%

Where to buy this fund

Set from your language & location — change it if it's wrong.

Where it trades

ExchangeTickerCurrency
FrankfurtCEPPEUR★ Primary
EUR listings
E1CEPPEUREUR
EOCEPPEUREUR
EPCEPPEUREUR
EUCEPPEUREUR
EZCEPPEUREUR
GDCEPPEUR
GFCEPPEUR
GMCEPPEUR
GTCEPPEUR
GZCEPPEUR
London Stock ExchangeCEPPEUR
QTCEPPEUR
THCEPPEUR
X1CEPPEUREUR
X2CEPPEUREUR
XACEPPEUREUR
XFCEPPEUREUR
XGCEPPEUREUR
XHCEPPEUREUR
XJCEPPEUREUR
XLCEPPEUREUR
XOCEPPEUREUR
XQCEPPEUREUR
XTCEPPEUREUR
XUCEPPEUREUR
XVCEPPEUREUR
XWCEPPEUREUR
XXCEPPEUREUR
XYCEPPEUREUR
XZCEPPEUREUR
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

Full holdings

As of 2026-07-20 · the fund's own published holdings.

#CompanyWeight
1APPLE INC3.1%
2AMAZON.COM INC3.0%
3BROADCOM INC2.9%
4NVIDIA CORP2.8%
5MICROSOFT CORP2.8%
6META PLATFORMS INC CLASS A2.4%
7TESLA INC2.2%
8MICRON TECHNOLOGY INC2.1%
9ELI LILLY1.8%
10BERKSHIRE HATHAWAY INC CLASS B1.7%
11JPMORGAN CHASE & CO1.7%
12ADVANCED MICRO DEVICES INC1.7%
13ALPHABET INC CLASS A1.6%
14ALPHABET INC CLASS C1.3%
15JOHNSON & JOHNSON1.2%
16VISA INC CLASS A1.1%
17INTEL CORPORATION1.1%
18EXXONMOBIL HOLDINGS CORP1.1%
19WALMART INC0.9%
20APPLIED MATERIAL INC0.9%
21ABBVIE INC0.8%
22CISCO SYSTEMS INC0.8%
23CATERPILLAR INC0.8%
24LAM RESEARCH CORP0.8%
25MASTERCARD INC CLASS A0.8%
26COSTCO WHOLESALE CORP0.8%
27GE AEROSPACE0.7%
28BANK OF AMERICA CORP0.7%
29UNITEDHEALTH GROUP INC0.7%
30HOME DEPOT INC0.7%
31PROCTER & GAMBLE0.6%
32COCA-COLA0.6%
33NETFLIX INC0.6%
34CHEVRON CORP0.6%
35GOLDMAN SACHS GROUP INC0.6%
36MERCK & CO INC0.6%
37GE VERNOVA INC0.6%
38PALANTIR TECHNOLOGIES INC CLASS A0.6%
39KLA CORP0.6%
40PALO ALTO NETWORKS INC0.5%
41PHILIP MORRIS INTERNATIONAL INC0.5%
42INTERNATIONAL BUSINESS MACHINES CO0.5%
43TEXAS INSTRUMENT INC0.5%
44RTX CORP0.5%
45WELLS FARGO0.5%
46MORGAN STANLEY0.5%
47SANDISK CORP0.5%
48LINDE PLC0.5%
49CITIGROUP INC0.5%
50ORACLE CORP0.5%
51MARVELL TECHNOLOGY INC0.4%
52AMPHENOL CORP CLASS A0.4%
53CROWDSTRIKE HOLDINGS INC CLASS A0.4%
54MCDONALDS CORP0.4%
55WESTERN DIGITAL CORP0.4%
56AMGEN INC0.4%
57QUALCOMM INC0.4%
58PEPSICO INC0.4%
59THERMO FISHER SCIENTIFIC INC0.4%
60SEAGATE TECHNOLOGY HOLDINGS PLC0.4%
61ANALOG DEVICES INC0.4%
62AMERICAN EXPRESS0.4%
63BOEING0.3%
64NEXTERA ENERGY INC0.3%
65ARISTA NETWORKS INC0.3%
66VERIZON COMMUNICATIONS INC0.3%
67WALT DISNEY0.3%
68UNION PACIFIC CORP0.3%
69TJX INC0.3%
70ABBOTT LABORATORIES0.3%
71CHARLES SCHWAB CORP0.3%
72WELLTOWER INC0.3%
73GILEAD SCIENCES INC0.3%
74EATON PLC0.3%
75DEERE0.3%
76CORNING INC0.3%
77INTUITIVE SURGICAL INC0.3%
78UBER TECHNOLOGIES INC0.3%
79APPLOVIN CORP CLASS A0.3%
80BLACKROCK INC0.3%
81AT&T INC0.3%
82BOOKING HOLDINGS INC0.3%
83S&P GLOBAL INC0.3%
84SALESFORCE INC0.3%
85PROGRESSIVE CORP0.3%
86PFIZER INC0.3%
87VERTEX PHARMACEUTICALS INC0.3%
88PROLOGIS REIT INC0.2%
89CHUBB0.2%
90CVS HEALTH CORP0.2%
91CAPITAL ONE FINANCIAL CORP0.2%
92CONOCOPHILLIPS0.2%
93LOWES COMPANIES INC0.2%
94VERTIV HOLDINGS CLASS A0.2%
95PARKER-HANNIFIN CORP0.2%
96DANAHER CORP0.2%
97ALTRIA GROUP INC0.2%
98DELL TECHNOLOGIES INC CLASS C0.2%
99STARBUCKS CORP0.2%
100BRISTOL MYERS SQUIBB0.2%
101STRYKER CORP0.2%
102HOWMET AEROSPACE INC0.2%
103SERVICENOW INC0.2%
104SOUTHERN0.2%
105MEDTRONIC PLC0.2%
106LOCKHEED MARTIN CORP0.2%
107TRANE TECHNOLOGIES PLC0.2%
108NEWMONT0.2%
109PNC FINANCIAL SERVICES GROUP INC0.2%
110BANK OF NEW YORK MELLON CORP0.2%
111CADENCE DESIGN SYSTEMS INC0.2%
112FORTINET INC0.2%
113QUANTA SERVICES INC0.2%
114DUKE ENERGY CORP0.2%
115US BANCORP0.2%
116EQUINIX REIT INC0.2%
117AUTOMATIC DATA PROCESSING INC0.2%
118GENERAL DYNAMICS CORP0.2%
119ROBINHOOD MARKETS INC CLASS A0.2%
120MCKESSON CORP0.2%
121CUMMINS INC0.2%
122BLACKSTONE INC0.2%
123CSX CORP0.2%
124ADOBE INC0.2%
125ELEVANCE HEALTH INC0.2%
126WILLIAMS INC0.2%
127JOHNSON CONTROLS INTERNATIONAL PLC0.2%
128FREEPORT MCMORAN INC0.2%
129T MOBILE US INC0.2%
130SYNOPSYS INC0.2%
131DATADOG INC CLASS A0.2%
132ACCENTURE PLC CLASS A0.2%
133MARSH INC0.2%
134CME GROUP INC CLASS A0.2%
135COMCAST CORP CLASS A0.2%
136MARRIOTT INTERNATIONAL INC CLASS A0.2%
137WASTE MANAGEMENT INC0.2%
1383M0.2%
139UNITED PARCEL SERVICE INC CLASS B0.2%
140EMERSON ELECTRIC0.2%
141VALERO ENERGY CORP0.2%
142MARATHON PETROLEUM CORP0.2%
143CONSTELLATION ENERGY CORP0.2%
144SHERWIN WILLIAMS0.2%
145HILTON WORLDWIDE HOLDINGS INC0.1%
146AMERICAN TOWER REIT CORP0.1%
147INTERCONTINENTAL EXCHANGE INC0.1%
148MONDELEZ INTERNATIONAL INC CLASS A0.1%
149HONEYWELL AEROSPACE INC0.1%
150AON PLC CLASS A0.1%
151INTUIT INC0.1%
152COLGATE-PALMOLIVE0.1%
153MOODYS CORP0.1%
154TRANSDIGM GROUP INC0.1%
155SIMON PROPERTY GROUP REIT INC0.1%
156AMERICAN ELECTRIC POWER INC0.1%
157CIGNA0.1%
158NORFOLK SOUTHERN CORP0.1%
159HONEYWELL INTERNATIONAL INC0.1%
160TRAVELERS COMPANIES INC0.1%
161CRH PUBLIC LIMITED PLC0.1%
162NORTHROP GRUMMAN CORP0.1%
163USD CASH0.1%
164ILLINOIS TOOL INC0.1%
165PHILLIPS 660.1%
166ROYAL CARIBBEAN GROUP LTD0.1%
167ECOLAB INC0.1%
168NXP SEMICONDUCTORS NV0.1%
169GENERAL MOTORS0.1%
170OREILLY AUTOMOTIVE INC0.1%
171MONSTER BEVERAGE CORP0.1%
172MOTOROLA SOLUTIONS INC0.1%
173DOORDASH INC CLASS A0.1%
174EOG RESOURCES INC0.1%
175UNITED RENTALS INC0.1%
176SLB NV0.1%
177ROSS STORES INC0.1%
178AIR PRODUCTS AND CHEMICALS INC0.1%
179MONOLITHIC POWER SYSTEMS INC0.1%
180BOSTON SCIENTIFIC CORP0.1%
181KKR AND CO INC0.1%
182FEDEX CORP0.1%
183COHERENT CORP0.1%
184REGENERON PHARMACEUTICALS INC0.1%
185WARNER BROS. DISCOVERY INC SERIES0.1%
186HCA HEALTHCARE INC0.1%
187PACCAR INC0.1%
188TRUIST FINANCIAL CORP0.1%
189ARTHUR J GALLAGHER0.1%
190ALLSTATE CORP0.1%
191AIRBNB INC CLASS A0.1%
192COMFORT SYSTEMS USA INC0.1%
193DOMINION ENERGY INC0.1%
194KINDER MORGAN INC0.1%
195CIENA CORP0.1%
196DELTA AIR LINES INC0.1%
197CINTAS CORP0.1%
198TERADYNE INC0.1%
199SEMPRA0.1%
200REALTY INCOME REIT CORP0.1%
201WW GRAINGER INC0.1%
202HEWLETT PACKARD ENTERPRISE0.1%
203CENCORA INC0.1%
204TE CONNECTIVITY PLC0.1%
205CORTEVA INC0.1%
206TARGET CORP0.1%
207L3HARRIS TECHNOLOGIES INC0.1%
208APOLLO GLOBAL MANAGEMENT INC0.1%
209DIGITAL REALTY TRUST REIT INC0.1%
210TARGA RESOURCES CORP0.1%
211LUMENTUM HOLDINGS INC0.1%
212CARDINAL HEALTH INC0.1%
213KEYSIGHT TECHNOLOGIES INC0.1%
214AFLAC INC0.1%
215CARRIER GLOBAL CORP0.1%
216ROCKWELL AUTOMATION INC0.1%
217EDWARDS LIFESCIENCES CORP0.1%
218FASTENAL0.1%
219FORD MOTOR CO0.1%
220ONEOK INC0.1%
221AMETEK INC0.1%
222BAKER HUGHES CLASS A0.1%
223NIKE INC CLASS B0.1%
224FIFTH THIRD BANCORP0.1%
225PUBLIC STORAGE REIT0.1%
226ENTERGY CORP0.1%
227FLEX LTD0.1%
228XCEL ENERGY INC0.1%
229CARVANA CLASS A0.1%
230VISTRA CORP0.1%
231NUCOR CORP0.1%
232AXON ENTERPRISE INC0.1%
233EBAY INC0.1%
234AUTOZONE INC0.1%
235MICROCHIP TECHNOLOGY INC0.1%
236STATE STREET CORP0.1%
237EXELON CORP0.1%
238HUMANA INC0.1%
239METLIFE INC0.1%
240DEVON ENERGY CORP0.1%
241TAKE TWO INTERACTIVE SOFTWARE INC0.1%
242ELECTRONIC ARTS INC0.1%
243VENTAS REIT INC0.1%
244YUM BRANDS INC0.1%
245IDEXX LABORATORIES INC0.1%
246MSCI INC0.1%
247AMERIPRISE FINANCE INC0.1%
248REPUBLIC SERVICES INC0.1%
249KEURIG DR PEPPER INC0.1%
250WESTINGHOUSE AIR BRAKE TECHNOLOGIE0.1%
251BLOCK INC CLASS A0.1%
252AUTODESK INC0.1%
253UNITED AIRLINES HOLDINGS INC0.1%
254CHIPOTLE MEXICAN GRILL INC0.1%
255AMERICAN INTERNATIONAL GROUP INC0.1%
256BECTON DICKINSON0.1%
257INTERACTIVE BROKERS GROUP INC CLAS0.1%
258D R HORTON INC0.1%
259CONSOLIDATED EDISON INC0.1%
260PAYPAL HOLDINGS INC0.1%
261GARMIN LTD0.1%
262SYSCO CORP0.1%
263CBRE GROUP INC CLASS A0.1%
264PRUDENTIAL FINANCIAL INC0.1%
265PUBLIC SERVICE ENTERPRISE GROUP IN0.1%
266OLD DOMINION FREIGHT LINE INC0.1%
267VULCAN MATERIALS0.1%
268COINBASE GLOBAL INC CLASS A0.1%
269WEC ENERGY GROUP INC0.1%
270NASDAQ INC0.1%
271HARTFORD INSURANCE GROUP INC0.1%
272PG&E CORP0.1%
273WATERS CORP0.1%
274HUNTINGTON BANCSHARES INC0.1%
275ROPER TECHNOLOGIES INC0.1%
276MARTIN MARIETTA MATERIALS INC0.1%
277AGILENT TECHNOLOGIES INC0.1%
278KIMBERLY CLARK CORP0.1%
279ON SEMICONDUCTOR CORP0.1%
280ARCHER DANIELS MIDLAND0.1%
281KENVUE INC0.1%
282JABIL INC0.1%
283CARNIVAL CORP LTD0.1%
284EMCOR GROUP INC0.1%
285ARCH CAPITAL GROUP LTD0.1%
286DIAMONDBACK ENERGY INC0.1%
287OCCIDENTAL PETROLEUM CORP0.1%
288IRON MOUNTAIN INC0.1%
289IQVIA HOLDINGS INC0.1%
290M&T BANK CORP0.1%
291KROGER0.1%
292PAYCHEX INC0.1%
293AMEREN CORP0.1%
294EQT CORP0.1%
295NORTHERN TRUST CORP0.1%
296NETAPP INC0.1%
297CROWN CASTLE INC0.1%
298CENTENE CORP0.1%
299QNITY ELECTRONICS INC0.1%
300RESMED INC0.1%
301ZOETIS INC CLASS A0.1%
302EXTRA SPACE STORAGE REIT INC0.1%
303STEEL DYNAMICS INC0.1%
304DTE ENERGY0.1%
305NRG ENERGY INC0.1%
306CITIZENS FINANCIAL GROUP INC0.1%
307RAYMOND JAMES INC0.1%
308LIVE NATION ENTERTAINMENT INC0.1%
309BIOGEN INC0.1%
310TELEDYNE TECHNOLOGIES INC0.1%
311TAPESTRY INC0.1%
312CASEYS GENERAL STORES INC0.1%
313INGERSOLL RAND INC0.1%
314EXPEDIA GROUP INC0.1%
315DOVER CORP0.1%
316VEEVA SYSTEMS INC CLASS A0.1%
317XYLEM INC0.1%
318VICI PPTYS INC0.1%
319FAIR ISAAC CORP0.1%
320OTIS WORLDWIDE CORP0.1%
321CINCINNATI FINANCIAL CORP0.1%
322GE HEALTHCARE TECHNOLOGIES INC0.1%
323WILLIS TOWERS WATSON PLC0.1%
324WORKDAY INC CLASS A0.1%
325CENTERPOINT ENERGY INC0.1%
326FISERV INC0.1%
327PPG INDUSTRIES INC0.1%
328EDISON INTERNATIONAL0.1%
329ATMOS ENERGY CORP0.1%
330HALLIBURTON0.1%
331WILLIAMS SONOMA INC0.1%
332MODERNA INC0.1%
333DEXCOM INC0.1%
334EVERSOURCE ENERGY0.1%
335REGIONS FINANCIAL CORP0.1%
336SYNCHRONY FINANCIAL0.1%
337COPART INC0.1%
338HUBBELL INC0.1%
339AVALONBAY COMMUNITIES REIT INC0.1%
340T ROWE PRICE GROUP INC0.1%
341PULTEGROUP INC0.1%
342HERSHEY FOODS0.1%
343PPL CORP0.1%
344VERISK ANALYTICS INC0.1%
345DOLLAR GENERAL CORP0.1%
346METTLER TOLEDO INC0.1%
347ARES MANAGEMENT CORP CLASS A0.1%
348AMERICAN WATER WORKS INC0.1%
349CBOE GLOBAL MARKETS INC0.1%
350SOUTHWEST AIRLINES0.1%
351FIRST SOLAR INC0.1%
352WEST PHARMACEUTICAL SERVICES INC0.1%
353CORPAY INC0.1%
354SMURFIT WESTROCK PLC0.0%
355FIRSTENERGY CORP0.0%
356LABCORP HOLDINGS INC0.0%
357CHURCH AND DWIGHT INC0.0%
358DARDEN RESTAURANTS INC0.0%
359TEXAS PACIFIC LAND CORP0.0%
360EQUITY RESIDENTIAL REIT0.0%
361PRINCIPAL FINANCIAL GROUP INC0.0%
362QUEST DIAGNOSTICS INC0.0%
363OMNICOM GROUP INC0.0%
364EXPEDITORS INTERNATIONAL OF WASHIN0.0%
365CMS ENERGY CORP0.0%
366F5 INC0.0%
367KEYCORP0.0%
368VERALTO CORP0.0%
369SNAP ON INC0.0%
370EXPAND ENERGY CORP0.0%
371NISOURCE INC0.0%
372VERISIGN INC0.0%
373ESTEE LAUDER INC CLASS A0.0%
374PACKAGING CORP OF AMERICA0.0%
375CH ROBINSON WORLDWIDE INC0.0%
376DOLLAR TREE INC0.0%
377FIDELITY NATIONAL INFORMATION SERV0.0%
378JB HUNT TRANSPORT SERVICES INC0.0%
379STERIS0.0%
380KRAFT HEINZ0.0%
381WR BERKLEY CORP0.0%
382EQUIFAX INC0.0%
383BROWN & BROWN INC0.0%
384INTERNATIONAL FLAVORS & FRAGRANCES0.0%
385ULTA BEAUTY INC0.0%
386HP INC0.0%
387ESSEX PROPERTY TRUST REIT INC0.0%
388LOEWS CORP0.0%
389DUPONT DE NEMOURS INC0.0%
390AMCOR PLC0.0%
391INTERNATIONAL PAPER0.0%
392COGNIZANT TECHNOLOGY SOLUTIONS COR0.0%
393EVERGY INC0.0%
394GENERAL MILLS INC0.0%
395SBA COMMUNICATIONS REIT CORP CLASS0.0%
396ALLIANT ENERGY CORP0.0%
397VIATRIS INC0.0%
398LENNAR A CORP CLASS A0.0%
399GLOBAL PAYMENTS INC0.0%
400DOW INC0.0%
401FORTIVE CORP0.0%
402INCYTE CORP0.0%
403BROADRIDGE FINANCIAL SOLUTIONS INC0.0%
404ZIMMER BIOMET HOLDINGS INC0.0%
405CONSTELLATION BRANDS INC CLASS A0.0%
406CF INDUSTRIES HOLDINGS INC0.0%
407GENUINE PARTS0.0%
408CDW CORP0.0%
409MASCO CORP0.0%
410AKAMAI TECHNOLOGIES INC0.0%
411TEXTRON INC0.0%
412IDEX CORP0.0%
413FEDEX FREIGHT HOLDING COMPANY INC0.0%
414LENNOX INTERNATIONAL INC0.0%
415INVITATION HOMES INC0.0%
416TYSON FOODS INC CLASS A0.0%
417KIMCO REALTY REIT CORP0.0%
418WEYERHAEUSER REIT0.0%
419BALL CORP0.0%
420DECKERS OUTDOOR CORP0.0%
421MID AMERICA APARTMENT COMMUNITIES0.0%
422HOST HOTELS & RESORTS REIT INC0.0%
423TRACTOR SUPPLY0.0%
424JACOBS SOLUTIONS INC0.0%
425GENERAC HOLDINGS INC0.0%
426NVR INC0.0%
427NORDSON CORP0.0%
428ALBEMARLE CORP0.0%
429PTC INC0.0%
430RALPH LAUREN CORP CLASS A0.0%
431HEALTHPEAK PROPERTIES INC0.0%
432BEST BUY INC0.0%
433GLOBE LIFE INC0.0%
434TYLER TECHNOLOGIES INC0.0%
435BUNGE GLOBAL SA0.0%
436ZEBRA TECHNOLOGIES CORP CLASS A0.0%
437COOPER INC0.0%
438EVEREST GROUP LTD0.0%
439GEN DIGITAL INC0.0%
440STANLEY BLACK & DECKER INC0.0%
441LEIDOS HOLDINGS INC0.0%
442LAS VEGAS SANDS CORP0.0%
443REVVITY INC0.0%
444LYONDELLBASELL INDUSTRIES CLASS A0.0%
445APTIV PLC0.0%
446ASSURANT INC0.0%
447LULULEMON ATHLETICA INC0.0%
448ECHOSTAR CORP CLASS A0.0%
449TKO GROUP HOLDINGS INC CLASS A0.0%
450SUPER MICRO COMPUTER INC0.0%
451MCCORMICK & CO NON-VOTING INC0.0%
452ALIGN TECHNOLOGY INC0.0%
453TRIMBLE INC0.0%
454REGENCY CENTERS REIT CORP0.0%
455PENTAIR0.0%
456AVERY DENNISON CORP0.0%
457COSTAR GROUP INC0.0%
458CAMDEN PROPERTY TRUST REIT0.0%
459CHARLES RIVER LABORATORIES INTERNA0.0%
460PINNACLE WEST CORP0.0%
461UDR REIT INC0.0%
462ROLLINS INC0.0%
463INVESCO LTD0.0%
464CHARTER COMMUNICATIONS INC CLASS A0.0%
465FOX CORP CLASS A0.0%
466JM SMUCKER0.0%
467APA CORP0.0%
468CLOROX0.0%
469ALLEGION PLC0.0%
470BIO TECHNE CORP0.0%
471HUNTINGTON INGALLS INDUSTRIES INC0.0%
472BAXTER INTERNATIONAL INC0.0%
473INSULET CORP0.0%
474SOLVENTUM CORP0.0%
475FRANKLIN RESOURCES INC0.0%
476MGM RESORTS INTERNATIONAL0.0%
477DOMINOS PIZZA INC0.0%
478GARTNER INC0.0%
479AES CORP0.0%
480BXP INC0.0%
481HASBRO INC0.0%
482JACK HENRY AND ASSOCIATES INC0.0%
483GODADDY INC CLASS A0.0%
484NEWS CORP CLASS A0.0%
485SKYWORKS SOLUTIONS INC0.0%
486UNIVERSAL HEALTH SERVICES INC CLAS0.0%
487FACTSET RESEARCH SYSTEMS INC0.0%
488BUILDERS FIRSTSOURCE INC0.0%
489FEDERAL REALTY INVESTMENT TRUST RE0.0%
490WYNN RESORTS LTD0.0%
491TRADE DESK INC CLASS A0.0%
492NORWEGIAN CRUISE LINE HOLDINGS LTD0.0%
493HENRY SCHEIN INC0.0%
494ALEXANDRIA REAL ESTATE EQUITIES RE0.0%
495A O SMITH CORP0.0%
496HORMEL FOODS CORP0.0%
497DAVITA INC0.0%
498MOSAIC0.0%
499MOLSON COORS BREWING CLASS B0.0%
500FOX CORP CLASS B0.0%
501ERIE INDEMNITY CLASS A0.0%
502BROWN FORMAN CORP CLASS B0.0%
503CASH COLLATERAL USD MLIFT0.0%
504NEWS CORP CLASS B0.0%
505PARAMOUNT SKYDANCE CORP CLASS B0.0%
506MOBILITY GLOBAL INC0.0%
507GBP CASH0.0%
508EUR CASH0.0%
509HOLOGIC INC0.0%
510MICRO EMINI S&P 500 SEP 260.0%

⭳ Download full holdings (CSV)

How it ranks vs peers

🪙 Cheaper than 35% of similar ETFs💰 All-in cost cheaper than 46%

Versus the Equity (stocks) · United States · EUR ETFs we track.

Advanced risk

7.1%
Downside deviation ?
€5.34
52-week high ?
€5.12
52-week low ?

Concentration depth

~101 ?
Effective number of holdings

Roughly 510 companies are held, but the largest names carry most of the weight — so it behaves like ~101 equal-sized positions.

Tilt vs a world tracker

United States+27.9
Japan-5.9
United Kingdom-3.5
Canada-3.4
France-2.4
Switzerland-2.3

Percentage points over / under a broad world-equity tracker (not a licensed benchmark).

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Matched on🌍 United States stocks
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Why it's similarThis is the fund on this page.
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Same indexAccumulatingPhysicalCheaper fee
StocksPhysicalCheaper fee
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Index trackedS&P 500S&P 500 IndexS&P 500S&P 500S&P 500 IndexS&P 500
Yearly fee (TER)0.23%0.09%0.10%0.10%0.02%0.07%0.06%
All-in cost0.23%0.00%0.10%0.00%0.00%0.07%0.00%
Fund size€280.7M€686.6B€180.2B€154.3B€139.3B€134B€88.2B
DomicileIrelandUnited StatesIrelandIrelandUnited StatesIrelandUnited States
ReplicationPhysical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+18.3%+17.4%+18.3%+19.4%+10.2%
5-yr return p.a.+11.5%+10.4%+11.5%+12.8%+5.5%
# holdings510505511511508511103

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Data as of 2026-07-20 · Source: issuer data, compiled by Finance Hamster

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