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iShares S&P Mid Cap 400 Swap UCITS ETF

iShares · IE000H444PH5

iShares S&P Mid Cap 400 Swap UCITS ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker SP4S (ISIN IE000H444PH5). In a single purchase you get a diversified basket of holdings rather than a stake in just one business. At its core it is a focused, thematic fund: it concentrates on the other part of the market, so…

· Tracks the S&P Mid Cap 400 index ?
Equity ?Accumulating ?Physical ?Ireland ?
Low yearly feeReinvests dividendsOwns the shares directlyOtherConcentrated in a few names
Fund size (AUM) ?
€6.1M
Risk level (SRI) ?
6 / 7 · High
Yearly fee (TER) ?
0.20%
All-in cost ≈ 0.20%

About this fund

What you own

The S&P Mid Cap 400 index is the benchmark this fund aims to copy. By holding it, this fund gives you a stake in around 150 companies across Other in a single purchase.

Dividends

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

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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).

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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

0.20%Yearly fee (TER)
0.20%All-in cost

The yearly running cost of the fund, shown as a % of your money. Lower is cheaper.

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For example, a 0.20% fee works out at €0.20 a year for every €100 invested — that’s a generic illustration of the mechanic, not this fund’s own fee. 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 Mid Cap 400
Replication ?
Physical
Full — buys every share
Regulation ?
UCITS
Yes
Launched
Jun 2025
Recommended holding period
medium to long term

Performance

96.0102108114120202520262026

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

iShares S&P Mid Cap 400 Swap UCITS ETF

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

YTD+12.4%

How bumpy has it been?

14.8%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-7.5%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.

The bigger picture

+14.3%
Since inception
Total growth since the fund launched.
-7.5%
Worst fall on record ?
It clawed back in about 1 month.

What's inside

By sector ?

Other49.6%
Technology10.6%
Consumer Discretionary6.6%
Communication Services5.9%
Financials5.5%
Industrials5.3%
Health Care4.4%
Utilities4.2%

The 10 biggest holdings make up 99.4% of the fund — the rest is spread across roughly 66 more companies.

Top 10 holdings

#CompanyWeight
1S&P 400 MID CAP GROSS TR INDEX99.9%
71USD CASH0.1%
77HOLOGIC INC0.0%
78COPART INC0.0%
79EXPAND ENERGY CORP0.0%
80TOAST INC CLASS A0.0%
81ON SEMICONDUCTOR CORP-0.1%
82TRAVELERS COMPANIES INC-0.1%
83SANDOZ GROUP AG-0.2%
84MICROCHIP TECHNOLOGY INC-0.2%

Where to buy this fund

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

Where it trades

ExchangeTickerCurrency
SIXSP4SCHF★ Primary
EUR listings
Euronext AmsterdamSP4SEUR
USD listings
B3SP4SAUSD
E1SP4SUSDUSD
EOSP4SUSDUSD
EPSP4SUSDUSD
EUSP4SUSDUSD
EZSP4SUSDUSD
L1SP4SAUSD
L3SP4SAUSD
London Stock ExchangeSP4SUSD
POSP4SAUSD
S1SP4SAUSD
S1SP4SZUSD
S4SP4SAUSD
SESP4SUSD
X1SP4SUSDUSD
X2SP4SUSDUSD
XASP4SUSDUSD
XFSP4SUSDUSD
XGSP4SUSDUSD
XHSP4SUSDUSD
XJSP4SUSDUSD
XLSP4SUSDUSD
XOSP4SUSDUSD
XQSP4SUSDUSD
XUSP4SUSDUSD
XVSP4SUSDUSD
XWSP4SUSDUSD
XXSP4SUSDUSD
XYSP4SUSDUSD
XZSP4SUSDUSD
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

Full holdings

As of 2026-07-23 · the fund's own published holdings.

#CompanyWeight
1S&P 400 MID CAP GROSS TR INDEX99.9%
71USD CASH0.1%
77HOLOGIC INC0.0%
78COPART INC0.0%
79EXPAND ENERGY CORP0.0%
80TOAST INC CLASS A0.0%
81ON SEMICONDUCTOR CORP-0.1%
82TRAVELERS COMPANIES INC-0.1%
83SANDOZ GROUP AG-0.2%
84MICROCHIP TECHNOLOGY INC-0.2%
85SWISS PRIME SITE AG-0.2%
86CANADIAN NATIONAL RAILWAY-0.2%
87INTEL CORPORATION-0.3%
88WILLIAMS INC-0.3%
89DECKERS OUTDOOR CORP-0.3%
90CLOUDFLARE INC CLASS A-0.3%
91IRON MOUNTAIN INC-0.4%
92FLUTTER ENTERTAINMENT PLC-0.4%
93META PLATFORMS INC CLASS A-0.4%
94INTUIT INC-0.4%
95COHERENT CORP-0.5%
96CARLISLE COMPANIES INC-0.6%
97PALANTIR TECHNOLOGIES INC CLASS A-0.6%
98TESLA INC-0.7%
99IONQ INC-0.7%
100AMERICAN INTERNATIONAL GROUP INC-0.7%
101ALNYLAM PHARMACEUTICALS INC-0.7%
102STRATEGY INC CLASS A-0.8%
103EMCOR GROUP INC-0.8%
104ADOBE INC-0.8%
105ROBLOX CORP CLASS A-0.8%
106METLIFE INC-0.8%
107CADENCE DESIGN SYSTEMS INC-0.8%
108ANALOG DEVICES INC-0.8%
109PFIZER INC-0.8%
110CENTENE CORP-1.0%
111TEVA PHARMACEUTICAL INDUSTRIES ADR-1.0%
112ALPHABET INC CLASS A-1.0%
113JOHNSON & JOHNSON-1.0%
114LEIDOS HOLDINGS INC-1.0%
115ELI LILLY-1.0%
116MONSTER BEVERAGE CORP-1.1%
117GE HEALTHCARE TECHNOLOGIES INC-1.3%
118QUALCOMM INC-1.4%
119BAKER HUGHES CLASS A-1.5%
120BURLINGTON STORES INC-1.5%
121BUNGE GLOBAL SA-1.6%
122WEYERHAEUSER REIT-1.6%
123PUBLIC STORAGE REIT-1.7%
124AVOLTA AG-1.7%
125SOUTHERN-1.7%
126XPO INC-1.7%
127BERKSHIRE HATHAWAY INC CLASS B-1.7%
128L3HARRIS TECHNOLOGIES INC-1.7%
129CSX CORP-1.7%
130TEXAS PACIFIC LAND CORP-1.8%
131EDWARDS LIFESCIENCES CORP-1.9%
132NETFLIX INC-1.9%
133VISA INC CLASS A-2.1%
134CONSTELLATION ENERGY CORP-2.2%
135VERIZON COMMUNICATIONS INC-2.3%
136DICKS SPORTING INC-2.3%
137AUTODESK INC-2.5%
138PRINCIPAL FINANCIAL GROUP INC-2.6%
139HILTON WORLDWIDE HOLDINGS INC-2.7%
140EOG RESOURCES INC-2.7%
141ELECTRONIC ARTS INC-2.8%
142ALPHABET INC CLASS C-2.8%
143NORFOLK SOUTHERN CORP-2.9%
144WELLTOWER INC-2.9%
145CHUBB-2.9%
146NVIDIA CORP-3.4%
147AMAZON.COM INC-3.7%
148APPLE INC-3.9%
149BROADCOM INC-4.3%
150DOMINION ENERGY INC-4.5%

⭳ Download full holdings (CSV)

How it ranks vs peers

🪙 Cheaper than 69% of similar ETFs💰 All-in cost cheaper than 79%

Versus the Equity (stocks) · Other · USD ETFs we track.

Advanced risk

9.8%
Downside deviation ?
78%
Up months (hit rate) ?
$6.32
52-week high ?
$5.15
52-week low ?

Concentration depth

~4 ?
Effective number of holdings

Roughly 150 companies are held, but the largest names carry most of the weight — so it behaves like ~4 equal-sized positions.

Tilt vs a world tracker

Other+49.3
United States+26.3
Technology-18.5
Financials-10.8
Industrials-6.3
Japan-5.9

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

Similar funds

We found 6 funds that do much the same job as this one. To pick them we matched this fund's asset class and region, then show how close each match is below.

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Why it's similarThis is the fund on this page.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
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StocksAccumulatingCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksAccumulatingPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
Index trackedS&P Mid Cap 400Technology Select Sector IndexFTSE Developed ex US IndexS&P 500® Total Return (Net) IndexFinancial Select Sector Index® ® S&p® 500 Mxn Hdg® ® S&p® 500 Hdg
Yearly fee (TER)0.20%0.08%0.03%0.05%0.08%0.05%0.05%
All-in cost0.20%0.00%0.00%0.12%0.00%0.06%0.06%
Fund size€6.1M€100.7B€57.6B€50.3B€48.9B€36.7B€36.7B
DomicileIrelandUnited StatesUnited StatesIrelandUnited StatesIrelandIreland
ReplicationPhysical (full)Physical (full)Physical (full)Synthetic (swap)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+26.5%+13.9%-73.9%+16.7%
5-yr return p.a.+18.6%+6.7%+9.2%
# holdings150771,49457280505505

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Data as of 2026-07-23 · Source: issuer data, compiled by Finance Hamster

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