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iShares MSCI USA SRI UCITS ETF

iShares · IE00BMWPV470

iShares MSCI USA SRI UCITS ETF is an exchange-traded fund (ETF) from iShares, traded under the ticker SUAP (ISIN IE00BMWPV470). One trade buys a whole basket of holdings, so your money is spread out instead of riding on a single company. In plain terms it is about owning small slices of companies, so you share in their growth when they…

· Tracks the MSCI USA SRI index ?
Equity ?Distributing ?Physical ?Ireland ?
Low yearly feePays cash dividendsOwns the shares directlyUnited StatesConcentrated in a few names
Fund size (AUM) ?
€4.4B
Risk level (SRI) ?
6 / 7 · High
1-year return ?
+17.5%
Total return · to 2026-07-24
Dividend yield
0.90%
Trailing 12 months
Yearly fee (TER) ?
0.23%
All-in cost ≈ 0.23%

About this fund

What you own

The MSCI USA SRI index is the benchmark this fund aims to copy. By holding it, this fund gives you a stake in around 165 companies across United States in a single purchase.

Dividends

The fund pays dividends out to you as cash, usually a few times a year.

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You get the dividends as cash you can spend or move elsewhere, which some people like for a sense of income. If you would rather it compounded, you buy more units yourself — it will not reinvest on its own the way an accumulating version does. The same fund is often sold in both versions; what it holds underneath is identical.

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

0.23%Yearly fee (TER)
0.23%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 ?
MSCI USA SRI
Replication ?
Physical
Full — buys every share
Regulation ?
UCITS
Yes
Launched
May 2021
5-year track record
Recommended holding period
medium to long term

Performance

41.1242443644845202520262026

Growth of £100 invested — both lines start at £100.

iShares MSCI USA SRI UCITS ETF Average MSCI USA SRI ETF (funds we track) ?

Compared with the average fund tracking the same index — our own data, not the licensed index itself.

YTD+11.7%
1 year+17.5%
3 years+13.0%
5 years+8.2%

Return, year by year

-21.8
+21.7
+13.2
+10.2
'22'23'24'25
3 of 4 up yearsBest: 2023 +21.7%Worst: 2022 -21.8%Calendar-year total returns, in GBP

How bumpy has it been?

13.5%
Volatility (1y) ?
How much the price swings year to year — lower is calmer.
-19.7%
Worst drop (3y) ?
The biggest fall from a peak over the last three years.
0.89
Return for the risk (3y) ?
Reward earned per unit of bumpiness.

The bigger picture

+50.3%
Since inception
Total growth since launch — about +8.4% a year.
+31.9%
Best 12 months
The strongest one-year stretch on record.
-23.0%
Worst 12 months
The weakest one-year stretch on record.
-27.5%
Worst fall on record ?
It clawed back in about 21 months.

Dividend history

This fund pays its dividends out to you (Semi Annual). Recent payments per share:

Ex-dateAmount / share
2026-06-18£0.0362
2025-12-11£0.0323
2024-12-12£0.0333
2024-06-13£0.0346
2023-12-14£0.0367

What's inside

By sector ?

Technology37.4%
Financials12.8%
Consumer Discretionary10.5%
Health Care9.7%
Industrials9.7%
Communication Services9.1%
Consumer Staples5.3%
Materials2.0%

The 10 biggest holdings make up 40.0% of the fund — the rest is spread across roughly 155 more companies.

Top 10 holdings

#CompanyWeight
1NVIDIA CORP9.2%
2APPLIED MATERIAL INC4.8%
3LAM RESEARCH CORP4.3%
4VISA INC CLASS A3.9%
5TESLA INC3.7%
6PALO ALTO NETWORKS INC3.5%
7WALT DISNEY2.9%
8VERIZON COMMUNICATIONS INC2.7%
9MARVELL TECHNOLOGY INC2.6%
10WESTERN DIGITAL CORP2.4%

Where to buy this fund

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

Where it trades

ExchangeTickerCurrency
LSESUAPGBP★ Primary
EUR listings
FrankfurtSAUPEUR
GBP listings
B3SUAPLGBP
B4SUAPGBPGBP
E1SUAPGBPGBP
EBSUAPLGBP
EOSUAPGBPGBP
EPSUAPGBPGBP
EUSUAPGBPGBP
EZSUAPGBPGBP
IXSUAPLGBP
L1SUAPLGBP
L3SUAPLGBP
London Stock ExchangeSUAPGBP
POSUAPLGBP
QXSUAPLGBP
X9SUAPGBPGBP
XASUAPGBPGBP
XESUAPGBPGBP
XFSUAPGBPGBP
XGSUAPGBPGBP
XHSUAPGBPGBP
XJSUAPGBPGBP
XLSUAPGBPGBP
XOSUAPGBPGBP
XQSUAPGBPGBP
XTSUAPGBPGBP
XUSUAPGBPGBP
XVSUAPGBPGBP
XWSUAPGBPGBP
XXSUAPGBPGBP
XZSUAPGBPGBP
For serious comparison — full data holdings, percentiles, advanced risk, tilt, flows

Full holdings

As of 2026-07-24 · the fund's own published holdings.

#CompanyWeight
1NVIDIA CORP9.2%
2APPLIED MATERIAL INC4.8%
3LAM RESEARCH CORP4.3%
4VISA INC CLASS A3.9%
5TESLA INC3.7%
6PALO ALTO NETWORKS INC3.5%
7WALT DISNEY2.9%
8VERIZON COMMUNICATIONS INC2.7%
9MARVELL TECHNOLOGY INC2.6%
10WESTERN DIGITAL CORP2.4%
11ELECTRONIC ARTS INC2.4%
12COCA-COLA2.1%
13HOME DEPOT INC2.0%
14GE VERNOVA INC1.9%
15SERVICENOW INC1.4%
16AMGEN INC1.3%
17PEPSICO INC1.3%
18CADENCE DESIGN SYSTEMS INC1.3%
19AMERICAN EXPRESS1.2%
20ADOBE INC1.1%
21GILEAD SCIENCES INC1.1%
22ACCENTURE PLC CLASS A1.0%
23EXELON CORP1.0%
24SYNOPSYS INC1.0%
25DEERE0.9%
26INTUIT INC0.9%
27PROGRESSIVE CORP0.9%
28S&P GLOBAL INC0.9%
29VERTEX PHARMACEUTICALS INC0.9%
30NXP SEMICONDUCTORS NV0.9%
31BOOKING HOLDINGS INC0.8%
32STRYKER CORP0.7%
33LOWES COMPANIES INC0.7%
34HEWLETT PACKARD ENTERPRISE0.7%
35BANK OF NEW YORK MELLON CORP0.7%
36PNC FINANCIAL SERVICES GROUP INC0.7%
37KEYSIGHT TECHNOLOGIES INC0.7%
38EQUINIX REIT INC0.7%
39TRANE TECHNOLOGIES PLC0.6%
40US BANCORP0.6%
41ELEVANCE HEALTH INC0.6%
42AUTOMATIC DATA PROCESSING INC0.6%
43FOX CORP CLASS A0.6%
44CUMMINS INC0.6%
45AUTODESK INC0.5%
46AMERICAN WATER WORKS INC0.5%
47JOHNSON CONTROLS INTERNATIONAL PLC0.5%
48INTERCONTINENTAL EXCHANGE INC0.5%
49AMERICAN TOWER REIT CORP0.5%
50MOODYS CORP0.5%
51CIGNA0.5%
52ECOLAB INC0.5%
53CRH PUBLIC LIMITED PLC0.5%
54TRAVELERS COMPANIES INC0.5%
55MERCADOLIBRE INC0.5%
56HILTON WORLDWIDE HOLDINGS INC0.4%
57HCA HEALTHCARE INC0.4%
58UNITED RENTALS INC0.4%
59OREILLY AUTOMOTIVE INC0.4%
60DIGITAL REALTY TRUST REIT INC0.4%
61NETAPP INC0.4%
62TARGET CORP0.4%
63COMFORT SYSTEMS USA INC0.4%
64EDWARDS LIFESCIENCES CORP0.4%
65WW GRAINGER INC0.4%
66WORKDAY INC CLASS A0.4%
67FOX CORP CLASS B0.3%
68NUCOR CORP0.3%
69ROCKWELL AUTOMATION INC0.3%
70STATE STREET CORP0.3%
71CARRIER GLOBAL CORP0.3%
72HUMANA INC0.3%
73IDEXX LABORATORIES INC0.3%
74F5 INC0.3%
75FIRST SOLAR INC0.3%
76AXON ENTERPRISE INC0.3%
77EBAY INC0.3%
78ALNYLAM PHARMACEUTICALS INC0.3%
79KEURIG DR PEPPER INC0.3%
80FERGUSON ENTERPRISES INC0.3%
81PRUDENTIAL FINANCIAL INC0.3%
82CHIPOTLE MEXICAN GRILL INC0.3%
83NASDAQ INC0.3%
84HARTFORD INSURANCE GROUP INC0.3%
85KENVUE INC0.3%
86WATERS CORP0.3%
87KIMBERLY CLARK CORP0.2%
88AGILENT TECHNOLOGIES INC0.2%
89D R HORTON INC0.2%
90ARCH CAPITAL GROUP LTD0.2%
91IQVIA HOLDINGS INC0.2%
92CENTENE CORP0.2%
93CROWN CASTLE INC0.2%
94EMCOR GROUP INC0.2%
95STEEL DYNAMICS INC0.2%
96ZOETIS INC CLASS A0.2%
97PAYCHEX INC0.2%
98BIOGEN INC0.2%
99RAYMOND JAMES INC0.2%
100ZSCALER INC0.2%
101VEEVA SYSTEMS INC CLASS A0.2%
102PPG INDUSTRIES INC0.2%
103SYNCHRONY FINANCIAL0.2%
104WILLIS TOWERS WATSON PLC0.2%
105XYLEM INC0.2%
106REGIONS FINANCIAL CORP0.2%
107WEST PHARMACEUTICAL SERVICES INC0.2%
108METTLER TOLEDO INC0.2%
109CBOE GLOBAL MARKETS INC0.2%
110T ROWE PRICE GROUP INC0.2%
111HUBBELL INC0.2%
112ROYALTY PHARMA PLC CLASS A0.2%
113QUEST DIAGNOSTICS INC0.2%
114WILLIAMS SONOMA INC0.2%
115LABCORP HOLDINGS INC0.2%
116CHURCH AND DWIGHT INC0.2%
117TRIMBLE INC0.2%
118USD CASH0.2%
119VERISK ANALYTICS INC0.2%
120XPO INC0.1%
121PULTEGROUP INC0.1%
122ESTEE LAUDER INC CLASS A0.1%
123STERIS0.1%
124VERALTO CORP0.1%
125CH ROBINSON WORLDWIDE INC0.1%
126INCYTE CORP0.1%
127GENERAL MILLS INC0.1%
128INTERNATIONAL PAPER0.1%
129JB HUNT TRANSPORT SERVICES INC0.1%
130ZIMMER BIOMET HOLDINGS INC0.1%
131BURLINGTON STORES INC0.1%
132ULTA BEAUTY INC0.1%
133FORTIVE CORP0.1%
134LENNOX INTERNATIONAL INC0.1%
135BALL CORP0.1%
136NVR INC0.1%
137GENUINE PARTS0.1%
138BROADRIDGE FINANCIAL SOLUTIONS INC0.1%
139IDEX CORP0.1%
140RIVIAN AUTOMOTIVE INC CLASS A0.1%
141TRACTOR SUPPLY0.1%
142JACOBS SOLUTIONS INC0.1%
143BUNGE GLOBAL SA0.1%
144DELTA AIR LINES INC0.1%
145CARLISLE COMPANIES INC0.1%
146COOPER INC0.1%
147BEST BUY INC0.1%
148MCCORMICK & CO NON-VOTING INC0.1%
149AVERY DENNISON CORP0.1%
150DECKERS OUTDOOR CORP0.1%
151DICKS SPORTING INC0.1%
152CLOROX0.1%
153GRACO INC0.1%
154INSULET CORP0.1%
155APTIV PLC0.1%
156PENTAIR0.1%
157ALLEGION PLC0.1%
158LULULEMON ATHLETICA INC0.1%
159CNH INDUSTRIAL N.V. NV0.1%
160MOBILITY GLOBAL INC0.0%
161CASH COLLATERAL USD HSBFT0.0%
162EUR CASH0.0%
163GBP CASH0.0%
164HOLOGIC INC0.0%
165S&P500 EMINI SEP 260.0%

⭳ Download full holdings (CSV)

How it ranks vs peers

🪙 Cheaper than 24% of similar ETFs💰 All-in cost cheaper than 35%📈 Higher 1-yr return than 37%📈 Higher 3-yr return than 35%📈 Higher 5-yr return than 27%📊 Beat its category by 0.9% (1-yr) (category average +16.6%)📊 Behind its category by 1.2% (3-yr) (category average +14.3%)📊 Beat its category by 0.4% (5-yr) (category average +7.8%)

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

Advanced risk

1.29
Sortino (3y) ?
0.66
Calmar (3y) ?
8.7%
Downside deviation ?
67%
Up months (hit rate) ?
£7.92
52-week high ?
£6.35
52-week low ?

Concentration depth

~41 ?
Effective number of holdings

Roughly 165 companies are held, but the largest names carry most of the weight — so it behaves like ~41 equal-sized positions.

Tilt vs a world tracker

United States+27.8
Technology+8.3
Japan-5.9
Energy-3.6
Financials-3.5
United Kingdom-3.5

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

Estimated fund flows

+€34.2M
Estimated net flow, last month

Estimated from fund-size changes.

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.

Matched on🌍 United States stocks
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Why it's similarThis is the fund on this page.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksDistributingPhysicalCheaper fee
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Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
StocksPhysicalCheaper fee
Tracks a different index in the same category.
Index trackedMSCI USA SRIS&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€4.4B€704.3B€175.6B€154.3B€146.6B€134B€86.2B
DomicileIrelandUnited StatesIrelandIrelandUnited StatesIrelandUnited States
ReplicationPhysical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)Physical (full)
3-yr return p.a.+13.0%+21.0%+17.5%+21.0%+19.4%+10.2%
5-yr return p.a.+8.2%+12.0%+10.2%+12.0%+12.8%+5.5%
# holdings165504511511508511103

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Data as of 2026-07-24 · Source: issuer data, compiled by Finance Hamster

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