iShares
ES50.DE
IE000LXEN6X4
iShares EURO STOXX 50 ESG UCITS ETF
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About this ETF

The iShares EURO STOXX 50 ESG UCITS ETF EUR (Acc) seeks to track the EURO STOXX® 50 ESG index. The EURO STOXX® 50 ESG index tracks companies from Eurozone countries. It excludes companies that do not comply with the principles of the UN Global Compact (controversial weapons, tobacco, consumers and producers of fossil energy sources).

TER
0.1%

Total Expense Ratio per year

Fund Size
€136.22M

Assets under management

Holdings
51

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
16.98
Weighted Fwd P/E
13.37
💰 Revenue Estimates
Current Year CY
+9.38% ⌀ 19 Analysts Coverage
Next Year NY
+8.88% ⌀ 19 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+20.56% ⌀ 17 Analysts Coverage
Next Year NY
+16.69% ⌀ 18 Analysts Coverage

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ETF Profile
Provider
iShares
iShares
Fund Type
ETF
Inception Date
07/26/2023 (3 yrs)
Index Group
EURO STOXX 50
Region
Europe
Country
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
15.7% p.a.
Max Drawdown (3Y)
-15.5%
Sharpe Ratio (3Y)
1.08
Beta Factor
1.08
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (17 analysts)
⚠️ Elevated top 10 holdings concentration: 46% of fund in top 10 positions.
⚠️ Sector concentration: 32% in "Financial Services".
⚠️ Elevated Economic Cyclicality: 57% in cyclical industries – more vulnerable to economic downturns.
⚠️ Elevated Interest Rate Sensitivity: 44% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 48% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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