IE000S6476U8
IE000S6476U8
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis
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About this ETF
The UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis seeks to track the S&P ESG Elite High Yield Dividend Aristocrats (EUR Hedged) index. The S&P ESG Elite High Yield Dividend Aristocrats (EUR Hedged) index tracks the stocks of the S&P Composite 1500 index that have increased dividends every year for at least 20 consecutive years. The stocks included are filtered according to ESG criteria (environmental, social and corporate governance). Currency hedged to Euro (EUR).
TER
0.23%
Total Expense Ratio per year
Fund Size
€490K
Assets under management
Holdings
0
Underlying equities
Dividend Yield
2.52%
Distributing
Fundamentals & Estimates
Weighted valuation multiples and analyst forecasts
Valuation Multiples
Weighted P/E
-
Weighted Fwd P/E
-
💰 Revenue Estimates
Current Year CY
-
Next Year NY
-
📈 EPS Estimates (Earnings Per Share)
Current Year CY
-
Next Year NY
-
Related ETFs
State Street® SPDR® S&P® U.S. Dividend Aristocrats UCITS ETF (Dist)
73.46 EUR
TER 0.35% 1Y +8.9%
State Street® SPDR® S&P® U.S. Dividend Aristocrats EUR Hdg UCITS ETF (Dist)
8.83 EUR
TER 0.4% 1Y +2.7%
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis
4.4 USD
TER 0.2% 1Y +3.9%
iShares Dow Jones U.S. Select Dividend UCITS ETF (DE)
98.73 EUR
TER 0.31% 1Y +11.7%
ETF Profile
Provider
Fund Type
ETF Type
Passive Inception Date
06/26/2023 (3 yrs)
Index Group
S&P High Yield Dividend Aristocrats Region
-
Country
United States Sector
-
Strategy
Dividend Theme
-
Distribution Policy
Distributing Replication
Full replication Sustainable
Yes 🛡️ Risk & Structural Analysis
Multi-Factor Risk Model & Market Data
5/7 Elevated
Diversification Score: 68/100 Moderate
Diversification Score
68/100 Moderate
3Y Volatility
13.1% p.a.
Max Drawdown (3Y)
-11.0%
Sharpe Ratio (3Y)
0.10
Beta Factor
0.00
Notes & Warnings
Fund Volume (AUM) ⚠️ Fund closure risk (< 50M € AUM)
⚠️ Fund closure risk (< 50M € AUM)