Invesco
SPXE.L
IE00BKS7L097
Invesco S&P 500 Scored & Screened UCITS ETF Acc
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About this ETF

The Invesco S&P 500 Scored & Screened UCITS ETF seeks to track the S&P 500 Scored & Screened index. The S&P 500 Scored & Screened index tracks the largest US companies selected by ESG criteria. The sector allocation of the index is adjusted to the sector allocation of the S&P 500.

TER
0.09%

Total Expense Ratio per year

Fund Size
€3.76B

Assets under management

Holdings
328

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
22.83
Weighted Fwd P/E
16.47
💰 Revenue Estimates
Current Year CY
+25.81% ⌀ 31 Analysts Coverage
Next Year NY
+17.38% ⌀ 32 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+39.48% ⌀ 29 Analysts Coverage
Next Year NY
+30.5% ⌀ 30 Analysts Coverage

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ETF Profile
Provider
Invesco
Invesco
Fund Type
ETF
Inception Date
03/09/2020 (6 yrs)
Index Group
S&P 500
Region
-
Sector
-
Theme
-
Distribution Policy
Accumulating
Sustainable
Yes

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
68/100 Moderate
Diversification Score
68/100 Moderate
5Y Volatility
16.2% p.a.
Max Drawdown (5Y)
-23.9%
Sharpe Ratio (5Y)
0.72
Beta Factor
0.96
Notes & Warnings
Fund Volume (AUM) 🟢 Established large fund (> 500M € AUM)
⚠️ Sector concentration: 34% in "Technology".
⚠️ Elevated Regulatory & Policy Risk: 43% in heavily regulated industries (defense, regulated utilities, healthcare policy).
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