Today I would be interested in your opinion about the following ETF:
"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV 🛒
This ETF provides access to the U.S. consumer discretionary sector 🇺🇸📦🛍🛒
This ETF is fully replicated, accumulating and has an annual total expense ratio (TER) of 0.15% ✅
This ETF was launched on November 20, 2015 and has a fund size of €323 million 💰
The 5 largest positions (combined: 60.80%) are:
1️⃣ Amazon with 32.33% 🖥📦
2️⃣ Tesla with 12.41% 🔌🚗
3️⃣ Home Depot with 7.59% 🪑🛋
4️⃣ Nike with 4.60% ⚽️🎽
5️⃣ McDonalds with 3.87% 🍔🍟
Performance over 1 year: +19.98% 📈
Performance over 3 years: +63.19% 📈
Performance over 5 years: +129.05% 📈
I don't have this ETF in my custody account and won't get it either, since I have all of the TOP 5 positions except Home Depot as individual stocks in my custody account and thus already cover over 50% of this ETF 😊✅
On the other hand, I am surprised that this ETF is only €323 million in size in just under 6 years 🤷🏽♂️
Nevertheless, this ETF has developed very well over the last few years 📈📈
Would you get this ETF in your portfolio ? 🤷🏽♂️🛒🛍
