Dear Community,
For some time now, I have been struggling with the idea of using (re)insurers such as $MUV2 (+0.35%) or also $HNR1 (+0.53%) in my portfolio. But also the $ZURN (-0.3%) and the $SREN (-0.12%) have popped up from time to time.
While searching for a suitable ETF, I then came across the Invesco STOXX Europe 600 Optimized Insurance ETF $SC0Y (+0.1%) came across it.
Here are a few key facts about the ETF:
- Comprises 20 companies, led by
- $ALV (+0.32%)
(14,34%), - $CS (+0.36%)
(12,27%), - $ZURN (-0.3%)
(11,59%) and - $MUV2 (+0.35%)
(10,99%)
(as at: 11.06.2025) - Includes mainly companies from Germany (28,4%)Switzerland (24,4%)United Kingdom (15%) and France (13%) (as at: 11.06.2025)
- Fund volume: just under 50 million, and rising (as at: 19.06.2025)
- TER: 0.20%
- Management type: passive
- Dividend: Accumulating
I would like to invest just under 15% of my portfolio in this ETF.
Questions:
- How do you generally rate the idea of holding (re)insurers in your portfolio?
- How do you rate the relatively small number of companies in the ETF? Risk assessment?
- What do you think of the ETF? Can you explain why it has a fund volume of "only" 50 million, while, for example, the more than twice as expensive iShares STOXX Europe 600 Insurance UCITS ETF (DE) $EXH5 (+0.13%) has a fund volume of more than 450 million - even though both ETFs have almost identical growth?
Thank you in advance for your constructive feedback. And remember to drink enough water in this weather! 💧
@Dividenden_Monteur
@BamBamInvest
@DividendenAlpaka
@RenditeRudin
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