Today I would be interested in your opinion about the following ETF:
"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV ๐
This ETF provides access to the U.S. consumer discretionary sector ๐บ๐ธ๐ฆ๐๐
This ETF is fully replicated, accumulating and has an annual total expense ratio (TER) of 0.15% โ
This ETF was launched on November 20, 2015 and has a fund size of โฌ323 million ๐ฐ
The 5 largest positions (combined: 60.80%) are:
1๏ธโฃ Amazon with 32.33% ๐ฅ๐ฆ
2๏ธโฃ Tesla with 12.41% ๐๐
3๏ธโฃ Home Depot with 7.59% ๐ช๐
4๏ธโฃ Nike with 4.60% โฝ๏ธ๐ฝ
5๏ธโฃ McDonalds with 3.87% ๐๐
Performance over 1 year: +19.98% ๐
Performance over 3 years: +63.19% ๐
Performance over 5 years: +129.05% ๐
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 ๐โ
On the other hand, I am surprised that this ETF is only โฌ323 million in size in just under 6 years ๐คท๐ฝโโ๏ธ
Nevertheless, this ETF has developed very well over the last few years ๐๐
Would you get this ETF in your portfolio ? ๐คท๐ฝโโ๏ธ๐๐
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