3Année·

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 ? 🤷🏽‍♂️🛒🛍

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4 Commentaires

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5 positions that make up 60% - more lumps hardly possible🥲
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I think it's definitely a very interesting sector. Nevertheless, I think Consumer Staples is safer and more attractive in the long run. ✌🏻
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I also find it a bit too concentrated...if you want to go in that direction then maybe the Xtrackers MSCI World Consumer Discretionary...same approach but with a little "country diversification" 🌎
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