3AnnΓ©eΒ·
Avis pour $ICDU
πŸ€·β€β™‚πŸ€·β€β™€οΈ Neutre

Today I would like to know your opinion about the following ETF:


"iShares S&P 500 Consumer Discretionary Sector" with the WKN: A142NV πŸ›’


This ETF provides access to the U.S. consumer goods sector πŸ‡ΊπŸ‡ΈπŸ“¦πŸ›πŸ›’


This ETF is fully replicated, accumulating and has a total annual expense ratio (TER) of 0.15% βœ…


This ETF was launched on November 20, 2015 and has a fund size of €323 million πŸ’°.


The 5 largest positions (together: 60.80%) are:

1️⃣ Amazon with 32.33% πŸ–₯πŸ“¦

2️⃣ Tesla with 12.41% πŸ”ŒπŸš—

3️⃣ Home Depot with 7.59% πŸͺ‘πŸ›‹

4️⃣ Nike with 4.60% ⚽️🎽

5️⃣ McDonalds with 3.87% πŸ”πŸŸ


Performance on 1 year: +19.98% πŸ“ˆ

Performance over 3 years: +63.19% πŸ“ˆ

Performance over 5 years: +129.05% πŸ“ˆ


I don't have this ETF in my portfolio and won't get it either, since I have all of the TOP 5 positions except Home Depot as individual stocks in my portfolio and thus already cover over 50% of this ETF πŸ˜Šβœ…

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 performed very well over the past few years πŸ“ˆπŸ“ˆ


Would you get this ETF in your portfolio ? πŸ€·πŸ½πŸ›’πŸ›

attachment
1
Participez Γ  la conversation