3Année·

Today I would like to know 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 goods sector 🇺🇸📦🛍🛒


This ETF is fully replicated, accumulating and has a total annual 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 (together: 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 on 1 year: +19.98% 📈

Performance over 3 years: +63.19% 📈

Performance over 5 years: +129.05% 📈


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 😊✅

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 📈📈


Would you get this ETF in your portfolio ? 🤷🏽🛒🛍

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