Analyse/ishares Core S&P 500

ETFs auf den S&P 500 lassen die meisten aktiv verwalteten Konkurrenten weit hinter sich. Effizienz und günstige Kosten sollten immer mehr Investoren zu USA-ETFs leiten.

Rolle im Portfolio

The iShares Core S&P 500 is best suited as a core building block for a portfolio, providing broad exposure to many of the largest companies in the world’s biggest economy. With 500 large cap constituents, the S&P 500 Index covers three-quarters of the U.S. equity market and is well diversified by sector and security. Increasingly, the underlying companies themselves are becoming geographically diversified, getting more and more of their revenue from outside the United States. Over the last 15 years, the S&P 500 has had an annualised volatility of 15.5%, versus 19.4% for the MSCI Europe and 23.7% for the MSCI Emerging Markets. During the same period, it has shown a correlation to the MSCI Europe index of 88%, and to the MSCI Emerging Markets index of 68% (both measured in local currency).

U.S. equities comprise a large portion of many global equity indices, making up over half of the MSCI World Index. So combining this fund with a global product might result in an overweight to U.S. equities. It would therefore work better in conjunction with a Europe, Australia and Far East (EAFE) or World ex-U.S. exposure.

The fund does not distribute any of the dividends paid by its underlying constituents, instead reinvesting them immediately to maintain full exposure. Therefore, this product may not suit an investor looking for regular investment income.

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Über den Autor

Morningstar ETF Analysts  research hundreds of ETFs available to European investors. The Morningstar Rating for ETFs is based on a risk-adjusted performance measure.

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