De beste effectenrekeningen voor ETF's 11/2026
Alle brokers getest op basis van objectieve criteria – Wie zijn de winnaars?
Monthly savings rate:

iShares S&P 500 Financials Sector UCITS ETF (Acc)

ISIN IE00B4JNQZ49

 | 

Ticker IUFS

TER
0,15% p.a.
Distributiebeleid
Accumulerend
Replicatie
Fysiek
Fondsgrootte
EUR 2.192 m
Startdatum
20 november 2015
Bedrijven
76
Advertisement
|Beleg met Trading212: 4,20 % rente op euro’s en beleg in 12.000+ aandelen & ETF’s.  Account openen*
Je kapitaal loopt risico. Meer informatie en voorwaarden op trading212.com
 

Overzicht

Koers

  Price alerts

Verhandel deze ETF bij je broker

Kies uw broker
Koop Verkoop
Advertisement
Trading212Beleg met Trading 212: 4,20 % rente op euro's en beleg in 12.000+ aandelen & ETF's. Account openen*
Je kapitaal loopt risico. Meer informatie en voorwaarden op trading212.com

Beschrijving

The iShares S&P 500 Financials Sector UCITS ETF (Acc) seeks to track the S&P 500 Capped 35/20 Financials index. The S&P 500 Capped 35/20 Financials index tracks the US financials sector (GICS sector classification). The weight of the largest company in the index is capped to 35%, the weight of all other companies to 20%.
 
The ETF's TER (total expense ratio) amounts to 0,15% p.a.. The iShares S&P 500 Financials Sector UCITS ETF (Acc) is the largest ETF that tracks the S&P 500 Capped 35/20 Financials index. The ETF replicates the performance of the underlying index by full replication (buying all the index constituents). The dividends in the ETF are accumulated and reinvested in the ETF.
 
The iShares S&P 500 Financials Sector UCITS ETF (Acc) is a very large ETF with 2.192m Euro assets under management. The ETF was launched on 20 november 2015 and is domiciled in Ierland.
Toon meer Toon minder

Grafiek

Basis

Data

Beleggingsaanpak Langdurig
Index
S&P 500 Capped 35/20 Financials
Investeringsfocus
Aandelen, Verenigde Staten, Financieel
Fondsgrootte
EUR 2.192 m
Totale kostenratio (TER)
0,15% p.a.
Replicatie Fysiek (Volledige replicatie)
Juridische structuur ETF
Duurzaamheid No
Valuta van het fonds USD
Valuta-afgedekt No
Startdatum/Noteringsdatum 20 november 2015
Distributiebeleid Accumulerend
Vestigingsplaats van het fonds Ierland
Fondsaanbieder iShares

Belastingstatus

Duitsland 30% belastingvermindering
Zwitserland ESTV Reporting
Oostenrijk Belastingrapportagefonds
UK UK-rapportage
Italië 26,0%

Indextype Totale rendementsindex
Swap tegenpartij -
Collateral manager Bank of New York Mellon|Euroclear|JP Morgan|State Street Bank
Effectenlening Yes
Tegenpartij die effecten uitleent Barclays Bank Plc|Barclays Capital Securities Ltd.|BNP Paribas Arbitrage SNC|BNP Paribas SA|Citigroup Global Markets Ltd|Citigroup Inc|Credit Suisse Securities (Europe) Ltd.|Deutsche Bank AG|Goldman Sachs International|HSBC Bank Plc|J.P. Morgan Securities Plc|JP Morgan Chase & Co|Macquarie Bank Limited|Merrill Lynch International|Morgan Stanley & Co. International Plc|Nomura International Plc|Skandinaviska Enskilda Banken AB|Societe Generale SA|The Bank of Nova Scotia|UBS AG

Vergelijkbare ETF

In dit gedeelte vind je informatie over andere ETF met een vergelijkbare beleggingsfocus als de iShares S&P 500 Financials Sector UCITS ETF (Acc)
Vergelijkbare ETF via ETF zoeken
Vergelijkbare ETF via beleggingsgidsen
Financials ETFs in comparison
Financials ETFs in comparison
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.

Bedrijven

Hieronder vind je informatie over de samenstelling van de iShares S&P 500 Financials Sector UCITS ETF (Acc)

Top 10 holdings

Weging van top 10-holdings
van 76
57,43%
Berkshire Hathaway, Inc.
12,32%
JPMorgan Chase & Co.
11,68%
Visa, Inc.
8,13%
Mastercard, Inc.
5,92%
Bank of America Corp.
4,70%
The Goldman Sachs Group, Inc.
3,48%
Wells Fargo & Co.
3,21%
Morgan Stanley
2,98%
Citigroup, Inc.
2,88%
American Express Co.
2,13%

Landen

Verenigde Staten
96,60%
Zwitserland
1,52%
Anders
1,88%

Sectoren

Financiën
95,63%
Technologie
2,23%
Zakelijke dienstverlening
1,99%
Anders
0,15%
Vanaf 30/09/2026

Beleggingsplanaanbiedingen

Hier vind je informatie over de beschikbaarheid van het beleggingsplan van de ETF. Je kunt de tabel gebruiken om alle beleggingsplanaanbiedingen voor de geselecteerde spaarrente te vergelijken.
Selecteer je inlegbedrag:
100 EUR
 
Broker Rating Kosten beleggingsplan Kosten brokeraccount
0,00 €
0,00 €
Bekijk aanbod**
0,00 €
0,00 €
Bekijk aanbod*
0,00 €
0,00 €
Bekijk aanbod*
0,00 €
0,00 €
Bekijk aanbod*
Gedetailleerde vergelijking van alle aanbiedingen
Bron: justETF Research; Vanaf 11/2026. De aanbiedingen zijn als volgt gesorteerd: 1. Rating 2. Kosten beleggingsplan 3. Aantal ETF-beleggingsplannen. Er kan geen garantie worden gegeven voor de volledigheid en juistheid van de vermelde informatie. De informatie van de online brokers is doorslaggevend. Naast de aangegeven makelaarskosten kunnen extra kosten (bijv. spreads, fooien en productkosten) van toepassing zijn.
*Affiliate link
** Belangrijke opmerking: Sinds 2021 maken wij deel uit van de Scalable-groep en zijn wij een 100% dochteronderneming van Scalable AG. Hierdoor zijn wij economisch verbonden, maar redactioneel onafhankelijk. Belangenconflicten worden vermeden, omdat brokers – inclusief Scalable – worden beoordeeld volgens uniforme, objectieve criteria. Want uiteindelijk moet jij zelf beslissen hoe en bij wie je wilt beleggen.

Performance

Returns overview

YTD +15.05%
1 month +8.32%
3 months +5.49%
6 months +22.66%
1 year +17.98%
3 years +73.84%
5 years +62.37%
Since inception (MAX) +235.82%
2025 +1.33%
2024 +38.42%
2023 +7.73%
2022 -5.43%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
Show more Show less

Risk overview

Risk indicator
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
Lower risk Higher risk
Volatility 1 year 14.45%
Volatility 3 years 16.81%
Volatility 5 years 18.70%
Return per risk 1 year 1.24
Return per risk 3 years 1.20
Return per risk 5 years 0.54
Maximum drawdown 1 year -13.43%
Maximum drawdown 3 years -20.26%
Maximum drawdown 5 years -20.41%
Maximum drawdown since inception -42.88%

Rolling 1 year volatility

Stock exchange

Listings

Listing Trade Currency Ticker Bloomberg /
iNAV Bloomberg Code 		Reuters RIC /
iNAV Reuters 		Market Maker
gettex EUR QDVH -
- 		-
-		 -
Stuttgart Stock Exchange EUR QDVH -
- 		-
-		 -
Bolsa Mexicana de Valores MXN - IUFSN MM
 IUFSN.MX
London Stock Exchange GBX UIFS

London Stock Exchange USD IUFS IUFS LN
INAVIFNU 		UIFS.L
309YINAV.DE
London Stock Exchange GBP - UIFS LN
INAVIFNG 		IUFS.L
309WINAV.DE
SIX Swiss Exchange USD IUFS IUFS SE
INAVIFNU 		IUFS.S
309YINAV.DE
Xetra EUR QDVH QDVH GY
INAVIFNE 		QDVH.DE
309UINAV.DE

Meer informatie

Verdere ETF op de S&P 500 Capped 35/20 Financials-index

Naam fonds Fondsgrootte in €m (AuM) TER p.j. Distributie Replicatiemethode
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc 3 0,12% p.a. Accumulerend Volledige replicatie
Franklin S&P 500 Financials UCITS ETF Acc 2 0,09% p.a. Accumulerend Volledige replicatie
Latest articles
Popular articles

Veelgestelde vragen

What is the name of IUFS?

The name of IUFS is iShares S&P 500 Financials Sector UCITS ETF (Acc).

What is the ticker of iShares S&P 500 Financials Sector UCITS ETF (Acc)?

The primary ticker of iShares S&P 500 Financials Sector UCITS ETF (Acc) is IUFS.

What is the ISIN of iShares S&P 500 Financials Sector UCITS ETF (Acc)?

The ISIN of iShares S&P 500 Financials Sector UCITS ETF (Acc) is IE00B4JNQZ49.

What are the costs of iShares S&P 500 Financials Sector UCITS ETF (Acc)?

The total expense ratio (TER) of iShares S&P 500 Financials Sector UCITS ETF (Acc) amounts to 0,15% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.

Is iShares S&P 500 Financials Sector UCITS ETF (Acc) paying dividends?

iShares S&P 500 Financials Sector UCITS ETF (Acc) is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.

What's the fund size of iShares S&P 500 Financials Sector UCITS ETF (Acc)?

The fund size of iShares S&P 500 Financials Sector UCITS ETF (Acc) is 2.192m Euro. See the following article for more information about the size of ETFs.

Track your ETF strategies online

Sign up free Login now
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information. (en-IT)