Overview
Description
The iShares S&P 500 Top 20 ETF is an equity exchange-traded fund designed to track the performance of the S&P 500 Top 20 Select 35/20 Capped Index. This ETF focuses on the 20 largest companies within the S&P 500, providing targeted exposure to the most prominent U.S. blue-chip names. Key characteristics include the application of weighting caps: the largest constituent is limited to a 35% weight, while all other company weights are capped at 20%, ensuring a diversified balance among the top holdings. The fund is physically replicated, meaning it invests directly in the constituent shares of the index, and it operates with an accumulating distribution policy, automatically reinvesting any dividends back into the fund. With a low total expense ratio of 0.20% and assets under management surpassing 120 million euros as of early 2025, the ETF serves as an efficient tool for investors seeking to concentrate on the leadership and stability offered by the largest U.S. corporations. Launched in November 2024, the iShares S&P 500 Top 20 ETF plays a key role for those who aim to capture the performance of major U.S. market leaders within a single, transparent, and cost-effective investment vehicle.
About
CEO
Employees
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Address
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Phone
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Website
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Instrument type
Common stock
Sector
Industry
Country
United Kingdom
MIC code
XLON