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IUFS ETF · iShares S&P 500 Financials Sector UCITS ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | +4.40%  | -3.23%  | +7.95% | +61.54% | +55.59%  | +4.17% | +4.17% | -5.67% | |
| Flows |
Key fund info
Essentials
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -3.23% | +7.95% | +61.54% | +55.59% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about IUFS ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
IUFS’s has a Final Sustainability Grade of either C+, C, C-, or D.
Replication
Issuer
| AuM | ||
|---|---|---|
IVV | iShares Core S&P 500 ETF | €675.94B |
IEFA | iShares Core MSCI EAFE ETF | €153B |
IEMG | iShares Core MSCI Emerging Markets ETF | €129.23B |
CSSPX | iShares Core S&P 500 UCITS ETF | €120.1B |
AGG | iShares Core U.S. Aggregate Bond ETF | €116.49B |
Frequently asked questions about IUFS
What does iShares S&P 500 Financials Sector UCITS ETF, IUFS, invest in?
IUFS is a Passive ETF. This ETF provides exposure to Large Cap US Financials Equities.
Which benchmark or index does IUFS replicate?
IUFS tracks the S&P 500 Capped 35/20 Financials Sector Index NTR - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of IUFS?
IUFS carries a total expense ratio (TER) of 0.15%, indicating the annual cost for holding the fund.
When was IUFS launched?
IUFS was introduced to the market on November 20, 2015. It trades on Chile, among other exchanges
Who is the ETF issuer of IUFS?
iShares S&P 500 Financials Sector UCITS ETF, IUFS, is provided by iShares. Learn more about iShares here.
What is the current assets under management (AUM) of IUFS?
IUFS oversees €1.84B in assets as of April 24, 2026.
How has IUFS performed lately?
Based on data from April 24, 2026, IUFS returned 4.40% over the past month, -3.23% over the last three months and -5.67% year-to-date.
What are the latest inflows or outflows for IUFS?
As of April 24, 2026, IUFS recorded net flows of -€120M over the last month and -€136M year-to-date.
Does IUFS distribute dividends?
IUFS follows a capitalizing, meaning it reinvests income within the fund.
What are the main country or region exposures of IUFS?
As of March 31, 2026, IUFS has significant geographic allocations in USA, Switzerland and Ireland.
In which sector or theme does IUFS invest in?
As of March 31, 2026, IUFS focuses largely on Financials and Information Technology.
How many securities does IUFS hold and how diversified is it?
As of March 31, 2026, IUFS holds 76 positions in its portfolio, with 65.59% of assets concentrated in its top 15 holdings.
What are the main positions in IUFS?
As of March 31, 2026, IUFS top three holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and VISA INCORPORATION.
What is the base currency of IUFS?
The base currency of IUFS is USD.
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