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Xtrackers S&P 500 Swap UCITS ETF 1C

XSPX · LU0490618542 · Xetra
XtrackersTracks Xtrackers S&P 500 Swap UCITS ETF 1C reference index
$113.70
-0.71% today
60 sessions · price data is free, always
ISIN
LU0490618542
Ticker
XSPX
Theme
Broad market
TER
0.15%
Fund size
€8.0B
Replication
Synthetic
Distribution
Acc
Currency
USD
Inception
2010

Liquidity & flows

PRO
Avg. daily volume
Avg. bid–ask spread
1M fund flows
Holdings
503
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Fund profile

Sample reference data
Benchmark index
Xtrackers S&P 500 Swap UCITS ETF 1C reference index
Index provider
S&P Dow Jones Indices
Replication
Synthetic — unfunded swap with multiple counterparties, collateralised daily
Rebalancing
Semi-annually
Securities lending
Not used
Legal structure
Open-ended SICAV sub-fund
Domicile
Luxembourg
UCITS
Yes — UCITS V compliant
SFDR classification
Article 8 — promotes environmental or social characteristics
Income treatment
Accumulating — income reinvested inside the fund
Distribution frequency
None — reinvested
Currency hedging
No — unhedged, currency risk is carried by the investor
Withholding tax
30% US withholding unless swap-based, no Luxembourg withholding on payouts
UK reporting status
Yes
Savings plans
Available at most German and Austrian brokers
Share class launch
November 2010
Fiscal year end
31 December
Depositary / custodian
J.P. Morgan SE — Dublin Branch

Listings & identifiers

Sample cross-listings
WKN
5HKV1K
SEDOL
0UPDLJ6
Valoren
31125700
Bloomberg
XSPX FP
ExchangeTickerTrading currencyListing
XetraXSPXUSDPrimary
LSEXSPXpGBPCross-listing
Borsa ItalianaXSPXEURCross-listing
SIX SwissXSPXCHFCross-listing
Euronext AmsterdamXSPXEURCross-listing

Top holdings

Top 10 = 54.1% of the fund · sample data
  1. 1NVIDIA8.31%
  2. 2Apple7.48%
  3. 3Microsoft6.73%
  4. 4Amazon6.06%
  5. 5Alphabet5.45%
  6. 6Meta Platforms4.90%
  7. 7Broadcom4.41%
  8. 8Berkshire Hathaway3.97%
  9. 9Eli Lilly3.58%
  10. 10JPMorgan Chase3.22%

503 positions in total — the remaining 45.9% sits in the long tail.

Risk, return & total cost

Sample figures — not investment advice
SRRI risk score
6 of 7
3Y volatility
10.6%
Max drawdown
−17.5%

Performance history

PRO
1Y total return
3Y annualised
Tracking difference
Sharpe ratio

What you actually pay each year

Ongoing charge (TER)
0.15%
Portfolio transaction costs
0.06%
of which index licence fee
0.02%
Estimated total cost
0.21%

Excludes your broker's commission and the bid–ask spread you pay on the way in and out.

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