IGSG.L
iShares Dow Jones Global Leaders Screened UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 1.4 B
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Feb 25, 2011 |
| Regulation | UCITS |
| ISIN | IE00B57X3V84 |
| Distributions | |
| Currency | GBp |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| MICROSOFT CORP | 10.2 % |
| TAIWAN SEMICONDUCTOR MANUFAC | 6.2 % |
| VISA INC. CLASS A | 2.6 % |
| ASML HOLDING NV | 2.5 % |
| TENCENT HOLDINGS LTD | 2.2 % |
| MASTERCARD INCORPORATED CLASS A | 2.0 % |
| ABBVIE INC | 1.8 % |
| ROCHE HOLDING AG-BR | 1.4 % |
| CISCO SYSTEMS INC | 1.4 % |
| ASTRAZENECA PLC | 1.3 % |
Constituent Breakdown
| Number of holdings | 612 |
| Herfindahl-Hirschman Index | 197 |
| Wgt avg mkt cap (mns) | $568,264 |
| Large cap (>$10bn) | 94.4% |
| Mid cap ($2-10bn) | 4.1% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 81.6% |
| Emerging mkts. | 17.4% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 39.4 % |
 |
JAPAN | 8.2 % |
 |
TAIWAN | 8.2 % |
 |
BRITAIN | 6.0 % |
 |
GERMANY | 3.8 % |
 |
CANADA | 3.4 % |
 |
SWITZERLAND | 3.3 % |
 |
FRANCE | 3.3 % |
 |
NETHERLANDS | 3.0 % |
 |
CHINA | 3.0 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 4.2% | 17.4% | 13.8% | 15.7% | 12.8% | 13.3% | -- | 10.5% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | 4.2% | 17.4% | 13.8% | 15.7% | 12.8% | 13.3% | -- | 10.5% | Ann. Volatility | 10.0% | 13.1% | 11.6% | 11.3% | 12.5% | 14.1% | -- | 15.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.15 | 5% |
| MSCI EAFE | 0.16 | 4% |
| MSCI Emg Mkts | 0.20 | 8% |
Liquidity Measures
| Avg. volume (000) | 2 |
| ADV traded (mns) | $13 |
| Turnover | 1.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $6,780.20 |
| Relative strength (RSI) | 61 |
| MACD/Signal | 52.44/35.93 |
| Bollinger Bands (Upper/Lower) | $6,960.49/$6,589.51 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IGSG.L |
Expenses vs. IGSG.L |
ALTAR Score™ vs. IGSG.L |
|---|---|---|---|---|
| ISWD.L | iShares MSCI World Islamic UCITS ETF | 34.4% | -30 bp | -0.4% |
| WEXE.DE | Amundi MSCI World Ex USA UCITS ETF Acc | 33.8% | -45 bp | +0.9% |
| XUSE.L | iShares MSCI World ex-USA UCITS ETF | 33.7% | -45 bp | +0.9% |
| EXUS.DE | Xtrackers MSCI World ex USA UCITS ETF 1C | 30.9% | -45 bp | +1.1% |
| EXU1.DE | Xtrackers MSCI World ex USA UCITS ETF 1D | 30.9% | -45 bp | +1.1% |
| CBUY.DE | iShares MSCI ACWI SRI UCITS ETF | 30.0% | -40 bp | +0.0% |
| SAWI.AS | iShares MSCI ACWI SRI UCITS ETF | 30.0% | -40 bp | +0.2% |
| XZWE.DE | Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged | 28.2% | -35 bp | -0.2% |
| MWOP.DE | Amundi MSCI World ESG Selection UCITS ETF ACC | 28.1% | -42 bp | -0.4% |
| XZW0.DE | Xtrackers MSCI World ESG UCITS ETF 1C | 27.9% | -40 bp | -0.2% |
Risk and Returns: IGSG.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 4/5/2026
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
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ETF Research Center Rating
5.4%
ALTAR SCORE™
62nd
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 579 funds in the Global Equity category with an average
ALTAR Score™ of 4.6% and a standard deviation
of 2.7%. IGSG.L's ALTAR Score™ is approximately 0.3 standard
deviations above the category average. This places IGSG.L in the 62nd percentile
among funds in the category.
Sell-Side Consensus
£8184.75
PRICE TARGET
+24.4%
UPSIDE