IUCD.L
iShares S&P 500 Consumer Discretionary Sector UCITS ETF
US
EQUITY
Passive
MANAGEMENT STYLE
$ 685.0 M
ASSETS UNDER MGMT
15 bp
EXPENSES
Fund Basics
| Inception date | Nov 20, 2015 |
| Regulation | UCITS |
| ISIN | IE00B4MCHD36 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| AMAZON.COM INC | 30.9 % |
| TESLA MOTORS INC | 16.9 % |
| HOME DEPOT INC | 7.4 % |
| MCDONALD'S CORP | 4.2 % |
| TJX COMPANIES INC | 3.4 % |
| BOOKING HOLDINGS INC. | 3.2 % |
| LOWE'S COS INC | 3.0 % |
| STARBUCKS CORP | 2.1 % |
| O'REILLY AUTOMOTIVE INC | 1.6 % |
| NIKE INC -CL B | 1.5 % |
Constituent Breakdown
| Number of holdings | 54 |
| Herfindahl-Hirschman Index | 1,380 |
| Wgt avg mkt cap (mns) | $1,070,273 |
| Large cap (>$10bn) | 99.4% |
| Mid cap ($2-10bn) | 0.5% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 98.9 % |
 |
SWITZERLAND | 0.6 % |
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 | -3.9% | 10.0% | 14.0% | 19.4% | 8.6% | 13.6% | -- | 12.1% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | -3.9% | 10.0% | 14.0% | 19.4% | 8.6% | 13.6% | -- | 12.1% | Ann. Volatility | 17.0% | 22.5% | 20.6% | 19.9% | 22.9% | 22.6% | -- | 22.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.28 | 6% |
| MSCI EAFE | 0.21 | 2% |
| MSCI Emg Mkts | 0.25 | 4% |
Liquidity Measures
| Avg. volume (000) | 153 |
| ADV traded (mns) | $2 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $16.54 |
| Relative strength (RSI) | 44 |
| MACD/Signal | -0.20/-0.20 |
| Bollinger Bands (Upper/Lower) | $17.16/$15.74 |
| 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. IUCD.L |
Expenses vs. IUCD.L |
ALTAR Score™ vs. IUCD.L |
|---|---|---|---|---|
| XUCC.DE | Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1C | 96.1% | -3 bp | -0.6% |
| XUCD.DE | Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D | 96.1% | -3 bp | -0.4% |
| WELC.DE | Amundi S&P World Consumer Discretionary Screened UCITS ETF D | 76.3% | +3 bp | -0.3% |
| WELJ.DE | Amundi S&P World Consumer Discretionary Screened UCITS ETF A | 76.3% | +3 bp | -0.3% |
| XDWC.DE | Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C | 72.8% | +10 bp | -0.7% |
| WCDS.AS | iShares MSCI World Consumer Discretionary Sector Advanced UC | 67.1% | +3 bp | -0.7% |
| XBUZ.DE | Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C | 14.2% | +15 bp | -0.3% |
| R1GR.L | iShares Russell 1000 Growth UCITS ETF | 12.9% | +3 bp | -5.4% |
| QTOP.AS | iShares Nasdaq 100 Top 30 UCITS ETF | 12.8% | +15 bp | -1.4% |
| S2P0.L | iShares S&P 500 Top 20 UCITS ETF | 12.4% | +5 bp | -1.3% |
Risk and Returns: IUCD.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 (USD)
| 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 4/6/2026
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™
44th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.7% and a standard deviation
of 2.1%. IUCD.L's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places IUCD.L in the 44th percentile
among funds in the category.
Sell-Side Consensus
$19.07
PRICE TARGET
+24.8%
UPSIDE