Update: iShares S&P SmallCap 600 UCITS ETF

Der ETF bietet eine gute Sektor-Diversifikation über 600 Small Caps in den USA. Historisch haben Aktien kleiner Unternehmen gegenüber Standardwerten auf lange Sicht outperformed. Anleger sollten sich dafür aber auf eine höhere Volatilität einstellen.

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Rolle im Portfolio

the iShares S&P SmallCap 600 provides diversified exposure to U.S. small-cap stocks. The S&P SmallCap 600 Index is well diversified by sector and security with the highest exposure to financials, industrials and information technology. Although the index covers 600 stocks, they only represent 3% of the U.S. equity market. Consequently, small-caps should constitute a small portion of a passive investor’s portfolio. U.S. small caps have historically provided some diversification benefits. The S&P SmallCap 600 Index had a correlation of about 0.89 with the S&P 500 Index during the last 5 years. Historically, small-caps have been more risky and sensitive to macroeconomic trends.   The SmallCap 600, the S&P 500 and the S&P 400, together make up the S&P Composite 1500. As a result, adding funds that track these indices will not overlap portfolio holdings. Combining this fund with the MSCI USA would also provide a well-balanced market cap exposure to the U.S. equity market. It would also work well in conjunction with a Europe, Australia and Far East (EAFE) fund.

The ETF distributes dividends semi-annually and may suit an investor seeking moderate levels of income.

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Über den Autor

Morningstar Analysts   -