Vanguard S&P 500 UCITS ETF - WKN A1JX53, ISIN IE00B3XXRP09 (2024)

FAQs

What is the best UCits ETF for S&P 500? ›

The dividend yield of Vanguard S&P 500 UCITS ETF is currently 1.11%.

About the benchmark

The index is a capitalisation-weighted index of 500 US stocks. The index is designed to measure performance of the broad domestic economy through changes in the aggregate market value of the 500 stocks representing all major industries.

The Vanguard S&P 500 ETF (VOO -0.57%) is one of the best ways to invest in the S&P 500, which has been a pretty smart strategy over the long term. Since 1965, the S&P 500 has produced a total return of 10.2% annualized. The Vanguard ETF has an expense ratio of just 0.03%, so you get to keep most of your gains.

Dividend Summary

There are typically 4 dividends per year (excluding specials), and the dividend cover is approximately 1.0.

S&P 500 investments

The SPDR S&P 500 ETF, which trades under the ticker SPY, is the oldest and biggest ETF to track the S&P 500, with about $425 billion in assets under management. It's administered by State Street Global Advisors. It pays a dividend quarterly and had a yield of about 1.3% as of November 2021.

The dividend is paid every three months and the last ex-dividend date was Mar 15, 2024.

The S&P 500 is an index, so it does not pay dividends; however, there are mutual funds and exchange-traded funds (ETFs) that track the index, which you can invest in.

UCITS stands for Undertakings for the Collective Investment in Transferable Securities. It is a regulatory framework that allows for the sale of cross-boundary mutual funds for EU member states. UCITS were created so that retail investors have transparent, regulated, and cross-border investment opportunities.

What is the best ETF for long-term investment? ›

For ETFs using derivatives, exposure should be covered with collateral valued at 90% of NAV and meet minimum risk management standards. UCITS funds cannot use leverage other than on a temporary basis and up to a maximum of 10% of their NAV.

Is Investing in the S&P 500 Less Risky Than Buying a Single Stock? Generally, yes. The S&P 500 is considered well-diversified by sector, which means it includes stocks in all major areas, including technology and consumer discretionary—meaning declines in some sectors may be offset by gains in other sectors.

The easiest way to invest in the S&P 500

The simplest way to invest in the index is through S&P 500 index funds or ETFs that replicate the index. You can purchase these in a taxable brokerage account, or if you're investing for retirement, in a 401(k) or IRA, which come with added tax benefits.

Regarding risk, VOOG is generally considered riskier since you are investing in growth companies with higher volatility. However, these growth companies are in the S&P 500, eliminating some risk levels. Another key difference is expenses; VOO has a significantly lower expense ratio and is more diversified than VOOG.

Overview. The Invesco S&P 500 Equal Weight UCITS ETF Acc aims to provide the net total return performance of the S&P 500 Equal Weight Index (the “Reference Index”), less the impact of fees.