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iShares S&P 500 3 Capped Etf

iShares S&P 500 3 Capped Etf stock price and volume chart
IndustryExchange Traded Fund
SectorFinancial Services Etf
ExchangeNYSE
Market Capitalization32.95 mln

Business Description

This fund tracks a version of the S&P 500 where no single company can make up more than a certain percentage of the total portfolio. It holds at least 80% of its assets in the stocks that make up this index, following their weightings as closely as possible. While it draws from the broad S&P 500, the cap on individual company weights means the fund is more evenly spread across its holdings than the standard index.

Key Fundamentals

EPS1.46
P/E23.68
ROE43.35
ROIC21.22
ROA15.83
Interest Cover54.11
EV / EBITDA28.82
EV / EBIT44.26
EV / Revenue9.04

Quote Details

Last 34.57
Change -0.19 (-0.55%)
Open 34.73
Volume 2,547
Turnover 88,050
Average Volume 6,007.33

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week -0.26% 46 / 100   
1 Month -1% 57 / 100   
2 Months 2.25% 74 / 100   
6 Months 6.63% 77 / 100   
1 Year 14.66% 73 / 100   



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