IDPE vs. UKSR ETF Comparison
Comparison of iShares Listed Private Eq ETF USD Dist (IDPE) to UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF (UKSR)
IDPE
iShares Listed Private Eq ETF USD Dist
IDPE Description
The fund is an exchange traded fund (ETF) that aims to track the performance of the S&P Listed Private Equity Index as closely as possible. The ETF invests in physical index securities. The S&P Listed Private Equity Index offers exposure to 30 large, liquid private equity stocks from North America, Europe and the Asia Pacific, which are trading on developed market exchanges and meet size, liquidity, exposure and activity requirements. The index is weighted by liquidity criteria. iShares ETFs are funds managed by BlackRock. They are transparent, cost-efficient, liquid vehicles that trade on stock exchanges like normal securities. iShares ETFs offer flexible and easy access to a wide range of markets and asset classes.
Grade (RS Rating)
Last Trade
£31.49
Average Daily Volume
8,092
3
UKSR
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF
UKSR Description
The objective of the Fund is to seek to track the performance of United Kingdom based companies which focus on Environmental, Social and Governance ("ESG") considerations and which would specifically exclude companies involved in nuclear power, tobacco, alcohol, gambling, military weapons, civilian firearms and genetically modified organisms.Grade (RS Rating)
Last Trade
£1,585.35
Average Daily Volume
70,719
151
Performance
| Period | IDPE | UKSR |
|---|---|---|
| 30 Days | -2.30% | 1.02% |
| 60 Days | 0.44% | 4.23% |
| 90 Days | 3.24% | 3.97% |
| 12 Months | 35.15% | -0.56% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IDPE | Weight in UKSR | Overlap | |
|---|---|---|---|---|---|
| III | A | 8.23% | 3.13% | 3.13% |
IDPE Underweight 150 Positions Relative to UKSR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AZN | A | -5.34% | |
| HSBA | A | -5.16% | |
| REL | D | -4.85% | |
| GSK | B | -4.85% | |
| ULVR | A | -4.74% | |
| CPG | A | -4.31% | |
| LLOY | A | -3.67% | |
| RKT | F | -3.44% | |
| BARC | A | -3.24% | |
| AHT | A | -2.75% | |
| HLN | A | -2.56% | |
| PRU | F | -2.29% | |
| VOD | D | -1.81% | |
| STAN | B | -1.72% | |
| LGEN | D | -1.7% | |
| SGE | D | -1.32% | |
| INF | C | -1.24% | |
| NXT | B | -1.24% | |
| SGRO | D | -1.23% | |
| RTO | F | -1.22% | |
| BNZL | C | -1.17% | |
| ANTO | B | -0.98% | |
| SN | D | -0.96% | |
| ABF | A | -0.96% | |
| HLMA | D | -0.94% | |
| ITRK | A | -0.91% | |
| ADM | B | -0.82% | |
| BT.A | F | -0.79% | |
| SPX | F | -0.77% | |
| SVT | D | -0.76% | |
| MNDI | B | -0.76% | |
| CRDA | F | -0.74% | |
| PSON | D | -0.71% | |
| AUTO | D | -0.7% | |
| WTB | D | -0.65% | |
| ICP | A | -0.64% | |
| SMIN | D | -0.63% | |
| CCH | A | -0.62% | |
| DCC | C | -0.61% | |
| WEIR | A | -0.58% | |
| MKS | B | -0.57% | |
| BKG | B | -0.56% | |
| HWDN | A | -0.54% | |
| KGF | A | -0.53% | |
| TW | D | -0.53% | |
| DPLM | A | -0.53% | |
| CTEC | D | -0.52% | |
| IMI | C | -0.51% | |
| LAND | B | -0.51% | |
| BDEV | D | -0.5% | |
| SBRY | C | -0.5% | |
| BRBY | F | -0.47% | |
| PSN | D | -0.47% | |
| HSX | A | -0.46% | |
| VTY | A | -0.42% | |
| PHNX | D | -0.41% | |
| RS1 | D | -0.38% | |
| BLND | B | -0.38% | |
| INVP | C | -0.37% | |
| JMAT | B | -0.37% | |
| JD | D | -0.35% | |
| SDR | F | -0.34% | |
| HIK | D | -0.34% | |
| BWY | D | -0.33% | |
| EMG | C | -0.33% | |
| BBOX | C | -0.32% | |
| GRG | D | -0.32% | |
| INCH | B | -0.31% | |
| ITV | B | -0.3% | |
| ROR | C | -0.3% | |
| DLG | D | -0.29% | |
| ABDN | F | -0.28% | |
| STJ | F | -0.27% | |
| CWK | A | -0.26% | |
| LMP | A | -0.25% | |
| OCDO | F | -0.24% | |
| BVIC | A | -0.23% | |
| IDS | B | -0.22% | |
| DLN | C | -0.22% | |
| NETW | A | -0.21% | |
| INDV | F | -0.2% | |
| GFTU | D | -0.2% | |
| SMWH | F | -0.19% | |
| RDW | D | -0.19% | |
| SSPG | F | -0.18% | |
| MTO | A | -0.17% | |
| TRN | D | -0.17% | |
| HILS | B | -0.17% | |
| IWG | D | -0.16% | |
| PAG | A | -0.16% | |
| COA | A | -0.15% | |
| TBCG | A | -0.15% | |
| AGR | D | -0.14% | |
| PETS | C | -0.14% | |
| VCT | D | -0.13% | |
| FGP | D | -0.13% | |
| DOM | F | -0.13% | |
| FEVR | C | -0.13% | |
| SPT | A | -0.13% | |
| GNS | D | -0.13% | |
| DNLM | D | -0.13% | |
| PFD | A | -0.12% | |
| RAT | C | -0.12% | |
| GEN | A | -0.12% | |
| VSVS | C | -0.12% | |
| WG | C | -0.12% | |
| AAF | C | -0.11% | |
| MGNS | D | -0.11% | |
| FRAS | D | -0.1% | |
| FAN | B | -0.09% | |
| KLR | A | -0.09% | |
| MGAM | A | -0.09% | |
| GPE | C | -0.09% | |
| WOSG | F | -0.09% | |
| ELM | C | -0.09% | |
| CRW | C | -0.08% | |
| DSCV | D | -0.08% | |
| SPI | B | -0.08% | |
| TYMN | A | -0.08% | |
| MSLH | D | -0.07% | |
| GNC | A | -0.07% | |
| CVSG | F | -0.07% | |
| MOON | F | -0.06% | |
| IPO | D | -0.06% | |
| ATG | F | -0.06% | |
| RWS | F | -0.06% | |
| BOWL | A | -0.06% | |
| KIE | C | -0.06% | |
| UKCM | B | -0.06% | |
| STEM | B | -0.06% | |
| ONT | F | -0.06% | |
| TRST | D | -0.06% | |
| BAG | A | -0.06% | |
| WIX | D | -0.05% | |
| CRST | F | -0.05% | |
| N91 | D | -0.05% | |
| DOCS | F | -0.05% | |
| LIO | B | -0.05% | |
| ESNT | B | -0.05% | |
| AO | A | -0.04% | |
| ABDP | B | -0.04% | |
| HFD | F | -0.04% | |
| JUP | F | -0.04% | |
| CAML | A | -0.04% | |
| AMS | D | -0.04% | |
| PZC | C | -0.03% | |
| CPI | F | -0.03% | |
| CWR | D | -0.02% | |
| SHI | F | -0.02% | |
| ASC | F | -0.02% |
IDPE: Top Represented Industries & Keywords
UKSR: Top Represented Industries & Keywords
Compare ETFs
