(HSPX) HSBC SP500 USD - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: USD • Type: Etf • ISIN: IE00B5KQNG97 • US Large-Cap Blend Equity
HSPX: Stocks, Equities, US, Large-Cap, Mid-Cap
HSBC S&P 500 UCITS ETF USD (SW:HSPX) is an exchange-traded fund managed by HSBC, a global banking leader with a robust asset management division. This ETF is domiciled in Ireland, a jurisdiction known for its favorable regulations and tax efficiencies, offering a stable legal framework for investors.
Tracking the S&P 500 index, this ETF provides exposure to the performance of 500 large companies in the US, representing a broad spectrum of the American economy. It is listed on the SIX Swiss Exchange under the ticker HSPX, benefiting from Switzerlands reputation as a stable financial hub.
With an AUM of $7.658 billion, the ETF offers substantial liquidity and diversification across large-cap US equities. It follows a blend strategy, combining elements of growth and value investing, making it suitable for investors seeking broad market exposure.
Key metrics such as P/E and P/B are not directly applicable to the ETF itself, as its performance mirrors the S&P 500 index. Investors should consider the expense ratio, a crucial factor for long-term returns, though its not detailed here.
This ETF appeals to those seeking diversified exposure to the US market, leveraging the credibility of the S&P 500 and the stability of the Swiss exchange. Additionally, its UC
Additional Sources for HSPX ETF
HSPX ETF Overview
Market Cap in USD | 7,222m |
Category | US Large-Cap Blend Equity |
TER | 0.09% |
IPO / Inception | 2010-05-14 |
HSPX ETF Ratings
Growth Rating | 76.4 |
Fundamental | - |
Dividend Rating | 52.5 |
Rel. Strength | -1.87 |
Analysts | - |
Fair Price Momentum | 52.63 USD |
Fair Price DCF | - |
HSPX Dividends
Dividend Yield 12m | 1.09% |
Yield on Cost 5y | 2.30% |
Annual Growth 5y | 3.68% |
Payout Consistency | 99.1% |
HSPX Growth Ratios
Growth Correlation 3m | -81.5% |
Growth Correlation 12m | 69.9% |
Growth Correlation 5y | 83.4% |
CAGR 5y | 15.56% |
CAGR/Max DD 5y | 0.63 |
Sharpe Ratio 12m | 1.06 |
Alpha | -1.46 |
Beta | 0.860 |
Volatility | 57.79% |
Current Volume | 6k |
Average Volume 20d | 1.4k |
As of April 15, 2025, the stock is trading at USD 54.65 with a total of 6,023 shares traded.
Over the past week, the price has changed by +8.24%, over one month by -3.10%, over three months by -7.56% and over the past year by +6.20%.
Yes. Based on ValueRay Analyses, HSBC SP500 USD (SW:HSPX) is currently (April 2025) a good stock to buy. It has a ValueRay Growth Rating of 76.39 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HSPX as of April 2025 is 52.63. This means that HSPX is currently overvalued and has a potential downside of -3.7%.
HSBC SP500 USD has no consensus analysts rating.
According to ValueRays Forecast Model, HSPX HSBC SP500 USD will be worth about 58.2 in April 2026. The stock is currently trading at 54.65. This means that the stock has a potential upside of +6.57%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 58.2 | 6.6% |