(H4ZF) HSBC SP500 EUR - Ratings and Ratios

Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: DE000A1C22M3 • US Large-Cap Blend Equity

H4ZF: Stocks, Bonds, American, Equities, Investments

HSBC S&P 500 UCITS EUR (H4ZF) is an Ireland-domiciled ETF listed on XETRA, designed for European investors seeking exposure to the US large-cap market. It tracks the Morningstar US Large-Mid NR USD Index, offering a blend of large and mid-cap companies, thus providing diversification across various sectors.

This ETF employs a replication strategy, aiming to closely mirror the indexs performance with a tight tracking error. It is structured as a UCITS-compliant fund, ensuring regulatory compliance and investor protection within the European framework.

With an expense ratio of 0.15%, the fund is cost-effective compared to actively managed alternatives, making it appealing for long-term investors focused on minimizing fees. The AUM of 4.94 billion EUR underscores its liquidity and scalability, catering to both institutional and retail investors.

By tracking the S&P 500, the ETF includes 500 leading US companies, representing a broad spectrum of the American economy. This exposure allows investors to tap into the growth potential of the US market, diversifying their portfolios with a single investment.

Additional Sources for H4ZF ETF

Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

H4ZF ETF Overview

Market Cap in USD 5,350m
Category US Large-Cap Blend Equity
TER 0.09%
IPO / Inception 2010-05-14

H4ZF ETF Ratings

Growth 5y 88.6%
Fundamental -
Dividend 16.7%
Rel. Strength -1.35
Analysts -
Fair Price Momentum 50.84 EUR
Fair Price DCF -

H4ZF Dividends

Dividend Yield 12m 0.00%
Yield on Cost 5y %
Annual Growth 5y -100.00%
Payout Consistency 74.6%

H4ZF Growth Ratios

Growth Correlation 3m -59.4%
Growth Correlation 12m 83.7%
Growth Correlation 5y 92.7%
CAGR 5y 17.83%
CAGR/Max DD 5y 1.03
Sharpe Ratio 12m 1.17
Alpha 2.73
Beta 0.000
Volatility 16.96%
Current Volume 20.4k
Average Volume 20d 20.7k
What is the price of H4ZF stocks?
As of March 30, 2025, the stock is trading at EUR 52.15 with a total of 20,394 shares traded.
Over the past week, the price has changed by -3.16%, over one month by -9.75%, over three months by -9.03% and over the past year by +7.00%.
Is HSBC SP500 EUR a good stock to buy?
Yes. Based on ValueRay Analyses, HSBC SP500 EUR (XETRA:H4ZF) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 88.61 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of H4ZF as of March 2025 is 50.84. This means that H4ZF is currently overvalued and has a potential downside of -2.51%.
Is H4ZF a buy, sell or hold?
HSBC SP500 EUR has no consensus analysts rating.
What are the forecast for H4ZF stock price target?
According to ValueRays Forecast Model, H4ZF HSBC SP500 EUR will be worth about 56.4 in March 2026. The stock is currently trading at 52.15. This means that the stock has a potential upside of +8.07%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 56.4 8.1%