(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
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 |
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%.
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%.
HSBC SP500 EUR has no consensus analysts rating.
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% |