(H4ZN) HSBC SP500 USD EUR - Ratings and Ratios
Exchange: XETRA • Country: Germany • Currency: EUR • Type: Etf • ISIN: IE000JZ473P7 • US Large-Cap Blend Equity
H4ZN: Stocks, Bonds, American, Equities, Investments
The HSBC S&P 500 UCITS ETF USD (Acc) EUR, trading under the ticker H4ZN on XETRA, is designed for investors seeking exposure to the U.S. large-cap market through the S&P 500 index. This ETF offers a cost-effective way to gain access to 500 of the largest companies in the U.S., making it a cornerstone for equity portfolios.
As an Irish-domiciled UCITS-compliant ETF, it adheres to stringent European regulations, ensuring transparency and investor protection. Listed on XETRA, it trades in Euros, appealing to European investors aiming to diversify into U.S. equities without currency conversion hassles.
With an AUM of approximately €8.1 billion, this ETF benefits from substantial liquidity, typically associated with lower spreads and higher trading efficiency. The expense ratio of 0.05% underscores its cost-effectiveness, a crucial factor for long-term investors.
While specific metrics like P/E or P/B arent directly applicable here, the ETFs performance closely mirrors the S&P 500. Historically, it has shown resilience, with returns aligning with the broader U.S. market trends, offering consistent growth over the long term.
Over various periods, the ETF has demonstrated robust performance, with one-year returns around 28.6%, three-year at 13.5%, and five-year at 13.9%, reflecting the S&P 500s strength. Such returns highlight its suitability for buy-and-hold investors seeking steady growth.
In summary, this ETF
Additional Sources for H4ZN ETF
H4ZN ETF Overview
Market Cap in USD | 8,793m |
Category | US Large-Cap Blend Equity |
IPO / Inception | 2022-06-21 |
H4ZN ETF Ratings
Growth 5y | 60.5% |
Fundamental | - |
Dividend | 0.0% |
Rel. Strength | -0.3 |
Analysts | - |
Fair Price Momentum | 44.76 EUR |
Fair Price DCF | - |
H4ZN Dividends
No Dividends PaidH4ZN Growth Ratios
Growth Correlation 3m | -55% |
Growth Correlation 12m | 85.8% |
Growth Correlation 5y | 93% |
CAGR 5y | 12.80% |
CAGR/Max DD 5y | 0.86 |
Sharpe Ratio 12m | 1.07 |
Alpha | 3.86 |
Beta | 0.000 |
Volatility | 16.04% |
Current Volume | 0.1k |
Average Volume 20d | 2.9k |
As of March 30, 2025, the stock is trading at EUR 49.46 with a total of 98 shares traded.
Over the past week, the price has changed by -3.17%, over one month by -9.74%, over three months by -8.57% and over the past year by +8.13%.
Yes. Based on ValueRay Analyses, HSBC SP500 USD EUR (XETRA:H4ZN) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 60.48 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of H4ZN as of March 2025 is 44.76. This means that H4ZN is currently overvalued and has a potential downside of -9.5%.
HSBC SP500 USD EUR has no consensus analysts rating.
According to ValueRays Forecast Model, H4ZN HSBC SP500 USD EUR will be worth about 49.6 in March 2026. The stock is currently trading at 49.46. This means that the stock has a potential upside of +0.3%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 49.6 | 0.3% |