(QDVR) iShares MSCI USA SRI - Ratings and Ratios

The iShares MSCI USA SRI UCITS ETF (XETRA: QDVR) is designed to deliver a total return, combining both capital and income, by tracking the performance of the MSCI USA SRI Select Reduced Fossil Fuel Index. This index focuses on U.S. large- and mid-cap companies that meet specific socially responsible investment (SRI) criteria, emphasizing environmental, social, and governance (ESG) factors while reducing exposure to fossil fuels.

The fund is domiciled in Ireland and listed on the XETRA exchange in Germany, making it accessible to European investors. With an AUM of approximately €7.219 billion, it is a substantial ETF in the ESG category. The fund does not disclose specific valuation metrics like P/E, P/B, or P/S, which is common for ETFs that track an index rather than actively selecting stocks.

As part of the iShares family, managed by BlackRock, the ETF benefits from the issuers extensive resources and expertise in index replication. The underlying index, Morningstar US Large-Mid NR USD, further refines the selection process, ensuring the fund aligns with its SRI objectives while maintaining exposure to a broad universe of U.S. equities.

Investors in QDVR gain access to a diversified portfolio of U.S. large-cap companies that have been vetted for their ESG performance and reduced reliance on fossil fuels. This makes it a suitable option for those seeking to align their investments with sustainable and socially responsible principles while maintaining exposure to the U.S. equity market.

For fund managers and investors evaluating this ETF, it’s important to consider its ESG focus, which may lead to sector biases compared to broader market indices. Additionally, the fund’s expense ratio and tracking error relative to its index are critical factors to assess when determining its