(S5SD) UBS (Irl) - SP500 ESG - Ratings and Ratios

UBS (Irl) ETF plc - S&P 500 ESG UCITS ETF USD A Dis (XETRA:S5SD) is a Germany-domiciled exchange-traded fund designed to track the performance of the Morningstar US Large-Mid NR USD Index. The fund focuses on large-cap U.S. equities, incorporating ESG criteria to align with sustainable investment principles. It offers exposure to a diversified portfolio of U.S. companies, with a net expense ratio of 0.20%. The ETF is listed on XETRA and is denominated in USD, making it accessible to European investors seeking U.S. market exposure with ESG considerations.

From a technical standpoint, the ETF is currently trading at 38.35, slightly below its 20-day SMA of 38.84 and 50-day SMA of 38.79. The 200-day SMA stands at 36.15, indicating a longer-term upward trend. Average daily volume over the past 20 days is 35,978, reflecting moderate liquidity. The ATR of 0.39 suggests low volatility. With an AUM of 531.74M EUR, the fund has established a significant presence in the ESG-focused ETF space.

Over the next three months, the ETF is expected to remain range-bound between 37.50 and 39.50, driven by support from its 200-day SMA and resistance at its 50-day SMA. The ATR of 0.39 suggests moderate price fluctuations, with potential upside limited by the converging 20-day and 50-day moving averages. ESG demand and inflows into sustainable investment products may provide upside momentum, but macroeconomic uncertainties could cap returns.