Update: iShares S&P SmallCap 600 UCITS ETF

Der ETF bietet eine gute Sektor-Diversifikation über 600 Small Caps in den USA. Historisch haben Aktien kleiner Unternehmen gegenüber Standardwerten auf lange Sicht outperformed. Anleger sollten sich dafür aber auf eine höhere Volatilität einstellen.

Rolle im Portfolio

the iShares S&P SmallCap 600 provides diversified exposure to U.S. small-cap stocks. The S&P SmallCap 600 Index is well diversified by sector and security with the highest exposure to financials, industrials and information technology. Although the index covers 600 stocks, they only represent 3% of the U.S. equity market. Consequently, small-caps should constitute a small portion of a passive investor’s portfolio. U.S. small caps have historically provided some diversification benefits. The S&P SmallCap 600 Index had a correlation of about 0.89 with the S&P 500 Index during the last 5 years. Historically, small-caps have been more risky and sensitive to macroeconomic trends.   The SmallCap 600, the S&P 500 and the S&P 400, together make up the S&P Composite 1500. As a result, adding funds that track these indices will not overlap portfolio holdings. Combining this fund with the MSCI USA would also provide a well-balanced market cap exposure to the U.S. equity market. It would also work well in conjunction with a Europe, Australia and Far East (EAFE) fund.

The ETF distributes dividends semi-annually and may suit an investor seeking moderate levels of income.

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