ETF Library/Stocks/IUSJ

iShares AEX UCITS ETF

ISIN: IE00B0M62Y33·distributing·EUR

IUSJ

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TER

0.3%

AUM

€769M

1Y Return

+24.7%

5Y Return

+65.8%

Sharpe 1Y

0.97

Volatility 1Y

12.92%

Domicile

Inception

2005-11

# Identification

1ISIN

IE00B0M62Y33

2Ticker

IUSJ

3Currency

EUR

4Domicile

5Replication

full replication

Characteristics

6TER

0.3%

7AUM

€769M

8Dividends

distributing

9Asset class

Stocks

10Benchmark

—

11Inception

2005-11-18

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iShares Core FTSE 100 UCITS ETF GBP (Dist)

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Historical Returns (total return, dividends reinvested)

Period	6M	1Y	3Y	5Y	10Y	Max
Total Return	+11.43%	+24.73%	+51.84%	+65.80%	—	—
CAGR	+24.17%	+24.73%	+14.94%	+10.64%	N/D	N/D
Volatility	—	12.92%	13.06%	N/D	N/D	N/D
Sharpe ratio	—	0.97	0.95	N/D	N/D	N/D
Max Drawdown	—	-8.81%	N/D	N/D	N/D	-31.73%

Calendar Year Returns (total return)

2021

+29.9%

2022

-11.8%

2023

+16.8%

2024

+14.2%

2025

+10.6%

# Style Box

Value

Blend

Growth

Large

Mid

Small

↕ Market cap↔ Investment style

Inferred from: —

Risk Metrics

Volatility 1Y

12.92%

annualized

Volatility 3Y

13.06%

annualized

Sharpe 1Y

0.97

risk-adjusted

Sharpe 3Y

0.95

risk-adjusted

Max Drawdown

-31.73%

all-time

Drawdown 1Y

-8.81%

past 12 months

Dividend Payouts

TTM Dividends

2.0900 EUR

trailing 12 months

Latest payout

1.0500 EUR

Jun 26

Annual totals

2020

0.880

2021

1.230

2022

1.570

2023

1.660

2024

1.860

2025

1.960

2026

1.300

Source: Yahoo Finance · Ex-date basis

If you invest in IUSJ monthly

Monthly investment€200

€50€5k

Time horizon10 years

1y40y

After 10 years · 10.6% price growth/yr (5Y CAGR)

€42.5k

+€18.5k in capital gains · 77% on contributions

Contributed: €24.0kCapital gains: €18.5k

€15.8k

€200/mo

10y

€42.5k

€200/mo

20y

€165.1k

€200/mo

Projection uses 5Y CAGR (10.6%/yr) compounded monthly. Not financial advice. Past performance does not guarantee future results.

What if you had invested in IUSJ?

% allocated to this ETF10%

1%50%100%

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Forward projection

Monthly contribution€500

€50€5k

Time horizon20 yrs

1y40y

Expected return/yr10.6%

1%5Y CAGR: 10.6%20%

Inflation/yr2.5%

0%10%

Contributed

€120.0k

€500/mo × 20y

Portfolio in 20y

€412.8k

+€292.8k gains · €299.7k real

Time bought

—

set daily cost

Contributions only

Historical avg (10.6%/yr)

Expected (10.6%/yr)

Assumes 10.6% annual return · 2.5% inflation · compounded monthly

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