iShares Core FTSE 100 UCITS ETF GBP (Dist)
ISIN: IE0005042456·distributing·GBP
IUSZ
Compare ↗TER
0.07%
AUM
€18.8B
1Y Return
+24.9%
5Y Return
+84.6%
Sharpe 1Y
1.07
Volatility 1Y
12.14%
Domicile
IEInception
2000-04
# Identification
1ISIN
IE00050424562Ticker
IUSZ3Currency
GBP4Domicile
IE5Replication
full replicationCharacteristics
6TER
0.07%7AUM
€18.8B8Dividends
distributing9Asset class
Stocks10Benchmark
FTSE 100 TR GBP11Inception
2000-04-27Loading price chart…
Historical Returns
| Period | 6M | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|
| Total Return | +10.25% | +24.93% | +58.00% | +84.64% | — | — |
| CAGR | +21.55% | +24.93% | +16.47% | +13.05% | N/D | N/D |
| Volatility | — | 12.14% | 12.39% | N/D | N/D | 16.40% |
| Sharpe ratio | — | 1.07 | 1.24 | N/D | N/D | N/D |
| Max Drawdown | — | -6.18% | N/D | N/D | N/D | -23.93% |
Calendar Year Returns
2021
+26.1%
2022
-0.9%
2023
+10.0%
2024
+14.8%
2025
+19.4%
# Style Box
Value
Blend
Growth
Large
Mid
Small
↕ Market cap↔ Investment style
Inferred from: FTSE 100 TR GBP
Risk Metrics
Volatility 1Y
12.14%
annualized
Volatility 3Y
12.39%
annualized
Sharpe 1Y
1.07
risk-adjusted
Sharpe 3Y
1.24
risk-adjusted
Max Drawdown
-23.93%
all-time
Drawdown 1Y
-6.18%
past 12 months
Fund Composition — Top 10 Holdings
| # | Name | Ticker | Sector | Country | % Portfolio |
|---|---|---|---|---|---|
| 1 | ASTRAZENECA PLC | AZN | Healthcare |  United Kingdom | 8.78% |
| 2 | HSBC HOLDINGS PLC | HSBA | Financials | United Kingdom | 8.60% |
| 3 | SHELL PLC | SHEL | Energy | United Kingdom | 6.87% |
| 4 | ROLLS-ROYCE HOLDINGS PLC | RR. | Industrials | United Kingdom | 4.49% |
| 5 | UNILEVER PLC | ULVR | Consumer Staples | United Kingdom | 4.26% |
| 6 | BRITISH AMERICAN TOBACCO PLC | BATS | Consumer Staples | United Kingdom | 3.74% |
| 7 | GSK PLC | GSK | Healthcare | United Kingdom | 3.28% |
| 8 | BP PLC | BP. | Energy | United Kingdom | 2.93% |
| 9 | RIO TINTO PLC ORDINARY SHARES | RIO | Basic Materials | United Kingdom | 2.81% |
| 10 | BAE SYSTEMS PLC | BA. | Industrials | United Kingdom | 2.65% |
Geographic Distribution
United Kingdom93.4%
Singapore2.2%
United States1.4%
Ireland0.4%
Switzerland0.4%
Mexico0.3%
🌍Guernsey
0.2%
Greece0.1%
Economic Sectors
Financials23.1%
Consumer Staples14.7%
Healthcare13.9%
Industrials13.0%
Energy10.0%
Basic Materials7.5%
Utilities5.0%
Consumer Discretionary4.6%
What if you had invested in IUSZ?
% allocated to this ETF10%
1%50%100%
Loading…
Forward projection
Monthly contribution€500
€50€5k
Time horizon20 yrs
1y40y
Expected return/yr12.0%
1%5Y CAGR: 13.0%20%
Inflation/yr2.5%
0%10%
Contributed
€120.0k
€500/mo × 20y
Portfolio in 20y
€494.6k
+€374.6k gains · €356.0k real
Contributions only
Historical avg (13.0%/yr)
Expected (12.0%/yr)
Assumes 12.0% annual return · 2.5% inflation · compounded monthly
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