iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)
ISIN: IE00BHZPJ890·distributing·USD
OM3L
Compare ↗TER
0.07%
AUM
€15.0B
1Y Return
+21.3%
5Y Return
+72.0%
Sharpe 1Y
1.00
Volatility 1Y
12.39%
Domicile
IEInception
2019-03
# Identification
1ISIN
IE00BHZPJ8902Ticker
OM3L3Currency
USD4Domicile
IE5Replication
full replicationCharacteristics
6TER
0.07%7AUM
€15.0B8Dividends
distributing9Asset class
Stocks10Benchmark
MSCI USA ESG Enhanced CTB NR USD11Inception
2019-03-06Loading price chart…
Historical Returns
| Period | 6M | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|
| Total Return | +11.44% | +21.31% | +60.31% | +72.05% | — | — |
| CAGR | +24.19% | +21.31% | +17.04% | +11.46% | N/D | N/D |
| Volatility | — | 12.39% | 19.09% | N/D | N/D | 17.07% |
| Sharpe ratio | — | 1.00 | 1.09 | N/D | N/D | N/D |
| Max Drawdown | — | -6.27% | N/D | N/D | N/D | — |
Calendar Year Returns
2021
+36.6%
2022
-16.5%
2023
+21.2%
2024
+31.4%
2025
+1.9%
# Style Box
Value
Blend
Growth
Large
Mid
Small
↕ Market cap↔ Investment style
Inferred from: MSCI USA ESG Enhanced CTB NR USD
Risk Metrics
Volatility 1Y
12.39%
annualized
Volatility 3Y
19.09%
annualized
Sharpe 1Y
1.00
risk-adjusted
Sharpe 3Y
1.09
risk-adjusted
Max Drawdown
—
all-time
Drawdown 1Y
-6.27%
past 12 months
Fund Composition — Top 10 Holdings
| # | Name | Ticker | Sector | Country | % Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | Technology |  United States | 7.53% |
| 2 | APPLE INC | AAPL | Technology | United States | 6.69% |
| 3 | MICROSOFT CORP | MSFT | Technology | United States | 4.83% |
| 4 | ALPHABET INC CLASS C | GOOG | Servicos de Comunicacao | United States | 4.34% |
| 5 | AMAZON.COM INC | AMZN | Consumer Discretionary | United States | 3.64% |
| 6 | BROADCOM INC | AVGO | Technology | United States | 2.47% |
| 7 | META PLATFORMS INC CLASS A | META | Servicos de Comunicacao | United States | 2.39% |
| 8 | TESLA INC | TSLA | Consumer Discretionary | United States | 2.02% |
| 9 | JPMORGAN CHASE & CO | JPM | Financials | United States | 1.51% |
| 10 | JOHNSON & JOHNSON | JNJ | Healthcare | United States | 1.47% |
Geographic Distribution
United States98.7%
Switzerland0.6%
Ireland0.3%
Brazil0.2%
United Kingdom0.1%
Netherlands0.1%
Canada0.0%
Mexico0.0%
Economic Sectors
Technology33.4%
Financials12.4%
Consumer Discretionary9.9%
Healthcare9.6%
Industrials8.2%
Consumer Staples4.9%
Energy3.2%
Utilities2.4%
What if you had invested in OM3L?
% allocated to this ETF10%
1%50%100%
Loading…
Forward projection
Monthly contribution€500
€50€5k
Time horizon20 yrs
1y40y
Expected return/yr11.5%
1%5Y CAGR: 11.5%20%
Inflation/yr2.5%
0%10%
Contributed
€120.0k
€500/mo × 20y
Portfolio in 20y
€460.3k
+€340.3k gains · €332.4k real
Contributions only
Historical avg (11.5%/yr)
Expected (11.5%/yr)
Assumes 11.5% annual return · 2.5% inflation · compounded monthly
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