iShares S&P 500 Equal Weight UCITS ETF
EFRW
Tracks: S&P 500 Equal Weight Index (USD)
AUM
EUR 452M
medium
TER
0.17%
YTD Return
+10.86%
Currency
EUR
Replication
Replicated
Inception
2025-05-08
Dividend
Accumulating
Domicile
Ireland
Asset Class
Equity
Equal Weight
Classification
Asset ClassEquity
Management StyleSmart Beta / Factor
DistributionAccumulating
AUM TierMedium ($250M–$1B)
Geographic FocusSingle Country · US
IndexS&P 500 Equal Weight Index ( )
Currency TreatmentUnhedged
Legal StructureUCITS
UCITS EligibleYes
Equity Details
StyleBlend
Factor Tilts
Equal Weight
The fund aims to achieve a return on investment, through capital and income returns on its assets, which reflects the return of the S&P 500 Equal Weight Index.
as of 2026-07-28
2026 (6M)
+10.86%
YTD
+10.86%
30-Day
—
Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.23% | +3.41% | -6.26% | +5.66% | +2.54% | +2.26% | — | — | — | — | — | — | — | |
| 2025 | — | — | — | — | — | +3.11% | +0.67% | +2.44% | +0.86% | -1.16% | +1.70% | +0.19% | — |