iShares S&P 500 3% Capped UCITS ETF
SP3C
Tracks: S&P 500 3% Capped Index (USD) N
AUM
USD 240M
small
TER
0.2%
YTD Return
+11.82%
Currency
USD
Replication
Replicated
Inception
2025-04-14
Dividend
Accumulating
Domicile
Ireland
Asset Class
Equity
Classification
Asset ClassEquity
Management StylePassive (Index)
DistributionAccumulating
AUM TierSmall ($50–250M)
Geographic FocusSingle Country · US
IndexS&P 500 3% Capped Index ( ) N
Currency TreatmentUnhedged
Legal StructureUCITS
UCITS EligibleYes
Equity Details
StyleGrowth
The fund aims to achieve a total return, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the S&P 500 3% Capped Index, the Fund’s benchmark index.
as of 2026-07-28
2026 (6M)
+11.82%
YTD
+11.82%
30-Day
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Monthly Returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.00% | +0.33% | -5.24% | +9.30% | +4.88% | +0.58% | — | — | — | — | — | — | — | |
| 2025 | — | — | — | — | +5.62% | +4.45% | +1.26% | +2.23% | +3.28% | +1.36% | +0.88% | +0.09% | — |