IGSG.L
iShares Dow Jones Global Leaders Screened UCITS ETF
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
£ 1.5 B
ASSETS UNDER MGMT
60 bp
EXPENSES
Fund Basics
| Inception date | Feb 25, 2011 |
| Regulation | UCITS |
| ISIN | IE00B57X3V84 |
| Distributions | |
| Currency | GBp |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| MICROSOFT CORP | 11.1 % |
| TAIWAN SEMICONDUCTOR MANUFAC | 7.7 % |
| ASML HOLDING NV | 2.5 % |
| VISA INC. CLASS A | 2.4 % |
| MASTERCARD INCORPORATED CLASS A | 1.8 % |
| CISCO SYSTEMS INC | 1.7 % |
| TENCENT HOLDINGS LTD | 1.6 % |
| ABBVIE INC | 1.6 % |
| ROCHE HOLDING AG ORDINARY SHARES NEW | 1.3 % |
| ASTRAZENECA PLC | 1.3 % |
Constituent Breakdown
| Number of holdings | 615 |
| Herfindahl-Hirschman Index | 232 |
| Wgt avg mkt cap (mns) | $568,264 |
| Large cap (>$10bn) | 94.4% |
| Mid cap ($2-10bn) | 4.1% |
| Small cap (<$2bn) | 0.1% |
| Developed mkts. | 78.7% |
| Emerging mkts. | 19.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 38.6 % |
 |
TAIWAN | 10.0 % |
 |
JAPAN | 8.2 % |
 |
BRITAIN | 5.4 % |
 |
CANADA | 3.5 % |
 |
GERMANY | 3.4 % |
 |
FRANCE | 3.2 % |
 |
NETHERLANDS | 3.1 % |
 |
AUSTRALIA | 2.9 % |
 |
SPAIN | 2.5 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.3% | 24.1% | 15.1% | 15.7% | 11.8% | 13.2% | -- | 10.6% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -- | 0.0% |
| Total Returns | 8.3% | 24.1% | 15.1% | 15.7% | 11.8% | 13.2% | -- | 10.6% | Ann. Volatility | 12.5% | 10.5% | 12.0% | 11.4% | 12.6% | 14.1% | -- | 15.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.48 | 30% |
| MSCI EAFE | 0.33 | 22% |
| MSCI Emg Mkts | 0.27 | 26% |
Liquidity Measures
| Avg. volume (000) | 3 |
| ADV traded (mns) | $22 |
| Turnover | 1.4% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $6,962.09 |
| Relative strength (RSI) | 66 |
| MACD/Signal | 93.46/80.46 |
| Bollinger Bands (Upper/Lower) | $7,207.33/$6,801.17 |
| Short interest (% of AUM) | 0.0% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. IGSG.L |
Expenses vs. IGSG.L |
ALTAR Score™ vs. IGSG.L |
|---|---|---|---|---|
| ISWD.L | iShares MSCI World Islamic UCITS ETF | 33.9% | -30 bp | -0.6% |
| WEXE.DE | Amundi MSCI World Ex USA UCITS ETF Acc | 32.5% | -45 bp | +1.1% |
| XUSE.L | iShares MSCI World ex-USA UCITS ETF | 32.2% | -45 bp | +1.1% |
| CBUY.DE | iShares MSCI ACWI SRI UCITS ETF | 30.5% | -40 bp | 0.0% |
| SAWI.AS | iShares MSCI ACWI SRI UCITS ETF | 30.5% | -40 bp | +0.1% |
| EXUS.DE | Xtrackers MSCI World ex USA UCITS ETF 1C | 30.2% | -45 bp | +1.3% |
| EXU1.DE | Xtrackers MSCI World ex USA UCITS ETF 1D | 30.2% | -45 bp | +1.3% |
| MWOP.DE | Amundi MSCI World ESG Selection UCITS ETF ACC | 27.2% | -42 bp | -0.5% |
| XZWD.DE | Xtrackers MSCI World ESG UCITS ETF 1D | 27.0% | -40 bp | -0.2% |
| XZW0.DE | Xtrackers MSCI World ESG UCITS ETF 1C | 27.0% | -40 bp | -0.3% |
Risk and Returns: IGSG.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (GBP)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/4/2026
Peer Group Comparison
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ETF Research Center Rating
4.9%
ALTAR SCORE™
60th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 726 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. IGSG.L's ALTAR Score™ is approximately 0.3 standard
deviations above the category average. This places IGSG.L in the 60th percentile
among funds in the category.
Sell-Side Consensus
£8248.84
PRICE TARGET
+13.9%
UPSIDE