Invesco MSCI Europe Universal Screened UCITS ETF (ESGE.DE)
About this ETF
This Invesco ETF aims to deliver the net total return performance of the MSCI Europe Universal Select Business Screens Index (the "Reference Index"), after accounting for management fees. The Reference Index tracks prominent and mid-sized European companies, embodying an investment approach that utilizes specific Environmental, Social, and Governance (ESG) criteria to modify the market capitalization weighting of its components. This strategy seeks to increase exposure to companies that not only exhibit a strong ESG standing but also demonstrate a positive trajectory in enhancing that standing. To construct this index, the MSCI Europe Index is filtered, systematically excluding companies that: (1) lack an MSCI ESG assessment or rating; (2) have been implicated in significant ESG-related scandals within the past three years;…
Price
Top 10 holdings
| ASML HOLDING NV EUR0.09 ASML.AS | 5.93% |
| HSBC HOLDINGS PLC GBP 0.5000 HSBA.L | 3.07% |
| ROCHE HOLDINGS AG CHF NPV ROP.SW | 2.65% |
| NOVARTIS AG-REG CHF0.5 NOVN.SW | 2.55% |
| NESTLE SA-REG CHF0.1 NESN.SW | 2.40% |
| SIEMENS AG-REG NPV SIE.DE | 2.10% |
| BANCO SANTANDER SA EUR0.5 SAN.MC | 1.80% |
| ALLIANZ SE-REG NPV ALV.DE | 1.66% |
| UBS GROUP AG-REG CHF 0.1000 UBSG.SW | 1.50% |
| SAP SE NPV SAP.DE | 1.49% |
Sector mix
Price chart
Returns
| 1 month | +1.74% |
| 3 months | +6.54% |
| 6 months | +8.77% |
| Year to date | +11.46% |
| 1 year | +22.41% |
| 3 years (ann.) | +14.49% |
| 5 years (ann.) | +9.38% |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 13.65% |
| Sharpe (1y) | 1.55 |
| Sharpe (3y) | 1.09 |
| Sortino (1y) | 2.36 |
| Max drawdown (1y) | -10.30% |
| Max drawdown (5y) | -21.83% |
| Max drawdown (full) | -33.71% |
| Beta vs S&P 500 (1y) | 0.60 |
| Correlation vs S&P 500 (1y) | 0.55 |
Technical outlook as of 2026-07-13
The Monte Carlo cone is drawn on the price chart above (Forecast overlay); RSI, MACD and the rest of the oscillators live in its indicator panels.
Full holdings
| Constituent | ISIN | Market value | Weight |
|---|---|---|---|
| Loading… | |||
Sector breakdown
Geographic exposure
Cost vs. peers
Comparison universe: 6,948 funds of the same asset class.
Cost impact calculator
Dividend history
Accumulating share class Income is reinvested inside the fund instead of being paid out. (inferred from the absence of distributions)
No distributions on record — accumulating share classes reinvest income instead of paying it out.
ESG profile
Benchmark: average of 4,066 funds of the same asset class with derived ESG data.
Similar ETFs
| Fund | TER | AUM (USD) | Yield (TTM) | Return 1y | Sharpe 1y |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF VTI | 0.03% | 2.30T | 1.05% | +19.93% | 1.48 |
| Vanguard S&P 500 ETF VOO | 0.03% | 1.70T | 1.07% | +19.68% | 1.49 |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 1.09% | +19.68% | 1.49 |
| State Street SPDR S&P 500 ETF SPY | 0.09% | 789.23B | 1.00% | +19.71% | 1.49 |
| SPDR S&P 500 ETF Trust 1557.T | 0.09% | 789.09B | 0.49% | +37.54% | 2.26 |
| State Street SPDR S&P 500 ETF SPY.AX | 0.09% | 788.13B | 1.00% | +11.84% | 1.13 |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 2.61% | +20.58% | 1.21 |
| Invesco QQQ Trust, Series 1 QQQ | 0.18% | 481.14B | 0.43% | +28.14% | 1.43 |
| Vanguard Growth ETF VUG | 0.03% | 393.80B | 0.39% | +16.85% | 0.99 |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 2.60% | +21.64% | 1.23 |
Cheaper alternatives
No fund of the class reaches 60% portfolio overlap — showing the cheapest funds of the class instead.
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| iShares Core MSCI EAFE ETF IEFA | 0.07% | 187.22B | 49.3% |
| Vanguard FTSE Developed Markets ETF VEA | 0.03% | 317.30B | 36.0% |
| Vanguard Total International Stock ETF VXUS | 0.05% | 652.30B | 26.2% |
| Vanguard Mid-Cap ETF VO | 0.03% | 218.80B | 0.3% |
| Invesco NASDAQ 100 ETF QQQM | 0.15% | 100.59B | 0.2% |

MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
