Invesco S&P 500 Scored & Screened UCITS ETF (SPXE.L)
About this ETF
The Invesco S&P 500 Scored & Screened UCITS ETF Acc aims to replicate the net total return of its benchmark, the S&P 500 Scored & Screened Index, after accounting for expenses. This benchmark is constructed with a market-capitalization weighting and is designed to track firms that meet specific sustainability benchmarks. It maintains sector exposure comparable to the broader S&P 500 Index while enhancing environmental, social, and governance (ESG) characteristics. The index achieves this by systematically excluding companies involved in controversial business activities (such as tobacco, thermal coal, oil sands, small arms, military contracting, and controversial weapons), those non-compliant with United Nations Global Compact principles, or those ranking in the bottom quartile for ESG scores within their respective GICS industry groups…
Price
Top 10 holdings
| NVIDIA ORD NVDA | 12.90% |
| MICROSOFT ORD MSFT | 8.40% |
| ALPHABET CL A ORD GOOGL | 5.60% |
| ALPHABET CL C ORD GOOG | 4.40% |
| MICRON TECHNOLOGY ORD MU | 2.80% |
| ELI LILLY ORD LLY | 2.20% |
| VISA CL A ORD V | 1.40% |
| INTEL ORD INTC | 1.40% |
| WALMART ORD WMT | 1.30% |
| CISCO SYSTEMS ORD CSCO | 1.20% |
Sector mix
Price chart
Returns
| 1 month | +0.35% |
| 3 months | +10.61% |
| 6 months | +8.66% |
| Year to date | +9.60% |
| 1 year | +23.89% |
| 3 years (ann.) | +19.74% |
| 5 years (ann.) | +13.45% |
| 10 years (ann.) | — |
Risk profile
| Volatility (1y, ann.) | 11.92% |
| Sharpe (1y) | 1.86 |
| Sharpe (3y) | 1.36 |
| Sortino (1y) | 3.18 |
| Max drawdown (1y) | -8.79% |
| Max drawdown (5y) | -23.93% |
| Max drawdown (full) | -24.15% |
| Beta vs S&P 500 (1y) | 0.62 |
| Correlation vs S&P 500 (1y) | 0.65 |
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
| Fund | TER | AUM (USD) | Overlap |
|---|---|---|---|
| iShares Core S&P 500 UCITS ETF CSPX.AS | 0.07% | 151.54B | 61.1% |
| iShares Core S&P 500 UCITS ETF CSP1.L | 0.07% | 151.66B | 61.1% |
| iShares Core S&P 500 UCITS ETF SXR8.DE | 0.07% | 151.54B | 61.1% |
| iShares Core S&P 500 UCITS ETF CSSPX.MI | 0.07% | 151.54B | 61.1% |
| iShares Core S&P 500 UCITS ETF CSPX.L | 0.07% | 151.69B | 61.1% |
| iShares Core S&P 500 ETF IVV | 0.03% | 894.38B | 61.0% |

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