Invesco MSCI Europe Universal Screened UCITS ETF Acc

Invesco MSCI Europe Universal Screened UCITS ETF Acc

About

Invesco MSCI Europe Universal Screened UCITS ETF Acc (IE00BJQRDL90) is a UCITS-compliant equity ETF tracking the MSCI Europe Universal Select Business Screens Index. With a TER of 0.16%, it is competitively priced, reinvesting dividends. The fund holds 367 positions across 17 regions with 202M in assets.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Overall 7.2 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 8.8 Tracking Difference: 10.0 · TD Consistency: 7.8 · Expense Ratio (TER): 6.3
Diversification (45%) 6.4 Holding Count: 5.8 · Country Concentration: 5.1 · Sector Concentration: 9.6
Liquidity (25%) 6.5 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker ESGE
ISIN
Fund Size €202.1M
Issuer Invesco
Distribution Re-Invests Dividends
Replication Physical
Inception Jun 2019
Base Currency EUR
Index MSCI Europe Universal Select Business Screens Index
Asset Class Equities
Category European Equity

Costs

8.8
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What TER, tracking difference, and TD consistency measure

TER (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures TER plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

TER0.00%
Tracking Difference0.00%
TD Consistency0.00%
 
Metric Value
TER 0.16%
Tracking Difference (avg) 0.16%
TD Consistency (std dev) 0.04%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month +3.54%
3 Months +0.75%
6 Months +11.21%
1 Year +17.32%
3 Years +47.97%
5 Years +57.85%
10 Years +1.06%
YTD +7.92%
Since Inception +100.93%

Holdings

5.8
This fund holds 367 individual investments, offering moderate diversification compared to other ETFs.
#1
ASML Holding NV
6.33%
#2
HSBC Holdings PLC
2.98%
#3
Roche Holding AG
2.53%
#4
Novartis AG
2.44%
#5
Nestle SA
2.29%
#6
Siemens AG
2.13%
#7
Banco Santander SA
1.76%
#8
Allianz SE
1.59%
#9
ABB Ltd
1.54%
#10
TotalEnergies SE
1.47%
View all holdings (50)
# Holding Ticker Weight
1 ASML Holding NV 632.82%
2 HSBC Holdings PLC 297.67%
3 Roche Holding AG 253.16%
4 Novartis AG 243.90%
5 Nestle SA 228.68%
6 Siemens AG 212.61%
7 Banco Santander SA 176.22%
8 Allianz SE 158.77%
9 ABB Ltd 153.62%
10 TotalEnergies SE 146.60%
11 UBS Group AG 146.46%
12 SAP SE 146.03%
13 Iberdrola SA 132.08%
14 Banco Bilbao Vizcaya Argentaria SA 125.34%
15 Schneider Electric SE 124.01%
16 AstraZeneca PLC 120.98%
17 Unilever PLC 115.68%
18 UniCredit SpA 112.51%
19 BNP Paribas SA 104.99%
20 Zurich Insurance Group AG 96.99%
21 L'Oreal SA 95.20%
22 GSK PLC 94.75%
23 Intesa Sanpaolo SpA 89.73%
24 ING Groep NV 85.13%
25 Sanofi SA 84.93%
26 Infineon Technologies AG 83.70%
27 Barclays PLC 81.70%
28 Enel SpA 79.01%
29 Lloyds Banking Group PLC 74.38%
30 National Grid PLC 74.36%
31 AXA SA 69.47%
32 Siemens Energy AG 68.25%
33 Novo Nordisk A/S 65.79%
34 Anheuser-Busch InBev SA/NV 65.55%
35 LVMH Moet Hennessy Louis Vuitton SE 64.81%
36 Industria de Diseno Textil SA 63.39%
37 Nokia Oyj 61.73%
38 NatWest Group PLC 61.36%
39 BP PLC 59.89%
40 Deutsche Bank AG 58.89%
41 Air Liquide SA 54.44%
42 Nordea Bank Abp 52.84%
43 Nebius Group NV 52.61%
44 ASM International NV 52.10%
45 Prosus NV 51.98%
46 Societe Generale SA 51.74%
47 RELX PLC 51.05%
48 Compass Group PLC 50.16%
49 Engie SA 49.78%
50 Deutsche Telekom AG 47.61%

Sectors

9.6
This fund is well-diversified across 12 sectors, with no single sector dominating.
 
Sector Weight
Financials 2891.00%
Industrials 1514.00%
Health Care 1297.00%
Technology 1192.00%
Consumer Staples 872.00%
Utilities 562.00%
Consumer Discretionary 546.00%
Materials 478.00%
Energy 315.00%
Communication Services 257.00%
Real Estate 75.00%
Unknown 1.00%

Regions

5.1
This fund invests across 17 countries, though its geographic allocation deviates somewhat from the global market.
 
Country Weight
United Kingdom 1900.00%
Switzerland 1656.00%
France 1366.00%
Germany 1251.00%
Netherlands 1060.00%
Spain 734.00%
Italy 576.00%
Sweden 459.00%
Denmark 229.00%
Finland 213.00%
Belgium 169.00%
United States 107.00%
Norway 99.00%
Ireland 74.00%
Austria 67.00%
Portugal 37.00%
Jersey 3.00%

Nerd Stuff

Advanced risk and return metrics (2023-06-22 — 2026-06-19).
9.2%
Volatility
-16.5%
Max Drawdown
0.55
Sharpe Ratio
0.78
Sortino Ratio
0.31
Calmar Ratio
0.06
Beta
11.57%
Alpha (Jensen's)
0.006
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).

Documents

Regulatory and fund documents.

Broker Availability

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