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iSharesEurope StockEUFN · Nasdaq

iShares MSCI Europe Financials ETF (EUFN)

Price
$42.29
11 Sept 2026
Assets
$4.2B
Total net assets
Expense ratio
0.49%
Category 0.74%
Yield
3.92%
Trailing distributions
3Y CAGR
36.7%+18.0%
Category 18.7%
5Y CAGR
22.1%+12.6%
Category 9.4%
Loading NAV history…
iShares MSCI Europe Financials ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF0.0%+12.1%+29.4%+17.5%+29.6%+36.7%+22.1%+13.8%+7.8%
Europe Stock average-2.4%1.6%12.4%10.1%17.0%18.7%9.4%9.7%7.3%
Difference+2.4%+10.5%+17.0%+7.3%+12.6%+18.0%+12.6%+4.0%+0.5%

Holdings

The 10 largest positions make up 45.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
HSBA.LHSBC Holdings PLC9.60%
SAN.MCBanco Santander SA5.66%
ALV.DEAllianz SE5.37%
UBSG.SWUBS Group AG Registered Shares4.60%
BBVA.MCBanco Bilbao Vizcaya Argentaria SA4.38%
UCG.MIUniCredit SpA3.58%
BNP.PABNP Paribas Act. Cat.A3.19%
ISP.MIIntesa Sanpaolo3.01%
ZURN.SWZurich Insurance Group AG2.91%
INGA.ASING Groep NV2.74%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
12.9
P/B
1.7
P/S
2.0
P/CF

Sector allocation

Share of the equity the fund holds.

98.3%Financial services3 sectors
  1. Financial services98.3%
  2. Technology1.2%
  3. Industrials0.5%

Asset mix

  • Stocks98.4%
  • Other1.0%
  • Cash0.6%

ETF details

Issuer
iShares
Category
Equity · Europe Stock
Ticker
EUFN
Exchange
Nasdaq
Inception
20 Jan 2010 (16.6 years)
Structure
Exchange Traded Fund
Expense ratio
0.49% (category 0.74%)
Holdings turnover
5% (category 60%)
Distribution yield
3.92%
Beta, 3 years
0.85
Total net assets
$4.2B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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