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State Street Investment ManagementEurope StockFEZ · NYSE Arca

State Street SPDR EURO STOXX 50 ETF (FEZ)

Price
$69.70
11 Sept 2026
Assets
$4.5B
Total net assets
Expense ratio
0.29%
Category 0.74%
Yield
2.51%
Trailing distributions
3Y CAGR
19.9%+1.2%
Category 18.7%
5Y CAGR
11.3%+1.9%
Category 9.4%
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State Street SPDR EURO STOXX 50 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
ETF-3.0%+2.7%+14.6%+10.2%+18.4%+19.9%+11.3%+10.8%+7.7%
Europe Stock average-2.4%1.6%12.4%10.1%17.0%18.7%9.4%9.7%7.3%
Difference-0.7%+1.1%+2.2%0.0%+1.4%+1.2%+1.9%+1.0%+0.4%

Holdings

The 10 largest positions make up 41.9% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ASML.ASASML Holding NV8.61%
SIE.DESiemens AG4.66%
SAP.DESAP SE4.29%
SAN.MCBanco Santander SA4.13%
TTE.PATotalEnergies SE3.82%
ALV.DEAllianz SE3.81%
SU.PASchneider Electric SE3.78%
BBVA.MCBanco Bilbao Vizcaya Argentaria SA3.13%
UCG.MIUniCredit SpA2.82%
IBE.MCIberdrola SA2.80%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
18.7
P/B
2.4
P/S
1.9
P/CF
11.7

Sector allocation

Share of the equity the fund holds.

28.0%Financial services10 sectors
  1. Financial services28.0%
  2. Industrials21.6%
  3. Technology15.4%
  4. Consumer discretionary9.5%
  5. Health care5.4%
  6. Consumer staples5.2%
  7. Energy4.9%
  8. Utilities4.5%
  9. Materials3.5%
  10. Communication services2.2%

Asset mix

  • Stocks99.6%
  • Cash0.4%

ETF details

Issuer
State Street Investment Management
Category
Equity · Europe Stock
Ticker
FEZ
Exchange
NYSE Arca
Inception
15 Oct 2002 (23.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.29% (category 0.74%)
Holdings turnover
10% (category 60%)
Distribution yield
2.51%
Beta, 3 years
1.02
Total net assets
$4.5B

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

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