Invesco MSCI USA Universal Screened UCITS ETF Dist (ESUD.L)

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The chart shows the growth of an initial investment of $10,000 in Invesco MSCI USA Universal Screened UCITS ETF Dist, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Invesco MSCI USA Universal Screened UCITS ETF Dist (ESUD.L) has returned -7.21% so far this year and 14.27% over the past 12 months.

Based on dividend-adjusted daily data since Aug 12, 2021, ESUD.L's average daily return is +0.04%, while the average monthly return is +0.72%. At this rate, your investment would double in approximately 8.1 years.

Historically, 63% of months were positive and 38% were negative. The best month was Nov 2023 with a return of +9.9%, while the worst month was Apr 2022 at -8.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ESUD.L closed higher 54% of trading days. The best single day was Apr 10, 2025 with a return of +5.1%, while the worst single day was Jun 10, 2022 at -4.6%.

Invesco MSCI USA Universal Screened UCITS ETF Dist has an annualized alpha of 4.00%, beta of 0.52, and R² of 0.29 versus S&P 500 Index. Calculated based on daily prices since August 13, 2021.

• Beta of 0.52 may look defensive, but with R² of 0.29 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.29 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

ESUD.L has an expense ratio of 0.09%, which is considered low.

ESUD.L ranks 45 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Invesco MSCI USA Universal Screened UCITS ETF Dist (ESUD.L) and compare them to a chosen benchmark (S&P 500 Index).

Invesco MSCI USA Universal Screened UCITS ETF Dist provided a 1.01% dividend yield over the last twelve months, with an annual payout of $0.91 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for Invesco MSCI USA Universal Screened UCITS ETF Dist. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Invesco MSCI USA Universal Screened UCITS ETF Dist. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Invesco MSCI USA Universal Screened UCITS ETF Dist was 28.34%, occurring on Oct 12, 2022. Recovery took 320 trading sessions.

The current Invesco MSCI USA Universal Screened UCITS ETF Dist drawdown is 8.54%.

The chart below shows the rolling one-month volatility.