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TOPCiShares S&P 500 3% Capped ETF

Grow my money#1487 of 2944 for Grow my money

Seeks to track the investment results of an index composed of the companies of the S&P 500, subject to a 3% company weight cap.

iShares · Since 2025 (1 year)

Annual Cost

0.09%

#327 out of 5,332 ETFs

Fund Size

$24M

#3982 out of 5,332 ETFs

Dividend Yield

Track Record

1 year

#4421 out of 5,332 ETFs

Performance

1 Year

+28.5%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.7%
Cash
0.3%

Sector breakdown

Technology
25.6%
Financial Services
14.7%
Healthcare
11.3%
Consumer Cyclical
10.6%
Industrials
10.1%
Communication
8.9%
Consumer Defensive
6.3%
Energy
4.8%
Other
7.7%

Top holdings

Amazon.com IncAMZN3.0%
Apple IncAAPL3.0%
NVIDIA CorpNVDA2.9%
Microsoft CorpMSFT2.8%
Broadcom IncAVGO2.8%
Meta Platforms Inc Class AMETA2.7%
Tesla IncTSLA2.2%
Berkshire Hathaway Inc Class BBRK-B1.9%
JPMorgan Chase & CoJPM1.7%
Alphabet Inc Class AGOOGL1.6%

Risk profile

Volatility (1Y)

11.8%

Moderate

Max drawdown

-8.0%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05