TOPCiShares S&P 500 3% Capped ETF
Tracks the investment results of the S&P 500 3% Capped Index.
By iShares · Launched 2025
Annual Cost
0.09%
#343 of 5,854 · low cost
Fund Size
$31M
#4,127 of 5,854 · small
Return (1Y)Goal
+19.2%
Track Record
1 year
#4,247 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,991+19.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Index tracked
S&P 500 3% Capped Index
What it actually holds
By weightConcentration
Top 10 holdings = 24.6% of fund✓ well diversified
Amazon.com, Inc.
3.0%
Apple, Inc.
3.0%
NVIDIA Corp.
2.9%
Microsoft Corp.
2.8%
Broadcom, Inc.
2.8%
Meta Platforms, Inc.
2.7%
Tesla, Inc.
2.2%
Berkshire Hathaway, Inc.
1.9%
JPMorgan Chase & Co.
1.7%
Alphabet, Inc.
1.6%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
32.1%
Financial Services
13.8%
Healthcare
10.6%
Industrials
10.1%
Consumer Cyclical
9.9%
Communication
7.7%
Consumer Defensive
5.4%
Energy
3.6%
Other
6.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.3%Moderate
Year-on-year price swings
Max drawdown
-8.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the S&P 500 3% Capped Index.
- Strategy
- Invests primarily in U.S. large-cap companies of the S&P 500, subject to a 3% issuer weight cap. Uses a representative sampling indexing strategy to achieve lower costs and better after-tax performance while tracking the Underlying Index.
- Inception date
- April 15, 2025
- Fund family
- iShares
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Data updated on 2026-08-04