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XOEFiShares S&P 500 ex S&P 100 ETF

Grow my money1y track recordRanked #1,794 of 2,998 in this goal

Tracks the investment results of the S&P 500 ex-S&P 100 Select Index.

By iShares · Launched 2025

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$22M

#4,405 of 5,861 · small

Return (1Y)Goal

+19.3%

Track Record

1 year

#4,456 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$12,040+20.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Index tracked

S&P 500 ex-S&P 100 Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.4% of fundwell diversified

KLA Corp.
1.2%
TJX Cos., Inc. (The)
1.1%
Amphenol Corp.
1.0%
Analog Devices, Inc.
1.0%
Eaton Corp. plc
0.9%
Welltower, Inc.
0.9%
S&P Global, Inc.
0.8%
Palo Alto Networks, Inc.
0.8%
Arista Networks, Inc.
0.8%
Prologis, Inc.
0.8%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
26.6%
Industrials
16.1%
Financial Services
13.5%
Healthcare
8.7%
Consumer Cyclical
8.6%
Utilities
5.6%
Real Estate
5.6%
Energy
5.0%
Other
10.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.9%Moderate

Year-on-year price swings

Max drawdown
-7.6%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 ex-S&P 100 Select Index.
Strategy
Employs a representative sampling indexing strategy to track large capitalization U.S. equities within the S&P 500 Index, excluding those in the S&P 100 Index. A significant portion is in financials, industrials, and technology sectors.
Inception date
July 8, 2025
Fund family
iShares

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Data updated on 2026-08-04