# iShares MSCI USA Screened UCITS ETF USD (SDUS)

**Page:** https://fundology.uk/fund/sdus · ISIN IE00BFNM3H51

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 13/11/2026, SDUS (iShares MSCI USA Screened UCITS ETF USD, ISIN IE00BFNM3H51) closed at $14.34 on the London Stock Exchange. Its ongoing charge is 0.07% a year (about £7 on £10,000). Over the five years to 13/11/2026 its total return was +75.6%, or +37.1% after UK CPIH inflation.

## Summary

iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD is an exchange-traded fund (ETF) from iShares, launched in 2018. It tracks the MSCI USA Screened Index. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.07% a year — about £7 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is paid out to holders as cash, usually a few times a year.

Latest close: **$14.34** (13/11/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | SDUS |
| ISIN | IE00BFNM3H51 |
| Also listed as | SLUS (Xetra, euros) |
| Category | US shares |
| Type | ETF |
| Provider | iShares |
| Tracks | MSCI USA Screened Index |
| Income | Distributing |
| Ongoing charge | 0.07% a year (£7 per £10,000) |
| Fund size | £1.2bn |
| Launched | 2018 |
| Domicile | Ireland |
| UK reporting fund status | Yes — on HMRC’s list of reporting funds (list of 02/11/2026); reporting fund since 19/10/2018 |

## Past returns (periods to 13/11/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after UK CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +10.85% | +6.93% | income reinvested |
| 3 years | +67.42% | +51.26% | income reinvested |
| 5 years | +75.64% | +37.10% | income reinvested |

Returns: as reported (delayed data). Inflation: UK CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD in pounds (price only, income paid out not included): 2022 −12.9%, 2023 +22.2%, 2024 +28.5%, 2025 +7.3%; 2026 to 13/11/2026 +11.1%. Returns of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: +15.8%; to 30/09/2025: +18.5%; to 30/09/2024: +23.6%; to 30/09/2023: +7.0%; to 30/09/2022: +1.7%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -12.9% | -20.3% | Price |
| 2023 | +22.2% | +17.4% | Price |
| 2024 | +28.5% | +24.2% | Price |
| 2025 | +7.3% | +3.6% | Price |
| 2026 to 13/11/2026 | +11.1% | +7.6% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 12.24% | -8.36% |
| 3 years | 13.70% | -20.52% |
| 5 years | 14.42% | -20.52% |

## Largest fall

Volatility of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD in pounds, annualised from weekly returns to 13/11/2026: 12.2% over 1 year, 13.7% over 3 years, 14.4% over 5 years. Largest fall in the price of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD since November 2021, in pounds: −20.5% from 24/01/2025 to 04/04/2025. The lowest 12-month return of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD in pounds (price only, income paid out not included) since January 2021 was −12.9% (12 months to 30/12/2022); the highest was +33.6% (12 months to 17/04/2026). On 13/11/2026 the price of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD was 4.1% below its highest weekly close since November 2021 (09/10/2026), in pounds.

## Charges compared with similar funds

Ongoing charge of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD 0.07% a year. Compared on 14/11/2026, 201 of the 254 other US share funds charge more, 16 the same and 37 less (share classes counted once).

## Funds tracking the same index

2 funds track MSCI USA Screened Index, this one included and share classes counted once; their ongoing charges range from 0.07% to 0.07% a year (13/11/2026).

| Fund | Ongoing charge | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| iShares IV PLC - iShares MSCI USA Screened UCITS ETF Accum Shs Unhedged USD | 0.07% | +10.3% | +67.3% | +75.2% |
| iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD (this fund) | 0.07% | +10.9% | +67.4% | +75.6% |

Returns are as reported, in pounds, income reinvested unless marked "(price)".

## Charges & eligibility

- Ongoing charges figure (OCF): **0.07%** per year (as of 13/11/2026)
- Stocks and shares ISA eligible: usually (check with your platform)
- SIPP eligible: usually (check with your provider)
- ISA and SIPP mean the kind of product usually qualifies under HMRC rules. We do not check each platform’s list — each provider decides which funds it offers. Crypto ETNs have not qualified for a stocks and shares ISA since 06/04/2026, and overseas funds that are not UK-recognised UCITS, such as Swiss ETFs, do not usually qualify.

## What it holds

As of 06/11/2026, SDUS holds 463 positions, according to its published holdings. The largest is Apple at 8.49% of the fund; the ten largest make up 39.4%.

### Top holdings

Largest positions (as of 06/11/2026), as a percentage of the whole fund:

| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | Apple | [AAPL](https://fundology.uk/stock/AAPL) | 8.49% |
| 2 | NVIDIA | [NVDA](https://fundology.uk/stock/NVDA) | 7.25% |
| 3 | Microsoft | [MSFT](https://fundology.uk/stock/MSFT) | 6.32% |
| 4 | Amazon | [AMZN](https://fundology.uk/stock/AMZN) | 4.24% |
| 5 | Alphabet · Class A | [GOOGL](https://fundology.uk/stock/GOOGL) | 2.82% |
| 6 | Meta Platforms · Class A | [META](https://fundology.uk/stock/META) | 2.26% |
| 7 | Alphabet · Class C | [GOOG](https://fundology.uk/stock/GOOG) | 2.24% |
| 8 | Broadcom | [AVGO](https://fundology.uk/stock/AVGO) | 2.24% |
| 9 | Eli Lilly | [LLY](https://fundology.uk/stock/LLY) | 1.83% |
| 10 | Tesla | [TSLA](https://fundology.uk/stock/TSLA) | 1.73% |

## Where it invests

Shares of the whole fund. Bonds, cash and positions without a classification are shown as they come, not guessed.

### By sector

As published for the fund, as of 06/11/2026.

| Sector | Weight |
|---|---|
| Information Technology | 38.1% |
| Financials | 13.3% |
| Health Care | 11.3% |
| Consumer Discretionary | 10.3% |
| Communication Services | 9.6% |
| Industrials | 7.6% |
| Consumer Staples | 2.7% |
| Materials | 1.9% |
| Other sectors | 5.3% |

### By type of asset

Added up from the fund’s published holdings, as of 06/11/2026.

| Type of asset | Weight |
|---|---|
| Equity | 99.7% |
| Cash and money market | 0.3% |

All 464 holdings: https://fundology.uk/fund/sdus/holdings

## Questions people ask

**What is the ongoing charge of SDUS?**

The ongoing charge of SDUS is 0.07% a year — about £7 a year on every £10,000 invested, taken from the fund’s value rather than billed to you. Platform and dealing fees are charged separately. Ongoing charge of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD 0.07% a year. Compared on 14/11/2026, 201 of the 254 other US share funds charge more, 16 the same and 37 less (share classes counted once).

**What does SDUS track?**

SDUS tracks the MSCI USA Screened Index.

**Is SDUS accumulating or distributing?**

SDUS is distributing: income is paid out to holders as cash, usually a few times a year. It pays out semi-annual.

**What is the ISIN of SDUS?**

The ISIN of SDUS is IE00BFNM3H51. An ISIN identifies one exact share class of a fund; SDUS is its ticker on the London Stock Exchange. The same share class is also listed as SLUS (Xetra, euros).

**What does SDUS hold?**

As of 06/11/2026, SDUS holds 463 positions, according to its published holdings. The largest is Apple at 8.49% of the fund; the ten largest make up 39.4%. Its ten largest holdings are Apple (8.49%), NVIDIA (7.25%), Microsoft (6.32%), Amazon (4.24%), Alphabet · Class A (2.82%), Meta Platforms · Class A (2.26%), Alphabet · Class C (2.24%), Broadcom (2.24%), Eli Lilly (1.83%) and Tesla (1.73%).

**What were SDUS’s returns in each of the last five years?**

Calendar-year returns of SDUS in pounds (price only, income paid out not included): 2022 −12.9%, 2023 +22.2%, 2024 +28.5%, 2025 +7.3%; 2026 to 13/11/2026 +11.1%. Past performance is not a guide to future returns.

**How has SDUS done after inflation?**

Over the five years to 13/11/2026 SDUS’s total return was +75.6%, or +37.1% after UK CPIH inflation. Past performance is not a guide to future returns.

## Fund documents

- [Fund page at iShares](https://www.ishares.com/uk/individual/en/products/305357/ishares-msci-usa-screened-ucits-etf)
- [Key investor information document (KIID)](https://www.ishares.com/gls-download/literature/kiid/ucits_kiid-ishares-msci-usa-screened-ucits-etf-usd-dist-gb-ie00bfnm3h51-en.pdf)
- [Factsheet](https://www.ishares.com/gls-download/literature/fact-sheet/sdus-ishares-msci-usa-screened-ucits-etf-fund-fact-sheet-en-gb.pdf)
- Links checked 12/10/2026.

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.