# iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD (SDUS) **Source:** https://fundology.uk/fund/sdus · ISIN IE00BFNM3H51 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS ## 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 30/09/2026, SDUS (iShares MSCI USA Screened UCITS ETF USD, ISIN IE00BFNM3H51) closed at $14.80 on the London Stock Exchange. Its ongoing charge is 0.07% a year (about £7 on £10,000). Over the five years to 30/09/2026 its total return was +90.4%, or +48.9% 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: **$14.80** (30/09/2026). ## Key facts | Fact | Value | |---|---| | Ticker (LSE) | SDUS | | ISIN | IE00BFNM3H51 | | 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 | £955m | | Launched | 2018 | | Domicile | Ireland | ## Past returns (periods to 30/09/2026) After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation. | Window | Return | After CPIH inflation | Measured as | |---|---|---|---| | 1 year | +17.41% | +13.72% | income reinvested | | 3 years | +74.30% | +57.28% | income reinvested | | 5 years | +90.43% | +48.86% | income reinvested | Returns: TradingView (delayed data). Inflation: ONS 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 +28.1%, 2025 +8.2%; 2026 to 30/09/2026 +13.7%. 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: +17.2%; to 30/09/2025: +17.1%; to 30/09/2024: +23.6%; to 30/09/2023: +7.0%; to 30/09/2022: −0.2%. | Year | Return | After CPIH inflation | Measured as | |---|---|---|---| | 2022 | -12.9% | -20.3% | Price | | 2023 | +22.2% | +17.4% | Price | | 2024 | +28.1% | +23.7% | Price | | 2025 | +8.2% | +4.5% | Price | | 2026 to 30/09/2026 | +13.7% | +10.5% | Price | ## Risk metrics | Window | Volatility | Max drawdown | |---|---|---| | 1 year | 12.67% | -9.28% | | 3 years | 13.75% | -20.52% | | 5 years | 14.43% | -20.52% | ## Largest fall Volatility of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD in pounds, annualised from weekly returns to 30/09/2026: 12.7% 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 October 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 30/09/2026 the price of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD was 0.3% below its highest weekly close since October 2021 (25/09/2026), in pounds. ## Charges compared with similar funds Ongoing charge of iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD 0.07% a year, as of 01/10/2026: 165 of the 210 other US share funds charge more, 16 the same and 29 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 (30/09/2026). | Fund | Ongoing charge | 1 year | 3 years | 5 years | |---|---|---|---|---| | iShares IV PLC - iShares MSCI USA Screened UCITS ETF Accum Shs Unhedged USD | 0.07% | +17.8% | +74.3% | +92.4% | | iShares IV PLC - iShares MSCI USA Screened UCITS ETF USD (this fund) | 0.07% | +17.4% | +74.3% | +90.4% | Returns are the data vendor’s, in pounds, income reinvested unless marked "(price)". ## Charges & eligibility - Ongoing charges figure (OCF): **0.07%** per year - ISA eligible: yes - SIPP eligible: yes ## Top holdings Largest positions (as of 29/09/2026): | Holding | Weight | |---|---| | NVIDIA | 8.41% | | Apple | 7.79% | | Microsoft | 5.78% | | Amazon | 3.84% | | Alphabet · Class A | 3.22% | | Meta Platforms · Class A | 2.61% | | Broadcom | 2.58% | | Alphabet · Class C | 2.54% | | Micron Technology | 1.94% | | Tesla | 1.62% | ## Where it invests Shares of the whole fund. Bonds, cash and positions the source does not classify are shown as they come, not guessed. ### By sector As published by iShares, as of 29/09/2026. | Sector | Weight | |---|---| | Information Technology | 41.7% | | Financials | 12.0% | | Communication Services | 10.7% | | Health Care | 10.1% | | Consumer Discretionary | 9.1% | | Industrials | 7.6% | | Consumer Staples | 2.3% | | Energy | 1.8% | | Other sectors | 4.8% | ### By type of asset Added up from the holdings iShares publishes, as of 29/09/2026. | Type of asset | Weight | |---|---| | Equity | 99.8% | | Cash and money market | 0.2% | All 468 holdings: https://fundology.uk/fund/sdus/holdings --- We show information. We are not financial advisers, not authorised by the FCA, and never recommend specific investments. Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.