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Amundi S&P All World High Dividend Yield UCITS ETF DistIndex, costs, backtest, listings and taxation

ISIN: IE000LEIJUY9Ticker: AWHDIssuer: AmundiClass: UCITS ETF Dist
Issuer-declared data
Declared index
S&P Global Dividend 100 Index
TER
0.35%
Transaction costs
0.07% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Replication
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics what does it mean?
Fund assets
3.8 mln EUR
NAV
5.5 USD (1 September 2026)
Domicile
Ireland
Inception date
9 June 2026
Data as declared by Amundi in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

Amundi S&P All World High Dividend Yield UCITS ETF Dist tracks the issuer-declared index: S&P Global Dividend 100 Index. The declared annual cost (TER) is 0.35%, plus 0.07% in transaction costs estimated by the issuer in the KID. Replication is direct physical replication; income is distributed to investors. The fund has assets of about 4 million euro, was launched on 9 June 2026 and is domiciled in Ireland.

The fund’s objective — in the issuer’s words

The Sub-Fund is passively managed. The objective of the Sub- Fund is to track the performance of the S&P Global Dividend 100 Index (the "Index"). The anticipated level of the tracking error, under normal market conditions, is indicated in the prospectus of the Sub-Fund. The S&P Global Dividend 100 Index is designed to measure the performance of high-dividend-yielding stocks in the Global LargeMidCap universe with a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios. The Index is a net total return index, meaning that dividends net of tax paid by the index constituents are included in the Index return. More information about the composition of the Index at https://www.spglobal.com/spdji/en/supplemental-data/europe/. and its operating rules are available in the prospectus and The Index value is available via Bloomberg (SPGDV1UN). The exposure to the Index will be achieved through a Direct Replication, mainly by making direct investments in transferable securities and/or othereligible assets representing the Index constituents in a proportion extremely close to their proportion in the Index. The Investment Manager will be able to use derivatives in order to deal with inflows and outflows and which relate to the Index or constituents ofthe Index for investment and/or efficient portfolio management. In order to generate additional income to offset its costs, the Sub-Fund may also enterinto securities lending operations.

Keep reading the KID section ▾

Intended Retail Investor:This product is intended for investors, with a basic knowledge of and no or limited experience of investing in funds seeking to increase the value of their investment and to receive income over the recommended holding period with the ability to bear losses up to the amount invested.

Redemption and Dealing:The Sub-Fund's shares are listed and traded on one or more stock exchanges. In normal circumstances, you may deal in shares during the trading hours of the stock exchanges. Only authorised participants (e.g., selected financial institutions) may deal in shares directly with the Sub-Fund on the primary market. Further details are provided in the AMUNDI ETF ICAV prospectus.

Distribution policy:The Fund’s amounts available for distribution (if any) will be distributed.

More Information:You may get further information about the Sub-Fund, including the prospectus, and financial reports which are available at and free of charge on request from: Amundi Ireland Limited at AMUNDI IRELAND LIMITED, One George's Quay Plaza, George's Quay, Dublin 2, Ireland.

From the KID’s “Objectives” section · 4 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.35%: above the median of equity ETFs we track (0.22%).
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal document
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · USD · from Jun 2026 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+8.0%
Volatility (ann.)
9.5%
Max drawdown
-3.27%
-6%-1%+4%+8%+13%Jun 2026Jul 2026Jul 2026Aug 2026Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+8%Jun 2026Sept 2026
Distributing fund: the chart shows PRICE only, which drops at each dividend payment. The issuer does not publish a dividends-reinvested series, so total performance is higher than what you see.
Note — currency risk: the fund is denominated (or hedged) in USD and the chart is in USD. For a euro investor, returns also depend on the EUR/USD exchange rate, up or down.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-1%-2%-3%-4%2026−3.27% · 24 Jun 2026
Max drawdown
-3.27%
peak → trough
Trough
24 Jun 2026
from the 16 Jun 2026 peak
Recovery time
8 days
recovery only: trough to break-even
Underwater
16 days
decline + recovery: peak to break-even · → recovered on 02 Jul 2026

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
16 Jun 202624 Jun 2026-3.27%02 Jul 202616
03 Sept 202608 Sept 2026-1.70%ongoing5
25 Aug 202627 Aug 2026-0.63%03 Sept 20269
07 Jul 202608 Jul 2026-0.62%13 Jul 20266
14 Aug 202617 Aug 2026-0.61%19 Aug 20265
Source: Amundi. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Portfolio holdings

Securities in portfolio
99
Top-10 weight
38.3%

Top 10 holdings

BRISTOL-MYERS SQUIBB CO · BMY UN
4.47%
COMCAST CORP-CLASS A · CMCSA UW
4.09%
CANADIAN NATURAL RESOURCES CAD · CNQ CT
3.97%
NOVO NORDISK A/S-B · NOVOB DC
3.95%
AUTOMATIC DATA PROCESSING · ADP UW
3.90%
ACCENTURE PLC -A · ACN UN
3.88%
TOTALENERGIES SE PARIS · TTE FP
3.65%
ENEL SPA · ENEL IM
3.56%
UNITED PARCEL SERVICE CL B · UPS UN
3.45%
ALLIANZ SE-REG · ALV GY
3.35%

Sectors

Financials
26.4%
Industrials
17.2%
Energy
15.0%
Communication Services
9.9%
Health Care
9.1%
Information Technology
7.9%
Consumer Staples
6.8%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustralia: 3.4%AustriaAzerbaijanBurundiBelgiumBeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazil: 1.3%BruneiBhutanBotswanaCentral African RepublicCanada: 5.5%Switzerland: 3.9%ChileChina: 3.2%Ivory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermany: 5.5%DjiboutiDenmark: 4.8%Dominican RepublicAlgeriaEcuadorEgyptEritreaSpain: 4.3%EstoniaEthiopiaFinland: 0.4%FijiFalkland IslandsFrance: 6.7%GabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIrelandIranIraqIcelandIsrael: 0.3%Italy: 4.4%JamaicaJordanJapan: 3.8%KazakhstanKenyaKyrgyzstanCambodiaSouth Korea: 1.1%KosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlands: 1.9%Norway: 2%NepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugalParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwan: 4.4%United Republic of TanzaniaUgandaUkraineUruguayUnited States of America: 31.9%UzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth Africa: 0.3%ZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
United States31.9%
France6.7%
United Kingdom5.8%
Canada5.5%
Germany5.5%
Denmark4.8%
Italy4.4%
Download the full portfolio — Excel, 100 rows
Full portfolio declared by Amundi, as of 1 September 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

Italian taxation

Effective rate on capital gains
26.00%
White-list share
not applicable
Equity fund per the issuer-declared asset class: it cannot hold «white list» government bonds, so capital gains are taxed at the full 26% Italian rate. That is why the issuer publishes no semi-annual certificate.
Deep-dive into this fund’s taxation →

Stock exchange listings

ExchangeTickerTrading since
Börse DüsseldorfAWHD30 Jun 2026
Börse FrankfurtAWHD30 Jun 2026
Börse HamburgAWHD8 Jul 2026
Börse HannoverAWHD1 Sept 2026
Börse München / gettexAWHD30 Jun 2026
Börse StuttgartAWHD8 Jul 2026
Tradegate ExchangeAWHD3 Jul 2026
Xetra (Deutsche Börse)AWHD30 Jun 2026
+ 7 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does Amundi S&P All World High Dividend Yield UCITS ETF Dist track?
The issuer Amundi declares the benchmark: S&P Global Dividend 100 Index.
How much does AWHD cost?
The issuer-declared TER is 0.35% per year; the transaction costs estimated in the KID are 0.07%.
What is the fund size of AWHD?
The fund size declared by Amundi is about 4 million euro.
When was AWHD launched?
The fund was launched on 9 June 2026: it has been trading for 93 days: the page fills up as the issuer publishes data.
How does AWHD replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (issuer wording: “Direct(Physical)”).
Does AWHD pay dividends?
Yes: it is a distributing share class — income is paid out periodically (issuer wording: “Distribution”).
Where does AWHD trade?
Per the official ESMA register it trades on 8 main exchanges, including Börse Düsseldorf (AWHD), Börse Frankfurt (AWHD), Börse Hamburg (AWHD), Börse Hannover (AWHD), Börse München / gettex (AWHD), Börse Stuttgart (AWHD).
What was AWHD's worst fall?
Over the available history (since 2026), the maximum drawdown was -3.27%, reached in June 2026. Past performance is not indicative of future results.
How many securities does AWHD hold?
The declared portfolio holds 99 securities; the top 10 positions weigh 38.3%.
Transparency note
The data in this sheet is declared by Amundi in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.