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Amundi Euro Stoxx UCITS ETF DistIndex, costs, backtest, listings and taxation

ISIN: LU3329533031Ticker: AEXXIssuer: AmundiClass: UCITS ETF Dist
ETF launched on 27 August 2026 — page still filling up

What you see is what the issuer has declared so far. The rest comes with time, not by our choice: each row appears on its own as soon as the data exists.

Tracking differenceafter the first full calendar year, from January 2028
Dividendsafter the first distribution declared by the issuer
Issuer-declared data
Declared index
EURO STOXX Net Return EUR
TER
0.10%
Transaction costs
0.18% (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
2 mln EUR
NAV
4.96 EUR (1 September 2026)
Domicile
Luxembourg
Inception date
27 August 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 Euro Stoxx UCITS ETF Dist tracks the issuer-declared index: EURO STOXX Net Return EUR. The declared annual cost (TER) is 0.10%, plus 0.18% 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 2 million euro, was launched on 27 August 2026 and is domiciled in Luxembourg.

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

This Sub-Fund is passively managed. The objective of this Sub-Fund is to track the performance of EURO STOXX Net Return Index (the "Index") and to minimize the tracking error between the net asset value of the Sub-Fund and the performance of the Index. The anticipated level of the tracking error, under normalmarket conditions, is indicated in the prospectus of the Sub-Fund. 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. The EURO STOXX Index is an equity index part of the STOXX 600 Index. The Index is a representative of large, mid and small capitalisation companies within the Eurozone countries. More information about the composition of the Index and its operating rules are available in the prospectus and at: www.stoxx.com The Index value is available via Bloomberg (SXXT). The exposure to the Index will be achieved through a direct replication, mainly by making direct investments in transferable securities and/or other eligible 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 of the Index for investment and/or efficient portfolio management. In order to generate additional income to offset its costs, the Sub-Fund may also enter into 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 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 SubFund on the primary market. Further details are provided in the Amundi Index Solutions 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 Luxembourg S.A. at 5, allée Scheffer 2520 Luxembourg, Luxembourg.

From the KID’s “Objectives” section · 2 September 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.10%: below 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) · EUR · from Aug 2026 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+0.0%
Volatility (ann.)
8.3%
Max drawdown
-1.79%
-4%-2%0%+2%+4%Aug 2026Aug 2026Sept 2026Sept 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%)+0%
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.
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%2026−1.79% · 02 Sept 2026
Max drawdown
-1.79%
peak → trough
Trough
02 Sept 2026
from the 28 Aug 2026 peak
Recovery time
not yet
recovery only: trough to break-even
Underwater
11 days
decline + recovery: peak to break-even · (ongoing)
Source: Amundi. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available — — 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
296
Top-10 weight
28.4%

Top 10 holdings

ASML HOLDING NV · ASML NA
7.75%
SIEMENS AG-REG · SIE GY
2.84%
SAP SE / XETRA · SAP GY
2.60%
BANCO SANTANDER SA MADRID · SAN SM
2.58%
TOTALENERGIES SE PARIS · TTE FP
2.47%
ALLIANZ SE-REG · ALV GY
2.39%
SCHNEIDER ELECT SE · SU FP
2.33%
BANCO BILBAO VIZCAYA ARGENTA · BBVA SM
1.95%
UNICREDIT SPA · UCG IM
1.76%
IBERDROLA SA · IBE SM
1.74%

Sectors

Financials
27.2%
Industrials
20.3%
Information Technology
14.1%
Consumer Discretionary
8.2%
Utilities
6.4%
Health Care
5.7%
Consumer Staples
4.9%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustraliaAustria: 1.2%AzerbaijanBurundiBelgium: 3.5%BeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanadaSwitzerlandChileChinaIvory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermany: 24.9%DjiboutiDenmarkDominican RepublicAlgeriaEcuadorEgyptEritreaSpain: 11.2%EstoniaEthiopiaFinland: 3.6%FijiFalkland IslandsFrance: 28.2%GabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIreland: 1.3%IranIraqIcelandIsraelItaly: 10.7%JamaicaJordanJapanKazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlands: 14.7%NorwayNepalNew ZealandOmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugal: 0.6%ParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSwedenSwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of TanzaniaUgandaUkraineUruguayUnited States of AmericaUzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
France28.2%
Germany24.9%
Netherlands14.7%
Spain11.2%
Italy10.7%
Finland3.6%
Belgium3.5%
Download the full portfolio — Excel, 298 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

ExchangeTicker
Euronext Paris
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 Euro Stoxx UCITS ETF Dist track?
The issuer Amundi declares the benchmark: EURO STOXX Net Return EUR.
How much does AEXX cost?
The issuer-declared TER is 0.10% per year; the transaction costs estimated in the KID are 0.18%.
What is the fund size of AEXX?
The fund size declared by Amundi is about 2 million euro.
When was AEXX launched?
The fund was launched on 27 August 2026: it has been trading for 14 days: the page fills up as the issuer publishes data.
How does AEXX replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (issuer wording: “Direct(Physical)”).
Does AEXX pay dividends?
Yes: it is a distributing share class — income is paid out periodically (issuer wording: “Distribution”).
What was AEXX's worst fall?
Over the available history (since 2026), the maximum drawdown was -1.79%, reached in September 2026. Past performance is not indicative of future results.
How many securities does AEXX hold?
The declared portfolio holds 296 securities; the top 10 positions weigh 28.4%.
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.