Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

909,733 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

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Description

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR	909,733 m
EPS, EUR	34.10
P/B ratio	1.4
P/E ratio	12.7
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	329,254 m
Net income, EUR	59,361 m
Profit margin	18.03%

What ETF is Berkshire Hathaway, Inc. in?

There are 399 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.77%	Equity World	1,193
Xtrackers MSCI USA Screened UCITS ETF 1C	1.13%	Equity United States Social/Environmental	983
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.13%	Equity United States Low Volatility/Risk Weighted	36
State Street SPDR MSCI World Financials UCITS ETF USD	4.61%	Equity World Financials	348
iShares S&P 500 Swap UCITS ETF USD (Acc)	1.40%	Equity United States	14,162
Invesco MSCI World UCITS ETF Acc	0.77%	Equity World	9,432
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.80%	Equity World Low Volatility/Risk Weighted	56
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.50%	Equity United States Social/Environmental	16,987
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	1.40%	Equity United States	558
Xtrackers S&P 500 Swap UCITS ETF 1D	1.40%	Equity United States	3,916
iShares MSCI All Country World UCITS ETF USD (Dist)	0.67%	Equity World	40
UBS MSCI USA Value UCITS ETF USD dis	2.10%	Equity United States Value	738
Amundi Core MSCI USA UCITS ETF Acc	1.06%	Equity United States	4,610
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.23%	Equity United States Social/Environmental	1,060
iShares World Equity High Income UCITS ETF USD (Dist)	0.70%	Equity World Covered Call Alternative Investments	776
JPMorgan Global Equity Active UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental	1
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.67%	Equity World	843
Invesco S&P 500 UCITS ETF GBP Hedged Acc	1.40%	Equity United States	1,883
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	1.83%	Equity United States Covered Call Alternative Investments	55
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.68%	Equity World	30
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.70%	Equity World Multi-Factor Strategy	5
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Covered Call Alternative Investments	1
JPMorgan US Value Equity Active UCITS ETF USD (dist)	1.49%	Equity United States Value	11
Invesco MSCI USA UCITS ETF	1.06%	Equity United States	7,542
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.79%	Equity United States Social/Environmental Multi-Asset Strategy	21
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.33%	Equity World Covered Call Alternative Investments	66
Xtrackers MSCI USA Swap UCITS ETF 1D	1.06%	Equity United States	2,993
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.69%	Equity World	76
Xtrackers MSCI World UCITS ETF 1D	0.76%	Equity World	4,743
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.23%	Equity United States Social/Environmental	11,647
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.61%	Equity United States Covered Call Alternative Investments	49
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.43%	Equity United States Growth	6
iShares S&P 500 Swap UCITS ETF USD (Dist)	1.40%	Equity United States	2,286
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.40%	Equity United States	449
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.33%	Equity World Covered Call Alternative Investments	39
Amundi Core MSCI World Swap UCITS ETF Dist	0.77%	Equity World	6,838
UBS MSCI ACWI Universal UCITS ETF USD dis	0.59%	Equity World Social/Environmental	2,246
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.76%	Equity World	748
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.56%	Equity World Social/Environmental	86
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.63%	Equity World Social/Environmental	111
JPMorgan Global Equity Active UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	1
Invesco MSCI North America Swap UCITS ETF Acc	1.02%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	1.40%	Equity United States	3,448
UBS Core S&P 500 UCITS ETF hGBP dis	1.39%	Equity United States	74
iShares Core S&P 500 UCITS ETF USD (Dist)	1.40%	Equity United States	20,703
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	110
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.20%	Equity World Low Volatility/Risk Weighted	2,362
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.26%	Equity United States Buffer Alternative Investments	5
Robeco 3D US Equity UCITS ETF A EUR Hedged	0.49%	Equity United States Social/Environmental	0
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.31%	Equity World Social/Environmental Multi-Asset Strategy	35
HSBC MSCI World UCITS ETF USD	0.76%	Equity World	14,511
UBS Core S&P 500 UCITS ETF hEUR acc	1.39%	Equity United States	221
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.81%	Equity United States Social/Environmental	8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	451
Amundi Core MSCI USA Swap UCITS ETF Acc	1.06%	Equity United States	58
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.59%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.59%	Equity World Social/Environmental	1,360
iShares MSCI World Swap UCITS ETF USD (Acc)	0.77%	Equity World	2,197
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.56%	Equity World Social/Environmental	215
Xtrackers MSCI USA UCITS ETF 1C	1.06%	Equity United States	12,283
UBS Core MSCI World UCITS ETF hEUR acc	0.77%	Equity World	968
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.06%	Equity United States	192
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	1.40%	Equity United States	1,442
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	1.40%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	2.49%	Equity United States Value	1
WisdomTree S&P 500 EUR Daily Hedged	1.40%	Equity United States	5
Amundi MSCI World Financials UCITS ETF EUR Acc	4.60%	Equity World Financials	133
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.84%	Equity World Financials Social/Environmental	158
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	1.40%	Equity United States	1,131
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.26%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.77%	Equity World	133,518
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.20%	Equity United States Equal Weighted	13
iShares Core S&P 500 UCITS ETF USD (Acc)	1.40%	Equity United States	141,386
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.31%	Equity World Social/Environmental Multi-Asset Strategy	110
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.40%	Equity United States	2,718
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.76%	Equity World	987
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.67%	Equity World	1,937
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.56%	Equity World Social/Environmental	62
UBS Core MSCI USA UCITS ETF USD dis	1.06%	Equity United States	1,384
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.90%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.31%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.90%	Equity World Social/Environmental	493
iShares MSCI USA UCITS ETF (Acc)	1.07%	Equity United States	4,729
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.26%	Equity World Social/Environmental Climate Change	740
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.25%	Equity World Multi-Factor Strategy	266
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.49%	Equity United States Social/Environmental	102
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.85%	Equity United States Value Climate Change	4
Xtrackers MSCI World Screened UCITS ETF 1C	0.82%	Equity World Social/Environmental	556
JPMorgan Global Equity Active UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	12
L&G S&P 100 UCITS ETF USD Acc	1.92%	Equity United States Large Cap	72
Xtrackers S&P 500 GARP UCITS ETF 1C	4.37%	Equity United States Multi-Factor Strategy	6
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.49%	Equity United States Value	238
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.67%	Equity World	2,228
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.41%	Equity World Social/Environmental Climate Change	177
iShares Core MSCI World UCITS ETF USD (Dist)	0.77%	Equity World	652
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,482
Amundi MSCI World Financials UCITS ETF USD Acc	4.60%	Equity World Financials	473
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.56%	Equity World Social/Environmental	7
Franklin S&P World Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	13
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.13%	Equity United States Low Volatility/Risk Weighted	4
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.76%	Equity World	46
UBS MSCI World UCITS ETF USD dis	0.77%	Equity World	1,518
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.69%	Equity United States	207
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.31%	Equity World	29
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	614
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.56%	Equity World	8,285
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.39%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.14%	Equity United States Social/Environmental	1,518
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.40%	Equity United States	293
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.40%	Equity United States	19,539
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	1.69%	Equity United States	26
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.56%	Equity World	239
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	416
Vanguard FTSE Developed World UCITS ETF Distributing	0.70%	Equity World	4,308
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.63%	Equity World Social/Environmental Climate Change	2
Invesco RAFI US Fundamental Value UCITS ETF Dist	1.98%	Equity United States Value	1,161
Xtrackers MSCI World Swap UCITS ETF 1C	0.77%	Equity World	5,503
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.61%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.43%	Equity United States Growth	1
Robeco 3D Global Equity UCITS ETF USD Dis	0.32%	Equity World Social/Environmental	67
UBS MSCI World Mega Cap UCITS ETF USD acc	1.95%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.59%	Equity World Social/Environmental	610
iShares MSCI USA Swap UCITS ETF USD (Acc)	1.06%	Equity United States	6,654
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.67%	Equity World	1,672
HSBC S&P 500 UCITS ETF USD	1.40%	Equity United States	9,251
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,334
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.20%	Equity United States Equal Weighted	9
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.76%	Equity World	228
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.72%	Equity World Social/Environmental	6,592
Invesco FTSE All-World UCITS ETF Acc	0.69%	Equity World	4,256
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.63%	Equity World Social/Environmental Climate Change	3
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.85%	Equity United States Value Climate Change	19
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,032
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.40%	Equity United States	33,576
iShares MSCI World Screened UCITS ETF USD (Dist)	0.84%	Equity World Social/Environmental	1,036
UBS MSCI ACWI SF UCITS ETF USD acc	0.67%	Equity World	4,058
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	368
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.20%	Equity United States Equal Weighted	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.67%	Equity World Social/Environmental	18
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	2.86%	Equity United States Large Cap	85
iShares MSCI World Screened UCITS ETF USD (Acc)	0.84%	Equity World Social/Environmental	5,420
Amundi Core MSCI World UCITS ETF USD Dist	0.77%	Equity World	1,645
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.59%	Equity World Social/Environmental	262
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.73%	Equity World Social/Environmental	2,940
Invesco MSCI USA UCITS ETF EUR Hedged Acc	1.06%	Equity United States	355
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.06%	Equity United States	18
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.32%	Equity North America	3,161
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.77%	Equity World	638
Xtrackers S&P 500 UCITS ETF 4C	1.40%	Equity United States	2,691
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.23%	Equity United States Social/Environmental	1,332
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.63%	Equity World Social/Environmental	956
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.77%	Equity World	97
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.13%	Equity United States Social/Environmental	123
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.79%	Equity United States Low Volatility/Risk Weighted	1,773
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.77%	Equity World	1,862
Xtrackers MSCI USA Swap UCITS ETF 1C	1.06%	Equity United States	5,037
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.40%	Equity United States	2,767
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.77%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.70%	Equity World	55,448
HSBC MSCI World UCITS ETF USD (Acc)	0.76%	Equity World	2,306
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	1.40%	Equity United States	906
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.67%	Equity World	72
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental	4,715
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.23%	Equity United States Social/Environmental	78
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	37
UBS S&P 500 SF UCITS ETF USD acc	1.40%	Equity United States	204
HSBC S&P 500 UCITS ETF USD (Acc)	1.40%	Equity United States	587
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.40%	Equity United States	48,223
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.01%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.67%	Equity World	1,763
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	4,724
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.47%	Equity United States Large Cap	3
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	11.27%	Equity United States Financials	3
Xtrackers MSCI USA Financials UCITS ETF 1D	8.66%	Equity United States Financials	915
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.77%	Equity World	5,433
Xtrackers FTSE All-World UCITS ETF 1C	0.79%	Equity World	163
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.79%	Equity United States Low Volatility/Risk Weighted	146
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.10%	Equity World Private Equity	16
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.45%	Equity United States Multi-Factor Strategy	139
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.14%	Equity United States Social/Environmental	17,023
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.41%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Swap UCITS ETF EUR Dist	0.77%	Equity World	464
Robeco 3D Global Equity UCITS ETF A EUR Hedged	0.32%	Equity World Social/Environmental	1
Xtrackers MSCI World UCITS ETF 1C	0.76%	Equity World	22,192
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.70%	Equity World Covered Call Alternative Investments	22
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.76%	Equity World	140
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.69%	Equity United States	1
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.59%	Equity World Social/Environmental	1,284
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.14%	Equity United States Social/Environmental	727
Franklin S&P 500 Financials UCITS ETF Acc	11.27%	Equity United States Financials	1
Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR	1.41%	Equity United States Low Volatility/Risk Weighted	36
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.54%	Equity World Social/Environmental Multi-Asset Strategy	6
Franklin Core US Enhanced Equity UCITS ETF Acc	0.55%	Equity United States Multi-Factor Strategy	10
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.69%	Equity World	71
Amundi MSCI EMU High Dividend UCITS ETF Dist	0.01%	Equity Europe Dividend	0
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	2.63%	Equity United States Value	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.01%	Equity United States Multi-Factor Strategy	8
Xtrackers S&P 500 Swap UCITS ETF 1C	1.40%	Equity United States	3,888
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.26%	Equity World Social/Environmental Multi-Asset Strategy	48
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,828
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.67%	Equity World Social/Environmental	325
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.77%	Equity World	12
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.06%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.26%	Equity World Social/Environmental Multi-Asset Strategy	31
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.40%	Equity United States	17,661
UBS Core MSCI World UCITS ETF USD dis	0.77%	Equity World	2,109
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.50%	Equity United States Social/Environmental	1,625
Xtrackers S&P 500 Swap II UCITS ETF 1D	1.40%	Equity United States	174
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.72%	Equity World Social/Environmental	89
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.77%	Equity World	7
Franklin U.S. Equity UCITS ETF	0.99%	Equity United States Multi-Factor Strategy	56
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.49%	Equity United States Social/Environmental	1,587
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	1.41%	Equity United States Multi-Factor Strategy	1
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.20%	Equity World Multi-Factor Strategy	185
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.23%	Equity United States Social/Environmental	87
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.90%	Equity United States Social/Environmental	46
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.21%	Equity World Low Volatility/Risk Weighted	1,220
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.25%	Equity World Multi-Factor Strategy	1
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.37%	Equity United States Financials	621
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.67%	Equity World	109
Robeco 3D US Equity UCITS ETF A USD	0.49%	Equity United States Social/Environmental	373
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.81%	Equity United States Social/Environmental	0
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.61%	Equity World Multi-Factor Strategy	78
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.41%	Equity World Social/Environmental Climate Change	145
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.61%	Equity United States Covered Call Alternative Investments	44
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.40%	Equity United States	59
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.01%	Equity United States Multi-Factor Strategy	114
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.37%	Equity United States Low Volatility/Risk Weighted	96
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	2.84%	Equity World Financials Social/Environmental	0
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.77%	Equity World	60
Amundi MSCI World Swap II UCITS ETF Acc	0.77%	Equity World	747
JPMorgan Global Equity Active UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	0
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.24%	Equity World Dividend	3
Amundi Core S&P 500 Swap UCITS ETF USD Dist	1.40%	Equity United States	5,007
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	1.06%	Equity United States	164
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.67%	Equity World Social/Environmental	63
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	1,125
Amundi MSCI World Swap II UCITS ETF Dist	0.77%	Equity World	9,056
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.45%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.06%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	2.49%	Equity United States Value	152
Amundi Prime Global UCITS ETF Acc	0.78%	Equity World	3,380
Amundi Core MSCI World Swap UCITS ETF Acc	0.77%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	2.16%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.01%	Equity United States Multi-Factor Strategy	29
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.67%	Equity World	218
L&G Global Equity UCITS ETF	0.78%	Equity World Social/Environmental	1,968
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.81%	Equity World	2,890
Invesco MSCI World Universal Screened UCITS ETF Acc	0.58%	Equity World Social/Environmental	284
UBS Core MSCI World UCITS ETF hGBP dis	0.77%	Equity World	155
iShares FTSE All-World UCITS ETF USD (Dist)	0.85%	Equity World	1
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.43%	Equity United States Growth	655
iShares MSCI USA Swap UCITS ETF USD (Dist)	1.06%	Equity United States	356
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.77%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.96%	Equity World	20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.14%	Equity World Social/Environmental	172
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.67%	Equity World Social/Environmental	420
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.06%	Equity United States	619
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	40
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	98
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.98%	Equity United States Large Cap	40
Amundi Core MSCI World UCITS ETF Acc	0.77%	Equity World	15,780
Amundi Core MSCI USA Swap UCITS ETF GBP Hedged Dist	1.06%	Equity United States	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.63%	Equity World Social/Environmental	5,948
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	1.40%	Equity United States	312
UBS Core MSCI USA UCITS ETF hGBP acc	1.06%	Equity United States	27
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.77%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.77%	Equity World	1,623
Xtrackers MSCI USA Swap II UCITS ETF 1C	1.06%	Equity United States	110
Xtrackers MSCI World Swap UCITS ETF 1D	0.77%	Equity World	5,938
Invesco S&P 500 EUR Hedged UCITS ETF	1.40%	Equity United States	2,867
L&G US Equity UCITS ETF	1.09%	Equity United States Social/Environmental	1,402
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.77%	Equity World	68
Invesco S&P 500 UCITS ETF Dist	1.40%	Equity United States	9,478
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.70%	Equity World	24,241
UBS MSCI USA Universal UCITS ETF USD acc	1.06%	Equity United States Social/Environmental Climate Change	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.67%	Equity World	18,306
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.67%	Equity World	69
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	1.83%	Equity United States Covered Call Alternative Investments	1
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	1.40%	Equity United States	3,425
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental	684
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Social/Environmental	291
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.68%	Equity World	24
Xtrackers S&P 500 UCITS ETF 4D	1.40%	Equity United States	5
UBS Core S&P 500 UCITS ETF USD dis	1.39%	Equity United States	1,313
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.20%	Equity World Low Volatility/Risk Weighted	158
UBS Core S&P 500 UCITS ETF hCHF acc	1.39%	Equity United States	766
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.06%	Equity United States	687
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.26%	Equity United States Buffer Alternative Investments	8
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	1.06%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.77%	Equity World	11,719
iShares FTSE All-World UCITS ETF USD (Acc)	0.85%	Equity World	35
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.90%	Equity United States Social/Environmental	2,764
Invesco RAFI All-World Fundamental Value UCITS ETF	1.04%	Equity World Value	352
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.77%	Equity World Social/Environmental	135
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	677
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.67%	Equity World	89
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.76%	Equity United States Large Cap	11
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.69%	Equity World	32
UBS MSCI USA NSL UCITS ETF USD acc	1.05%	Equity United States	3,192
HSBC MSCI USA Quality UCITS ETF USD	1.79%	Equity United States Fundamental/Quality	255
Amundi Prime All Country World UCITS ETF Acc	0.68%	Equity World	3,322
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.41%	Equity United States Low Volatility/Risk Weighted	4
Vanguard FTSE Developed World UCITS ETF Acc	0.70%	Equity World	6,194
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.63%	Equity World Social/Environmental	1,781
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.67%	Equity World Social/Environmental	699
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.66%	Equity World Social/Environmental	4
iShares Edge MSCI USA Quality Factor UCITS ETF	1.80%	Equity United States Fundamental/Quality	1,777
Amundi S&P 500 Swap UCITS ETF USD Dist	1.40%	Equity United States	5
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.33%	Equity World Covered Call Alternative Investments	1,365
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.79%	Equity United States Low Volatility/Risk Weighted	42
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	1.40%	Equity United States	3,791
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.76%	Equity World	18,771
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	1.29%	Equity United States Social/Environmental	0
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.81%	Equity World	97
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.67%	Equity World	51
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.44%	Equity World Multi-Factor Strategy	6
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	1.40%	Equity United States	1,780
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.32%	Equity North America	3,101
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.61%	Equity United States Covered Call Alternative Investments	499
BNP Paribas Easy S&P 500 UCITS ETF EUR	1.40%	Equity United States	3,680
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.63%	Equity World Social/Environmental Climate Change	0
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.67%	Equity World	2,535
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.06%	Equity United States	585
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.76%	Equity World	446
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.76%	Equity World	357
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.67%	Equity World	91
Xtrackers MSCI World Screened UCITS ETF 1D	0.82%	Equity World Social/Environmental	140
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.60%	Equity World Social/Environmental Climate Change	23
UBS Core MSCI USA UCITS ETF USD acc	1.06%	Equity United States	3,117
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.77%	Equity World Social/Environmental	4
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.50%	Equity United States Social/Environmental	8,535
HSBC MSCI World UCITS ETF CHF hedged	0.76%	Equity World	92
Robeco 3D Global Equity UCITS ETF USD Acc	0.32%	Equity World Social/Environmental	1,045
Amundi Core MSCI USA UCITS ETF Dist	1.06%	Equity United States	1,182
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.06%	Equity United States	15
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.41%	Equity United States	23
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.80%	Equity World Low Volatility/Risk Weighted	205
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.41%	Equity World Social/Environmental Climate Change	10
Xtrackers S&P 500 Swap II UCITS ETF 1C	1.40%	Equity United States	5,417
Amundi MSCI World Swap UCITS ETF USD Acc	0.77%	Equity World	76
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.59%	Equity World Social/Environmental	134
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.48%	Equity United States Value	1,083
L&G Global Brands UCITS ETF USD Acc	3.43%	Equity World Fundamental/Quality Moat	51
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.77%	Equity World	612
iShares MSCI World UCITS ETF (Dist)	0.77%	Equity World	8,537
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	1.49%	Equity United States Value	6
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.39%	Equity United States	9,361
Invesco MSCI USA UCITS ETF Dist	1.06%	Equity United States	1,393
UBS MSCI USA SF UCITS ETF USD acc	1.06%	Equity United States	500
iShares MSCI North America Swap UCITS ETF USD (Acc)	1.02%	Equity North America	2
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.80%	Equity United States Fundamental/Quality	1,165
Invesco MSCI World UCITS ETF Dist	0.77%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.67%	Equity World	521
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	1.06%	Equity United States	1
Xtrackers MSCI USA UCITS ETF 1D	1.06%	Equity United States	305
iShares MSCI North America UCITS ETF	1.02%	Equity North America	1,472
Franklin US Mega Cap 100 UCITS ETF Acc	1.46%	Equity United States Large Cap	136
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.40%	Equity United States	145
Invesco Global Enhanced Equity UCITS ETF Acc	0.70%	Equity World Multi-Factor Strategy	1,296
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.41%	Equity United States	1
Invesco S&P 500 UCITS ETF Acc	1.40%	Equity United States	39,599
iShares MSCI All Country World UCITS ETF USD (Acc)	0.67%	Equity World	32,088
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.56%	Equity World Social/Environmental	27
Invesco FTSE All-World UCITS ETF Dist	0.69%	Equity World	296
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.41%	Equity United States	100
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.24%	Equity World Dividend	153
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.85%	Equity United States Value Climate Change	100
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.67%	Equity World Social/Environmental	99
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.36%	Equity United States Low Volatility/Risk Weighted	126
Amundi Prime Global UCITS ETF Dist	0.78%	Equity World	1,795
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.70%	Equity World Multi-Factor Strategy	10
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	1.83%	Equity United States Covered Call Alternative Investments	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.17%	Equity World Social/Environmental Multi-Asset Strategy	89
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.77%	Equity World Social/Environmental	2,002
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.67%	Equity World	44
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi Core S&P 500 Swap UCITS ETF Acc	1.40%	Equity United States	17,397
UBS Core S&P 500 UCITS ETF USD acc	1.39%	Equity United States	2,199
Amundi Prime All Country World UCITS ETF Dist	0.68%	Equity World	5,298
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.39%	Equity United States Social/Environmental	650
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.99%	Equity United States Low Volatility/Risk Weighted	98
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.91%	Equity United States Social/Environmental	1,272
Xtrackers MSCI World Financials UCITS ETF 1C	4.60%	Equity World Financials	1,318
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.32%	Equity United States Financials	2,042
Amundi S&P 500 Swap UCITS ETF EUR Acc	1.40%	Equity United States	3,030
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.59%	Equity United States Social/Environmental Climate Change	101
Invesco US Enhanced Equity UCITS ETF Acc	1.41%	Equity United States Multi-Factor Strategy	246
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.29%	Equity United States Social/Environmental	340
Amundi MSCI World Swap UCITS ETF EUR Acc	0.77%	Equity World	6,870
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.20%	Equity World Low Volatility/Risk Weighted	11
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	2.86%	Equity United States Large Cap	563
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.81%	Equity United States Social/Environmental	1,934
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.40%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	1.06%	Equity United States	508

Savings plan offers

Here you can find information about the savings plan availability for the stock. You can use the table to compare savings plan offers for the selected savings rate.

Select your savings amount:

Broker	Rating	Execution fee	Account fee
		0.00 €	0.00 €
		0.00 €	0.00 €	View offer*
		0.00 €	0.00 €
		0.79 € 0.79%	0.00 €	View offer*

Source: justETF Research; as of 10/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
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** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable AG. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Performance

Returns overview

YTD	+10.92%
1 month	+5.82%
3 months	+9.62%
6 months	+16.49%
1 year	+10.45%
3 years	+43.75%
5 years	+94.35%
Since inception (MAX)	+257.68%
2025	-2.06%
2024	+34.29%
2023	+12.12%
2022	+8.73%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).