The best brokers 11/2026

We did the research and clearly laid it out for you.

Your order fee:

Franklin Resources, Inc.

ISIN US3546131018

WKN 870315

Market cap (in EUR)

14,943 m

Country

United States

Sector

Finance

Dividend yield

3.78%

Overview

Quote

Trade with your broker

Description

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust Company International, Franklin Mutual Series, K2 Advisors, Lexington Partners, Putnam Investments, Alcentra, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.

Show more Show less

Finance Investment Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	14,943 m
EPS, EUR	1.26
P/B ratio	1.5
P/E ratio	23.6
Dividend yield	3.78%

Income statement (2025)

Revenue, EUR	7,913 m
Net income, EUR	427 m
Profit margin	5.40%

What ETF is Franklin Resources, Inc. in?

There are 193 ETFs which contain Franklin Resources, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Franklin Resources, Inc. is the UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis.

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.05%	Equity World Small Cap Climate Change	494
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.02%	Equity United States Multi-Factor Strategy	9
BNP Paribas Easy S&P 500 UCITS ETF	0.01%	Equity United States	169
Xtrackers S&P 500 Swap UCITS ETF 1C	0.01%	Equity United States	3,802
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.09%	Equity World Small Cap	15
iShares S&P 500 Swap PEA UCITS ETF EUR (Acc)	0.01%	Equity United States	60
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.01%	Equity United States	12,838
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.06%	Equity United States Social/Environmental	105
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.02%	Equity United States Social/Environmental	590
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.01%	Equity United States	17,559
WisdomTree US High Dividend UCITS ETF EUR Hedged Acc	0.58%	Equity United States Dividend	2
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.01%	Equity United States	535
Xtrackers S&P 500 Swap UCITS ETF 1D	0.01%	Equity United States	3,248
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.01%	Equity United States	170
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	2.36%	Equity United States Dividend	23
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	45
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc	0.00%	Equity World Multi-Asset Strategy	1
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	566
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.04%	Equity United States Social/Environmental	1,522
Amundi PEA S&P 500 Screened UCITS ETF EUR Hedged Acc	0.02%	Equity United States Social/Environmental	249
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.12%	Equity United States Small Cap	2,487
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	0.12%	Equity United States Multi-Factor Strategy	1
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.09%	Equity World Small Cap	141
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.01%	Equity United States	1,878
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.06%	Equity United States Mid Cap	4
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.16%	Equity United States Small Cap	40
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	3.40%	Equity United States Dividend	7
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.84%	Equity World Dividend	24
Ossiam S&P 500 UCITS ETF 1C (EUR)	0.01%	Equity United States	718
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.13%	Equity United States Financials	666
Amundi PEA S&P 500 Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental	1,073
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.01%	Equity United States	2,271
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.01%	Equity United States	451
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.49%	Equity World Small Cap	162
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	262
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.01%	Equity United States	58
WisdomTree US High Dividend UCITS ETF Acc	0.58%	Equity United States Dividend	91
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.14%	Equity World Small Cap	11
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.02%	Equity United States Multi-Factor Strategy	113
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc	0.02%	Equity United States Social/Environmental	639
WisdomTree US Value UCITS ETF USD (Acc)	0.25%	Equity United States Value	14
Amundi S&P 500 Swap UCITS ETF USD Acc	0.01%	Equity United States	3,169
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	74
WisdomTree US High Dividend UCITS ETF GBP Hedged Acc	0.58%	Equity United States Dividend	2
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.31%	Equity United States Equal Weighted	2,755
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity World Small Cap	432
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.06%	Equity United States Social/Environmental	413
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.01%	Equity United States	4,972
iShares Core S&P 500 UCITS ETF USD (Dist)	0.01%	Equity United States	20,365
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	129
UBS MSCI World Small Cap UCITS ETF USD acc	0.08%	Equity World Small Cap	42
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.96%	Equity United States Low Volatility/Risk Weighted	338
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,190
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	3
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.02%	Equity United States Social/Environmental	23
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.01%	Equity United States	2
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.02%	Equity United States Value	164
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.02%	Equity United States Multi-Factor Strategy	29
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	217
UBS MSCI USA Small Cap Selection UCITS ETF USD acc	0.28%	Equity United States Small Cap	234
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States	437
Amundi PEA S&P 500 UCITS ETF Acc	0.01%	Equity United States	1,275
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.07%	Equity World Small Cap	47
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	4,009
Amundi PEA S&P 500 UCITS ETF EUR Hedged Acc	0.01%	Equity United States	276
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.44%	Equity World Dividend	188
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	0.01%	Equity United States	1,413
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	167
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.01%	Equity United States	55
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.31%	Equity United States Equal Weighted	134
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	57
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.02%	Equity United States Value	1
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.19%	Equity United States Small Cap	938
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States	100
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	30
Amundi Core S&P 500 UCITS ETF Dist	0.01%	Equity United States	1
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.44%	Equity World Dividend	49
WisdomTree S&P 500 EUR Daily Hedged	0.01%	Equity United States	4
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.01%	Equity United States	1,091
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	3.40%	Equity United States Dividend	1
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.01%	Equity United States	299
Invesco S&P 500 EUR Hedged UCITS ETF	0.01%	Equity United States	2,904
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.19%	Equity United States Equal Weighted	14
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	175
iShares Core S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	138,536
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.01%	Equity North America Social/Environmental	269
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.01%	Equity United States	2,647
ODDO BHF Global Equity Active UCITS ETF C	0.00%	Equity World Social/Environmental	5
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	340
Invesco S&P 500 UCITS ETF Dist	0.01%	Equity United States	9,203
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	396
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.02%	Equity United States Social/Environmental	843
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.07%	Equity World Small Cap	1,518
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	80
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.01%	Equity United States	3,367
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	103
Xtrackers MSCI World IMI UCITS ETF 1C	0.01%	Equity World	24
Xtrackers S&P 500 UCITS ETF 4D	0.01%	Equity United States	4
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,138
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.06%	Equity United States Mid Cap	3
Amundi S&P 500 Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental	4,127
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,287
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	792
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.02%	Equity United States Social/Environmental	346
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	12,001
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.45%	Equity United States Dividend	45
Invesco RAFI All-World Fundamental Value UCITS ETF	0.04%	Equity World Value	425
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	111
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States	710
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.45%	Equity United States Dividend	3,582
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis	0.36%	Equity World Small Cap Climate Change	72
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR R Acc	0.06%	Equity United States Social/Environmental	328
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.02%	Equity United States	200
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	703
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	8,521
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.03%	Equity United States Social/Environmental	10
Amundi S&P 500 Swap UCITS ETF USD Dist	0.01%	Equity United States	7
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	3,803
CT QR Series US Equity Active UCITS ETF USD Acc	0.05%	Equity United States Fundamental/Quality	80
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States	283
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.01%	Equity United States	19,207
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.02%	Equity United States	24
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	483
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	246
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	129
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.01%	Equity United States	1,780
WisdomTree US High Dividend UCITS ETF Dist	0.58%	Equity United States Dividend	92
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.05%	Equity United States Value	1,201
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)	0.16%	Equity World Small Cap	67
HSBC S&P 500 UCITS ETF USD	0.01%	Equity United States	8,980
BNP Paribas Easy S&P 500 UCITS ETF EUR	0.01%	Equity United States	3,805
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,543
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.02%	Equity United States Social/Environmental	2,141
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.19%	Equity United States Equal Weighted	14
First Trust US Momentum UCITS ETF Class A USD ACC	0.12%	Equity United States Momentum	82
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.19%	Equity United States Equal Weighted	953
Vanguard FTSE Global Small-Cap UCITS ETF USD Dist	0.08%	Equity World Small Cap	10
Invesco S&P 500 Scored & Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental	3,066
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.01%	Equity United States	33,501
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	383
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental	2
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.19%	Equity United States Equal Weighted	0
ODDO BHF Global Balanced Allocation Active UCITS ETF C	0.00%	Equity World Multi-Asset Strategy	12
Amundi Core S&P 500 UCITS ETF Acc	0.01%	Equity United States	26
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc	0.36%	Equity World Small Cap Climate Change	667
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.01%	Equity United States	5,308
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.02%	Equity United States Value	1,197
Xtrackers S&P 500 UCITS ETF 4C	0.01%	Equity United States	2,677
ODDO BHF Global Equity Active UCITS ETF Acc - CGP	0.00%	Equity World Social/Environmental	1
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.13%	Equity United States Small Cap	83
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.02%	Equity United States Social/Environmental	1,354
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	48
Invesco S&P 500 QVM UCITS ETF	0.14%	Equity United States Multi-Factor Strategy	51
WisdomTree Global Value UCITS ETF USD (Acc)	0.17%	Equity World Value	3
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.01%	Equity United States	9,261
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.01%	Equity United States	2,694
Vanguard FTSE Global Small-Cap UCITS ETF USD Acc	0.08%	Equity World Small Cap	41
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.01%	Equity United States	895
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	246
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.01%	Equity United States	144
Invesco S&P 500 UCITS ETF Acc	0.01%	Equity United States	37,652
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.02%	Equity United States Social/Environmental	123
CT QR Series US Equity Active UCITS ETF USD Dist	0.05%	Equity United States Fundamental/Quality	1
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.02%	Equity United States Social/Environmental	435
UBS S&P 500 SF UCITS ETF USD acc	0.01%	Equity United States	200
HSBC S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	573
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.19%	Equity United States Equal Weighted	22
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.02%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.01%	Equity United States	47,422
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	5,180
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	0.13%	Equity United States Financials	3
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,492
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	1.41%	Equity World Dividend	1,630
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.02%	Equity United States Social/Environmental	55
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.01%	Equity United States	69
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental	218
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.13%	Equity United States Small Cap	236
iShares MSCI World Small Cap UCITS ETF	0.09%	Equity World Small Cap	8,074
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	2,162
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	456
iShares Dow Jones US Select Dividend UCITS ETF (DE)	0.92%	Equity United States Dividend	422
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.02%	Equity United States	1
Amundi Core S&P 500 Swap UCITS ETF Acc	0.01%	Equity United States	17,043
Amundi PEA S&P 500 Screened UCITS ETF S Acc	0.02%	Equity United States Social/Environmental	4
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	2,254
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.02%	Equity World Social/Environmental	23
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.16%	Equity United States Small Cap	31
Franklin S&P 500 Financials UCITS ETF Acc	0.13%	Equity United States Financials	2
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.13%	Equity United States Financials	2,222
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.01%	Equity United States	3,034
Invesco US Enhanced Equity UCITS ETF Acc	0.12%	Equity United States Multi-Factor Strategy	268
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.01%	Equity United States	728
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.01%	Equity United States	12

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 €	View offer*
		0.00 €	0.00 €	View offer**
		0.00 €	0.00 €	View offer*
		0.00 €	0.00 €	View offer*

Detailed comparison of all offers

Source: justETF Research; as of 11/2026. 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.
*Affiliate link
** 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	+48.02%
1 month	+5.10%
3 months	+2.71%
6 months	+14.25%
1 year	+49.85%
3 years	+36.18%
5 years	-2.13%
Since inception (MAX)	+70.61%
2025	+5.79%
2024	-28.86%
2023	+8.41%
2022	-16.06%

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).