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Equity Residential

ISIN US29476L1070

 | 

WKN 985334

Market cap (in EUR)
44,300 m
Country
United States
Sector
Finance
Dividend yield
4.09%
 

Overview

Quote

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Description

Equity Residential (EQR) focuses on the acquisition, development and management of high-quality properties in the top growth markets in the US. The company is one of the largest publicly traded owners and operators of high-quality rental housing in the US with a portfolio located primarily in urban and densely populated suburbs in and around Boston, New York, Washington, D.C., Southern California (including Los Angeles, Orange County and San Diego), San Francisco, Seattle and Denver. The multifamily business is managed by ERP Operating Limited Partnership (ERPOP). EQR is its general partner and owns just over 96 per cent of the shares. All ownership matters, development and related business activities of the Partnership are conducted through the Operating Partnership. EQR itself has no material assets and liabilities other than its investment in ERPOP.
Source: AfU Research GmbH
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Finance Real Estate Real Estate Investment and Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR 44,300 m
EPS, EUR 1.95
P/B ratio 2.4
P/E ratio 29.9
Dividend yield 4.09%

Income statement (2025)

Revenue, EUR 2,716 m
Net income, EUR 993 m
Profit margin 36.56%

What ETF is Equity Residential in?

There are 387 ETFs which contain Equity Residential. All of these ETFs are listed in the table below. The ETF with the largest weighting of Equity Residential is the BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc.
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.05%
Equity
World
Equal Weighted
20
Xtrackers MSCI USA Screened UCITS ETF 1C 0.07%
Equity
United States
Social/Environmental
890
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 1.26%
Equity
United States
Low Volatility/Risk Weighted
60
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.09%
Equity
United States
Social/Environmental
Climate Change
328
iShares S&P 500 Swap UCITS ETF USD (Acc) 0.06%
Equity
United States
12,460
Invesco MSCI World UCITS ETF Acc 0.05%
Equity
World
9,323
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) 0.02%
Equity
United States
Social/Environmental
15,604
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.13%
Equity
World
Social/Environmental
Climate Change
8
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.06%
Equity
United States
518
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.34%
Equity
United States
Equal Weighted
699
Xtrackers S&P 500 Swap UCITS ETF 1D 0.06%
Equity
United States
3,118
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc 0.10%
Equity
World
Equal Weighted
11
iShares MSCI All Country World UCITS ETF USD (Dist) 0.04%
Equity
World
38
UBS MSCI USA Value UCITS ETF USD dis 0.13%
Equity
United States
Value
774
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.09%
Equity
United States
Social/Environmental
Climate Change
319
Amundi Core MSCI USA UCITS ETF Acc 0.07%
Equity
United States
4,306
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD 2.43%
Real Estate
World
2,349
D-X MSCI USA Screened UCITS ETF X 0.07%
Equity
United States
Social/Environmental
1,621
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.04%
Equity
World
852
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc 0.35%
Equity
United States
Mid Cap
4
JPMorgan US Value Equity Active UCITS ETF USD (dist) 0.88%
Equity
United States
Value
11
Ossiam S&P 500 UCITS ETF 1C (EUR) 0.06%
Equity
United States
690
Invesco MSCI USA UCITS ETF 0.07%
Equity
United States
7,107
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc 0.04%
Equity
United States
Social/Environmental
Multi-Asset Strategy
20
Xtrackers MSCI USA Swap UCITS ETF 1D 0.07%
Equity
United States
2,781
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.08%
Equity
World
77
Xtrackers MSCI World UCITS ETF 1D 0.05%
Equity
World
4,596
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.04%
Equity
United States
Social/Environmental
Climate Change
145
iShares S&P 500 Swap UCITS ETF USD (Dist) 0.06%
Equity
United States
2,199
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.34%
Equity
United States
Equal Weighted
1,959
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.07%
Equity
United States
433
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist) 3.92%
Real Estate
World
16
Amundi Core MSCI World UCITS ETF 2 Acc 0.05%
Equity
World
2
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc 0.15%
Equity
World
Social/Environmental
Climate Change
1,426
UBS MSCI ACWI Universal UCITS ETF USD dis 0.05%
Equity
World
Social/Environmental
2,104
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist 0.07%
Equity
United States
Social/Environmental
Climate Change
2,458
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
667
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc 0.11%
Equity
United States
Social/Environmental
613
Invesco MSCI North America Swap UCITS ETF Acc 0.06%
Equity
North America
-
Amundi S&P 500 Swap UCITS ETF USD Acc 0.06%
Equity
United States
3,099
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D 0.49%
Equity
World
Dividend
37
iShares Core S&P 500 UCITS ETF USD (Dist) 0.07%
Equity
United States
19,727
HSBC MSCI World Climate Paris Aligned UCITS ETF 0.15%
Equity
World
Social/Environmental
Climate Change
494
Invesco S&P 500 High Dividend Low Volatility UCITS ETF 1.81%
Equity
United States
Low Volatility/Risk Weighted
336
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.03%
Equity
World
Social/Environmental
Climate Change
298
Robeco 3D US Equity UCITS ETF A EUR Hedged 0.10%
Equity
United States
Social/Environmental
0
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
34
HSBC MSCI World UCITS ETF USD 0.05%
Equity
World
13,931
UBS Core S&P 500 UCITS ETF hEUR acc 0.07%
Equity
United States
208
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
426
Amundi Core MSCI USA Swap UCITS ETF Acc 0.07%
Equity
United States
55
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc 0.06%
Equity
World
Social/Environmental
Climate Change
144
iShares MSCI World Swap UCITS ETF USD (Acc) 0.05%
Equity
World
2,170
Xtrackers MSCI USA UCITS ETF 1C 0.07%
Equity
United States
12,257
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
941
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.07%
Equity
United States
171
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged 0.06%
Equity
United States
1,350
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc) 0.09%
Equity
World
Value
215
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc) 0.06%
Equity
United States
53
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.30%
Equity
United States
Equal Weighted
131
D-X MSCI USA Screened UCITS ETF XH EUR Hedged 0.07%
Equity
United States
Social/Environmental
197
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.07%
Equity
North America
Social/Environmental
30
Amundi Core S&P 500 UCITS ETF Dist 0.07%
Equity
United States
1
WisdomTree S&P 500 EUR Daily Hedged 0.06%
Equity
United States
4
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist 0.06%
Equity
United States
1,043
Amundi MSCI USA ESG Broad Transition UCITS ETF EUR Hedged Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
17
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 0.20%
Equity
United States
Social/Environmental
Climate Change
7
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist) 1.33%
Equity
United States
Social/Environmental
Climate Change
0
iShares Core MSCI World UCITS ETF USD (Acc) 0.05%
Equity
World
128,202
UBS S&P 500 ESG Elite UCITS ETF USD acc 0.35%
Equity
United States
Social/Environmental
563
State Street SPDR MSCI USA Value UCITS ETF USD 0.26%
Equity
United States
Value
288
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
177
iShares Core S&P 500 UCITS ETF USD (Acc) 0.07%
Equity
United States
134,305
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
108
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.07%
Equity
North America
Social/Environmental
260
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.06%
Equity
United States
2,570
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
959
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.11%
Equity
United States
Social/Environmental
326
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc 1.33%
Equity
United States
Social/Environmental
Climate Change
30
UBS Core MSCI USA UCITS ETF USD dis 0.07%
Equity
United States
1,299
First Trust Value Line® Dividend Index UCITS ETF Acc 0.42%
Equity
United States
Dividend
6
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.11%
Equity
United States
Social/Environmental
808
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
iShares MSCI USA UCITS ETF (Acc) 0.06%
Equity
United States
4,596
WisdomTree Emerging Markets High Dividend UCITS ETF Acc 0.00%
Equity
Emerging Markets
Dividend
80
iShares US Property Yield UCITS ETF USD (Acc) 4.23%
Real Estate
United States
20
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc) 0.07%
Equity
World
Social/Environmental
Climate Change
720
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc) 0.29%
Equity
World
Multi-Factor Strategy
272
Amundi S&P 500 Screened UCITS ETF Acc 0.11%
Equity
United States
Social/Environmental
4,127
Xtrackers MSCI World Screened UCITS ETF 1C 0.05%
Equity
World
Social/Environmental
535
JPMorgan US Value Equity Active UCITS ETF USD (acc) 0.88%
Equity
United States
Value
238
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.13%
Equity
World
Social/Environmental
Climate Change
588
iShares Core MSCI World UCITS ETF USD (Dist) 0.05%
Equity
World
616
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.19%
Equity
United States
Equal Weighted
11,742
Franklin S&P World Screened UCITS ETF Acc 0.04%
Equity
United States
Social/Environmental
Climate Change
13
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 1.26%
Equity
United States
Low Volatility/Risk Weighted
4
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.09%
Equity
United States
Social/Environmental
Climate Change
23
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.05%
Equity
World
32
UBS MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,451
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.08%
Equity
United States
199
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc) 0.13%
Equity
World
Social/Environmental
Climate Change
16
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.02%
Equity
World
28
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.19%
Equity
United States
Equal Weighted
682
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc) 0.05%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.04%
Equity
World
8,302
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 0.21%
Equity
United States
Social/Environmental
9
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc) 0.19%
Equity
World
Social/Environmental
1,956
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.07%
Equity
United States
Social/Environmental
1,406
Franklin S&P 500 Screened UCITS ETF Acc 0.06%
Equity
United States
Social/Environmental
Climate Change
4
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.07%
Equity
United States
18,645
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.07%
Equity
United States
272
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc 0.08%
Equity
United States
23
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.19%
Equity
United States
Equal Weighted
482
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.04%
Equity
World
243
Vanguard FTSE Developed World UCITS ETF Distributing 0.05%
Equity
World
4,088
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.12%
Equity
United States
Value
1,176
Xtrackers MSCI World Swap UCITS ETF 1C 0.05%
Equity
World
5,257
iShares MSCI USA Swap UCITS ETF USD (Acc) 0.07%
Equity
United States
6,443
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist 0.15%
Equity
World
Social/Environmental
Climate Change
2
UBS MSCI ACWI SF UCITS ETF hEUR acc 0.04%
Equity
World
1,597
HSBC S&P 500 UCITS ETF USD 0.07%
Equity
United States
8,622
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0.09%
Equity
United States
Social/Environmental
Climate Change
663
HSBC USA Screened Equity UCITS ETF USD 0.04%
Equity
United States
Social/Environmental
Climate Change
779
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc) 0.04%
Equity
World
Multi-Factor Strategy
13
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.19%
Equity
United States
Equal Weighted
1,505
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C 0.19%
Equity
United States
Equal Weighted
13
Franklin US Dividend Tilt UCITS ETF (Acc) 0.21%
Equity
United States
Dividend
1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.05%
Equity
World
191
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.05%
Equity
World
Social/Environmental
6,362
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc) 2.43%
Real Estate
World
796
Invesco FTSE All-World UCITS ETF Acc 0.08%
Equity
World
4,175
Scalable MSCI AC World Xtrackers UCITS ETF 1D 0.04%
Equity
World
4
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc 0.19%
Equity
United States
Equal Weighted
935
Xtrackers MSCI World Quality ESG UCITS ETF 1C 0.17%
Equity
World
Fundamental/Quality
232
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.07%
Equity
United States
32,506
iShares MSCI World Screened UCITS ETF USD (Dist) 0.05%
Equity
World
Social/Environmental
979
UBS MSCI ACWI SF UCITS ETF USD acc 0.04%
Equity
World
3,875
WisdomTree S&P 500 0.06%
Equity
United States
195
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist) 0.06%
Equity
United States
121
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.05%
Equity
World
Social/Environmental
18
HSBC USA Screened Equity UCITS ETF USD (Dist) 0.04%
Equity
United States
Social/Environmental
Climate Change
111
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.25%
Equity
World
Mid Cap
399
iShares MSCI World Screened UCITS ETF USD (Acc) 0.05%
Equity
World
Social/Environmental
5,003
Amundi Core MSCI World UCITS ETF USD Dist 0.05%
Equity
World
1,585
iShares MSCI All Country World Screened UCITS ETF USD (Acc) 0.05%
Equity
World
Social/Environmental
2,806
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc 0.07%
Equity
North America
Social/Environmental
Climate Change
480
Invesco MSCI USA UCITS ETF EUR Hedged Acc 0.07%
Equity
United States
333
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.07%
Equity
United States
20
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis 3.51%
Real Estate
World
205
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.07%
Equity
North America
2,999
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist 0.05%
Equity
World
615
Xtrackers S&P 500 UCITS ETF 4C 0.07%
Equity
United States
2,573
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
89
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 0.08%
Equity
United States
Value
315
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged 0.07%
Equity
United States
Social/Environmental
111
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.05%
Equity
World
1,763
Xtrackers MSCI USA Swap UCITS ETF 1C 0.07%
Equity
United States
4,601
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.07%
Equity
United States
2,609
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc 0.05%
Equity
World
1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
55,173
HSBC MSCI World UCITS ETF USD (Acc) 0.05%
Equity
World
2,202
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc 0.06%
Equity
United States
858
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc) 0.04%
Equity
World
75
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc) 0.03%
Equity
World
Social/Environmental
4,553
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc) 2.81%
Real Estate
World
91
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc 0.15%
Equity
World
Social/Environmental
Climate Change
203
VanEck Multi-Asset Balanced Allocation UCITS ETF 0.51%
Equity
World
Social/Environmental
Multi-Asset Strategy
42
HSBC S&P 500 UCITS ETF USD (Acc) 0.07%
Equity
United States
550
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D 0.19%
Equity
United States
Equal Weighted
22
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.07%
Equity
United States
45,856
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
1,747
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.19%
Equity
United States
Equal Weighted
5,585
Amundi Core MSCI ACWI Swap UCITS ETF Acc 0.04%
Equity
World
97
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
1,476
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.05%
Equity
World
5,213
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.16%
Equity
United States
Social/Environmental
4,213
Xtrackers FTSE All-World UCITS ETF 1C 0.05%
Equity
World
183
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.24%
Equity
United States
Multi-Factor Strategy
136
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.11%
Equity
United States
Social/Environmental
53
iShares MSCI USA Screened UCITS ETF USD (Acc) 0.07%
Equity
United States
Social/Environmental
16,168
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.07%
Equity
United States
66
VanEck Multi-Asset Growth Allocation UCITS ETF 0.41%
Equity
World
Social/Environmental
Multi-Asset Strategy
34
VanEck Global Real Estate UCITS ETF 3.22%
Real Estate
World
471
Amundi MSCI World Swap UCITS ETF EUR Dist 0.05%
Equity
World
449
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
3,151
Xtrackers MSCI World UCITS ETF 1C 0.05%
Equity
World
21,462
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist) 0.05%
Equity
World
134
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.08%
Equity
United States
1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.03%
Equity
World
Social/Environmental
Climate Change
1,594
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation 0.10%
Equity
World
Social/Environmental
Catholic principles
169
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.27%
Equity
World
Social/Environmental
Climate Change
204
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 0.09%
Equity
World
Social/Environmental
22
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc 0.04%
Equity
World
Social/Environmental
19
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc) 0.07%
Equity
United States
Social/Environmental
621
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.07%
Equity
North America
Social/Environmental
Climate Change
46
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc) 0.08%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
Fidelity US Value Research Enhanced UCITS ETF ACC-USD 0.20%
Equity
United States
Value
2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.23%
Equity
United States
Multi-Factor Strategy
8
Xtrackers S&P 500 Swap UCITS ETF 1C 0.06%
Equity
United States
3,656
D-X MSCI World Screened UCITS ETF X 0.05%
Equity
World
Social/Environmental
2,386
Invesco MSCI World Equal Weight UCITS ETF Acc 0.08%
Equity
World
Equal Weighted
1,992
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
48
iShares Edge MSCI World Quality Factor UCITS ETF (Acc) 0.10%
Equity
World
Fundamental/Quality
5,845
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc 4.73%
Real Estate
World
43
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
31
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0.11%
Equity
United States
Social/Environmental
566
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.07%
Equity
United States
17,127
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
2,108
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) 0.02%
Equity
United States
Social/Environmental
1,519
Xtrackers S&P 500 Swap II UCITS ETF 1D 0.06%
Equity
United States
163
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.05%
Equity
World
Social/Environmental
85
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc) 0.05%
Equity
World
7
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0.09%
Equity
United States
Social/Environmental
Climate Change
1,085
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D 0.67%
Equity
United States
Dividend
7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.05%
Equity
World
Social/Environmental
550
iShares Developed Markets Property Yield UCITS ETF 2.81%
Real Estate
World
801
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc) 2.72%
Real Estate
World
52
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.35%
Equity
United States
Multi-Factor Strategy
132
Fineco AM Amundi S&P 500 UCITS ETF Acc 0.06%
Equity
United States
1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist) 0.29%
Equity
World
Multi-Factor Strategy
1
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.18%
Equity
World
Social/Environmental
Climate Change
437
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.04%
Equity
World
102
Robeco 3D US Equity UCITS ETF A USD 0.10%
Equity
United States
Social/Environmental
373
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc) 3.92%
Real Estate
World
55
Xtrackers MSCI World Quality UCITS ETF 1C 0.11%
Equity
World
Fundamental/Quality
2,655
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.23%
Equity
United States
Multi-Factor Strategy
110
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.17%
Equity
United States
153
State Street SPDR S&P 500 Low Volatility UCITS ETF USD 1.01%
Equity
United States
Low Volatility/Risk Weighted
104
WisdomTree US Value UCITS ETF USD (Acc) 0.41%
Equity
United States
Value
15
BNP Paribas Easy MSCI World II UCITS ETF Acc 0.05%
Equity
World
54
Amundi MSCI World Swap II UCITS ETF Acc 0.05%
Equity
World
754
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist) 3.02%
Real Estate
World
13
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc 0.10%
Equity
World
Equal Weighted
44
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc 0.04%
Equity
World
Social/Environmental
127
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.30%
Equity
United States
Equal Weighted
2,696
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc) 0.07%
Equity
United States
160
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.19%
Equity
United States
Equal Weighted
1,205
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.05%
Equity
World
Social/Environmental
40
Amundi MSCI World Swap II UCITS ETF Dist 0.05%
Equity
World
8,682
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0.01%
Equity
United States
Multi-Factor Strategy
2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.24%
Equity
United States
Multi-Factor Strategy
39
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc 0.13%
Equity
United States
Value
161
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.23%
Equity
United States
Multi-Factor Strategy
28
L&G Global Equity UCITS ETF 0.05%
Equity
World
Social/Environmental
1,980
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0.03%
Equity
World
3,992
Invesco MSCI World Universal Screened UCITS ETF Acc 0.06%
Equity
World
Social/Environmental
279
iShares Developed Markets Property Yield UCITS ETF USD (Acc) 2.81%
Real Estate
World
231
iShares FTSE All World UCITS ETF USD (Dist) 0.05%
Equity
World
1
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.09%
Equity
United States
Social/Environmental
Climate Change
326
Amundi FTSE EPRA NAREIT Global II UCITS ETF Dist 2.43%
Real Estate
World
67
iShares MSCI USA Swap UCITS ETF USD (Dist) 0.07%
Equity
United States
358
L&G MSCI World Mid Cap UCITS ETF USD Acc 0.36%
Equity
World
Mid Cap
7
BNP Paribas Easy MSCI World II UCITS ETF Dist 0.05%
Equity
World
1
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
17
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.05%
Equity
World
19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.05%
Equity
World
1,100
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc 0.04%
Equity
World
Social/Environmental
398
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.19%
Equity
United States
Equal Weighted
54
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.07%
Equity
United States
90
Amundi Core MSCI World UCITS ETF Acc 0.05%
Equity
World
15,189
Amundi Core MSCI USA Swap UCITS ETF GBP Hedged Dist 0.07%
Equity
United States
2
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc) 0.07%
Equity
World
Social/Environmental
Climate Change
9
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged 0.06%
Equity
United States
284
iShares US Property Yield UCITS ETF 4.23%
Real Estate
United States
545
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc) 0.05%
Equity
World
1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged 0.05%
Equity
World
1,672
Xtrackers MSCI USA Swap II UCITS ETF 1C 0.07%
Equity
United States
116
Invesco S&P 500 EUR Hedged UCITS ETF 0.06%
Equity
United States
2,787
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist) 0.07%
Equity
World
Social/Environmental
Climate Change
3
L&G US Equity UCITS ETF 0.07%
Equity
United States
Social/Environmental
1,705
Invesco S&P 500 UCITS ETF Dist 0.06%
Equity
United States
8,853
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
23,356
UBS MSCI USA Universal UCITS ETF USD acc 0.09%
Equity
United States
Social/Environmental
Climate Change
3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.04%
Equity
World
18,049
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc) 0.08%
Equity
United States
Social/Environmental
Climate Change
5
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C 0.88%
Real Estate
World
10
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
Multi-Factor Strategy
27
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C 0.32%
Equity
United States
Social/Environmental
Climate Change
7
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist) 0.08%
Equity
United States
Social/Environmental
Climate Change
1
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc) 0.04%
Equity
World
68
Amundi Core S&P 500 Swap UCITS ETF EUR Dist 0.06%
Equity
United States
3,228
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0.03%
Equity
World
Social/Environmental
666
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) 0.03%
Equity
World
Social/Environmental
280
Xtrackers MSCI World IMI UCITS ETF 1C 0.04%
Equity
World
23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.05%
Equity
World
Social/Environmental
1,107
UBS Core S&P 500 UCITS ETF USD dis 0.07%
Equity
United States
1,232
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.07%
Equity
United States
661
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 0.23%
Equity
United States
Social/Environmental
Climate Change
360
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc 0.07%
Equity
United States
3
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
11,645
iShares FTSE All World UCITS ETF USD (Acc) 0.05%
Equity
World
34
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.62%
Equity
United States
Mid Cap
262
Invesco MSCI USA Universal Screened UCITS ETF Acc 0.09%
Equity
United States
Social/Environmental
2,581
Invesco RAFI All-World Fundamental Value UCITS ETF 0.05%
Equity
World
Value
416
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
688
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc 0.22%
Equity
United States
Social/Environmental
Climate Change
2
iShares MSCI All Country World Swap UCITS ETF USD (Acc) 0.04%
Equity
World
101
UBS MSCI USA NSL UCITS ETF USD acc 0.07%
Equity
United States
2,937
Amundi Prime All Country World UCITS ETF Acc 0.04%
Equity
World
3,376
Vanguard FTSE Developed World UCITS ETF Acc 0.05%
Equity
World
5,981
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc 2.41%
Real Estate
World
391
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc 0.04%
Equity
World
Social/Environmental
765
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.11%
Equity
World
Social/Environmental
Climate Change
147
State Street Global Screened Enhanced Equity Fund UCITS ETF 0.01%
Equity
World
Social/Environmental
4
iShares Edge MSCI USA Quality Factor UCITS ETF 0.27%
Equity
United States
Fundamental/Quality
1,712
Amundi S&P 500 Swap UCITS ETF USD Dist 0.06%
Equity
United States
7
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc) 0.06%
Equity
United States
3,653
Amundi MSCI World Catholic Principles UCITS ETF Acc 0.10%
Equity
World
Social/Environmental
Catholic principles
102
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc) 0.05%
Equity
World
18,252
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc 0.06%
Equity
United States
1,703
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.07%
Equity
North America
3,038
BNP Paribas Easy S&P 500 UCITS ETF EUR 0.06%
Equity
United States
3,651
Amundi MSCI All Country World Swap UCITS ETF EUR Acc 0.04%
Equity
World
2,427
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.11%
Equity
United States
Social/Environmental
2,053
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.07%
Equity
United States
546
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.05%
Equity
World
430
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.05%
Equity
World
349
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis 0.04%
Equity
World
88
Xtrackers MSCI World Screened UCITS ETF 1D 0.05%
Equity
World
Social/Environmental
130
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
Xtrackers MSCI World Climate Transition UCITS ETF 1C 0.12%
Equity
World
Social/Environmental
Climate Change
22
Invesco S&P 500 Scored & Screened UCITS ETF Acc 0.11%
Equity
United States
Social/Environmental
2,940
UBS Core MSCI USA UCITS ETF USD acc 0.07%
Equity
United States
2,872
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.18%
Equity
World
Social/Environmental
Climate Change
190
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc) 0.02%
Equity
United States
Social/Environmental
8,082
Amundi Core MSCI USA UCITS ETF Dist 0.07%
Equity
United States
1,069
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.07%
Equity
United States
14
Amundi Core S&P 500 UCITS ETF Acc 0.07%
Equity
United States
25
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc 1.33%
Equity
United States
Social/Environmental
Climate Change
127
Xtrackers S&P 500 Swap II UCITS ETF 1C 0.06%
Equity
United States
5,097
Amundi MSCI World Swap UCITS ETF USD Acc 0.05%
Equity
World
77
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.13%
Equity
United States
Value
1,184
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc 0.05%
Equity
World
592
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.11%
Equity
United States
Social/Environmental
1,473
iShares MSCI World UCITS ETF (Dist) 0.05%
Equity
World
8,234
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc) 0.88%
Equity
United States
Value
6
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) 0.01%
Equity
United States
Multi-Factor Strategy
47
WisdomTree Global Value UCITS ETF USD (Acc) 0.26%
Equity
World
Value
3
Invesco MSCI USA UCITS ETF Dist 0.07%
Equity
United States
1,307
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.06%
Equity
United States
8,908
iShares MSCI North America Swap UCITS ETF USD (Acc) 0.06%
Equity
North America
3
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist) 0.27%
Equity
United States
Fundamental/Quality
1,134
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis 0.04%
Equity
World
509
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist) 0.07%
Equity
United States
1
Xtrackers MSCI USA UCITS ETF 1D 0.07%
Equity
United States
286
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR) 0.13%
Equity
World
Social/Environmental
Climate Change
173
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
241
UBS S&P 500 ESG Elite UCITS ETF hEUR acc 0.35%
Equity
United States
Social/Environmental
188
iShares MSCI North America UCITS ETF 0.06%
Equity
North America
1,336
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.06%
Equity
United States
139
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc 0.04%
Equity
World
Social/Environmental
385
Invesco S&P 500 UCITS ETF Acc 0.06%
Equity
United States
36,217
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.01%
Equity
United States
0
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0.11%
Equity
United States
Social/Environmental
118
HSBC Developed World Screened Equity UCITS ETF USD (Dist) 0.03%
Equity
World
Social/Environmental
Climate Change
58
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.11%
Equity
United States
Social/Environmental
416
iShares MSCI All Country World UCITS ETF USD (Acc) 0.04%
Equity
World
30,670
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist) 2.72%
Real Estate
World
326
Fineco AM Amundi MSCI World UCITS ETF Acc 0.05%
Equity
World
1
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) 0.01%
Equity
United States
101
iShares Edge MSCI USA Value Factor UCITS ETF 0.08%
Equity
United States
Value
2,951
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc 0.04%
Equity
World
Social/Environmental
96
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.11%
Equity
United States
Social/Environmental
209
Invesco S&P 500 Low Volatility UCITS ETF Acc 1.01%
Equity
United States
Low Volatility/Risk Weighted
139
Amundi Prime Global UCITS ETF Dist 0.05%
Equity
World
1,724
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc 0.20%
Equity
World
Social/Environmental
Multi-Asset Strategy
89
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc 0.47%
Equity
World
Social/Environmental
Climate Change
17
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.11%
Equity
United States
Social/Environmental
444
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis 0.04%
Equity
World
43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
Amundi Core S&P 500 Swap UCITS ETF Acc 0.06%
Equity
United States
16,384
UBS Core S&P 500 UCITS ETF USD acc 0.07%
Equity
United States
2,166
Amundi Prime All Country World UCITS ETF Dist 0.04%
Equity
World
5,085
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc) 0.04%
Equity
World
Multi-Factor Strategy
795
BNP Paribas Easy MSCI USA Min TE UCITS ETF 0.06%
Equity
United States
Social/Environmental
1,239
BNP Paribas Easy II MSCI USA PAB UCITS ETF USD Acc 1.33%
Equity
United States
Social/Environmental
Climate Change
43
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist 2.41%
Real Estate
World
58
Amundi S&P 500 Swap UCITS ETF EUR Acc 0.06%
Equity
United States
2,907
Amundi MSCI World Swap UCITS ETF EUR Acc 0.05%
Equity
World
6,698
Xtrackers MSCI USA Swap II UCITS ETF 1D 0.07%
Equity
United States
0
Ossiam Bloomberg World PAB UCITS ETF 1A (USD) 0.13%
Equity
World
Social/Environmental
Climate Change
0
HSBC Developed World Screened Equity UCITS ETF USD 0.03%
Equity
World
Social/Environmental
Climate Change
465
Franklin US Dividend Tilt UCITS ETF (Dis) 0.21%
Equity
United States
Dividend
3
UBS MSCI USA UCITS ETF USD dis 0.07%
Equity
United States
466

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.
 
Broker Rating Execution fee Account fee
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.
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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 +9.34%
1 month +9.44%
3 months +1.50%
6 months +4.35%
1 year +15.24%
3 years +15.80%
5 years -19.56%
Since inception (MAX) +24.04%
2025 -21.25%
2024 +22.42%
2023 +0.45%
2022 -30.61%

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).
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Risk overview

Volatility 1 year 19.75%
Volatility 3 years 21.34%
Volatility 5 years 21.70%
Return per risk 1 year 0.77
Return per risk 3 years 0.23
Return per risk 5 years -0.20
Maximum drawdown 1 year -13.75%
Maximum drawdown 3 years -31.91%
Maximum drawdown 5 years -41.94%
Maximum drawdown since inception -41.94%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information. (en-IT)