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Arthur J Gallagher

ISIN US3635761097

 | 

WKN 869761

Market cap (in EUR)
57,959 m
Country
United States
Sector
Finance
Dividend yield
0.99%
 

Overview

Quote

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Description

Arthur J. Gallagher & Co. engages in the provision of insurance brokerage, reinsurance brokerage, consulting, and third-party claims settlement and administration services. It operates through the following segments: Brokerage, Risk Management, and Corporate. The Brokerage segment consists of retail and wholesale insurance brokerage operations. The Risk Management segment provides contract claim settlement and administration services. The Corporate segment manages clean energy and other investments. The company was founded by Arthur J. Gallagher in 1927 and is headquartered in Rolling Meadows, IL.
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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR 57,959 m
EPS, EUR 5.18
P/B ratio 2.9
P/E ratio 45.0
Dividend yield 0.99%

Income statement (2025)

Revenue, EUR 12,358 m
Net income, EUR 1,324 m
Profit margin 10.72%

What ETF is Arthur J Gallagher in?

There are 383 ETFs which contain Arthur J Gallagher. All of these ETFs are listed in the table below. The ETF with the largest weighting of Arthur J Gallagher is the Investlinx Capital Appreciation UCITS ETF ETF A EUR Capitalisation.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.19%
Equity
United States
Multi-Factor Strategy
8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.11%
Equity
World
Equal Weighted
21
Xtrackers MSCI USA Screened UCITS ETF 1C 0.11%
Equity
United States
Social/Environmental
970
Xtrackers S&P 500 Swap UCITS ETF 1C 0.10%
Equity
United States
3,847
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 0.59%
Equity
United States
Low Volatility/Risk Weighted
36
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.17%
Equity
United States
Social/Environmental
Climate Change
338
D-X MSCI World Screened UCITS ETF X 0.08%
Equity
World
Social/Environmental
2,495
Invesco MSCI World Equal Weight UCITS ETF Acc 0.10%
Equity
World
Equal Weighted
1,813
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.02%
Equity
World
Social/Environmental
Multi-Asset Strategy
48
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc 0.21%
Equity
World
Social/Environmental
Climate Change
27
State Street SPDR MSCI World Financials UCITS ETF USD 0.44%
Equity
World
Financials
345
iShares S&P 500 Swap UCITS ETF USD (Acc) 0.10%
Equity
United States
14,015
Invesco MSCI World UCITS ETF Acc 0.07%
Equity
World
9,342
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist) 0.05%
Equity
United States
Social/Environmental
16,777
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 0.17%
Equity
United States
Social/Environmental
595
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.10%
Equity
United States
17,474
UBS Core MSCI World UCITS ETF USD dis 0.08%
Equity
World
2,090
Investlinx Capital Appreciation UCITS ETF ETF A EUR Capitalisation 4.65%
Equity
World
Fundamental/Quality
188
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.10%
Equity
United States
552
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc) 0.19%
Equity
World
Low Volatility/Risk Weighted
62
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD 0.61%
Equity
United States
Large Cap
66
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.40%
Equity
United States
Equal Weighted
831
Xtrackers S&P 500 Swap UCITS ETF 1D 0.10%
Equity
United States
3,866
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) 0.05%
Equity
United States
Social/Environmental
1,594
Xtrackers S&P 500 Swap II UCITS ETF 1D 0.10%
Equity
United States
172
iShares MSCI All Country World UCITS ETF USD (Dist) 0.06%
Equity
World
39
L&G Global Quality Dividends UCITS ETF USD Acc 0.21%
Equity
World
Dividend
54
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.07%
Equity
World
Social/Environmental
89
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc) 0.07%
Equity
World
7
UBS MSCI USA Value UCITS ETF USD dis 0.20%
Equity
United States
Value
735
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.18%
Equity
United States
Social/Environmental
Climate Change
325
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0.17%
Equity
United States
Social/Environmental
Climate Change
1,165
Amundi Core MSCI USA UCITS ETF Acc 0.11%
Equity
United States
4,554
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.07%
Equity
World
Social/Environmental
568
D-X MSCI USA Screened UCITS ETF X 0.11%
Equity
United States
Social/Environmental
1,794
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.37%
Equity
United States
Social/Environmental
1,039
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD 0.22%
Equity
United States
Social/Environmental
1,569
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.06%
Equity
World
846
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.37%
Equity
United States
Social/Environmental
87
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 0.19%
Equity
World
Low Volatility/Risk Weighted
1,222
Fineco AM Amundi S&P 500 UCITS ETF Acc 0.10%
Equity
United States
1
JPMorgan US Value Equity Active UCITS ETF USD (dist) 0.44%
Equity
United States
Value
11
Ossiam S&P 500 UCITS ETF 1C (EUR) 0.10%
Equity
United States
732
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD 0.83%
Equity
United States
Financials
617
Invesco MSCI USA UCITS ETF 0.10%
Equity
United States
7,439
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.02%
Equity
World
Social/Environmental
Climate Change
408
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc 0.11%
Equity
United States
Social/Environmental
Multi-Asset Strategy
20
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.06%
Equity
World
109
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.72%
Equity
World
Covered Call
Alternative Investments
66
Xtrackers MSCI USA Swap UCITS ETF 1D 0.10%
Equity
United States
2,957
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.06%
Equity
World
75
Xtrackers MSCI World UCITS ETF 1D 0.08%
Equity
World
4,685
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.37%
Equity
United States
Social/Environmental
11,484
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.03%
Equity
United States
Social/Environmental
Climate Change
153
iShares S&P 500 Swap UCITS ETF USD (Dist) 0.10%
Equity
United States
2,260
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.40%
Equity
United States
Equal Weighted
1,814
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.10%
Equity
United States
441
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist) 0.72%
Equity
World
Covered Call
Alternative Investments
39
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist) 0.83%
Equity
United States
Covered Call
Alternative Investments
44
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc 0.08%
Equity
World
Social/Environmental
Climate Change
1,470
UBS MSCI ACWI Universal UCITS ETF USD dis 0.06%
Equity
World
Social/Environmental
2,225
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) 0.07%
Equity
World
819
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.27%
Equity
World
Social/Environmental
86
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.30%
Equity
World
Social/Environmental
110
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.19%
Equity
United States
Multi-Factor Strategy
113
Investlinx Balanced Income UCITS ETF ETF A EUR Capitalisation 2.61%
Equity
World
Multi-Asset Strategy
46
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.26%
Equity
United States
155
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc 0.17%
Equity
United States
Social/Environmental
646
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc) 0.11%
Equity
World
Financials
Social/Environmental
0
BNP Paribas Easy MSCI World II UCITS ETF Acc 0.07%
Equity
World
59
Amundi MSCI World Swap II UCITS ETF Acc 0.07%
Equity
World
748
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc 0.29%
Equity
United States
Social/Environmental
Climate Change
60
Invesco MSCI North America Swap UCITS ETF Acc 0.10%
Equity
North America
-
Amundi S&P 500 Swap UCITS ETF USD Acc 0.10%
Equity
United States
3,407
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.37%
Equity
United States
Equal Weighted
2,574
iShares Core S&P 500 UCITS ETF USD (Dist) 0.10%
Equity
United States
20,532
HSBC MSCI World Climate Paris Aligned UCITS ETF 0.08%
Equity
World
Social/Environmental
Climate Change
506
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.19%
Equity
World
Low Volatility/Risk Weighted
2,366
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc) 0.10%
Equity
United States
161
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.23%
Equity
United States
Equal Weighted
1,117
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.06%
Equity
World
Social/Environmental
61
Amundi MSCI World Swap II UCITS ETF Dist 0.07%
Equity
World
9,022
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.53%
Equity
United States
Social/Environmental
Climate Change
452
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist) 0.54%
Equity
United States
Buffer
Alternative Investments
5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.02%
Equity
World
Social/Environmental
Climate Change
277
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) 0.54%
Equity
World
Financials
Social/Environmental
33
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.10%
Equity
United States
Multi-Factor Strategy
39
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc 0.18%
Equity
United States
Value
151
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
35
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD 0.20%
Equity
World
Value
7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.19%
Equity
United States
Multi-Factor Strategy
29
HSBC MSCI World UCITS ETF USD 0.07%
Equity
World
14,360
UBS Core S&P 500 UCITS ETF hEUR acc 0.10%
Equity
United States
217
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.10%
Equity
United States
440
Amundi Core MSCI USA Swap UCITS ETF Acc 0.10%
Equity
United States
58
L&G Global Equity UCITS ETF 0.07%
Equity
World
Social/Environmental
1,948
Vanguard FTSE Global All-Cap UCITS ETF USD Acc 0.06%
Equity
World
2,967
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc 0.07%
Equity
World
Social/Environmental
Climate Change
1,332
Invesco MSCI World Universal Screened UCITS ETF Acc 0.06%
Equity
World
Social/Environmental
276
iShares FTSE All-World UCITS ETF USD (Dist) 0.06%
Equity
World
1
iShares MSCI World Swap UCITS ETF USD (Acc) 0.07%
Equity
World
2,174
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.27%
Equity
World
Social/Environmental
213
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc) 0.53%
Equity
United States
Social/Environmental
Climate Change
129
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.17%
Equity
United States
Social/Environmental
Climate Change
340
Xtrackers MSCI USA UCITS ETF 1C 0.10%
Equity
United States
12,134
iShares MSCI USA Swap UCITS ETF USD (Dist) 0.10%
Equity
United States
352
UBS Core MSCI World UCITS ETF hEUR acc 0.08%
Equity
World
954
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.10%
Equity
United States
190
BNP Paribas Easy MSCI World II UCITS ETF Dist 0.07%
Equity
World
1
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
16
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged 0.10%
Equity
United States
1,427
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.07%
Equity
World
20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD 0.15%
Equity
World
Social/Environmental
170
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc) 0.10%
Equity
United States
1
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.07%
Equity
World
1,163
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.37%
Equity
United States
Equal Weighted
122
D-X MSCI USA Screened UCITS ETF XH EUR Hedged 0.11%
Equity
United States
Social/Environmental
191
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc 0.04%
Equity
World
Social/Environmental
415
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.23%
Equity
United States
Equal Weighted
39
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.10%
Equity
United States
97
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.11%
Equity
North America
Social/Environmental
30
Amundi Core MSCI World UCITS ETF Acc 0.08%
Equity
World
15,629
Amundi Core MSCI USA Swap UCITS ETF GBP Hedged Dist 0.10%
Equity
United States
2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.30%
Equity
World
Social/Environmental
5,887
WisdomTree S&P 500 EUR Daily Hedged 0.10%
Equity
United States
5
Amundi MSCI World Financials UCITS ETF EUR Acc 0.45%
Equity
World
Financials
133
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 0.11%
Equity
World
Financials
Social/Environmental
156
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist 0.10%
Equity
United States
1,114
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged 0.10%
Equity
United States
306
Amundi MSCI USA ESG Broad Transition UCITS ETF EUR Hedged Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
14
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc) 0.07%
Equity
World
1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged 0.07%
Equity
World
1,613
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 0.17%
Equity
United States
Social/Environmental
Climate Change
7
Xtrackers MSCI USA Swap II UCITS ETF 1C 0.10%
Equity
United States
109
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) 0.07%
Equity
United States
Social/Environmental
Climate Change
0
iShares Core MSCI World UCITS ETF USD (Acc) 0.07%
Equity
World
132,135
Invesco S&P 500 EUR Hedged UCITS ETF 0.10%
Equity
United States
2,814
UBS S&P 500 Equal Weight SF UCITS ETF USD acc 0.23%
Equity
United States
Equal Weighted
13
iShares Core S&P 500 UCITS ETF USD (Acc) 0.10%
Equity
United States
139,438
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
111
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.11%
Equity
North America
Social/Environmental
269
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.53%
Equity
United States
Social/Environmental
Climate Change
17
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.10%
Equity
United States
2,686
L&G US Equity UCITS ETF 0.10%
Equity
United States
Social/Environmental
1,377
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.07%
Equity
World
972
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.16%
Equity
United States
Social/Environmental
321
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.27%
Equity
World
Social/Environmental
61
Invesco S&P 500 UCITS ETF Dist 0.10%
Equity
United States
9,368
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
32
L&G Global Quality Dividends UCITS ETF USD Dist 0.21%
Equity
World
Dividend
367
UBS Core MSCI USA UCITS ETF USD dis 0.10%
Equity
United States
1,367
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.06%
Equity
World
24,028
First Trust Value Line® Dividend Index UCITS ETF Acc 0.40%
Equity
United States
Dividend
5
UBS MSCI USA Universal UCITS ETF USD acc 0.09%
Equity
United States
Social/Environmental
Climate Change
4
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.16%
Equity
United States
Social/Environmental
854
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.06%
Equity
World
18,158
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc) 0.18%
Equity
United States
Social/Environmental
Climate Change
6
iShares MSCI USA UCITS ETF (Acc) 0.10%
Equity
United States
4,672
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc) 0.14%
Equity
World
Social/Environmental
Climate Change
732
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist) 0.18%
Equity
United States
Social/Environmental
Climate Change
1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C 0.10%
Equity
United States
Social/Environmental
Climate Change
7
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc) 0.06%
Equity
World
69
Amundi Core S&P 500 Swap UCITS ETF EUR Dist 0.10%
Equity
United States
3,409
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
678
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc) 0.02%
Equity
World
Social/Environmental
287
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc 0.23%
Equity
United States
Social/Environmental
Climate Change
1
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation 0.07%
Equity
World
24
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.07%
Equity
World
Social/Environmental
1,125
Amundi S&P 500 Screened UCITS ETF Acc 0.17%
Equity
United States
Social/Environmental
4,127
Xtrackers MSCI World Screened UCITS ETF 1C 0.08%
Equity
World
Social/Environmental
550
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.19%
Equity
World
Low Volatility/Risk Weighted
158
UBS Core S&P 500 UCITS ETF USD dis 0.10%
Equity
United States
1,297
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.10%
Equity
United States
681
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc) 0.54%
Equity
United States
Buffer
Alternative Investments
8
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 0.23%
Equity
United States
Social/Environmental
Climate Change
367
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc 0.10%
Equity
United States
3
UBS Core MSCI World UCITS ETF USD acc 0.08%
Equity
World
11,624
JPMorgan US Value Equity Active UCITS ETF USD (acc) 0.44%
Equity
United States
Value
238
iShares FTSE All-World UCITS ETF USD (Acc) 0.06%
Equity
World
35
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.32%
Equity
World
Social/Environmental
Climate Change
589
iShares Core MSCI World UCITS ETF USD (Dist) 0.07%
Equity
World
646
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.23%
Equity
United States
Equal Weighted
11,401
Invesco MSCI USA Universal Screened UCITS ETF Acc 0.09%
Equity
United States
Social/Environmental
2,727
Invesco RAFI All-World Fundamental Value UCITS ETF 0.03%
Equity
World
Value
369
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc) 0.10%
Equity
United States
664
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.27%
Equity
World
Social/Environmental
7
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc 0.23%
Equity
United States
Social/Environmental
Climate Change
2
Franklin S&P World Screened UCITS ETF Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
13
iShares MSCI All Country World Swap UCITS ETF USD (Acc) 0.06%
Equity
World
92
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged 0.22%
Equity
United States
Social/Environmental
30
UBS MSCI USA NSL UCITS ETF USD acc 0.10%
Equity
United States
3,119
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 0.59%
Equity
United States
Low Volatility/Risk Weighted
4
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.17%
Equity
United States
Social/Environmental
Climate Change
23
JPMorgan US Equity Active UCITS ETF EUR Hedged (acc) 0.94%
Equity
United States
Social/Environmental
2
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.07%
Equity
World
44
Amundi Prime All Country World UCITS ETF Acc 0.07%
Equity
World
3,311
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 0.35%
Equity
United States
Low Volatility/Risk Weighted
4
UBS MSCI World UCITS ETF USD dis 0.08%
Equity
World
1,502
Vanguard FTSE Developed World UCITS ETF Acc 0.07%
Equity
World
6,140
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.30%
Equity
World
Social/Environmental
1,762
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.12%
Equity
United States
205
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc) 0.32%
Equity
World
Social/Environmental
Climate Change
16
Amundi FTSE All World GDP-Weighted UCITS ETF Acc 0.03%
Equity
World
29
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.23%
Equity
United States
Equal Weighted
631
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc 0.04%
Equity
World
Social/Environmental
690
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.08%
Equity
World
Social/Environmental
Climate Change
139
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc) 0.13%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.05%
Equity
World
8,288
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 0.23%
Equity
United States
Social/Environmental
11
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.72%
Equity
World
Covered Call
Alternative Investments
1,370
Amundi S&P 500 Swap UCITS ETF USD Dist 0.10%
Equity
United States
5
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc) 0.10%
Equity
United States
3,745
Amundi MSCI World Catholic Principles UCITS ETF Acc 0.12%
Equity
World
Social/Environmental
Catholic principles
96
Franklin S&P 500 Screened UCITS ETF Acc 0.12%
Equity
United States
Social/Environmental
Climate Change
4
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.11%
Equity
United States
Social/Environmental
1,497
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.10%
Equity
United States
291
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.10%
Equity
United States
19,313
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc 0.12%
Equity
United States
25
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc) 0.07%
Equity
World
18,576
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.23%
Equity
United States
Equal Weighted
411
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A) 0.22%
Equity
United States
Social/Environmental
426
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist) 0.10%
Equity
United States
Social/Environmental
0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.05%
Equity
World
238
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc 0.10%
Equity
United States
1,764
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc) 0.46%
Equity
World
Social/Environmental
Climate Change
2
Vanguard FTSE Developed World UCITS ETF Distributing 0.07%
Equity
World
4,264
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.07%
Equity
United States
Value
1,158
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.10%
Equity
North America
3,068
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist) 0.83%
Equity
United States
Covered Call
Alternative Investments
17
Xtrackers MSCI World Swap UCITS ETF 1C 0.07%
Equity
World
5,446
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.83%
Equity
United States
Covered Call
Alternative Investments
498
iShares MSCI USA Swap UCITS ETF USD (Acc) 0.10%
Equity
United States
6,574
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist 0.08%
Equity
World
Social/Environmental
Climate Change
2
UBS MSCI ACWI SF UCITS ETF hEUR acc 0.06%
Equity
World
1,651
HSBC S&P 500 UCITS ETF USD 0.10%
Equity
United States
9,142
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist) 0.46%
Equity
World
Social/Environmental
Climate Change
0
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0.17%
Equity
United States
Social/Environmental
Climate Change
702
BNP Paribas Easy S&P 500 UCITS ETF EUR 0.10%
Equity
United States
3,665
HSBC USA Screened Equity UCITS ETF USD 0.01%
Equity
United States
Social/Environmental
Climate Change
853
Amundi MSCI All Country World Swap UCITS ETF EUR Acc 0.06%
Equity
World
2,534
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.23%
Equity
United States
Equal Weighted
1,316
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.16%
Equity
United States
Social/Environmental
2,135
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C 0.23%
Equity
United States
Equal Weighted
9
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.10%
Equity
United States
578
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.08%
Equity
World
439
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.07%
Equity
World
352
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis 0.06%
Equity
World
89
Xtrackers MSCI World Screened UCITS ETF 1D 0.08%
Equity
World
Social/Environmental
138
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.07%
Equity
World
227
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.07%
Equity
World
Social/Environmental
6,569
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D) 0.22%
Equity
United States
Social/Environmental
129
Invesco FTSE All-World UCITS ETF Acc 0.06%
Equity
World
4,244
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc) 0.46%
Equity
World
Social/Environmental
Climate Change
3
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc 0.23%
Equity
United States
Equal Weighted
1,025
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
1
Xtrackers MSCI World Climate Transition UCITS ETF 1C 0.09%
Equity
World
Social/Environmental
Climate Change
22
Invesco S&P 500 Scored & Screened UCITS ETF Acc 0.17%
Equity
United States
Social/Environmental
3,142
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.10%
Equity
United States
33,217
UBS Core MSCI USA UCITS ETF USD acc 0.10%
Equity
United States
3,063
iShares MSCI World Screened UCITS ETF USD (Dist) 0.08%
Equity
World
Social/Environmental
1,019
UBS MSCI ACWI SF UCITS ETF USD acc 0.06%
Equity
World
4,020
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.02%
Equity
World
Social/Environmental
Climate Change
197
WisdomTree S&P 500 0.10%
Equity
United States
198
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist) 0.10%
Equity
United States
122
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc) 0.05%
Equity
United States
Social/Environmental
8,434
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.06%
Equity
World
Social/Environmental
18
HSBC USA Screened Equity UCITS ETF USD (Dist) 0.01%
Equity
United States
Social/Environmental
Climate Change
125
iShares MSCI World Screened UCITS ETF USD (Acc) 0.08%
Equity
World
Social/Environmental
5,361
Amundi Core MSCI World UCITS ETF USD Dist 0.08%
Equity
World
1,628
Goshawk Global Balanced Fund UCITS ETF Accumulating 1.44%
Equity
World
Growth
Multi-Asset Strategy
19
iShares Ageing Population UCITS ETF 0.56%
Equity
World
Health Care
Social/Environmental
Ageing Population
773
iShares MSCI All Country World Screened UCITS ETF USD (Acc) 0.07%
Equity
World
Social/Environmental
2,909
Amundi Core MSCI USA UCITS ETF Dist 0.11%
Equity
United States
1,158
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc 0.06%
Equity
North America
Social/Environmental
Climate Change
452
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.10%
Equity
United States
15
Invesco MSCI USA UCITS ETF EUR Hedged Acc 0.10%
Equity
United States
348
Amundi Core S&P 500 UCITS ETF Acc 0.11%
Equity
United States
23
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc 0.07%
Equity
United States
Social/Environmental
Climate Change
128
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.10%
Equity
United States
18
Xtrackers S&P 500 Swap II UCITS ETF 1C 0.10%
Equity
United States
5,354
Amundi MSCI World Swap UCITS ETF USD Acc 0.07%
Equity
World
76
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.18%
Equity
United States
Value
1,081
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.10%
Equity
North America
3,122
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist 0.07%
Equity
World
632
Xtrackers S&P 500 UCITS ETF 4C 0.10%
Equity
United States
2,663
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc 0.07%
Equity
World
607
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.37%
Equity
United States
Social/Environmental
1,316
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.30%
Equity
World
Social/Environmental
961
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc) 0.07%
Equity
World
95
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc) 0.19%
Equity
World
Low Volatility/Risk Weighted
85
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged 0.11%
Equity
United States
Social/Environmental
120
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.17%
Equity
United States
Social/Environmental
1,388
iShares MSCI World UCITS ETF (Dist) 0.07%
Equity
World
8,449
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc) 0.44%
Equity
United States
Value
6
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.07%
Equity
World
1,833
Xtrackers MSCI USA Swap UCITS ETF 1C 0.10%
Equity
United States
4,976
Invesco MSCI USA UCITS ETF Dist 0.10%
Equity
United States
1,376
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.10%
Equity
United States
2,728
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.10%
Equity
United States
9,269
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc 0.07%
Equity
World
1
iShares MSCI North America Swap UCITS ETF USD (Acc) 0.10%
Equity
North America
2
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.06%
Equity
World
55,033
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis 0.06%
Equity
World
514
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist) 0.10%
Equity
United States
1
HSBC MSCI World UCITS ETF USD (Acc) 0.07%
Equity
World
2,283
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A) 0.54%
Equity
World
Financials
Social/Environmental
747
Xtrackers MSCI USA UCITS ETF 1D 0.10%
Equity
United States
301
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR) 0.14%
Equity
World
Social/Environmental
Climate Change
175
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc 0.10%
Equity
United States
893
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc) 0.06%
Equity
World
72
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.02%
Equity
World
Multi-Factor Strategy
246
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc) 0.02%
Equity
World
Social/Environmental
4,662
iShares MSCI North America UCITS ETF 0.10%
Equity
North America
1,454
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.37%
Equity
United States
Social/Environmental
76
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.10%
Equity
United States
144
Invesco S&P 500 UCITS ETF Acc 0.10%
Equity
United States
39,180
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.10%
Equity
United States
1
Invesco S&P World Financials ESG UCITS ETF Acc 0.89%
Equity
World
Financials
Social/Environmental
6
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0.17%
Equity
United States
Social/Environmental
129
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc 0.08%
Equity
World
Social/Environmental
Climate Change
194
HSBC Developed World Screened Equity UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
Climate Change
64
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.16%
Equity
United States
Social/Environmental
446
iShares MSCI All Country World UCITS ETF USD (Acc) 0.06%
Equity
World
31,789
HSBC S&P 500 UCITS ETF USD (Acc) 0.10%
Equity
United States
580
Fineco AM Amundi MSCI World UCITS ETF Acc 0.07%
Equity
World
1
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D 0.23%
Equity
United States
Equal Weighted
20
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.10%
Equity
United States
47,649
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.06%
Equity
World
1,793
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.23%
Equity
United States
Equal Weighted
4,708
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.02%
Equity
World
Multi-Factor Strategy
1,477
Xtrackers MSCI USA Financials UCITS ETF 1D 0.85%
Equity
United States
Financials
908
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.07%
Equity
World
5,387
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.24%
Equity
United States
Social/Environmental
4,449
Xtrackers FTSE All-World UCITS ETF 1C 0.06%
Equity
World
161
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) 0.10%
Equity
United States
98
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.17%
Equity
United States
Social/Environmental
61
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.10%
Equity
United States
Multi-Factor Strategy
137
iShares MSCI USA Screened UCITS ETF USD (Acc) 0.11%
Equity
United States
Social/Environmental
16,794
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.10%
Equity
United States
66
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc 0.04%
Equity
World
Social/Environmental
98
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.17%
Equity
United States
Social/Environmental
222
Amundi MSCI World Swap UCITS ETF EUR Dist 0.07%
Equity
World
463
JPMorgan US Equity Active UCITS ETF USD (dist) 0.94%
Equity
United States
Social/Environmental
2
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
3,151
Amundi Prime Global UCITS ETF Dist 0.08%
Equity
World
1,775
Xtrackers MSCI World UCITS ETF 1C 0.08%
Equity
World
21,971
JPMorgan US Equity Active UCITS ETF USD (acc) 0.94%
Equity
United States
Social/Environmental
45
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist) 0.07%
Equity
World
139
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.16%
Equity
United States
Social/Environmental
461
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis 0.06%
Equity
World
43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.12%
Equity
United States
1
Amundi Core S&P 500 Swap UCITS ETF Acc 0.10%
Equity
United States
17,200
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.02%
Equity
World
Social/Environmental
Climate Change
1,471
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation 0.13%
Equity
World
Social/Environmental
Catholic principles
173
UBS Core S&P 500 UCITS ETF USD acc 0.10%
Equity
United States
2,248
Amundi Prime All Country World UCITS ETF Dist 0.07%
Equity
World
5,233
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.05%
Equity
World
Social/Environmental
Climate Change
216
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 0.13%
Equity
World
Social/Environmental
23
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc) 0.11%
Equity
United States
Social/Environmental
711
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.06%
Equity
North America
Social/Environmental
Climate Change
43
Franklin S&P 500 Financials UCITS ETF Acc 0.83%
Equity
United States
Financials
1
Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR 0.35%
Equity
United States
Low Volatility/Risk Weighted
36
BNP Paribas Easy MSCI USA Min TE UCITS ETF 0.05%
Equity
United States
Social/Environmental
1,261
Xtrackers MSCI World Financials UCITS ETF 1C 0.45%
Equity
World
Financials
1,305
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc) 0.17%
Equity
World
Social/Environmental
Multi-Asset Strategy
6
BNP Paribas Easy II MSCI USA PAB UCITS ETF USD Acc 0.07%
Equity
United States
Social/Environmental
Climate Change
45
iShares S&P 500 Financials Sector UCITS ETF (Acc) 0.83%
Equity
United States
Financials
2,028
Amundi S&P 500 Swap UCITS ETF EUR Acc 0.10%
Equity
United States
3,018
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 0.10%
Equity
United States
Social/Environmental
336
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc 0.23%
Equity
United States
Social/Environmental
Climate Change
5
Amundi MSCI World Swap UCITS ETF EUR Acc 0.07%
Equity
World
6,847
Xtrackers MSCI USA Swap II UCITS ETF 1D 0.10%
Equity
United States
0
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 0.19%
Equity
World
Low Volatility/Risk Weighted
11
Ossiam Bloomberg World PAB UCITS ETF 1A (USD) 0.14%
Equity
World
Social/Environmental
Climate Change
0
HSBC Developed World Screened Equity UCITS ETF USD 0.01%
Equity
World
Social/Environmental
Climate Change
476
Fidelity US Value Research Enhanced UCITS ETF ACC-USD 0.36%
Equity
United States
Value
2
UBS MSCI USA UCITS ETF USD dis 0.10%
Equity
United States
502

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 €
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0.00 €
0.00 €
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0.00 €
0.00 €
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Detailed comparison of all offers
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 +1.36%
1 month +6.80%
3 months +1.41%
6 months +19.26%
1 year -5.42%
3 years +0.91%
5 years +62.04%
Since inception (MAX) +156.04%
2025 -18.37%
2024 +35.65%
2023 +15.49%
2022 +16.67%

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 32.68%
Volatility 3 years 25.40%
Volatility 5 years 23.60%
Return per risk 1 year -0.38
Return per risk 3 years 0.00
Return per risk 5 years 0.41
Maximum drawdown 1 year -35.53%
Maximum drawdown 3 years -49.71%
Maximum drawdown 5 years -49.71%
Maximum drawdown since inception -49.71%

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)