Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

105,090 m

Country

Canada

Sector

Finance

Dividend yield

2.80%

Overview

Quote

Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	105,090 m
EPS, EUR	8.14
P/B ratio	2.2
P/E ratio	18.3
Dividend yield	2.80%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

What ETF is Bank of Montreal in?

There are 273 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the UBS MSCI Canada Universal UCITS ETF CAD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.13%	Equity World	1,190
D-X MSCI World Screened UCITS ETF X	0.14%	Equity World Social/Environmental	2,508
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,818
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.13%	Equity World	12
State Street SPDR MSCI World Financials UCITS ETF USD	0.77%	Equity World Financials	345
Xtrackers MSCI World ex USA UCITS ETF 1C	0.46%	Equity World	6,990
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.46%	Equity World Social/Environmental	1
Invesco MSCI World UCITS ETF Acc	0.13%	Equity World	9,365
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.13%	Equity World	2,104
UBS MSCI World ex USA UCITS ETF USD acc	0.45%	Equity World	441
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.11%	Equity World	296
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
Ossiam MSCI Canada UCITS ETF 1C/A (EUR)	3.72%	Equity Canada	55
iShares MSCI All Country World UCITS ETF USD (Dist)	0.11%	Equity World	37
L&G Global Quality Dividends UCITS ETF USD Acc	0.22%	Equity World Dividend	55
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity World Social/Environmental	90
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.13%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.12%	Equity World Social/Environmental	576
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0.74%	Equity World Dividend	1,006
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.27%	Equity World	113
iShares World Equity High Income UCITS ETF USD (Dist)	0.43%	Equity World Covered Call Alternative Investments	751
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.11%	Equity World	832
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.12%	Equity World	30
UBS MSCI Canada UCITS ETF hGBP dis	3.70%	Equity Canada	2
Amundi MSCI World ESG Selection UCITS ETF Acc	0.26%	Equity World Social/Environmental	2,138
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	5
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.43%	Equity World Covered Call Alternative Investments	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.22%	Equity World Multi-Factor Strategy	1
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	411
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.27%	Equity World	47
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	99
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.21%	Equity World Momentum Climate Change	625
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	76
Xtrackers MSCI World UCITS ETF 1D	0.13%	Equity World	4,742
Xtrackers MSCI World ESG UCITS ETF 1C	0.29%	Equity World Social/Environmental	5,229
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	78
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.25%	Equity World Social/Environmental Climate Change	145
Amundi Core MSCI World Swap UCITS ETF Dist	0.13%	Equity World	6,823
UBS MSCI ACWI Universal UCITS ETF USD dis	0.15%	Equity World Social/Environmental	2,266
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	745
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.14%	Equity World Social/Environmental	111
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	1.27%	Equity World Momentum	275
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.27%	Equity World Dividend	9,996
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.13%	Equity World	60
Invesco MSCI North America Swap UCITS ETF Acc	0.17%	Equity North America	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	41
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.63%	Equity World Social/Environmental	131
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.24%	Equity World Social/Environmental Climate Change	292
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.12%	Equity World Social/Environmental	63
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	280
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.86%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.13%	Equity World	3,371
Amundi Core MSCI World Swap UCITS ETF Acc	0.13%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.41%	Equity World Value	7
HSBC MSCI World UCITS ETF USD	0.14%	Equity World	14,475
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.47%	Equity World	3
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.46%	Equity World Social/Environmental	8
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.11%	Equity World	218
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	1,959
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.10%	Equity World	2,787
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.27%	Equity World Dividend	3,100
Invesco MSCI World Universal Screened UCITS ETF Acc	0.19%	Equity World Social/Environmental	283
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental	67
UBS Core MSCI World UCITS ETF hGBP dis	0.13%	Equity World	155
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	1,365
iShares FTSE All-World UCITS ETF USD (Dist)	0.11%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.13%	Equity World	2,179
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	215
Xtrackers MSCI World Momentum ESG UCITS ETF	1.12%	Equity World Momentum	339
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.96%	Equity World Dividend	163
UBS Core MSCI World UCITS ETF hEUR acc	0.13%	Equity World	965
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.13%	Equity World Low Volatility/Risk Weighted	30
UBS MSCI World Selection UCITS ETF hEUR dis	0.24%	Equity World Social/Environmental	321
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.13%	Equity World	1
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.29%	Equity World Social/Environmental	1,133
UBS MSCI World Selection UCITS ETF hCHF acc	0.24%	Equity World Social/Environmental	370
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.13%	Equity World	20
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.19%	Equity World Social/Environmental	216
UBS MSCI Canada UCITS ETF hUSD acc	3.70%	Equity Canada	95
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.14%	Equity World Social/Environmental	419
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.19%	Equity North America Social/Environmental	31
Amundi Core MSCI World UCITS ETF Acc	0.13%	Equity World	15,699
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.96%	Equity World Dividend	52
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.14%	Equity World Social/Environmental	5,939
Amundi MSCI World Financials UCITS ETF EUR Acc	0.78%	Equity World Financials	132
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.46%	Equity World Financials Social/Environmental	156
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental Climate Change	10
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	58
HANetf Middlefield Canadian Enhanced Income UCITS ETF (Dist)	2.80%	Equity Canada Dividend	71
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.32%	Equity World Momentum	5,747
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.13%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.13%	Equity World	1,617
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.13%	Equity World	496
Xtrackers MSCI World Swap UCITS ETF 1D	0.13%	Equity World	5,926
iShares Core MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	133,198
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental Climate Change	3
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	186
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.19%	Equity North America Social/Environmental	273
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	985
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.13%	Equity World	68
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.11%	Equity World	1,925
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	62
L&G Global Quality Dividends UCITS ETF USD Dist	0.22%	Equity World Dividend	363
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.11%	Equity World	24,256
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	18,221
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	81
UBS MSCI World ex USA UCITS ETF USD dis	0.45%	Equity World	0
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental Climate Change	726
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	6
UBS MSCI Canada UCITS ETF hEUR acc	3.70%	Equity Canada	171
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.46%	Equity World	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.22%	Equity World Multi-Factor Strategy	264
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.11%	Equity World	69
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.21%	Equity World	22
Amundi MSCI World Ex USA UCITS ETF Dist	0.46%	Equity World	131
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	40
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	679
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	291
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.12%	Equity World	24
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.12%	Equity World Social/Environmental	1,136
Amundi MSCI World Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	2,130
HSBC MSCI Canada UCITS ETF USD	3.72%	Equity Canada	120
iShares MSCI Canada UCITS ETF (Acc)	3.69%	Equity Canada	2,036
Amundi MSCI World Ex USA UCITS ETF Acc	0.46%	Equity World	673
UBS Core MSCI World UCITS ETF USD acc	0.13%	Equity World	11,642
Xtrackers MSCI Canada Screened UCITS ETF 1C	3.83%	Equity Canada Social/Environmental	1,248
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.24%	Equity World Social/Environmental Climate Change	41
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.11%	Equity World	2,234
iShares FTSE All-World UCITS ETF USD (Acc)	0.11%	Equity World	35
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.25%	Equity World Social/Environmental Climate Change	176
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.24%	Equity World Social/Environmental Climate Change	595
UBS MSCI Canada UCITS ETF CAD acc	3.70%	Equity Canada	687
iShares Core MSCI World UCITS ETF USD (Dist)	0.13%	Equity World	634
Invesco RAFI All-World Fundamental Value UCITS ETF	0.15%	Equity World Value	350
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	136
Amundi MSCI World Financials UCITS ETF USD Acc	0.78%	Equity World Financials	473
Franklin S&P World Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental	6
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.11%	Equity World	83
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	32
UBS MSCI Canada UCITS ETF hCHF acc	3.70%	Equity Canada	69
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.46%	Equity World	11
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.13%	Equity World	43
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	3,288
UBS MSCI World UCITS ETF USD dis	0.13%	Equity World	1,515
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	6,197
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.14%	Equity World Social/Environmental	1,776
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.24%	Equity World Social/Environmental Climate Change	17
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.08%	Equity World	29
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.14%	Equity World Social/Environmental	698
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.13%	Equity World Social/Environmental Climate Change	140
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.08%	Equity World Social/Environmental	4
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	8,272
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.42%	Equity World Social/Environmental Catholic principles	98
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.26%	Equity World Social/Environmental	85
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.13%	Equity World	18,730
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	239
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.11%	Equity World	51
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.10%	Equity World	91
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental Climate Change	2
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	4,311
Ossiam MSCI World UCITS ETF 1C/A (EUR)	0.13%	Equity World	22
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.17%	Equity North America	3,098
Xtrackers MSCI World Swap UCITS ETF 1C	0.13%	Equity World	5,498
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	612
Eurizon YIS MSCI World Selection UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental	630
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.11%	Equity World	1,672
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.12%	Equity World Social/Environmental Climate Change	0
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.11%	Equity World	2,542
Xtrackers MSCI World ex USA UCITS ETF 1D	0.46%	Equity World	252
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.27%	Equity World	12
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.13%	Equity World	446
Ossiam MSCI World UCITS ETF 1C/A (USD)	0.13%	Equity World	6
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	356
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.11%	Equity World	91
Xtrackers MSCI World Screened UCITS ETF 1D	0.14%	Equity World Social/Environmental	139
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.13%	Equity World	229
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.12%	Equity World Social/Environmental	6,616
Invesco FTSE All-World UCITS ETF Acc	0.09%	Equity World	4,266
UBS MSCI World Selection UCITS ETF hEUR acc	0.24%	Equity World Social/Environmental	97
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental Climate Change	3
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	3.70%	Equity Canada	8
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR R Acc	0.63%	Equity World Social/Environmental	257
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.13%	Equity World Social/Environmental Climate Change	23
iShares MSCI World Screened UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	1,038
UBS MSCI ACWI SF UCITS ETF USD acc	0.11%	Equity World	4,053
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	199
UBS MSCI Canada Universal UCITS ETF CAD acc	5.15%	Equity Canada Social/Environmental Climate Change	374
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	4
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.13%	Equity World	48
HSBC MSCI World UCITS ETF CHF hedged	0.14%	Equity World	92
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	5,436
Amundi Core MSCI World UCITS ETF USD Dist	0.13%	Equity World	1,652
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.15%	Equity World Social/Environmental	263
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	2,946
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.05%	Equity North America Social/Environmental Climate Change	455
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.25%	Equity World Social/Environmental Climate Change	10
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.15%	Equity World Social/Environmental	134
Amundi MSCI World Swap UCITS ETF USD Acc	0.13%	Equity World	76
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.17%	Equity North America	3,157
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.14%	Equity World Social/Environmental	2
UBS MSCI World ex USA UCITS ETF hCHF acc	0.45%	Equity World	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.14%	Equity World Social/Environmental	955
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	96
UBS MSCI World Selection UCITS ETF USD acc	0.24%	Equity World Social/Environmental	789
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.09%	Equity World Social/Environmental	77
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.24%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.53%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.13%	Equity World	8,520
VanEck World Equal Weight Screened UCITS ETF A	0.42%	Equity World Equal Weighted	1,546
WisdomTree Global Value UCITS ETF USD (Acc)	0.18%	Equity World Value	3
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.13%	Equity World	1,861
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.13%	Equity World	1
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.17%	Equity North America	2
Invesco MSCI World UCITS ETF Dist	0.13%	Equity World	-
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.11%	Equity World	55,367
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.46%	Equity World Social/Environmental	1
HSBC MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	2,296
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.86%	Equity World Financials Social/Environmental	777
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.11%	Equity World	72
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	245
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,707
UBS MSCI Canada UCITS ETF hGBP acc	3.70%	Equity Canada	260
iShares MSCI North America UCITS ETF	0.17%	Equity North America	1,471
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.63%	Equity World Social/Environmental	404
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	1,293
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.12%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.21%	Equity World Financials Social/Environmental	6
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.35%	Equity World Social/Environmental Multi-Asset Strategy	42
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.30%	Equity World Social/Environmental Climate Change	67
iShares MSCI All Country World UCITS ETF USD (Acc)	0.11%	Equity World	32,131
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,767
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	27
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	1,487
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.13%	Equity World	5,432
Xtrackers FTSE All-World UCITS ETF 1C	0.11%	Equity World	148
Invesco FTSE All-World UCITS ETF Dist	0.09%	Equity World	293
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.48%	Equity World Social/Environmental	1
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.11%	Equity World	133
VanEck Multi-Asset Growth Allocation UCITS ETF	0.58%	Equity World Social/Environmental Multi-Asset Strategy	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.25%	Equity World Social/Environmental Climate Change	0
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.14%	Equity World Social/Environmental	99
Amundi MSCI World Swap UCITS ETF EUR Dist	0.13%	Equity World	461
Amundi Prime Global UCITS ETF Dist	0.13%	Equity World	1,788
Xtrackers MSCI World UCITS ETF 1C	0.13%	Equity World	22,135
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	10
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.43%	Equity World Covered Call Alternative Investments	21
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.23%	Equity World Social/Environmental Multi-Asset Strategy	89
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	18
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.13%	Equity World	140
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	1,999
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.11%	Equity World	44
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,475
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.43%	Equity World Social/Environmental Catholic principles	177
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	5,213
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.23%	Equity World Social/Environmental	23
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental	1,289
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.63%	Equity World Social/Environmental	20
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.05%	Equity North America Social/Environmental Climate Change	43
Xtrackers MSCI World Financials UCITS ETF 1C	0.78%	Equity World Financials	1,338
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
UBS MSCI Canada UCITS ETF CAD dis	3.70%	Equity Canada	779
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.48%	Equity World Social/Environmental	33
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	70
Amundi MSCI World Swap UCITS ETF EUR Acc	0.13%	Equity World	6,864
HSBC Developed World Screened Equity UCITS ETF USD	0.30%	Equity World Social/Environmental Climate Change	480
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.47%	Equity World	3,262

Performance

Returns overview

YTD	+31.67%
1 month	-2.55%
3 months	-6.31%
6 months	+19.39%
1 year	+35.79%
3 years	+90.93%
5 years	+62.61%
Since inception (MAX)	+165.15%
2025	+21.06%
2024	+3.18%
2023	+4.80%
2022	-10.78%

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).