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Berkshire Hathaway, Inc.

ISIN US0846707026

WKN A0YJQ2

Market cap (in EUR)

909,733 m

Country

United States

Sector

Finance

Dividend yield

0.00%

Overview

Quote

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Description

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

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Finance Insurance United States

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Financials

Key metrics

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

Income statement (2025)

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

What ETF is Berkshire Hathaway, Inc. in?

There are 397 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.78%	Equity World	1,199
Xtrackers MSCI USA Screened UCITS ETF 1C	1.14%	Equity United States Social/Environmental	890
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.22%	Equity United States Low Volatility/Risk Weighted	60
State Street SPDR MSCI World Financials UCITS ETF USD	4.93%	Equity World Financials	350
iShares S&P 500 Swap UCITS ETF USD (Acc)	1.40%	Equity United States	12,460
Invesco MSCI World UCITS ETF Acc	0.77%	Equity World	9,323
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.82%	Equity World Low Volatility/Risk Weighted	69
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.49%	Equity United States Social/Environmental	15,604
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	1.40%	Equity United States	518
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	64
Xtrackers S&P 500 Swap UCITS ETF 1D	1.40%	Equity United States	3,118
iShares MSCI All Country World UCITS ETF USD (Dist)	0.67%	Equity World	38
UBS MSCI USA Value UCITS ETF USD dis	2.14%	Equity United States Value	774
Amundi Core MSCI USA UCITS ETF Acc	1.07%	Equity United States	4,306
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.22%	Equity United States Social/Environmental	948
iShares World Equity High Income UCITS ETF USD (Dist)	0.70%	Equity World Covered Call Alternative Investments	905
JPMorgan Global Equity Active UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental	3
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.67%	Equity World	852
Invesco S&P 500 UCITS ETF GBP Hedged Acc	1.40%	Equity United States	1,804
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	1.83%	Equity United States Covered Call Alternative Investments	54
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.68%	Equity World	41
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.71%	Equity World Multi-Factor Strategy	5
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.70%	Equity World Covered Call Alternative Investments	1
JPMorgan US Value Equity Active UCITS ETF USD (dist)	1.58%	Equity United States Value	11
Invesco MSCI USA UCITS ETF	1.07%	Equity United States	7,107
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.79%	Equity United States Social/Environmental Multi-Asset Strategy	20
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.33%	Equity World Covered Call Alternative Investments	67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.70%	Equity World	77
Xtrackers MSCI World UCITS ETF 1D	0.78%	Equity World	4,596
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.22%	Equity United States Social/Environmental	10,919
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.61%	Equity United States Covered Call Alternative Investments	52
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.41%	Equity United States Growth	5
iShares S&P 500 Swap UCITS ETF USD (Dist)	1.40%	Equity United States	2,199
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.42%	Equity United States	433
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.33%	Equity World Covered Call Alternative Investments	44
Amundi Core MSCI World Swap UCITS ETF Dist	0.77%	Equity World	6,558
Amundi Core MSCI World UCITS ETF 2 Acc	0.79%	Equity World	2
UBS MSCI ACWI Universal UCITS ETF USD dis	0.59%	Equity World Social/Environmental	2,104
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.77%	Equity World	667
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.56%	Equity World Social/Environmental	81
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.64%	Equity World Social/Environmental	108
BlueSphere US Equity UCITS ETF Accumulating	1.03%	Equity United States	3
JPMorgan Global Equity Active UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	1
Invesco MSCI North America Swap UCITS ETF Acc	1.02%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	1.40%	Equity United States	3,099
UBS Core S&P 500 UCITS ETF hGBP dis	1.39%	Equity United States	71
iShares Core S&P 500 UCITS ETF USD (Dist)	1.40%	Equity United States	19,727
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	126
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	2,536
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	1.26%	Equity United States Buffer Alternative Investments	5
Robeco 3D US Equity UCITS ETF A EUR Hedged	0.50%	Equity United States Social/Environmental	0
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.31%	Equity World Social/Environmental Multi-Asset Strategy	34
HSBC MSCI World UCITS ETF USD	0.77%	Equity World	13,931
UBS Core S&P 500 UCITS ETF hEUR acc	1.39%	Equity United States	208
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.80%	Equity United States Social/Environmental	12
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	426
Amundi Core MSCI USA Swap UCITS ETF Acc	1.07%	Equity United States	55
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.59%	Equity World Social/Environmental	64
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.59%	Equity World Social/Environmental	1,316
iShares MSCI World Swap UCITS ETF USD (Acc)	0.77%	Equity World	2,170
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.56%	Equity World Social/Environmental	210
Xtrackers MSCI USA UCITS ETF 1C	1.07%	Equity United States	12,257
UBS Core MSCI World UCITS ETF hEUR acc	0.78%	Equity World	941
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.06%	Equity United States	171
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	1.40%	Equity United States	53
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	2.55%	Equity United States Value	1
Amundi Core S&P 500 UCITS ETF Dist	1.42%	Equity United States	1
WisdomTree S&P 500 EUR Daily Hedged	1.40%	Equity United States	4
Amundi MSCI World Financials UCITS ETF EUR Acc	4.91%	Equity World Financials	134
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.97%	Equity World Financials Social/Environmental	199
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	1.40%	Equity United States	1,043
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.26%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.77%	Equity World	128,202
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.20%	Equity United States Equal Weighted	14
iShares Core S&P 500 UCITS ETF USD (Acc)	1.40%	Equity United States	134,305
BlueSphere World Equity UCITS ETF Acc	0.80%	Equity World	1
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.31%	Equity World Social/Environmental Multi-Asset Strategy	108
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.40%	Equity United States	2,570
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.78%	Equity World	959
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.67%	Equity World	1,878
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.56%	Equity World Social/Environmental	60
UBS Core MSCI USA UCITS ETF USD dis	1.06%	Equity United States	1,299
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.92%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.31%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.76%	Equity World Social/Environmental	481
iShares MSCI USA UCITS ETF (Acc)	1.06%	Equity United States	4,596
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.28%	Equity World Social/Environmental Climate Change	720
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.26%	Equity World Multi-Factor Strategy	272
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.54%	Equity United States Social/Environmental	103
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.97%	Equity United States Value Climate Change	4
Xtrackers MSCI World Screened UCITS ETF 1C	0.83%	Equity World Social/Environmental	535
JPMorgan Global Equity Active UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	11
L&G S&P 100 UCITS ETF USD Acc	1.92%	Equity United States Large Cap	69
Xtrackers S&P 500 GARP UCITS ETF 1C	4.50%	Equity United States Multi-Factor Strategy	5
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.58%	Equity United States Value	238
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.67%	Equity World	2,102
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.41%	Equity World Social/Environmental Climate Change	170
iShares Core MSCI World UCITS ETF USD (Dist)	0.77%	Equity World	616
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,742
Amundi MSCI World Financials UCITS ETF USD Acc	4.91%	Equity World Financials	486
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.56%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.22%	Equity United States Social/Environmental Climate Change	13
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.22%	Equity United States Low Volatility/Risk Weighted	4
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.78%	Equity World	32
UBS MSCI World UCITS ETF USD dis	0.77%	Equity World	1,451
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.72%	Equity United States	199
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.32%	Equity World	28
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	1.26%	Equity World Multi-Factor Strategy	1,005
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.56%	Equity World	8,302
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.40%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.13%	Equity United States Social/Environmental	1,406
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.41%	Equity United States	18,645
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.41%	Equity United States	272
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	1.72%	Equity United States	23
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.56%	Equity World	243
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	482
Vanguard FTSE Developed World UCITS ETF Distributing	0.71%	Equity World	4,088
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.63%	Equity World Social/Environmental Climate Change	39
Invesco RAFI US Fundamental Value UCITS ETF Dist	2.03%	Equity United States Value	1,176
Xtrackers MSCI World Swap UCITS ETF 1C	0.77%	Equity World	5,257
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.61%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.41%	Equity United States Growth	1
Robeco 3D Global Equity UCITS ETF USD Dis	0.30%	Equity World Social/Environmental	67
UBS MSCI World Mega Cap UCITS ETF USD acc	1.87%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.59%	Equity World Social/Environmental	582
iShares MSCI USA Swap UCITS ETF USD (Acc)	1.07%	Equity United States	6,443
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.67%	Equity World	1,597
HSBC S&P 500 UCITS ETF USD	1.41%	Equity United States	8,622
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,505
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.20%	Equity United States Equal Weighted	13
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.78%	Equity World	191
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.73%	Equity World Social/Environmental	6,362
Invesco FTSE All-World UCITS ETF Acc	0.70%	Equity World	4,175
Scalable MSCI AC World Xtrackers UCITS ETF 1D	0.67%	Equity World	4
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.63%	Equity World Social/Environmental Climate Change	6
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.97%	Equity United States Value Climate Change	18
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.20%	Equity United States Equal Weighted	935
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.40%	Equity United States	32,506
iShares MSCI World Screened UCITS ETF USD (Dist)	0.84%	Equity World Social/Environmental	979
UBS MSCI ACWI SF UCITS ETF USD acc	0.67%	Equity World	3,875
Janus Henderson US Large Cap Equity Core UCITS ETF USD Acc	1.03%	Equity United States	22
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	375
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	1.40%	Equity United States	121
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.20%	Equity United States Equal Weighted	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.68%	Equity World Social/Environmental	18
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	2.78%	Equity United States Large Cap	81
iShares MSCI World Screened UCITS ETF USD (Acc)	0.84%	Equity World Social/Environmental	5,003
Amundi Core MSCI World UCITS ETF USD Dist	0.79%	Equity World	1,585
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.59%	Equity World Social/Environmental	253
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.73%	Equity World Social/Environmental	2,806
Invesco MSCI USA UCITS ETF EUR Hedged Acc	1.07%	Equity United States	333
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	1.07%	Equity United States	20
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.30%	Equity North America	2,999
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.77%	Equity World	615
Xtrackers S&P 500 UCITS ETF 4C	1.42%	Equity United States	2,573
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.22%	Equity United States Social/Environmental	1,267
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.64%	Equity World Social/Environmental	932
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.77%	Equity World	89
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	88
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.92%	Equity United States Low Volatility/Risk Weighted	1,861
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.77%	Equity World	1,763
Xtrackers MSCI USA Swap UCITS ETF 1C	1.07%	Equity United States	4,601
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.41%	Equity United States	2,609
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.77%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.70%	Equity World	55,173
HSBC MSCI World UCITS ETF USD (Acc)	0.77%	Equity World	2,202
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	1.40%	Equity United States	858
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.67%	Equity World	75
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental	4,553
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.22%	Equity United States Social/Environmental	73
UBS S&P 500 SF UCITS ETF USD acc	1.40%	Equity United States	192
HSBC S&P 500 UCITS ETF USD (Acc)	1.41%	Equity United States	550
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.20%	Equity United States Equal Weighted	22
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.40%	Equity United States	45,856
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.02%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.68%	Equity World	1,747
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	5,585
UBS MSCI USA Mega Cap UCITS ETF USD acc	2.40%	Equity United States Large Cap	3
Amundi Core MSCI ACWI Swap UCITS ETF Acc	0.67%	Equity World	97
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	12.29%	Equity United States Financials	3
Xtrackers MSCI USA Financials UCITS ETF 1D	9.45%	Equity United States Financials	924
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.77%	Equity World	5,213
Xtrackers FTSE All-World UCITS ETF 1C	0.87%	Equity World	183
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.92%	Equity United States Low Volatility/Risk Weighted	115
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.10%	Equity World Private Equity	14
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.46%	Equity United States Multi-Factor Strategy	136
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.42%	Equity United States	66
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.13%	Equity United States Social/Environmental	16,168
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.41%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Swap UCITS ETF EUR Dist	0.77%	Equity World	449
Robeco 3D Global Equity UCITS ETF A EUR Hedged	0.30%	Equity World Social/Environmental	1
Xtrackers MSCI World UCITS ETF 1C	0.78%	Equity World	21,462
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.70%	Equity World Covered Call Alternative Investments	26
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.78%	Equity World	134
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.72%	Equity United States	1
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.59%	Equity World Social/Environmental	1,222
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.13%	Equity United States Social/Environmental	621
Franklin S&P 500 Financials UCITS ETF Acc	12.20%	Equity United States Financials	1
Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR	1.47%	Equity United States Low Volatility/Risk Weighted	28
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.55%	Equity World Social/Environmental Multi-Asset Strategy	6
Franklin Core US Enhanced Equity UCITS ETF Acc	0.73%	Equity United States Multi-Factor Strategy	9
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.70%	Equity World	71
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	2.81%	Equity United States Value	2
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.02%	Equity United States Multi-Factor Strategy	8
Xtrackers S&P 500 Swap UCITS ETF 1C	1.40%	Equity United States	3,656
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.26%	Equity World Social/Environmental Multi-Asset Strategy	48
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,992
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.68%	Equity World Social/Environmental	405
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.77%	Equity World	12
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.07%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.26%	Equity World Social/Environmental Multi-Asset Strategy	31
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.41%	Equity United States	17,127
UBS Core MSCI World UCITS ETF USD dis	0.78%	Equity World	2,108
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.49%	Equity United States Social/Environmental	1,519
Xtrackers S&P 500 Swap II UCITS ETF 1D	1.40%	Equity United States	163
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.73%	Equity World Social/Environmental	85
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.77%	Equity World	7
Franklin U.S. Equity UCITS ETF	0.93%	Equity United States Multi-Factor Strategy	49
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.54%	Equity United States Social/Environmental	1,522
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	1.40%	Equity United States Multi-Factor Strategy	1
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.19%	Equity World Multi-Factor Strategy	174
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	1.22%	Equity United States Social/Environmental	86
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.92%	Equity United States Social/Environmental	43
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.24%	Equity World Low Volatility/Risk Weighted	1,290
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.26%	Equity World Multi-Factor Strategy	1
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	12.34%	Equity United States Financials	649
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.68%	Equity World	102
Robeco 3D US Equity UCITS ETF A USD	0.50%	Equity United States Social/Environmental	373
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.80%	Equity United States Social/Environmental	1
Invesco All Country World Enhanced Equity UCITS ETF Acc	0.66%	Equity World Multi-Factor Strategy	73
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.41%	Equity World Social/Environmental Climate Change	140
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.61%	Equity United States Covered Call Alternative Investments	44
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.02%	Equity United States Multi-Factor Strategy	110
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.43%	Equity United States Low Volatility/Risk Weighted	104
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	2.97%	Equity World Financials Social/Environmental	0
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.77%	Equity World	54
JPMorgan Global Equity Active UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	1
Amundi Core S&P 500 Swap UCITS ETF USD Dist	1.40%	Equity United States	4,784
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	0.68%	Equity World Social/Environmental	0
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	1.07%	Equity United States	160
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.68%	Equity World Social/Environmental	40
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	1,205
Amundi MSCI World Swap II UCITS ETF Dist	0.77%	Equity World	8,682
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.46%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.07%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	2.55%	Equity United States Value	161
Amundi Prime Global UCITS ETF Acc	0.78%	Equity World	3,305
Amundi Core MSCI World Swap UCITS ETF Acc	0.77%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	2.30%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.02%	Equity United States Multi-Factor Strategy	28
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.67%	Equity World	207
L&G Global Equity UCITS ETF	0.78%	Equity World Social/Environmental	1,980
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.67%	Equity World	3,992
Invesco MSCI World Universal Screened UCITS ETF Acc	0.58%	Equity World Social/Environmental	279
UBS Core MSCI World UCITS ETF hGBP dis	0.78%	Equity World	117
iShares FTSE All World UCITS ETF USD (Dist)	0.85%	Equity World	1
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.41%	Equity United States Growth	594
iShares MSCI USA Swap UCITS ETF USD (Dist)	1.07%	Equity United States	358
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.77%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	17
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.96%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.16%	Equity World Social/Environmental	167
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.77%	Equity World	1,100
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.69%	Equity World Social/Environmental	398
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.06%	Equity United States	577
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	54
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	90
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.98%	Equity United States Large Cap	44
Amundi Core MSCI World UCITS ETF Acc	0.79%	Equity World	15,189
Amundi Core MSCI USA Swap UCITS ETF GBP Hedged Dist	1.07%	Equity United States	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.64%	Equity World Social/Environmental	5,702
UBS Core MSCI USA UCITS ETF hGBP acc	1.06%	Equity United States	23
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.77%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.77%	Equity World	1,672
Xtrackers MSCI USA Swap II UCITS ETF 1C	1.07%	Equity United States	116
Xtrackers MSCI World Swap UCITS ETF 1D	0.77%	Equity World	5,742
Invesco S&P 500 EUR Hedged UCITS ETF	1.40%	Equity United States	2,787
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.40%	Equity United States	1,716
L&G US Equity UCITS ETF	1.09%	Equity United States Social/Environmental	1,705
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.79%	Equity World	77
Invesco S&P 500 UCITS ETF Dist	1.40%	Equity United States	8,853
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.70%	Equity World	23,356
UBS MSCI USA Universal UCITS ETF USD acc	1.07%	Equity United States Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.68%	Equity World	18,049
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Multi-Asset Strategy	6
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.67%	Equity World	68
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	1.83%	Equity United States Covered Call Alternative Investments	45
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	1.40%	Equity United States	3,228
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental	666
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Social/Environmental	280
Xtrackers MSCI World IMI UCITS ETF 1C	0.70%	Equity World	23
UBS Core S&P 500 UCITS ETF USD dis	1.39%	Equity United States	1,232
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.23%	Equity World Low Volatility/Risk Weighted	163
UBS Core S&P 500 UCITS ETF hCHF acc	1.39%	Equity United States	764
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.07%	Equity United States	661
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	1.26%	Equity United States Buffer Alternative Investments	9
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	1.07%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.78%	Equity World	11,645
iShares FTSE All World UCITS ETF USD (Acc)	0.85%	Equity World	34
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.92%	Equity United States Social/Environmental	2,581
Invesco RAFI All-World Fundamental Value UCITS ETF	1.13%	Equity World Value	416
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.76%	Equity World Social/Environmental	106
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	1.40%	Equity United States	688
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.67%	Equity World	101
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.73%	Equity United States Large Cap	10
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.70%	Equity World	32
UBS MSCI USA NSL UCITS ETF USD acc	1.06%	Equity United States	2,937
HSBC MSCI USA Quality UCITS ETF USD	1.79%	Equity United States Fundamental/Quality	244
Amundi Prime All Country World UCITS ETF Acc	0.68%	Equity World	3,376
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	3
Vanguard FTSE Developed World UCITS ETF Acc	0.71%	Equity World	5,981
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.64%	Equity World Social/Environmental	1,752
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.69%	Equity World Social/Environmental	765
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.66%	Equity World Social/Environmental	4
iShares Edge MSCI USA Quality Factor UCITS ETF	1.78%	Equity United States Fundamental/Quality	1,712
Amundi S&P 500 Swap UCITS ETF USD Dist	1.40%	Equity United States	7
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.33%	Equity World Covered Call Alternative Investments	1,407
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.92%	Equity United States Low Volatility/Risk Weighted	43
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.78%	Equity World	18,252
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	1.28%	Equity United States Social/Environmental	0
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.67%	Equity World	132
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.45%	Equity World Multi-Factor Strategy	6
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.30%	Equity North America	3,038
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.61%	Equity United States Covered Call Alternative Investments	515
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.63%	Equity World Social/Environmental Climate Change	0
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.06%	Equity United States	546
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.78%	Equity World	430
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.78%	Equity World	349
Xtrackers MSCI World Screened UCITS ETF 1D	0.83%	Equity World Social/Environmental	130
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.61%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	1.06%	Equity United States	2,872
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.76%	Equity World Social/Environmental	2
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.49%	Equity United States Social/Environmental	8,082
HSBC MSCI World UCITS ETF CHF hedged	0.77%	Equity World	74
Robeco 3D Global Equity UCITS ETF USD Acc	0.30%	Equity World Social/Environmental	1,045
Amundi Core MSCI USA UCITS ETF Dist	1.07%	Equity United States	1,069
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	1.07%	Equity United States	14
Amundi Core S&P 500 UCITS ETF Acc	1.42%	Equity United States	25
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.82%	Equity World Low Volatility/Risk Weighted	309
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.41%	Equity World Social/Environmental Climate Change	9
Xtrackers S&P 500 Swap II UCITS ETF 1C	1.40%	Equity United States	5,097
Amundi MSCI World Swap UCITS ETF USD Acc	0.77%	Equity World	77
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.59%	Equity World Social/Environmental	127
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.53%	Equity United States Value	1,184
L&G Global Brands UCITS ETF USD Acc	3.43%	Equity World Fundamental/Quality Moat	49
iShares MSCI World UCITS ETF (Dist)	0.77%	Equity World	8,234
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	1.58%	Equity United States Value	6
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.40%	Equity United States	8,908
Invesco MSCI USA UCITS ETF Dist	1.07%	Equity United States	1,307
UBS MSCI USA SF UCITS ETF USD acc	1.07%	Equity United States	466
iShares MSCI North America Swap UCITS ETF USD (Acc)	1.02%	Equity North America	3
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.78%	Equity United States Fundamental/Quality	1,134
Invesco MSCI World UCITS ETF Dist	0.77%	Equity World	-
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	1.07%	Equity United States	1
Xtrackers MSCI USA UCITS ETF 1D	1.07%	Equity United States	286
iShares MSCI North America UCITS ETF	1.02%	Equity North America	1,336
Franklin US Mega Cap 100 UCITS ETF Acc	1.41%	Equity United States Large Cap	118
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.40%	Equity United States	139
Invesco Global Enhanced Equity UCITS ETF Acc	0.71%	Equity World Multi-Factor Strategy	1,358
Invesco S&P 500 UCITS ETF Acc	1.40%	Equity United States	36,217
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	1.39%	Equity United States	0
iShares MSCI All Country World UCITS ETF USD (Acc)	0.67%	Equity World	30,670
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.56%	Equity World Social/Environmental	22
Invesco FTSE All-World UCITS ETF Dist	0.70%	Equity World	286
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	1.39%	Equity United States	101
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.97%	Equity United States Value Climate Change	103
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.69%	Equity World Social/Environmental	96
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.44%	Equity United States Low Volatility/Risk Weighted	139
Amundi Prime Global UCITS ETF Dist	0.78%	Equity World	1,724
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.71%	Equity World Multi-Factor Strategy	9
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	1.83%	Equity United States Covered Call Alternative Investments	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.17%	Equity World Social/Environmental Multi-Asset Strategy	89
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.76%	Equity World Social/Environmental	2,135
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.16%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi Core S&P 500 Swap UCITS ETF Acc	1.40%	Equity United States	16,384
UBS Core S&P 500 UCITS ETF USD acc	1.39%	Equity United States	2,166
Amundi Prime All Country World UCITS ETF Dist	0.68%	Equity World	5,085
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.34%	Equity United States Social/Environmental	617
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	1.26%	Equity World Multi-Factor Strategy	20
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	1.02%	Equity United States Low Volatility/Risk Weighted	99
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.91%	Equity United States Social/Environmental	1,239
Xtrackers MSCI World Financials UCITS ETF 1C	4.91%	Equity World Financials	1,348
iShares S&P 500 Financials Sector UCITS ETF (Acc)	12.32%	Equity United States Financials	2,161
Amundi S&P 500 Swap UCITS ETF EUR Acc	1.40%	Equity United States	2,907
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.62%	Equity United States Social/Environmental Climate Change	96
Invesco US Enhanced Equity UCITS ETF Acc	1.40%	Equity United States Multi-Factor Strategy	262
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	1.28%	Equity United States Social/Environmental	297
Amundi MSCI World Swap UCITS ETF EUR Acc	0.77%	Equity World	6,698
Xtrackers MSCI USA Swap II UCITS ETF 1D	1.07%	Equity United States	0
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.23%	Equity World Low Volatility/Risk Weighted	13
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	2.78%	Equity United States Large Cap	521
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.42%	Equity United States	699
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.80%	Equity United States Social/Environmental	2,231
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.41%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	1.06%	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.

Select your savings amount:

Broker	Rating	Execution fee	Account fee
		0.00 €	0.00 €	View offer**
		0.00 €	0.00 €	View offer*
		0.00 €	0.00 €	View offer*
		0.00 €	0.00 €	View offer*
		0.99 € 0.99%	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	+20.49%
1 month	+14.10%
3 months	+12.69%
6 months	+28.16%
1 year	+20.08%
3 years	+58.42%
5 years	+106.07%
Since inception (MAX)	+288.55%
2025	-2.06%
2024	+34.29%
2023	+12.12%
2022	+8.73%

Monthly returns in a heat map

Risk

Risk metrics in this section:

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

ETF returns include dividend payments (if applicable).