Commonwealth Bank of Australia

ISIN AU000000CBA7

WKN 882695

Market cap (in EUR)

143,955 m

Country

Australia

Sector

Finance

Dividend yield

3.19%

Overview

Quote

Description

Commonwealth Bank of Australia engages in the provision of banking and financial services. It operates through the following segments: Retail Banking Services, Business Banking, Institutional Banking and Markets, New Zealand, Corporate Centre and Other, and Wealth Management. The Retail Banking Services segment provides home loan, consumer finance, and retail deposit products and servicing to all retail bank customers and non-relationship managed small business customers. The Business Banking segment offers specialized banking services to relationship managed business and Agribusiness customers, private banking to high-net-worth individuals, and margin lending and trading through CommSec. The Institutional Banking and Markets segment serves the firm's major corporate, institutional, and government clients using a relationship management model based on industry expertise and insights. The New Zealand segment comprises of banking, funds management, and insurance businesses operating in New Zealand. The Corporate Centre and Other segments include support functions such as investor relations, group marketing and strategy, group governance, and group treasury. The Wealth Management segment includes the global asset management, platform administration, and financial advice and life and general insurance businesses of the Australian operations. The company was founded in 1911 and is headquartered in Sydney, Australia.

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Finance Banking International Banks Australia

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Financials

Key metrics

Market capitalisation, EUR	143,955 m
EPS, EUR	-
P/B ratio	3.2
P/E ratio	25.1
Dividend yield	3.19%

Income statement (2025)

Revenue, EUR	41,635 m
Net income, EUR	6,039 m
Profit margin	14.51%

What ETF is Commonwealth Bank of Australia in?

There are 190 ETFs which contain Commonwealth Bank of Australia. All of these ETFs are listed in the table below. The ETF with the largest weighting of Commonwealth Bank of Australia is the UBS MSCI Australia UCITS ETF hUSD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.23%	Equity World	4,695
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.23%	Equity World	664
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental Climate Change	41
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Distributing	4.96%	Equity Asia Pacific	1,264
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	664
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental Climate Change	431
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	190
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	35
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	669
iShares Core MSCI World UCITS ETF USD (Dist)	0.23%	Equity World	397
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Social/Environmental Multi-Asset Strategy	165
Invesco FTSE RAFI All World 3000 UCITS ETF	0.02%	Equity World Fundamental/Quality	126
SPDR MSCI World Financials UCITS ETF	1.41%	Equity World Financials	291
Xtrackers MSCI World ex USA UCITS ETF 1C	0.83%	Equity World	3,699
Franklin S&P World Screened UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.23%	Equity World Social/Environmental	2
UBS MSCI Australia UCITS ETF hCHF acc	14.17%	Equity Australia	37
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	15
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.20%	Equity World	4
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	9.87%	Equity Asia Pacific Social/Environmental	392
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.23%	Equity World	26
UBS Core MSCI World UCITS ETF USD dis	0.23%	Equity World	1,204
Amundi Prime All Country World UCITS ETF Acc	0.20%	Equity World	485
Amundi Multi-Asset Portfolio Defensive UCITS ETF Dist	0.18%	Equity World Multi-Asset Strategy	54
UBS MSCI World UCITS ETF USD dis	0.23%	Equity World	1,333
UBS MSCI World ex USA UCITS ETF USD acc	0.83%	Equity World	54
Vanguard FTSE Developed World UCITS ETF Acc	0.22%	Equity World	4,695
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.18%	Equity World Social/Environmental	1,659
L&G Asia Pacific ex Japan Equity UCITS ETF	8.21%	Equity Asia Pacific Social/Environmental	648
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	1
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	21
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	34
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.24%	Equity World Social/Environmental	456
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.24%	Equity World Social/Environmental Climate Change	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.21%	Equity World	0
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.17%	Equity World	3,858
Amundi Global Gender Equality UCITS ETF Acc	0.67%	Equity World Social/Environmental Gender Equality	47
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.20%	Equity World Social/Environmental	61
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	1.56%	Equity Asia Pacific Social/Environmental	99
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.88%	Equity World Social/Environmental	1,549
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.23%	Equity World Social/Environmental	483
SPDR MSCI World UCITS ETF	0.23%	Equity World	13,189
Amundi MSCI Pacific Ex Japan UCITS ETF Dist	8.85%	Equity Asia Pacific	240
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.17%	Equity World	66
Vanguard FTSE Developed World UCITS ETF Distributing	0.22%	Equity World	3,506
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - EUR (C)	7.91%	Equity Asia Pacific Social/Environmental	228
L&G Asia Pacific ex Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF	6.07%	Equity Asia Pacific Social/Environmental Climate Change	30
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.35%	Equity World Dividend	18
Ossiam Bloomberg Asia Pacific ex Japan PAB NR UCITS ETF 1C (EUR)	9.99%	Equity Asia Pacific Social/Environmental Climate Change	142
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	2.83%	Equity Asia Pacific Social/Environmental Climate Change	158
Amundi MSCI Pacific Ex Japan SRI Climate Paris Aligned UCITS ETF DR - USD (C)	7.91%	Equity Asia Pacific Social/Environmental	23
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.28%	Equity World Social/Environmental	636
Amundi Multi-Asset Portfolio UCITS ETF Dist	0.30%	Equity World Multi-Asset Strategy	221
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.15%	Equity World Social/Environmental Climate Change	1
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental Climate Change	327
iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)	8.84%	Equity Asia Pacific	2,886
Fidelity Global Quality Income UCITS ETF ACC-USD	0.35%	Equity World Dividend	11
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.21%	Equity World	64
UBS MSCI Pacific ex Japan IMI Socially Responsible UCITS ETF USD acc	5.21%	Equity Asia Pacific Social/Environmental Climate Change	11
Invesco MSCI Pacific Ex Japan Universal Screened UCITS ETF Acc	4.70%	Equity Asia Pacific Social/Environmental	53
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.23%	Equity World	307
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.20%	Equity World	29
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1D	8.95%	Equity Asia Pacific Social/Environmental	415
Xtrackers MSCI World UCITS ETF 1D	0.23%	Equity World	4,440
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.23%	Equity World	31
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.20%	Equity World Social/Environmental	4,731
Invesco FTSE All-World UCITS ETF Acc	0.20%	Equity World	2,053
UBS MSCI Australia UCITS ETF hUSD acc	14.17%	Equity Australia	33
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	0
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	1.56%	Equity Asia Pacific Social/Environmental	0
iShares MSCI Australia UCITS ETF	14.11%	Equity Australia	346
iShares MSCI World Screened UCITS ETF USD (Dist)	0.24%	Equity World Social/Environmental	819
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental Climate Change	131
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.32%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS MSCI ACWI Universal UCITS ETF USD dis	0.28%	Equity World Social/Environmental	1,893
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.15%	Equity World Social/Environmental Climate Change	699
HSBC MSCI World UCITS ETF CHF hedged	0.24%	Equity World	48
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	582
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.23%	Equity World Social/Environmental	1
UBS MSCI Australia UCITS ETF hEUR acc	14.17%	Equity Australia	30
iShares MSCI World Screened UCITS ETF USD (Acc)	0.24%	Equity World Social/Environmental	4,414
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.23%	Equity World	1,643
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Distributing	2.33%	Equity Asia Pacific Social/Environmental	24
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.28%	Equity World Social/Environmental	311
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.50%	Equity World Dividend	6,226
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.11%	Equity World Multi-Factor Strategy	1,077
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.28%	Equity World Social/Environmental	105
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.18%	Equity World Social/Environmental	759
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	1
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.13%	Equity World Social/Environmental Climate Change	487
HSBC Asia Pacific Ex Japan Screened Equity UCITS ETF USD	0.78%	Equity Asia Pacific Social/Environmental Climate Change	352
iShares MSCI World UCITS ETF (Dist)	0.23%	Equity World	7,468
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.12%	Equity World Multi-Asset Strategy	855
VanEck World Equal Weight Screened UCITS ETF A	0.43%	Equity World Equal Weighted	1,113
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.35%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.23%	Equity World	1,456
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.43%	Equity World Financials Social/Environmental	2
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.22%	Equity World Social/Environmental Multi-Asset Strategy	21
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.20%	Equity World	25,806
HSBC MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	1,280
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.43%	Equity World Financials Social/Environmental	521
HSBC MSCI World UCITS ETF USD	0.24%	Equity World	12,525
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.19%	Equity World Multi-Factor Strategy	139
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental	4,477
BNP Paribas Easy MSCI Pacific ex Japan Min TE UCITS ETF	9.03%	Equity Asia Pacific Social/Environmental	251
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.23%	Equity World	50
UBS MSCI Australia UCITS ETF hGBP acc	14.17%	Equity Australia	4
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (USD) Accumulating	4.96%	Equity Asia Pacific	400
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.26%	Equity World Social/Environmental	253
L&G Global Equity UCITS ETF	0.24%	Equity World Social/Environmental	941
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	211
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.50%	Equity World Dividend	1,345
Invesco MSCI World Universal Screened UCITS ETF Acc	0.36%	Equity World Social/Environmental	202
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	1,459
Vanguard ESG Developed Asia Pacific All Cap UCITS ETF (USD) Accumulating	2.33%	Equity Asia Pacific Social/Environmental	170
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.28%	Equity World Social/Environmental	51
iShares MSCI Pacific ex-Japan ESG Enhanced CTB UCITS ETF USD (Acc)	8.94%	Equity Asia Pacific Social/Environmental	69
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.20%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.44%	Equity World Financials Social/Environmental	4
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.15%	Equity World Social/Environmental Climate Change	448
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.28%	Equity World Social/Environmental	1,317
iShares MSCI ACWI UCITS ETF USD (Acc)	0.21%	Equity World	20,831
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.12%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.23%	Equity World Social/Environmental	164
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.21%	Equity World	938
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.23%	Equity World Social/Environmental	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.22%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.39%	Equity World Social/Environmental	195
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.23%	Equity World	953
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	114
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.19%	Equity World Multi-Factor Strategy	755
Amundi Core MSCI World UCITS ETF Acc	0.23%	Equity World	8,682
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.23%	Equity World	4,662
Invesco FTSE All-World UCITS ETF Dist	0.20%	Equity World	176
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.18%	Equity World Social/Environmental	5,182
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	1.48%	Equity World Financials Social/Environmental	538
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental Climate Change	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	84
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.35%	Equity World Dividend	53
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.89%	Equity World Social/Environmental Climate Change	18
iShares MSCI Pacific ex-Japan UCITS ETF (Dist)	8.84%	Equity Asia Pacific	196
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.95%	Equity World Momentum	2,876
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	640
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.23%	Equity World	107,591
Xtrackers MSCI World UCITS ETF 1C	0.23%	Equity World	15,971
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.39%	Equity World Social/Environmental Climate Change	2
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.30%	Equity World Social/Environmental Multi-Asset Strategy	39
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	15
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental Multi-Asset Strategy	971
UBS MSCI Pacific ex Japan UCITS ETF USD dis	8.92%	Equity Asia Pacific	66
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.22%	Equity World Social/Environmental Multi-Asset Strategy	70
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS MSCI Australia UCITS ETF AUD dis	14.17%	Equity Australia	364
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.20%	Equity World Social/Environmental Climate Change	1,225
Amundi Prime All Country World UCITS ETF Dist	0.20%	Equity World	2,193
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	28
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.23%	Equity World Social/Environmental	52
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.20%	Equity World	18,590
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.28%	Equity World Social/Environmental	1,176
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.24%	Equity World Social/Environmental	77
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.26%	Equity World Social/Environmental	11
HSBC MSCI Pacific ex Japan UCITS ETF USD	8.92%	Equity Asia Pacific	702
SPDR MSCI All Country World UCITS ETF (Acc)	0.21%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.22%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.10%	Equity World	106
Xtrackers MSCI World Momentum UCITS ETF 1C	0.94%	Equity World Momentum	1,549
Xtrackers MSCI World Financials UCITS ETF 1C	1.37%	Equity World Financials	2,431
Fidelity Global Quality Income UCITS ETF INC-USD	0.35%	Equity World Dividend	687
Xtrackers MSCI Pacific ex Japan Screened UCITS ETF 1C	8.95%	Equity Asia Pacific Social/Environmental	626
UBS MSCI Pacific ex Japan UCITS ETF USD acc	8.92%	Equity Asia Pacific	12
UBS MSCI Australia Universal UCITS ETF AUD acc	4.88%	Equity Australia Social/Environmental Climate Change	170
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.39%	Equity World	5
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental	937
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.20%	Equity World	13
UBS MSCI Australia UCITS ETF AUD acc	14.17%	Equity Australia	227
Amundi Multi-Asset Portfolio Offensive UCITS ETF Dist	0.36%	Equity World Multi-Asset Strategy	35
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.23%	Equity World Social/Environmental	700
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.28%	Equity World Social/Environmental Climate Change	261
Xtrackers MSCI World Screened UCITS ETF 1C	0.22%	Equity World Social/Environmental	65
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.18%	Equity World Social/Environmental Climate Change	5
Amundi MSCI World Ex USA UCITS ETF Acc	0.83%	Equity World	394
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.82%	Equity World	1,079
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	86

Performance

Returns overview

YTD	-5.89%
1 month	-11.46%
3 months	-6.11%
6 months	-14.96%
1 year	-8.13%
3 years	+22.32%
5 years	+55.28%
Since inception (MAX)	+38.28%
2024	+37.90%
2023	-1.61%
2022	-5.71%
2021	+21.39%

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).