Brown-Forman

ISIN US1156372096

WKN 856693

Market cap (in EUR)

12,008 m

Country

United States

Sector

Consumer Non-Cyclicals

Dividend yield

3.05%

Overview

Quote

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Description

Brown-Forman Corp. engages in the production and distribution of alcoholic beverages. The firm offers whiskey, scotch, tequila, vodka, liquor, and wine. Its brands include Jack Daniel, Woodford Reserve, Old Forester, Early Times, Canadian Mist, Coopers' Craft, Slane Irish, Finlandia, Korbel, El Jimador, Sonoma Cutrer, and Chambord. The company was founded by George Garvin Brown III in 1870 and is headquartered in Louisville, KY.

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Consumer Non-Cyclicals Food and Tobacco Production Food and Beverage Production United States

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Financials

Key metrics

Market capitalisation, EUR	12,008 m
EPS, EUR	1.54
P/B ratio	3.5
P/E ratio	17.3
Dividend yield	3.05%

Income statement (2024)

Revenue, EUR	3,679 m
Net income, EUR	807 m
Profit margin	21.93%

What ETF is Brown-Forman in?

There are 247 ETFs which contain Brown-Forman. All of these ETFs are listed in the table below. The ETF with the largest weighting of Brown-Forman is the Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.09%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.00%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	664
Xtrackers MSCI USA Screened UCITS ETF 1C	0.01%	Equity United States Social/Environmental	200
Deka MSCI USA Climate Change ESG UCITS ETF	0.00%	Equity United States Social/Environmental Climate Change	710
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	664
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	669
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.07%	Equity World Social/Environmental Climate Change	10
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.01%	Equity World Fundamental/Quality	3,608
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	13,478
Amundi MSCI USA Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental	-
SPDR S&P 500 UCITS ETF (Acc)	0.01%	Equity United States	11,184
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,204
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.01%	Equity United States	46
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	21
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	1,607
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
Deka MSCI World Climate Change ESG UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	1,464
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	61
UBS MSCI USA Value UCITS ETF USD dis	0.02%	Equity United States Value	419
Amundi Core MSCI USA UCITS ETF Acc	0.00%	Equity United States	2,479
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	328
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.01%	Equity United States	832
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.01%	Equity United States Social/Environmental	35
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.00%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	327
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.03%	Equity United States Social/Environmental Multi-Asset Strategy	22
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.02%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	64
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.00%	Equity World	29
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.01%	Equity United States	575
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	1.83%	Equity United States Multi-Factor Strategy Climate Change	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.01%	Equity United States	47
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.04%	Equity World Social/Environmental Climate Change	699
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	1,893
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.05%	Equity United States Social/Environmental Climate Change	2,396
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.01%	Equity World Fundamental/Quality	2,184
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	582
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.00%	Equity United States Multi-Factor Strategy	97
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.01%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.01%	Equity World Dividend	6,226
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.01%	Equity United States	61
iShares Core S&P 500 UCITS ETF USD (Dist)	0.01%	Equity United States	17,422
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	487
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	1.83%	Equity United States Multi-Factor Strategy Climate Change	0
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	593
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.01%	Equity World Multi-Asset Strategy	855
iShares S&P 500 Consumer Staples Sector UCITS ETF	0.17%	Equity United States Consumer Staples	450
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	261
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.00%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.07%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,525
UBS Core S&P 500 UCITS ETF hEUR acc	0.01%	Equity United States	254
SPDR MSCI USA Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.16%	Equity United States Social/Environmental Climate Change	1
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States	56
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,459
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.01%	Equity World Dividend	1,345
Invesco MSCI World Universal Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	202
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	51
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D	0.18%	Equity United States Consumer Staples	142
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,317
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	63
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental Climate Change	478
Xtrackers MSCI USA UCITS ETF 1C	0.01%	Equity United States	9,287
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	274
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.01%	Equity United States	326
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.01%	Equity World	17
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.01%	Equity United States	464
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.01%	Equity United States	386
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	6
Deka MSCI USA MC UCITS ETF	0.07%	Equity United States Mid Cap	48
UBS Core MSCI USA UCITS ETF hGBP acc	0.01%	Equity United States	44
VanEck Morningstar US ESG Wide Moat UCITS ETF A	1.26%	Equity United States Moat	337
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	640
SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD	0.18%	Equity United States Consumer Staples	218
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.09%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	107,591
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.04%	Equity North America Dividend	110
iShares Core S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	115,279
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	70
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.01%	Equity United States	97
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	627
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	-
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.16%	Equity United States Social/Environmental Climate Change	34
UBS Core MSCI USA UCITS ETF USD dis	0.01%	Equity United States	1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.00%	Equity World	18,590
UBS MSCI USA Universal UCITS ETF USD acc	0.01%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.01%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.01%	Equity United States	2,682
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.01%	Equity World	5
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	937
Xtrackers S&P 500 UCITS ETF 4D	0.01%	Equity United States	2
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.03%	Equity World Social/Environmental Climate Change	5
Amundi MSCI World Screened UCITS ETF Acc	0.01%	Equity World Social/Environmental	-
Xtrackers MSCI World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	65
UBS Core S&P 500 UCITS ETF USD dis	0.01%	Equity United States	1,042
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.07%	Equity United States Fundamental/Quality	37
UBS Core S&P 500 UCITS ETF hCHF acc	0.01%	Equity United States	387
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.01%	Equity United States	496
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.04%	Equity United States Social/Environmental Climate Change	425
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	4,695
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Mid Cap	262
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	397
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,395
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.23%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.01%	Equity United States Social/Environmental	2,842
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	0.33%	Equity United States Sector Strategy Value Climate Change	11
Invesco FTSE RAFI All World 3000 UCITS ETF	0.03%	Equity World Fundamental/Quality	126
SPDR S&P US Dividend Aristocrats UCITS ETF	0.23%	Equity United States Dividend	2,821
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.07%	Equity United States Fundamental/Quality	150
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.00%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	0.01%	Equity United States	2,749
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	33
HSBC MSCI USA Quality UCITS ETF USD	0.02%	Equity United States Fundamental/Quality	323
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.01%	Equity World	26
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,333
Vanguard FTSE Developed World UCITS ETF Acc	0.01%	Equity World	4,695
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.01%	Equity United States	322
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.04%	Equity United States Social/Environmental Climate Change	2
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.00%	Equity World Multi-Factor Strategy	745
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	378
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	456
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	3,858
iShares Edge MSCI USA Quality Factor UCITS ETF	0.01%	Equity United States Fundamental/Quality	1,365
VanEck Morningstar US Wide Moat UCITS ETF A	1.21%	Equity United States Equal Weighted Moat	39
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.02%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	1,336
SPDR S&P 500 UCITS ETF (Dist)	0.01%	Equity United States	15,183
iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Consumer Staples	97
SPDR MSCI World UCITS ETF	0.01%	Equity World	13,189
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	37
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	66
Deka MSCI World UCITS ETF Distribution	0.01%	Equity World	4,230
Vanguard FTSE Developed World UCITS ETF Distributing	0.01%	Equity World	3,506
Invesco FTSE RAFI US 1000 UCITS ETF	0.01%	Equity United States Fundamental/Quality	567
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.01%	Equity North America	2,015
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	636
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.04%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.01%	Equity United States	7,267
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	794
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.01%	Equity United States	470
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	239
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	118
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.01%	Equity World	31
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	4,731
Invesco FTSE All-World UCITS ETF Acc	0.00%	Equity World	2,053
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	29
UBS Core MSCI USA UCITS ETF USD acc	0.01%	Equity United States	2,062
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.01%	Equity United States	25,263
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	819
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	131
Deka S&P 500 UCITS ETF	0.01%	Equity United States	94
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	282
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	7,178
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.09%	Equity World Mid Cap	319
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,414
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	311
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	123
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.04%	Equity North America Social/Environmental Climate Change	526
Amundi Core MSCI USA UCITS ETF Dist	0.00%	Equity United States	-
Amundi Core S&P 500 UCITS ETF Acc	0.01%	Equity United States	5
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.17%	Equity United States Social/Environmental Climate Change	163
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	105
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.01%	Equity United States Value	228
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.01%	Equity North America	2,430
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	0.12%	Equity World Consumer Staples	723
Xtrackers S&P 500 UCITS ETF 4C	0.01%	Equity United States	903
First Trust US Equity Income UCITS ETF GBP Hedged Distributing	0.22%	Equity United States Dividend	0
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity United States Social/Environmental	90
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,468
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,456
SPDR S&P 500 EUR Hedged UCITS ETF	0.01%	Equity United States	2,580
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.01%	Equity United States	7,773
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.01%	Equity United States Fundamental/Quality	140
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.00%	Equity World	25,806
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,280
Xtrackers MSCI USA UCITS ETF 1D	0.01%	Equity United States	244
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.03%	Equity World Social/Environmental Climate Change	119
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	139
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,477
iShares MSCI North America UCITS ETF	0.01%	Equity North America	1,105
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.01%	Equity United States	0
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.01%	Equity United States	2
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (EUR)	0.16%	Equity United States Sector Strategy Value	90
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental Climate Change	448
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	20,831
HSBC S&P 500 UCITS ETF USD (Acc)	0.01%	Equity United States	450
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.04%	Equity United States Social/Environmental Climate Change	1
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.01%	Equity United States	42,952
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.00%	Equity United States Multi-Factor Strategy	25
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	938
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	0.33%	Equity United States Sector Strategy Value Climate Change	5
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,094
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	755
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,662
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.07%	Equity United States Fundamental/Quality	550
Invesco FTSE All-World UCITS ETF Dist	0.00%	Equity World	176
First Trust US Equity Income UCITS ETF Acc	0.22%	Equity United States Dividend	28
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.01%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.00%	Equity World Multi-Asset Strategy	84
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	13,808
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.01%	Equity United States	61
SPDR MSCI World Consumer Staples UCITS ETF	0.11%	Equity World Consumer Staples	120
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (USD)	0.16%	Equity United States Sector Strategy Value	33
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	2,070
First Trust US Equity Income UCITS ETF Dist	0.22%	Equity United States Dividend	302
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	463
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.01%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,225
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.02%	Equity World Social/Environmental Catholic principles	148
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	28
UBS Core S&P 500 UCITS ETF USD acc	0.01%	Equity United States	970
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,176
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	858
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.04%	Equity North America Social/Environmental Climate Change	26
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.01%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.01%	Equity United States	263
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	98
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.00%	Equity World	13
Finanzen.net MSCI World UCITS ETF Acc	0.01%	Equity World	6
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.03%	Equity World Social/Environmental Climate Change	3
Franklin US Dividend Tilt UCITS ETF (Dis)	0.05%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.01%	Equity United States	518
UBS MSCI USA UCITS ETF USD dis	0.01%	Equity United States	457

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.

Order volume:

Order fee	Stock savings plans
0.99€	3000	View offer*
0.00€	2587	View offer*
1.00€	2500	View offer*
0.00€	500	View offer*
0.00€	2500	View offer*

Show all offers

Source: justETF Research; As of 12/2025; *Affiliate link
— The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded.
— No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

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:

Execution fee	Account fee
0.00€	0.00€	View offer*
0.00€	0.00€	View offer*
1.50€ 1.50%	0.00€	View offer*
1.50€ 1.50%	0.00€	View offer*
1.25€ 1.25%	0.00€	View offer*

Show all offers

Source: justETF Research; As of 12/2025; *Affiliate link
- 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.
- No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Performance

Returns overview

YTD	-30.12%
1 month	+10.78%
3 months	+5.75%
6 months	+9.34%
1 year	-39.16%
3 years	-62.94%
5 years	-60.15%
Since inception (MAX)	-54.38%
2024	-27.95%
2023	-16.39%
2022	-3.00%
2021	-0.79%

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).