Caterpillar Inc

ISIN US1491231015

 | 

WKN 850598

 

Overview

Quote

Description

Caterpillar, Inc. engages in the manufacture of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment supports customers using machinery in infrastructure and building construction applications. The Resource Industries segment is responsible for supporting customers using machinery in mining and quarrying applications and it includes business strategy, product design, product management and development, manufacturing, marketing, and sales and product support. The Energy and Transportation segment supports customers in oil and gas, power generation, marine, rail, and industrial applications. The Financial Products segment offers a range of financing alternatives to customers and dealers for caterpillar machinery and engines, solar gas turbines, as well as other equipment and marine vessels. The All Other segment includes activities such as the business strategy, product management and development, and manufacturing of filters and fluids, undercarriage, tires and rims, engaging tools, and fluid transfers. The company was founded on April 15, 1925, and is headquartered in Irving, TX.
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Industrials Industrial Manufacturing Machinery Manufacturing United States

Chart

Financials

Key metrics

Market capitalisation, EUR 148,523.63 m
EPS, EUR 18.63
P/B ratio 8.04
P/E ratio 15.59
Dividend yield 1.63%

Income statement (2023)

Revenue, EUR 62,029.38 m
Net income, EUR 9,559.70 m
Profit margin 15.41%

What ETF is Caterpillar Inc in?

There are 266 ETFs which contain Caterpillar Inc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Caterpillar Inc is the iShares Dow Jones Industrial Average UCITS ETF (Acc).
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc 0.52%
Equity
United States
Multi-Factor Strategy
1,991.00 0.28% 8 +13.56%
Xtrackers MSCI USA ESG Screened UCITS ETF 1C 0.40%
Equity
United States
Social/Environmental
548.00 0.07% 106 +23.13%
Deka MSCI USA Climate Change ESG UCITS ETF 0.04%
Equity
United States
Social/Environmental
Climate Change
487.00 0.25% 919 +29.91%
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc EUR HEDGED (C) 0.24%
Equity
United States
Social/Environmental
Climate Change
351.00 0.25% 409 -
Amundi MSCI USA ESG Universal Select UCITS ETF DR (C) 0.31%
Equity
United States
Social/Environmental
554.00 0.15% 3 +23.24%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) 0.10%
Equity
United States
Social/Environmental
551.00 0.07% 7,598 +21.75%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF BH CHF 0.43%
Equity
World
Social/Environmental
714.00 0.18% 200 +22.65%
Lyxor Core US Equity (DR) UCITS ETF - Dist 0.38%
Equity
United States
619.00 0.04% 23 +22.60%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 0.36%
Equity
United States
610.00 0.14% 20 +23.43%
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged 0.80%
Equity
United States
Social/Environmental
294.00 0.17% 386 +21.32%
BNP Paribas Easy S&P 500 ESG UCITS ETF EUR Capitalisation 0.51%
Equity
United States
Social/Environmental
316.00 0.12% 331 -
SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.38%
Equity
United States
506.00 0.03% 2,558 -
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis 0.24%
Equity
World
1,472.00 0.10% 168 +18.47%
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.69%
Equity
World
Fundamental/Quality
593.00 0.43% 2 -
Xtrackers S&P 500 Equal Weight ESG UCITS ETF 2C EUR Hedged 0.38%
Equity
United States
Equal Weighted
289.00 0.22% 189 -
iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) 0.10%
Equity
United States
Social/Environmental
551.00 0.10% 233 +19.86%
SPDR S&P US Dividend Aristocrats ESG UCITS ETF (Dist) 1.37%
Equity
United States
Dividend
84.00 0.35% 30 -0.82%
Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged 0.25%
Equity
World
Social/Environmental
2,046.00 0.37% 7 +17.13%
Deka MSCI World Climate Change ESG UCITS ETF 0.03%
Equity
World
Social/Environmental
Climate Change
1,228.00 0.26% 723 +24.19%
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis 0.72%
Equity
United States
Value
441.00 0.20% 647 +7.80%
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.29%
Equity
United States
Social/Environmental
Climate Change
351.00 0.07% 225 +25.43%
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (C) 0.24%
Equity
United States
Social/Environmental
Climate Change
351.00 0.07% 1,009 -
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.25%
Equity
World
Social/Environmental
5,823.00 0.24% 249 +17.24%
Franklin U.S. Equity UCITS ETF 0.53%
Equity
United States
Multi-Factor Strategy
252.00 0.25% 161 +12.75%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.38%
Equity
United States
Social/Environmental
272.00 0.20% 14 +22.41%
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.21%
Equity
United States
Equal Weighted
504.00 0.22% 535 +10.42%
Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.15%
Equity
United States
Multi-Factor Strategy
442.00 0.14% 52 +21.14%
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.36%
Equity
United States
504.00 0.20% 506 +22.60%
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (USD) A-dis 1.52%
Equity
United States
Social/Environmental
182.00 0.22% 1,546 +22.20%
Invesco MSCI USA ESG Universal Screened UCITS ETF Dist 0.31%
Equity
United States
Social/Environmental
568.00 0.09% 23 +23.43%
Amundi MSCI World ESG Leaders UCITS ETF Acc 0.52%
Equity
World
Social/Environmental
720.00 0.18% 973 +19.79%
UBS ETF (IE) S&P USA Dividend Aristocrats ESG Elite UCITS ETF (USD) A-dis 1.71%
Equity
United States
Dividend
70.00 0.29% - -
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.22%
Equity
World
2,387.00 0.45% 48 +17.59%
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.23%
Equity
World
797.00 0.20% 1 -
Xtrackers MSCI World UCITS ETF 1D 0.25%
Equity
World
1,484.00 0.12% 2,388 +18.28%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.38%
Equity
United States
Social/Environmental
272.00 0.20% 5,288 +23.60%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) 0.25%
Equity
World
Social/Environmental
696.00 0.25% 259 +25.48%
Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C 0.38%
Equity
United States
Equal Weighted
289.00 0.17% 293 +6.10%
Xtrackers S&P 500 UCITS ETF 1C EUR hedged 0.38%
Equity
United States
502.00 0.20% 519 +20.57%
CSIF (IE) MSCI USA Blue UCITS ETF B USD 0.30%
Equity
United States
623.00 0.09% 2,657 +22.24%
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (hedged to EUR) A-acc 1.52%
Equity
United States
Social/Environmental
183.00 0.22% 56 +20.94%
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged 0.38%
Equity
United States
502.00 0.20% 33 +20.49%
Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged 0.22%
Equity
United States
Equal Weighted
503.00 0.30% 70 +9.89%
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (hedged to CHF) A-acc 1.52%
Equity
United States
Social/Environmental
182.00 0.25% 19 +23.18%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis 0.21%
Equity
World
Social/Environmental
2,010.00 0.23% 771 +18.13%
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.25%
Equity
World
1,413.00 0.18% 217 +18.44%
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.10%
Equity
United States
Social/Environmental
544.00 0.09% 1,433 -
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.69%
Equity
World
Fundamental/Quality
593.00 0.43% 1 -
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.52%
Equity
United States
Multi-Factor Strategy
1,991.00 0.25% 105 +14.62%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-acc 1.01%
Equity
World
Social/Environmental
410.00 0.19% 698 +20.91%
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-dis 1.52%
Equity
United States
Social/Environmental
183.00 0.19% 397 +22.39%
Xtrackers MSCI World Industrials UCITS ETF 1C 2.26%
Equity
World
Industrials
265.00 0.25% 243 +17.35%
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (hedged to GBP) A-dis 1.52%
Equity
United States
Social/Environmental
183.00 0.22% 244 +26.49%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis 0.38%
Equity
United States
504.00 0.12% 39 +26.22%
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF USD Cap (C) 0.60%
Equity
United States
Equal Weighted
184.00 0.18% 883 +6.32%
iShares Core S&P 500 UCITS ETF USD (Dist) 0.38%
Equity
United States
503.00 0.07% 14,752 +22.44%
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.21%
Equity
United States
Equal Weighted
503.00 0.20% 112 +5.91%
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis 0.50%
Equity
United States
Social/Environmental
316.00 0.13% 8 +27.97%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.08%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.20% 45 -
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.43%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 39 +9.55%
iShares MSCI World Industrials Sector ESG UCITS ETF USD (Dist) 1.55%
Equity
World
Industrials
Social/Environmental
236.00 0.18% 24 +16.08%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.52%
Equity
United States
Multi-Factor Strategy
1,991.00 0.25% 28 +14.47%
HSBC MSCI World UCITS ETF USD 0.25%
Equity
World
1,413.00 0.15% 8,024 +18.40%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc 0.38%
Equity
United States
504.00 0.12% 24 +21.08%
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis 1.02%
Equity
World
Social/Environmental
409.00 0.22% 3,859 +20.58%
L&G Global Equity UCITS ETF 0.28%
Equity
World
Social/Environmental
1,243.00 0.10% 79 +19.36%
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 0.19%
Equity
World
Social/Environmental
1,369.00 0.19% 159 +19.10%
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.69%
Equity
World
Fundamental/Quality
593.00 0.38% 199 +14.50%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis 0.21%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +19.73%
SPDR S&P US Industrials Select Sector UCITS ETF 4.27%
Equity
United States
Industrials
78.00 0.15% 197 +14.49%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc 0.21%
Equity
World
Social/Environmental
2,010.00 0.26% 593 +19.75%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (USD) A-dis 1.01%
Equity
World
Social/Environmental
410.00 0.19% 282 +20.55%
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.23%
Equity
United States
Social/Environmental
Climate Change
374.00 0.07% 263 +25.82%
Xtrackers MSCI USA UCITS ETF 1C 0.36%
Equity
United States
609.00 0.07% 6,672 +22.30%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis 0.36%
Equity
United States
610.00 0.10% 115 +21.03%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USD 0.41%
Equity
World
Social/Environmental
714.00 0.15% 463 +20.27%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to GBP) A-dis 1.01%
Equity
World
Social/Environmental
410.00 0.22% 2 +26.84%
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-acc 1.02%
Equity
World
Social/Environmental
409.00 0.22% 1,092 +20.63%
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.25%
Equity
World
1,482.00 0.30% 932 +24.33%
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF Acc EUR HEDGED (C) 0.60%
Equity
United States
Equal Weighted
184.00 0.20% 19 -
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc 0.29%
Equity
World
Social/Environmental
981.00 0.15% 0 -
UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc 0.36%
Equity
United States
610.00 0.10% 200 +22.91%
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.37%
Equity
North America
Social/Environmental
1,567.00 0.12% 15 +23.05%
Deka MSCI USA UCITS ETF 0.36%
Equity
United States
603.00 0.30% 289 +22.11%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) 0.14%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 34 +8.17%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.25%
Equity
World
Social/Environmental
696.00 0.25% 3,005 +19.42%
UBS ETF (IE) S&P USA Dividend Aristocrats ESG Elite UCITS ETF (hedged to EUR) A-dis 1.71%
Equity
United States
Dividend
70.00 0.29% - -
Amundi MSCI USA ESG Leaders UCITS ETF Acc 0.80%
Equity
United States
Social/Environmental
294.00 0.15% 814 +22.63%
UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc 0.36%
Equity
United States
610.00 0.10% 54 +26.90%
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.25%
Equity
World
1,484.00 0.17% 133 +24.27%
iShares Core MSCI World UCITS ETF USD (Acc) 0.25%
Equity
World
1,482.00 0.20% 63,601 +18.41%
UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (USD) A-acc 1.62%
Equity
United States
Social/Environmental
93.00 0.15% 228 +26.07%
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 0.38%
Equity
United States
504.00 0.10% 2,410 +27.01%
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C 1.46%
Equity
North America
Dividend
176.00 0.39% 126 +5.28%
iShares Core S&P 500 UCITS ETF (Acc) 0.38%
Equity
United States
504.00 0.07% 70,368 +22.47%
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.37%
Equity
North America
Social/Environmental
1,567.00 0.12% 92 +23.13%
L&G US Equity UCITS ETF 0.38%
Equity
United States
Social/Environmental
474.00 0.05% 623 +23.71%
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.26%
Equity
World
1,453.00 0.17% 133 -
Amundi Prime USA UCITS ETF DR (D) 0.41%
Equity
United States
475.00 0.05% 66 +22.91%
iShares S&P 500 ESG UCITS ETF EUR Hedged (Acc) 0.50%
Equity
United States
Social/Environmental
317.00 0.10% 159 +22.27%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis 0.36%
Equity
United States
610.00 0.07% 954 +22.65%
Vanguard FTSE All-World UCITS ETF Distributing 0.22%
Equity
World
3,644.00 0.22% 12,283 +16.23%
First Trust Value Line® Dividend Index UCITS ETF Acc 0.61%
Equity
United States
Dividend
162.00 0.70% 14 +0.41%
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc 0.36%
Equity
United States
Social/Environmental
Climate Change
540.00 0.07% 5 +23.40%
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to EUR) A-acc 0.50%
Equity
United States
Social/Environmental
316.00 0.13% 505 +21.79%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to CHF) A-acc 0.90%
Equity
World
Social/Environmental
602.00 0.28% 307 +21.43%
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc 0.31%
Equity
United States
Social/Environmental
568.00 0.12% 2 +27.77%
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.69%
Equity
World
Fundamental/Quality
593.00 0.38% 690 +14.51%
SPDR MSCI ACWI UCITS ETF 0.22%
Equity
World
2,387.00 0.40% 2,568 +16.06%
iShares MSCI USA UCITS ETF (Acc) 0.36%
Equity
United States
610.00 0.07% 1,127 +22.78%
Fidelity Global Quality Income UCITS ETF 0.08%
Equity
World
Dividend
255.00 0.40% 515 +12.96%
Amundi MSCI World V UCITS ETF Acc 0.26%
Equity
World
1,470.00 0.12% 4,026 +18.15%
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.29%
Equity
World
Multi-Factor Strategy
509.00 0.20% 150 +8.85%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 0.07%
Equity
World
Social/Environmental
1,289.00 0.20% 343 +17.19%
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.25%
Equity
World
Social/Environmental
5,823.00 0.24% 289 +17.49%
Amundi S&P 500 ESG UCITS ETF Acc (C) 0.51%
Equity
United States
Social/Environmental
307.00 0.12% 3,779 -
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis 0.38%
Equity
United States
504.00 0.09% 518 +22.39%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc 0.38%
Equity
United States
504.00 0.12% 51 +23.10%
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.36%
Equity
United States
609.00 0.12% 469 +20.95%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc 0.24%
Equity
World
1,472.00 0.10% 40 +18.17%
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to CHF) A-acc 0.50%
Equity
United States
Social/Environmental
316.00 0.13% 224 +24.31%
iShares Dow Jones Industrial Average UCITS ETF (DE) 5.17%
Equity
United States
30.00 0.51% 272 +14.12%
iShares Core MSCI World UCITS ETF USD (Dist) 0.25%
Equity
World
1,482.00 0.20% 220 -
Fidelity US Quality Income UCITS ETF Acc 0.12%
Equity
United States
Dividend
118.00 0.25% 270 +14.51%
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.22%
Equity
United States
Equal Weighted
503.00 0.20% 4,796 +5.95%
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist) 0.96%
Equity
United States
Dividend
121.00 0.40% 57 -4.46%
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc 0.31%
Equity
United States
Social/Environmental
568.00 0.09% 1,231 +23.04%
BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF EUR 2.24%
Equity
World
Social/Environmental
Circular Economy
50.00 0.30% 627 +15.95%
Invesco FTSE RAFI All World 3000 UCITS ETF 0.19%
Equity
World
Fundamental/Quality
1,207.00 0.39% 53 +9.45%
SPDR S&P US Dividend Aristocrats UCITS ETF 0.96%
Equity
United States
Dividend
121.00 0.35% 3,448 -2.85%
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.23%
Equity
World
797.00 0.20% 0 -
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.23%
Equity
United States
Social/Environmental
Climate Change
374.00 0.07% 27 +26.33%
HSBC MSCI USA UCITS ETF USD 0.32%
Equity
United States
620.00 0.30% 43 +21.98%
iShares Dow Jones Global Titans 50 UCITS ETF (DE) 0.76%
Equity
World
Large Cap
53.00 0.51% 1,638 +33.28%
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis 0.25%
Equity
World
1,429.00 0.30% 1,111 +18.11%
Vanguard FTSE Developed World UCITS ETF Acc 0.24%
Equity
World
2,120.00 0.12% 1,838 +18.47%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.25%
Equity
World
Social/Environmental
696.00 0.25% 218 +19.28%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD 0.14%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 3 +8.13%
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.22%
Equity
United States
Equal Weighted
503.00 0.20% 54 -
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc 0.29%
Equity
World
Social/Environmental
981.00 0.15% 178 -
SPDR MSCI ACWI IMI UCITS ETF 0.24%
Equity
World
3,017.00 0.17% 1,077 +14.91%
Fidelity US Quality Income UCITS ETF 0.12%
Equity
United States
Dividend
118.00 0.25% 941 +13.64%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to CHF) A-dis 0.90%
Equity
World
Social/Environmental
602.00 0.28% 16 +21.37%
iShares Dow Jones Global Sustainability Screened UCITS ETF 0.80%
Equity
World
Social/Environmental
574.00 0.60% 1,171 +19.58%
iShares MSCI USA ESG Screened UCITS ETF USD (Dist) 0.39%
Equity
United States
Social/Environmental
552.00 0.07% 530 +24.89%
Fidelity US Quality Income UCITS ETF Acc (GBP Hedged) 0.12%
Equity
United States
Dividend
118.00 0.30% 6 +18.72%
SPDR S&P 500 UCITS ETF 0.38%
Equity
United States
506.00 0.03% 6,501 +22.02%
SPDR MSCI World UCITS ETF 0.26%
Equity
World
1,453.00 0.12% 4,596 +18.17%
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A) 0.74%
Equity
United States
Social/Environmental
297.00 0.10% 595 +24.55%
Deka MSCI World UCITS ETF Distribution 0.25%
Equity
World
1,473.00 0.31% 2,251 +18.21%
Vanguard FTSE Developed World UCITS ETF Distributing 0.24%
Equity
World
2,120.00 0.12% 2,366 +18.11%
Fidelity Global Quality Income UCITS ETF (CHF Hedged) 0.08%
Equity
World
Dividend
255.00 0.45% 13 +15.71%
Invesco FTSE RAFI US 1000 UCITS ETF 0.37%
Equity
United States
Fundamental/Quality
1,003.00 0.39% 436 +11.69%
UBS ETF (LU) MSCI USA Socially Responsible UCITS ETF (hedged to EUR) A-dis 1.52%
Equity
United States
Social/Environmental
182.00 0.25% 129 +20.47%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-acc 0.90%
Equity
World
Social/Environmental
602.00 0.25% 369 +18.96%
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.35%
Equity
North America
623.00 0.10% 951 +21.73%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc 0.21%
Equity
World
Social/Environmental
2,010.00 0.26% 317 +17.98%
HSBC S&P 500 UCITS ETF USD 0.38%
Equity
United States
502.00 0.09% 5,403 +22.44%
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Dist (D) 0.24%
Equity
United States
Social/Environmental
Climate Change
351.00 0.07% 1,702 -
HSBC USA Sustainable Equity UCITS ETF USD 0.06%
Equity
United States
Social/Environmental
425.00 0.12% 821 +18.68%
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.22%
Equity
United States
Equal Weighted
503.00 0.30% 249 +4.53%
UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-Acc 0.50%
Equity
United States
Social/Environmental
316.00 0.10% 1,657 +23.65%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc 0.36%
Equity
United States
610.00 0.10% 322 +20.92%
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.25%
Equity
World
1,484.00 0.17% 19 -
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.26%
Equity
World
1,453.00 0.17% 32 -
Xtrackers MSCI World ESG Screened UCITS ETF 1D 0.30%
Equity
World
Social/Environmental
1,305.00 0.19% 81 +17.92%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 0.25%
Equity
World
Social/Environmental
2,046.00 0.25% 3,520 +17.00%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (USD) A-dis 0.90%
Equity
World
Social/Environmental
602.00 0.25% 205 +19.76%
Amundi MSCI USA ESG Leaders Extra UCITS ETF USD Dist (D) 0.74%
Equity
United States
Social/Environmental
297.00 0.15% 281 -
Invesco FTSE All-World UCITS ETF Acc 0.23%
Equity
World
797.00 0.15% 88 -
Xtrackers MSCI World Climate Transition UCITS ETF 0.11%
Equity
World
Social/Environmental
Climate Change
1,116.00 0.19% 31 -
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.38%
Equity
United States
501.00 0.07% 8,814 +22.48%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc 0.36%
Equity
United States
610.00 0.07% 888 +22.90%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 0.28%
Equity
World
Social/Environmental
1,357.00 0.20% 422 +20.46%
SPDR MSCI World Industrials UCITS ETF 2.27%
Equity
World
Industrials
265.00 0.30% 66 +17.52%
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.21%
Equity
United States
Equal Weighted
503.00 0.20% 67 +5.79%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) 0.10%
Equity
United States
Social/Environmental
551.00 0.07% 5,780 +21.40%
HSBC MSCI World UCITS ETF CHF hedged 0.25%
Equity
World
1,413.00 0.18% 15 -
HSBC USA Sustainable Equity UCITS ETF USD (Dist) 0.06%
Equity
United States
Social/Environmental
425.00 0.12% 0 +18.71%
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 0.28%
Equity
World
Social/Environmental
1,357.00 0.20% 1,967 +20.47%
Amundi MSCI World UCITS ETF USD Dist (D) 0.27%
Equity
World
1,384.00 0.12% 820 +18.10%
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.25%
Equity
World
1,482.00 0.55% 961 +19.72%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc 0.21%
Equity
World
Social/Environmental
2,010.00 0.26% 104 +23.28%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to EUR) A-acc 0.90%
Equity
World
Social/Environmental
602.00 0.28% 656 +19.17%
Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.09%
Equity
North America
Social/Environmental
Climate Change
609.00 0.15% 343 +20.69%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc 0.21%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +2.25%
Vanguard FTSE North America UCITS ETF Distributing 0.35%
Equity
North America
623.00 0.10% 2,021 +21.75%
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.19%
Equity
United States
Value
839.00 0.18% 10 -
Xtrackers S&P 500 UCITS ETF 4C 0.38%
Equity
United States
502.00 0.06% 81 +22.02%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.38%
Equity
United States
Social/Environmental
272.00 0.20% 349 +23.63%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.25%
Equity
World
Social/Environmental
696.00 0.25% 468 +19.53%
Xtrackers MSCI USA Industrials UCITS ETF 1D 3.99%
Equity
United States
Industrials
95.00 0.12% 272 +16.83%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF BH EUR 0.43%
Equity
World
Social/Environmental
714.00 0.18% 264 +20.25%
Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged 0.40%
Equity
United States
Social/Environmental
548.00 0.12% 3 +21.85%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to GBP) A-dis 0.90%
Equity
World
Social/Environmental
602.00 0.28% 277 +23.96%
Amundi S&P 500 ESG UCITS ETF Acc EUR Hedged 0.51%
Equity
United States
Social/Environmental
307.00 0.28% 698 -
iShares MSCI World UCITS ETF (Dist) 0.25%
Equity
World
1,481.00 0.50% 6,280 +18.24%
Fidelity Global Quality Income UCITS ETF (EUR Hedged) 0.08%
Equity
World
Dividend
255.00 0.45% 24 +13.47%
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.25%
Equity
World
1,482.00 0.30% 989 +18.43%
BNP Paribas Easy ECPI Circular Economy Leaders UCITS ETF USD 2.24%
Equity
World
Social/Environmental
Circular Economy
50.00 0.30% 1 +16.28%
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (USD) A-acc 1.52%
Equity
United States
Social/Environmental
183.00 0.19% 382 +22.43%
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 0.37%
Equity
United States
504.00 0.20% 785 +26.80%
SPDR S&P 500 EUR Hedged UCITS ETF 0.38%
Equity
United States
506.00 0.05% 551 +20.49%
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.37%
Equity
United States
505.00 0.20% 5,714 +20.79%
Fidelity US Quality Income UCITS ETF Acc (EUR Hedged) 0.12%
Equity
United States
Dividend
118.00 0.30% 42 +13.09%
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.22%
Equity
World
3,644.00 0.22% 9,247 +16.21%
iShares Dow Jones Industrial Average UCITS ETF (Acc) 5.18%
Equity
United States
30.00 0.33% 1,035 +14.78%
Deka MSCI USA Large Cap UCITS ETF 0.42%
Equity
United States
Large Cap
273.00 0.30% 89 +24.75%
HSBC MSCI World UCITS ETF USD (Acc) 0.25%
Equity
World
1,413.00 0.15% 83 +18.49%
Xtrackers MSCI USA UCITS ETF 1D 0.36%
Equity
United States
609.00 0.07% 116 +22.30%
Amundi MSCI World ESG Universal Select UCITS ETF DR (C) 0.23%
Equity
World
Social/Environmental
1,297.00 0.18% 3 +18.93%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.19%
Equity
World
Multi-Factor Strategy
2,688.00 0.50% 30 -
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 0.07%
Equity
World
Social/Environmental
1,289.00 0.20% 3,824 +16.90%
UBS ETF (IE) S&P 500 ESG ELITE UCITS ETF (hedged to EUR) A-acc 1.62%
Equity
United States
Social/Environmental
93.00 0.18% 33 +24.23%
iShares MSCI North America UCITS ETF 0.34%
Equity
North America
697.00 0.40% 1,018 +21.63%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) 0.38%
Equity
United States
Social/Environmental
272.00 0.20% 22 +25.29%
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.25%
Equity
World
1,484.00 0.17% 6 -
Amundi S&P Global Industrials ESG UCITS ETF EUR Dist (D) 3.78%
Equity
World
Industrials
Social/Environmental
206.00 0.18% 3 +17.28%
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.36%
Equity
United States
571.00 0.05% 1 +22.95%
Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged 0.25%
Equity
World
Social/Environmental
2,046.00 0.37% 2 +18.54%
iShares Russell 1000 Growth UCITS ETF USD (Acc) 0.48%
Equity
United States
Growth
420.00 0.18% 28 -
Xtrackers S&P 500 ESG UCITS ETF 1C 0.50%
Equity
United States
Social/Environmental
316.00 0.08% 10 +23.18%
Amundi Prime Global UCITS ETF DR (C) 0.27%
Equity
World
1,473.00 0.05% 268 +18.56%
HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) 0.03%
Equity
World
Social/Environmental
826.00 0.18% 22 +14.46%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to JPY) A-acc 0.90%
Equity
World
Social/Environmental
602.00 0.28% 11 +3.94%
UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis 0.50%
Equity
United States
Social/Environmental
316.00 0.10% 492 +23.65%
iShares MSCI ACWI UCITS ETF (Acc) 0.23%
Equity
World
2,497.00 0.20% 10,577 +16.57%
HSBC S&P 500 UCITS ETF USD (Acc) 0.38%
Equity
United States
502.00 0.09% 61 +22.37%
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A) 3.78%
Equity
World
Industrials
Social/Environmental
206.00 0.18% 254 +17.36%
iShares S&P 500 Industrials Sector UCITS ETF 4.27%
Equity
United States
Industrials
79.00 0.15% 201 +15.13%
UBS ETF (IE) MSCI ACWI Socially Responsible UCITS ETF (hedged to USD) A-acc 0.90%
Equity
World
Social/Environmental
602.00 0.28% 106 +20.63%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc 0.52%
Equity
United States
Multi-Factor Strategy
1,991.00 0.28% 24 +15.55%
Vanguard S&P 500 UCITS ETF 0.38%
Equity
United States
501.00 0.07% 36,576 +22.03%
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.22%
Equity
World
2,387.00 0.45% 389 +15.94%
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.21%
Equity
United States
Equal Weighted
504.00 0.20% 1,111 +6.37%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.19%
Equity
World
Multi-Factor Strategy
2,688.00 0.50% 142 -
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.25%
Equity
World
1,483.00 0.55% 3,431 +17.97%
SPDR S&P 500 ESG Leaders UCITS ETF (Acc) 0.66%
Equity
United States
Social/Environmental
208.00 0.03% 2,125 +25.05%
Invesco FTSE All-World UCITS ETF Dist 0.23%
Equity
World
797.00 0.15% 15 -
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.36%
Equity
United States
571.00 0.05% 17 +22.95%
Amundi Prime Global UCITS ETF DR (D) 0.27%
Equity
World
1,473.00 0.05% 653 +18.42%
Fidelity Global Quality Income UCITS ETF (GBP Hedged) 0.08%
Equity
World
Dividend
255.00 0.45% 45 +19.19%
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.43%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 46 +9.70%
iShares MSCI USA ESG Screened UCITS ETF USD (Acc) 0.39%
Equity
United States
Social/Environmental
552.00 0.07% 5,851 +25.00%
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.38%
Equity
United States
502.00 0.20% 12 +23.24%
CSIF (IE) MSCI USA ESG Leaders Blue UCITS ETF B USD 0.60%
Equity
United States
Social/Environmental
268.00 0.10% 2,378 +25.20%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to EUR) A-acc 1.01%
Equity
World
Social/Environmental
410.00 0.22% 177 +21.08%
UBS ETF (IE) S&P 500 ESG Elite UCITS ETF (hedged to GBP) A-dis 1.62%
Equity
United States
Social/Environmental
93.00 0.18% 27 +30.38%
BNP Paribas Easy S&P 500 ESG UCITS ETF Capitalisation 0.51%
Equity
United States
Social/Environmental
316.00 0.12% 274 -
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.10%
Equity
United States
Social/Environmental
544.00 0.09% 1,887 -
Xtrackers MSCI World UCITS ETF 1C 0.25%
Equity
World
1,484.00 0.19% 10,233 +18.18%
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.25%
Equity
World
1,479.00 0.55% 302 +23.85%
iShares S&P 500 ESG UCITS ETF USD (Acc) 0.50%
Equity
United States
Social/Environmental
317.00 0.07% 71 +23.82%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.08%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.25% 1,013 -
Amundi Prime USA UCITS ETF DR (C) 0.41%
Equity
United States
475.00 0.05% 37 +22.90%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc 0.21%
Equity
World
Social/Environmental
2,010.00 0.26% 530 +19.59%
iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) 0.39%
Equity
United States
Social/Environmental
552.00 0.10% 139 +23.86%
Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.09%
Equity
North America
Social/Environmental
Climate Change
609.00 0.15% 33 +19.99%
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF 0.36%
Equity
North America
Social/Environmental
501.00 0.15% 225 +18.27%
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.36%
Equity
United States
609.00 0.12% 76 +23.70%
UBS ETF (IE) MSCI World Socially Responsible UCITS ETF (hedged to CHF) A-acc 1.01%
Equity
World
Social/Environmental
410.00 0.22% 102 +23.35%
UBS ETF (IE) MSCI USA Socially Responsible UCITS ETF (hedged to CHF) A-acc 1.52%
Equity
United States
Social/Environmental
183.00 0.22% 24 +23.51%
HSBC Developed World Sustainable Equity UCITS ETF USD 0.03%
Equity
World
Social/Environmental
826.00 0.18% 140 +15.57%
Xtrackers S&P 500 UCITS ETF 2C GBP hedged 0.38%
Equity
United States
502.00 0.09% 389 +26.62%
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.38%
Equity
United States
502.00 0.12% 0 -
UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis 0.36%
Equity
United States
609.00 0.14% 416 +22.40%

Performance

Returns overview

YTD +8.40%
1 month +11.09%
3 months +27.13%
6 months +15.28%
1 year +24.68%
3 years +67.40%
5 years +135.62%
Since inception (MAX) +280.04%
2023 +19.64%
2022 +22.84%
2021 +25.14%
2020 +9.80%

Monthly returns in a heat map

Risk

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

Volatility 1 year 27.86%
Volatility 3 years 28.11%
Volatility 5 years 31.21%
Return per risk 1 year 0.89
Return per risk 3 years 0.67
Return per risk 5 years 0.60
Maximum drawdown 1 year -20.42%
Maximum drawdown 3 years -22.81%
Maximum drawdown 5 years -39.39%
Maximum drawdown since inception -41.92%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.