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First Citizens Bncsh /NC

ISIN US31946M1036

WKN 925298

Market cap (in EUR)

21,011 m

Country

United States

Sector

Finance

Dividend yield

0.39%

Overview

Quote

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Description

First Citizens BancShares, Inc. is a bank holding company, which provides retail and commercial banking services through its subsidiaries. The company operates under the following segments: General Banking, Commercial Banking, Rail, and Corporate. The General Banking delivers services to individuals through branch networks. The Commercial Banking provides lending, leasing and other financial and advisory services to small and middle market companies. The Rail segment deals with the provision of equipment leasing and secured financing for railroads and shippers. The Corporate segment is comprised of investment securities and interest bearing cash. The company was founded on August 7, 1986 and is headquartered in Raleigh, NC.

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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR	21,011 m
EPS, EUR	150.06
P/B ratio	1.2
P/E ratio	12.2
Dividend yield	0.39%

Income statement (2025)

Revenue, EUR	12,825 m
Net income, EUR	1,955 m
Profit margin	15.25%

What ETF is First Citizens Bncsh /NC in?

There are 184 ETFs which contain First Citizens Bncsh /NC. All of these ETFs are listed in the table below. The ETF with the largest weighting of First Citizens Bncsh /NC is the Xtrackers MSCI USA Banks UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	19
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.03%	Equity United States Social/Environmental Climate Change	347
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.03%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,929
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.34%	Equity United States Value	64
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	954
Xtrackers MSCI USA Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	709
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	248
Deka MSCI USA Climate Change ESG UCITS ETF	0.03%	Equity United States Social/Environmental Climate Change	644
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	729
Invesco MSCI World Equal Weight UCITS ETF Acc	0.15%	Equity World Equal Weighted	1,295
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	45
Xtrackers MSCI World Value UCITS ETF 1C	0.03%	Equity World Value	4,343
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	728
State Street SPDR MSCI World Financials UCITS ETF USD	0.14%	Equity World Financials	255
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	14,177
Invesco Global Buyback Achievers UCITS ETF	0.55%	Equity World Buyback	136
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.11%	Equity United States Fundamental/Quality	174
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental	26
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	927
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,917
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	76
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,827
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.34%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,403
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,327
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.26%	Equity World Multi-Factor Strategy	930
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.03%	Equity United States Social/Environmental Climate Change	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,508
Xtrackers MSCI USA Banks UCITS ETF 1D	0.94%	Equity United States Financials	23
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	11
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,577
Deka MSCI World Climate Change ESG UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	1,704
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	85
UBS MSCI USA Value UCITS ETF USD dis	0.06%	Equity United States Value	545
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	3,472
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,395
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	525
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	15,992
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.05%	Equity United States Social/Environmental	317
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	128
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.08%	Equity United States Multi-Factor Strategy	130
Deka MSCI World UCITS ETF Distribution	0.02%	Equity World	5,025
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	615
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,899
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,600
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.01%	Equity World Social/Environmental	644
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.08%	Equity World Low Volatility/Risk Weighted	980
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.34%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.24%	Equity World Multi-Factor Strategy	0
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.09%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	90
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	667
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	390
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	298
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	134
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,690
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	151
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,642
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.05%	Equity United States Social/Environmental	134
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 1C	0.02%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,566
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,106
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,474
UBS MSCI ACWI Universal UCITS ETF USD dis	0.01%	Equity World Social/Environmental	2,180
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	705
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,030
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	389
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.03%	Equity United States Multi-Factor Strategy	109
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	5,050
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,513
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.06%	Equity United States	28
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.04%	Equity World Value	378
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.01%	Equity World Social/Environmental	268
WisdomTree US Value UCITS ETF USD (Acc)	0.74%	Equity United States Value	9
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,589
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	1,022
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.00%	Equity North America Social/Environmental Climate Change	498
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.03%	Equity United States	17
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.03%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.01%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.05%	Equity United States Value	479
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,780
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.11%	Equity United States Value	404
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity United States Social/Environmental	159
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.10%	Equity World Low Volatility/Risk Weighted	2,210
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,854
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.01%	Equity World Social/Environmental	59
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.34%	Equity United States Value	3
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.06%	Equity World Low Volatility/Risk Weighted Climate Change	451
WisdomTree Global Value UCITS ETF USD (Acc)	0.38%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,708
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	177
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.35%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.03%	Equity United States	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	40,005
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.03%	Equity United States Multi-Factor Strategy	27
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,824
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	270
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.11%	Equity United States Fundamental/Quality	1
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.01%	Equity World Social/Environmental Climate Change	158
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	13,012
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	201
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,114
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,187
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.01%	Equity World Social/Environmental	65
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.03%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	102
First Trust SMID Rising Dividend Achievers UCITS ETF Class A USD ACC	0.44%	Equity United States Dividend	312
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.01%	Equity World Social/Environmental	1,374
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	27,994
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.03%	Equity United States Social/Environmental Climate Change	25
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	10,687
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	787
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	184
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.11%	Equity World Mid Cap	7
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.03%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	1,530
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	0.02%	Equity World	18
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	570
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,202
Xtrackers MSCI USA Financials UCITS ETF 1D	0.25%	Equity United States Financials	606
iShares Edge MSCI World Value Factor UCITS ETF	0.04%	Equity World Value	6,278
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	25
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,110
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,328
Deka MSCI USA UCITS ETF	0.03%	Equity United States	409
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	21
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.11%	Equity United States Fundamental/Quality	567
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.28%	Equity World Private Equity	10
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.03%	Equity World Financials Social/Environmental	120
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.03%	Equity United States	78
iShares Edge MSCI USA Value Factor UCITS ETF	0.11%	Equity United States Value	4,066
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.35%	Equity United States Multi-Factor Strategy	115
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	14,971
Deka MSCI USA MC UCITS ETF	0.21%	Equity United States Mid Cap	50
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	34
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,829
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	118,613
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	18,689
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	520
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	93
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	236
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	751
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	967
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.03%	Equity World Social/Environmental Catholic principles	155
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	62
ODDO BHF Global Equity Active UCITS ETF (Acc)	0.01%	Equity World Social/Environmental	5
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,226
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,595
UBS MSCI USA Universal UCITS ETF USD acc	0.05%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.01%	Equity World Social/Environmental	1,241
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	700
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.00%	Equity North America Social/Environmental Climate Change	44
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.01%	Equity World	13,120
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	339
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	4,025
Xtrackers MSCI World Financials UCITS ETF 1C	0.12%	Equity World Financials	760
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	401
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.24%	Equity World Multi-Factor Strategy	224
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	760
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	251
Finanzen.net MSCI World UCITS ETF Acc	0.02%	Equity World	24
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.02%	Equity World	10
First Trust SMID Rising Dividend Achievers UCITS ETF Class B USD DIST	0.44%	Equity United States Dividend	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.10%	Equity World Low Volatility/Risk Weighted	11
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	921
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.01%	Equity World Social/Environmental Climate Change	0
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,481
Xtrackers MSCI World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	57
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Low Volatility/Risk Weighted	157
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.11%	Equity United States Fundamental/Quality	14
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	481
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	587

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 €	4500	View offer**
0.00 €	8045	View offer*
1.00 €	2500	View offer*
0.00 €	7560	View offer*
9.95 €	5000	View offer*

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Source: justETF Research; as of 6/2026. 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. 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.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. 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.

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*
		0.00 €	0.00 €	View offer*

Show all offers

Source: justETF Research; as of 6/2026. 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.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable GmbH. 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	-1.08%
1 month	+12.92%
3 months	+14.33%
6 months	+3.38%
1 year	+12.92%
3 years	-
5 years	-
Since inception (MAX)	+43.92%
2025	-8.17%
2024	+55.38%
2023	-
2022	-

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).