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Franklin Resources, Inc.

ISIN US3546131018

WKN 870315

Market cap (in EUR)

14,943 m

Country

United States

Sector

Finance

Dividend yield

3.78%

Overview

Quote

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Description

Franklin Resources, Inc. is a holding company, which engages in the provision of investment management and related services. The firm offers services and products under various distinct brand names, including, but not limited to, Franklin, Templeton, Legg Mason, Benefit Street Partners, Brandywine Global Investment Management, Clarion Partners, ClearBridge Investments, Fiduciary Trust Company International, Franklin Mutual Series, K2 Advisors, Lexington Partners, Putnam Investments, Alcentra, Royce Investment Partners and Western Asset Management Company. It provides investment management and related services to retail, institutional and high-net-worth investors in jurisdictions worldwide. The company was founded by Rupert H. Johnson, Sr. in 1947 and is headquartered in San Mateo, CA.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	14,943 m
EPS, EUR	1.26
P/B ratio	1.5
P/E ratio	23.6
Dividend yield	3.78%

Income statement (2025)

Revenue, EUR	7,913 m
Net income, EUR	427 m
Profit margin	5.40%

What ETF is Franklin Resources, Inc. in?

There are 186 ETFs which contain Franklin Resources, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Franklin Resources, Inc. is the UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis.

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Small Cap Climate Change	489
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.03%	Equity United States Multi-Factor Strategy	8
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.03%	Equity United States Social/Environmental	388
BNP Paribas Easy S&P 500 UCITS ETF	0.02%	Equity United States	174
Xtrackers S&P 500 Swap UCITS ETF 1C	0.02%	Equity United States	3,767
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.09%	Equity World Small Cap	16
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	11,434
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.45%	Equity United States Dividend	42
Invesco RAFI All-World Fundamental Value UCITS ETF	0.04%	Equity World Value	349
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	136
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	561
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.45%	Equity United States Dividend	3,264
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.02%	Equity United States	14,052
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.08%	Equity United States Social/Environmental	102
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD dis	0.37%	Equity World Small Cap Climate Change	67
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.03%	Equity United States Social/Environmental	616
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.02%	Equity United States	17,462
WisdomTree US High Dividend UCITS ETF EUR Hedged Acc	0.59%	Equity United States Dividend	1
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.02%	Equity United States	559
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.02%	Equity United States	206
Xtrackers S&P 500 Swap UCITS ETF 1D	0.02%	Equity United States	4,016
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	613
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.02%	Equity United States	272
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	2.35%	Equity United States Dividend	21
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	8,156
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	60
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity United States Social/Environmental	11
Amundi S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	5
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc	0.00%	Equity World Multi-Asset Strategy	0
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	3,688
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	577
CT QR Series US Equity Active UCITS ETF USD Acc	0.05%	Equity United States Fundamental/Quality	82
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.02%	Equity United States	19,296
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	291
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.02%	Equity United States	26
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	413
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	234
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity United States Social/Environmental	1,535
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	72
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.12%	Equity United States Small Cap	2,534
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	1,762
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	0.13%	Equity United States Multi-Factor Strategy	1
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.09%	Equity World Small Cap	140
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.01%	Equity United States	1,158
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.02%	Equity United States	1,886
WisdomTree US High Dividend UCITS ETF Dist	0.59%	Equity United States Dividend	55
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.06%	Equity United States Value	1,128
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.07%	Equity United States Mid Cap	4
HSBC MSCI World Small Cap Screened UCITS ETF USD (Acc)	0.17%	Equity World Small Cap	66
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.16%	Equity United States Small Cap	42
HSBC S&P 500 UCITS ETF USD	0.02%	Equity United States	8,999
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	3.38%	Equity United States Dividend	6
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.76%	Equity World Dividend	22
BNP Paribas Easy S&P 500 UCITS ETF EUR	0.02%	Equity United States	3,613
Ossiam S&P 500 UCITS ETF 1C (EUR)	0.02%	Equity United States	819
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.13%	Equity United States Financials	613
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,312
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	2,192
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.21%	Equity United States Equal Weighted	9
First Trust US Momentum UCITS ETF Class A USD ACC	0.12%	Equity United States Momentum	87
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.02%	Equity United States	2,261
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.21%	Equity United States Equal Weighted	1,019
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	450
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.43%	Equity World Small Cap	175
Vanguard FTSE Global Small-Cap UCITS ETF USD Dist	0.09%	Equity World Small Cap	10
Invesco S&P 500 Scored & Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	3,181
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	33,058
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.02%	Equity United States	60
Deka S&P 500 UCITS ETF	0.02%	Equity United States	164
WisdomTree S&P 500	0.02%	Equity United States	194
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	362
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental	63
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.21%	Equity United States Equal Weighted	0
WisdomTree US High Dividend UCITS ETF Acc	0.59%	Equity United States Dividend	90
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.14%	Equity World Small Cap	10
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.03%	Equity United States Multi-Factor Strategy	113
ODDO BHF Global Balanced Allocation Active UCITS ETF C	0.00%	Equity World Multi-Asset Strategy	11
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	659
WisdomTree US Value UCITS ETF USD (Acc)	0.26%	Equity United States Value	13
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.02%	Equity United States	144
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.02%	Equity United States	23
UBS MSCI World Small Cap Socially Responsible UCITS ETF USD acc	0.37%	Equity World Small Cap Climate Change	641
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.02%	Equity United States	5,309
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.02%	Equity United States Value	1,068
Amundi S&P 500 Swap UCITS ETF USD Acc	0.02%	Equity United States	3,441
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	73
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	2,538
WisdomTree US High Dividend UCITS ETF GBP Hedged Acc	0.59%	Equity United States Dividend	1
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,708
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity World Small Cap	416
ODDO BHF Global Equity Active UCITS ETF Acc - CGP	0.00%	Equity World Social/Environmental	0
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.08%	Equity United States Social/Environmental	462
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	5,009
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	20,729
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.21%	Equity United States Equal Weighted	109
UBS MSCI World Small Cap UCITS ETF USD acc	0.09%	Equity World Small Cap	41
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.88%	Equity United States Low Volatility/Risk Weighted	373
Invesco S&P 500 Equal Weight UCITS ETF	0.21%	Equity United States Equal Weighted	1,112
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.13%	Equity United States Small Cap	84
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.02%	Equity United States Social/Environmental	1,380
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	2
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental	23
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	106
Invesco S&P 500 QVM UCITS ETF	0.15%	Equity United States Multi-Factor Strategy	60
WisdomTree Global Value UCITS ETF USD (Acc)	0.17%	Equity World Value	3
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.02%	Equity United States Value	149
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	2,729
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	9,094
Vanguard FTSE Global Small-Cap UCITS ETF USD Acc	0.09%	Equity World Small Cap	31
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.03%	Equity United States Multi-Factor Strategy	29
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	913
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	220
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	245
UBS MSCI USA Small Cap Selection UCITS ETF USD acc	0.29%	Equity United States Small Cap	230
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	437
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.02%	Equity United States	143
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.07%	Equity World Small Cap	46
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	2,464
Invesco S&P 500 UCITS ETF	0.02%	Equity United States	39,246
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	131
CT QR Series US Equity Active UCITS ETF USD Dist	0.05%	Equity United States Fundamental/Quality	1
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.03%	Equity United States Social/Environmental	457
UBS S&P 500 SF UCITS ETF USD acc	0.02%	Equity United States	203
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	582
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.43%	Equity World Dividend	162
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.21%	Equity United States Equal Weighted	23
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.03%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.02%	Equity United States	47,855
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	1,447
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	4,400
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	1
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	130
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	0.13%	Equity United States Financials	3
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	34
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.02%	Equity United States Value	1
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,485
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.19%	Equity United States Small Cap	916
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	98
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.01%	Equity North America Social/Environmental	31
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.43%	Equity World Dividend	52
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	1.39%	Equity World Dividend	1,505
WisdomTree S&P 500 EUR Daily Hedged	0.02%	Equity United States	5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.02%	Equity United States	1,130
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	3.38%	Equity United States Dividend	0
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.02%	Equity United States	315
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	62
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	67
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	225
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.13%	Equity United States Small Cap	233
Invesco S&P 500 EUR Hedged UCITS ETF	0.02%	Equity United States	2,844
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.21%	Equity United States Equal Weighted	13
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	187
iShares MSCI World Small Cap UCITS ETF	0.09%	Equity World Small Cap	7,936
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	140,449
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	1,878
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	467
iShares Dow Jones US Select Dividend UCITS ETF (DE)	0.92%	Equity United States Dividend	397
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.02%	Equity United States	1
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.01%	Equity North America Social/Environmental	274
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.02%	Equity United States	2,651
Amundi Core S&P 500 Swap UCITS ETF Acc	0.02%	Equity United States	17,147
ODDO BHF Global Equity Active UCITS ETF C	0.00%	Equity World Social/Environmental	8
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	412
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	2,169
Invesco S&P 500 UCITS ETF Dist	0.02%	Equity United States	9,318
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	355
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.02%	Equity World Social/Environmental	23
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental	838
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.16%	Equity United States Small Cap	30
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.07%	Equity World Small Cap	1,748
Franklin S&P 500 Financials UCITS ETF Acc	0.13%	Equity United States Financials	1
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	81
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.13%	Equity United States Financials	2,012
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.02%	Equity United States	2,997
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.02%	Equity United States	3,390
Invesco US Enhanced Equity UCITS ETF Acc	0.13%	Equity United States Multi-Factor Strategy	214
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.02%	Equity United States Social/Environmental	99
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.01%	Equity World	24
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	1,128
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.07%	Equity United States Mid Cap	3
Amundi S&P 500 Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental	4,159
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,306
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	763
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	732
DZ BANK S&P 500 UCITS ETF Acc	0.02%	Equity United States	6

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 €	10000	View offer*
0.95 €	5740	View offer*
1.00 €	2500	View offer*
0.00 €	8045	View offer*

Show all offers

Source: justETF Research; as of 10/2026. 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 AG. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

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 10/2026. 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 AG. This means that we are economically connected, but operate with editorial independence. Conflicts of interest are avoided because brokers — including Scalable — are evaluated according to uniform, objective criteria. You can view these in our transparent rating system. Ultimately, it’s up to you to decide how and with whom you want to invest.

Performance

Returns overview

YTD	+40.84%
1 month	-3.64%
3 months	-4.28%
6 months	+42.02%
1 year	+45.61%
3 years	+27.00%
5 years	+10.00%
Since inception (MAX)	+62.33%
2025	+5.79%
2024	-28.86%
2023	+8.41%
2022	-16.06%

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).