LPL Financial Holdings

ISIN US50212V1008

WKN A1JZ6S

Market cap (in EUR)

25,312 m

Country

United States

Sector

Finance

Dividend yield

0.33%

Overview

Quote

Trade with your broker

Description

LPL Financial Holdings, Inc. serves the advisor-mediated marketplace as the nation’s independent broker-dealer and is an investment advisory firm and a custodian. It offers integrated technology solutions, brokerage & advisory platforms, clearing, compliance, business and planning and advice services, consultative practice management programs and training. The company provides personalized financial guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL Financial Holdings was founded in 1989 and is headquartered in San Diego, CA.

Show more Show less

Finance Investment Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	25,312 m
EPS, EUR	9.84
P/B ratio	5.9
P/E ratio	34.0
Dividend yield	0.33%

Income statement (2024)

Revenue, EUR	11,450 m
Net income, EUR	979 m
Profit margin	8.55%

What ETF is LPL Financial Holdings in?

There are 201 ETFs which contain LPL Financial Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of LPL Financial Holdings is the VanEck Morningstar US SMID Moat UCITS ETF A.

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	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.02%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	669
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	200
Deka MSCI USA Climate Change ESG UCITS ETF	0.05%	Equity United States Social/Environmental Climate Change	698
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	665
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	687
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.08%	Equity World Fundamental/Quality	3,627
SPDR MSCI World Financials UCITS ETF	0.23%	Equity World Financials	293
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	13,552
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	-
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	343
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,215
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.03%	Equity World Fundamental/Quality	7
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	21
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,615
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	0
Deka MSCI World Climate Change ESG UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	1,475
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	62
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,491
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	487
Franklin U.S. Equity UCITS ETF	0.13%	Equity United States Multi-Factor Strategy	62
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.09%	Equity United States Fundamental/Quality	24
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.09%	Equity United States Multi-Factor Strategy	168
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	329
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.04%	Equity United States Social/Environmental	36
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,673
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	22
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.09%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	29
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,861
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.04%	Equity United States Social/Environmental Climate Change	165
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	1,899
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.08%	Equity World Fundamental/Quality	2,189
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	644
WisdomTree Megatrends UCITS ETF USD	0.03%	Equity World Social/Environmental Innovation	30
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,396
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental	321
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.03%	Equity World Fundamental/Quality	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.02%	Equity United States Multi-Factor Strategy	97
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.10%	Equity United States	39
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Low Volatility/Risk Weighted Climate Change	58
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.30%	Equity United States Multi-Factor Strategy	35
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.02%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.05%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,580
Amundi Russell 1000 Growth UCITS ETF Acc	0.09%	Equity United States Growth	569
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	204
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.03%	Equity World Fundamental/Quality	293
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,319
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	165
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	9,332
Xtrackers MSCI World Momentum ESG UCITS ETF	0.32%	Equity World Momentum	204
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	275
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	326
UBS MSCI World Selection UCITS ETF hEUR dis	0.07%	Equity World Social/Environmental	286
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	840
UBS MSCI World Selection UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	217
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	952
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.03%	Equity World Social/Environmental	113
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	464
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.05%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	8,682
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.04%	Equity World Social/Environmental	5,203
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.11%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.09%	Equity World Financials Social/Environmental	543
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.09%	Equity United States Social/Environmental	710
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	59
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.06%	Equity World Momentum	2,912
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.04%	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
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	108,360
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.06%	Equity World Fundamental/Quality	2
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.05%	Equity North America Social/Environmental	315
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	630
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,194
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	18,707
UBS MSCI USA Universal UCITS ETF USD acc	0.05%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.04%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.03%	Equity World Fundamental/Quality	630
SPDR MSCI All Country World UCITS ETF (Acc)	0.03%	Equity World	6,772
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Momentum UCITS ETF 1C	0.06%	Equity World Momentum	1,565
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,696
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	5
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	180
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	945
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.06%	Equity World Low Volatility/Risk Weighted Climate Change	4
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	705
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	-
Xtrackers MSCI USA ESG UCITS ETF 1C	0.10%	Equity United States Social/Environmental	8,269
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.05%	Equity United States Fundamental/Quality	37
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	500
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	4,807
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.30%	Equity United States Mid Cap	264
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	412
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	2,858
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	4
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.05%	Equity United States Fundamental/Quality	150
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	2,753
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	26
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,338
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	4,728
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.04%	Equity World Social/Environmental	1,679
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	459
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.02%	Equity World	3,882
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.09%	Equity United States Social/Environmental	10
UBS MSCI USA Selection UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	2,225
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,370
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.03%	Equity World	13,319
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.02%	Equity World	67
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,521
Invesco FTSE RAFI US 1000 UCITS ETF	0.02%	Equity United States Fundamental/Quality	568
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,027
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	747
HSBC USA SCREENED EQUITY UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	694
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	471
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	244
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	118
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	31
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,777
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	2,065
UBS MSCI World Selection UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	44
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	0.05%	Equity United States	2,065
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	821
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.10%	Equity United States Social/Environmental	130
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	7,221
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Mid Cap	321
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,445
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	820
iShares Ageing Population UCITS ETF	0.45%	Equity World Health Care Social/Environmental Ageing Population	541
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	313
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	526
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	107
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,442
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.04%	Equity World Social/Environmental	767
UBS MSCI World Selection UCITS ETF USD acc	0.07%	Equity World Social/Environmental	709
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	90
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,454
VanEck Morningstar US SMID Moat UCITS ETF A	0.76%	Equity United States Small Cap Moat	11
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,490
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	26,098
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,406
Invesco Global Active Defensive ESG Equity UCITS ETF Dist	0.06%	Equity World Low Volatility/Risk Weighted Climate Change	1
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	245
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	141
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,503
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,111
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.07%	Equity World Social/Environmental	254
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.05%	Equity United States	2
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.08%	Equity United States Growth	460
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	21,112
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.02%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	942
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	1
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	756
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,678
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	178
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.05%	Equity United States Fundamental/Quality	549
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.05%	Equity United States	72
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.30%	Equity United States Multi-Factor Strategy	88
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	13,831
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,070
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,225
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.06%	Equity World Social/Environmental Catholic principles	143
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.06%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,180
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	876
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.11%	Equity United States Momentum	582
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.05%	Equity United States Social/Environmental	1,343
Xtrackers MSCI World Financials UCITS ETF 1C	0.19%	Equity World Financials	2,446
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	98
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	13
Finanzen.net MSCI World UCITS ETF Acc	0.03%	Equity World	6
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	457

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€

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	+0.95%
1 month	-2.15%
3 months	+11.58%
6 months	-4.22%
1 year	+1.60%
3 years	-
5 years	-
Since inception (MAX)	+51.72%
2024	+52.62%
2023	-
2022	-
2021	-

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).