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Morgan Stanley

ISIN US6174464486

 | 

WKN 885836

Market cap (in EUR)
275,969 m
Country
United States
Sector
Finance
Dividend yield
1.96%
 

Overview

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Description

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.
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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR 275,969 m
EPS, EUR 9.53
P/B ratio 3.1
P/E ratio 18.5
Dividend yield 1.96%

Income statement (2025)

Revenue, EUR 106,119 m
Net income, EUR 14,946 m
Profit margin 14.08%
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Capital at risk

What ETF is Morgan Stanley in?

There are 368 ETFs which contain Morgan Stanley. All of these ETFs are listed in the table below. The ETF with the largest weighting of Morgan Stanley is the State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.24%
Equity
United States
Multi-Factor Strategy
8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.10%
Equity
World
Equal Weighted
20
UBS Core MSCI World UCITS ETF hCHF acc 0.25%
Equity
World
984
Xtrackers MSCI USA Screened UCITS ETF 1C 0.37%
Equity
United States
Social/Environmental
711
Xtrackers Portfolio UCITS ETF 1C 0.07%
Equity
World
Multi-Asset Strategy
739
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.16%
Equity
United States
Social/Environmental
Climate Change
324
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.13%
Equity
World
Social/Environmental
Multi-Asset Strategy
45
Invesco MSCI World Equal Weight UCITS ETF Acc 0.08%
Equity
World
Equal Weighted
1,271
State Street SPDR MSCI World Financials UCITS ETF USD 1.52%
Equity
World
Financials
253
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.39%
Equity
United States
Social/Environmental
14,738
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc) 0.35%
Equity
United States
3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.13%
Equity
World
Social/Environmental
Multi-Asset Strategy
27
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc 0.45%
Equity
United States
Social/Environmental
57
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc) 0.28%
Equity
World
Social/Environmental
Climate Change
8
Amundi MSCI USA Screened UCITS ETF Acc 0.38%
Equity
United States
Social/Environmental
898
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc 0.68%
Equity
United States
Social/Environmental
201
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0.52%
Equity
United States
Social/Environmental
535
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.36%
Equity
United States
15,109
UBS Core MSCI World UCITS ETF USD dis 0.25%
Equity
World
1,850
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.35%
Equity
United States
238
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.37%
Equity
United States
Equal Weighted
990
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.39%
Equity
United States
Social/Environmental
1,588
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc 0.10%
Equity
World
Equal Weighted
23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
41
iShares MSCI ACWI UCITS ETF USD (Dist) 0.22%
Equity
World
6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.24%
Equity
World
Social/Environmental
89
L&G Global Quality Dividends UCITS ETF USD Acc 0.21%
Equity
World
Dividend
25
UBS MSCI USA Value UCITS ETF USD dis 0.65%
Equity
United States
Value
488
Amundi Core MSCI USA UCITS ETF Acc 0.35%
Equity
United States
3,371
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.17%
Equity
United States
Social/Environmental
Climate Change
391
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0.16%
Equity
United States
Social/Environmental
Climate Change
1,404
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.23%
Equity
World
Social/Environmental
549
Franklin U.S. Equity UCITS ETF 0.93%
Equity
United States
Multi-Factor Strategy
72
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.35%
Equity
United States
Social/Environmental
1,055
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD 0.42%
Equity
United States
Social/Environmental
1,329
iShares World Equity High Income UCITS ETF USD (Dist) 0.28%
Equity
World
Social/Environmental
364
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.57%
Equity
United States
Multi-Factor Strategy
133
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.24%
Equity
World
615
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc) 0.11%
Equity
World
Multi-Factor Strategy
223
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.35%
Equity
United States
Social/Environmental
50
Invesco MSCI USA Universal Screened UCITS ETF Dist 0.61%
Equity
United States
Social/Environmental
38
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.23%
Equity
World
29
Amundi MSCI World ESG Selection UCITS ETF Acc 0.49%
Equity
World
Social/Environmental
1,780
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.53%
Equity
World
Multi-Factor Strategy
3
JPMorgan US Value Equity Active UCITS ETF USD (dist) 0.84%
Equity
United States
Value
6
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD 2.81%
Equity
United States
Financials
545
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.29%
Equity
World
Social/Environmental
Climate Change
413
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc 0.42%
Equity
United States
Social/Environmental
Multi-Asset Strategy
20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.59%
Equity
United States
2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.22%
Equity
World
91
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.19%
Equity
World
51
Xtrackers MSCI World UCITS ETF 1D 0.22%
Equity
World
4,961
Xtrackers MSCI World ESG UCITS ETF 1C 0.55%
Equity
World
Social/Environmental
5,255
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.35%
Equity
United States
Social/Environmental
10,250
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc) 0.06%
Equity
United States
Covered Call
Alternative Investments
35
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc) 0.64%
Equity
United States
Social/Environmental
Climate Change
10
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.48%
Equity
United States
Social/Environmental
Climate Change
177
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0.97%
Equity
United States
Social/Environmental
Multi-Asset Strategy
0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.37%
Equity
United States
Equal Weighted
1,231
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.35%
Equity
United States
441
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist) 0.06%
Equity
United States
Covered Call
Alternative Investments
40
UBS MSCI ACWI Universal UCITS ETF USD dis 0.30%
Equity
World
Social/Environmental
2,310
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Acc 0.27%
Equity
World
Social/Environmental
Climate Change
1,585
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist 0.40%
Equity
United States
Social/Environmental
Climate Change
2,103
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.26%
Equity
World
743
iShares MSCI USA Leaders UCITS ETF USD (Acc) 0.72%
Equity
United States
Social/Environmental
14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.16%
Equity
World
Social/Environmental
0
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.24%
Equity
United States
Multi-Factor Strategy
110
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.18%
Equity
World
Social/Environmental
70
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
226
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.47%
Equity
World
Dividend
8,292
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc 0.10%
Equity
World
Equal Weighted
35
UBS Core S&P 500 UCITS ETF hGBP dis 0.35%
Equity
United States
67
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc 0.32%
Equity
World
Social/Environmental
106
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.35%
Equity
United States
Equal Weighted
2,214
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc 0.45%
Equity
United States
Social/Environmental
412
iShares Core S&P 500 UCITS ETF USD (Dist) 0.35%
Equity
United States
18,988
HSBC MSCI World Climate Paris Aligned UCITS ETF 0.28%
Equity
World
Social/Environmental
Climate Change
452
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.27%
Equity
World
Social/Environmental
Climate Change
319
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.22%
Equity
World
Social/Environmental
60
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
1,020
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.11%
Equity
World
Multi-Asset Strategy
1,108
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 0.52%
Equity
United States
Social/Environmental
20
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.64%
Equity
United States
Social/Environmental
Climate Change
502
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist) 0.41%
Equity
United States
Buffer
Alternative Investments
5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.30%
Equity
World
Social/Environmental
Climate Change
140
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) 1.87%
Equity
World
Financials
Social/Environmental
26
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.40%
Equity
United States
Multi-Factor Strategy
39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc 0.35%
Equity
United States
1
Amundi Prime Global UCITS ETF Acc 0.26%
Equity
World
1,979
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.21%
Equity
World
Social/Environmental
Multi-Asset Strategy
26
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.24%
Equity
United States
Multi-Factor Strategy
27
HSBC MSCI World UCITS ETF USD 0.26%
Equity
World
13,311
UBS Core S&P 500 UCITS ETF hEUR acc 0.35%
Equity
United States
225
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0.97%
Equity
United States
Social/Environmental
Multi-Asset Strategy
8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.35%
Equity
United States
111
L&G Global Equity UCITS ETF 0.26%
Equity
World
Social/Environmental
1,308
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.47%
Equity
World
Dividend
2,295
Invesco MSCI World Universal Screened UCITS ETF Acc 0.39%
Equity
World
Social/Environmental
248
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc 0.29%
Equity
World
Social/Environmental
Climate Change
1,265
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.30%
Equity
World
Social/Environmental
50
UBS Core MSCI World UCITS ETF hGBP dis 0.25%
Equity
World
103
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.30%
Equity
World
Social/Environmental
1,458
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.11%
Equity
World
Multi-Asset Strategy
81
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.16%
Equity
World
Social/Environmental
228
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc) 0.64%
Equity
United States
Social/Environmental
Climate Change
153
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.28%
Equity
United States
Social/Environmental
Climate Change
323
Xtrackers MSCI USA UCITS ETF 1C 0.34%
Equity
United States
11,016
Xtrackers MSCI World Momentum ESG UCITS ETF 0.67%
Equity
World
Momentum
254
UBS Core MSCI World UCITS ETF hEUR acc 0.25%
Equity
World
809
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.34%
Equity
United States
194
UBS MSCI World Selection UCITS ETF hEUR dis 0.47%
Equity
World
Social/Environmental
312
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged 0.55%
Equity
World
Social/Environmental
1,069
UBS MSCI World Selection UCITS ETF hCHF acc 0.47%
Equity
World
Social/Environmental
292
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
16
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.23%
Equity
World
19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD 0.36%
Equity
World
Social/Environmental
231
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.25%
Equity
World
1,143
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.35%
Equity
United States
Equal Weighted
124
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc 0.26%
Equity
World
Social/Environmental
464
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.34%
Equity
United States
584
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.21%
Equity
United States
Equal Weighted
23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.35%
Equity
United States
86
L&G S&P 100 Equal Weight UCITS ETF USD Acc 1.05%
Equity
United States
Large Cap
29
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 0.36%
Equity
North America
Social/Environmental
27
Amundi Core MSCI World UCITS ETF Acc 0.25%
Equity
World
13,606
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.18%
Equity
World
Social/Environmental
5,532
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 1.47%
Equity
United States
Momentum
13
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist) 1.68%
Equity
World
Financials
Social/Environmental
119
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc) 0.47%
Equity
World
Social/Environmental
Climate Change
7
Amundi MSCI USA ESG Selection UCITS ETF Acc 0.68%
Equity
United States
Social/Environmental
458
UBS Core MSCI USA UCITS ETF hGBP acc 0.34%
Equity
United States
36
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) 0.81%
Equity
World
Momentum
4,450
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.07%
Equity
World
Multi-Asset Strategy
843
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 0.37%
Equity
United States
Social/Environmental
Climate Change
9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.13%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
iShares Core MSCI World UCITS ETF USD (Acc) 0.25%
Equity
World
122,318
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 0.35%
Equity
United States
2,202
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist) 0.47%
Equity
World
Social/Environmental
Climate Change
5
iShares Core S&P 500 UCITS ETF USD (Acc) 0.35%
Equity
United States
128,875
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.21%
Equity
World
Social/Environmental
Multi-Asset Strategy
95
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 0.36%
Equity
North America
Social/Environmental
246
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc) 0.64%
Equity
United States
Social/Environmental
Climate Change
18
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.35%
Equity
United States
155
L&G US Equity UCITS ETF 0.37%
Equity
United States
Social/Environmental
1,316
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.25%
Equity
World
771
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.25%
Equity
World
63
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.52%
Equity
United States
Social/Environmental
377
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.16%
Equity
World
Social/Environmental
56
UBS Core MSCI USA UCITS ETF USD dis 0.34%
Equity
United States
1,258
L&G Global Quality Dividends UCITS ETF USD Dist 0.21%
Equity
World
Dividend
145
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.21%
Equity
World
22,083
UBS MSCI USA Universal UCITS ETF USD acc 0.54%
Equity
United States
Social/Environmental
Climate Change
3
First Trust Value Line® Dividend Index UCITS ETF Acc 0.42%
Equity
United States
Dividend
6
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.52%
Equity
United States
Social/Environmental
907
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc 0.61%
Equity
United States
Social/Environmental
4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.22%
Equity
World
12,367
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.21%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc) 0.64%
Equity
United States
Social/Environmental
Climate Change
5
Xtrackers World Equity Enhanced Active UCITS ETF 1C 0.48%
Equity
World
Social/Environmental
408
Xtrackers MSCI World Momentum UCITS ETF 1C 0.80%
Equity
World
Momentum
1,868
iShares MSCI USA UCITS ETF (Acc) 0.35%
Equity
United States
4,130
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc) 0.38%
Equity
World
Social/Environmental
Climate Change
605
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist) 0.64%
Equity
United States
Social/Environmental
Climate Change
1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C 0.41%
Equity
United States
Social/Environmental
Climate Change
11
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.41%
Equity
World
8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc) 0.30%
Equity
World
Social/Environmental
Climate Change
3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.36%
Equity
World
Social/Environmental
260
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.36%
Equity
World
Social/Environmental
782
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc 0.22%
Equity
United States
Social/Environmental
Climate Change
1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc 0.42%
Equity
United States
Social/Environmental
104
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.23%
Equity
World
Social/Environmental
926
Amundi S&P 500 Screened UCITS ETF Acc 0.53%
Equity
United States
Social/Environmental
3,558
Amundi MSCI World Screened UCITS ETF Acc 0.27%
Equity
World
Social/Environmental
1,468
Xtrackers MSCI USA ESG UCITS ETF 1C 0.80%
Equity
United States
Social/Environmental
7,413
UBS Core S&P 500 UCITS ETF USD dis 0.35%
Equity
United States
1,175
UBS Core S&P 500 UCITS ETF hCHF acc 0.35%
Equity
United States
683
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.07%
Equity
World
Multi-Asset Strategy
109
L&G S&P 100 UCITS ETF USD Acc 0.49%
Equity
United States
Large Cap
4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.34%
Equity
United States
581
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc) 0.41%
Equity
United States
Buffer
Alternative Investments
9
UBS Core MSCI World UCITS ETF USD acc 0.25%
Equity
World
8,979
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 0.16%
Equity
United States
Social/Environmental
Climate Change
371
JPMorgan US Value Equity Active UCITS ETF USD (acc) 0.84%
Equity
United States
Value
64
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc 0.52%
Equity
United States
Social/Environmental
468
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.27%
Equity
World
Social/Environmental
Climate Change
37
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc) 0.27%
Equity
World
Social/Environmental
Climate Change
489
iShares Core MSCI World UCITS ETF USD (Dist) 0.25%
Equity
World
726
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
8,946
Invesco MSCI USA Universal Screened UCITS ETF Acc 0.61%
Equity
United States
Social/Environmental
2,565
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0.70%
Equity
World
Social/Environmental
Multi-Asset Strategy
171
Invesco RAFI All-World Fundamental Value UCITS ETF 0.22%
Equity
World
Value
217
Franklin S&P World Screened UCITS ETF Acc 0.23%
Equity
United States
Social/Environmental
Climate Change
6
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc 0.21%
Equity
United States
Social/Environmental
Climate Change
2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.16%
Equity
World
Social/Environmental
3
Amundi MSCI USA Mega Cap UCITS ETF Acc 0.58%
Equity
United States
Large Cap
9
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.19%
Equity
World
24
UBS MSCI USA NSL UCITS ETF USD acc 0.35%
Equity
United States
3,000
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.28%
Equity
United States
Social/Environmental
Climate Change
39
JPMorgan US Equity Active UCITS ETF EUR Hedged (acc) 0.75%
Equity
United States
Social/Environmental
3
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.24%
Equity
World
78
Amundi Prime All Country World UCITS ETF Acc 0.23%
Equity
World
1,822
UBS MSCI World UCITS ETF USD dis 0.24%
Equity
World
1,451
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis 0.22%
Equity
United States
Social/Environmental
Climate Change
1
Vanguard FTSE Developed World UCITS ETF Acc 0.23%
Equity
World
5,937
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.42%
Equity
United States
188
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.18%
Equity
World
Social/Environmental
1,658
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc) 0.27%
Equity
World
Social/Environmental
Climate Change
16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD 0.05%
Equity
World
Multi-Factor Strategy
944
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc 0.26%
Equity
World
Social/Environmental
502
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.27%
Equity
World
Social/Environmental
Climate Change
119
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.19%
Equity
World
5,443
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 0.73%
Equity
United States
Social/Environmental
11
UBS MSCI USA Selection UCITS ETF USD acc 0.66%
Equity
United States
Social/Environmental
2,357
Franklin S&P 500 Screened UCITS ETF Acc 0.39%
Equity
United States
Social/Environmental
Climate Change
4
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.37%
Equity
United States
Social/Environmental
1,427
CT QR Series US Equity Active UCITS ETF USD Acc 1.37%
Equity
United States
Fundamental/Quality
-
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.36%
Equity
United States
304
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.36%
Equity
United States
17,915
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc 0.49%
Equity
World
Social/Environmental
89
State Street SPDR MSCI World UCITS ETF USD Unhedged 0.25%
Equity
World
16,381
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.21%
Equity
United States
Equal Weighted
184
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.19%
Equity
World
112
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc) 0.44%
Equity
World
Multi-Factor Strategy
6
Vanguard FTSE Developed World UCITS ETF Distributing 0.23%
Equity
World
3,977
Invesco RAFI US Fundamental Value UCITS ETF Dist 0.45%
Equity
United States
Value
722
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.31%
Equity
North America
2,657
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist) 0.06%
Equity
United States
Covered Call
Alternative Investments
18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 0.06%
Equity
United States
Covered Call
Alternative Investments
329
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.30%
Equity
World
Social/Environmental
683
BNP Paribas Easy II MSCI World PAB UCITS ETF USD Dist 0.27%
Equity
World
Social/Environmental
Climate Change
1
HSBC S&P 500 UCITS ETF USD 0.35%
Equity
United States
8,178
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0.16%
Equity
United States
Social/Environmental
Climate Change
2,084
HSBC USA Screened Equity UCITS ETF USD 0.28%
Equity
United States
Social/Environmental
Climate Change
720
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc 1.50%
Equity
World
Technology
Blockchain
44
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
1,268
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.52%
Equity
United States
Social/Environmental
1,948
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.34%
Equity
United States
756
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.22%
Equity
World
398
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.25%
Equity
World
299
Franklin US Dividend Tilt UCITS ETF (Acc) 0.82%
Equity
United States
Dividend
1
Xtrackers MSCI World Screened UCITS ETF 1D 0.26%
Equity
World
Social/Environmental
130
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.24%
Equity
World
146
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.24%
Equity
World
Social/Environmental
5,796
Invesco FTSE All-World UCITS ETF Acc 0.19%
Equity
World
3,216
UBS MSCI World Selection UCITS ETF hEUR acc 0.47%
Equity
World
Social/Environmental
45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
Xtrackers MSCI World Climate Transition UCITS ETF 1C 0.26%
Equity
World
Social/Environmental
Climate Change
21
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.35%
Equity
United States
28,911
UBS Core MSCI USA UCITS ETF USD acc 0.34%
Equity
United States
2,666
iShares MSCI World Screened UCITS ETF USD (Dist) 0.27%
Equity
World
Social/Environmental
1,147
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.29%
Equity
World
Social/Environmental
Climate Change
127
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0.70%
Equity
World
Social/Environmental
Multi-Asset Strategy
49
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
330
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc) 0.39%
Equity
United States
Social/Environmental
7,699
HSBC MSCI World UCITS ETF CHF hedged 0.26%
Equity
World
86
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.22%
Equity
World
Social/Environmental
16
Xtrackers MSCI World ESG UCITS ETF 1D 0.55%
Equity
World
Social/Environmental
17
HSBC USA Screened Equity UCITS ETF USD (Dist) 0.28%
Equity
United States
Social/Environmental
Climate Change
98
iShares MSCI World Screened UCITS ETF USD (Acc) 0.27%
Equity
World
Social/Environmental
5,125
Amundi Core MSCI World UCITS ETF USD Dist 0.25%
Equity
World
1,546
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.30%
Equity
World
Social/Environmental
284
iShares MSCI ACWI Screened UCITS ETF USD (Acc) 0.24%
Equity
World
Social/Environmental
2,644
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc 0.43%
Equity
North America
Social/Environmental
Climate Change
436
Amundi Core MSCI USA UCITS ETF Dist 0.35%
Equity
United States
1,054
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.34%
Equity
United States
17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.36%
Equity
United States
21
iShares AI Adopters & Applications UCITS ETF USD (Acc) 1.97%
Equity
World
Social/Environmental
Artificial Intelligence
175
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.34%
Equity
United States
17
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.30%
Equity
World
Social/Environmental
112
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.61%
Equity
United States
Value
481
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.31%
Equity
North America
2,861
Xtrackers S&P 500 UCITS ETF 4C 0.35%
Equity
United States
1,377
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.35%
Equity
United States
Social/Environmental
1,117
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.18%
Equity
World
Social/Environmental
914
UBS MSCI World Selection UCITS ETF USD acc 0.47%
Equity
World
Social/Environmental
693
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc) 0.27%
Equity
World
Social/Environmental
Climate Change
6
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.53%
Equity
United States
Social/Environmental
1,224
iShares MSCI World UCITS ETF (Dist) 0.24%
Equity
World
8,083
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc) 0.84%
Equity
United States
Value
4
VanEck World Equal Weight Screened UCITS ETF A 0.43%
Equity
World
Equal Weighted
1,307
VanEck Multi-Asset Conservative Allocation UCITS ETF 0.18%
Equity
World
Social/Environmental
Multi-Asset Strategy
21
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) 0.03%
Equity
United States
Multi-Factor Strategy
90
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.25%
Equity
World
1,765
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.36%
Equity
United States
2,455
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.35%
Equity
United States
8,805
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.21%
Equity
World
40,076
HSBC MSCI World UCITS ETF USD (Acc) 0.26%
Equity
World
1,861
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A) 1.87%
Equity
World
Financials
Social/Environmental
1,182
Xtrackers MSCI USA UCITS ETF 1D 0.34%
Equity
United States
278
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.11%
Equity
World
Multi-Factor Strategy
205
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc) 0.36%
Equity
World
Social/Environmental
4,150
iShares MSCI North America UCITS ETF 0.33%
Equity
North America
1,327
Franklin US Mega Cap 100 UCITS ETF Acc 0.50%
Equity
United States
Large Cap
116
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.35%
Equity
United States
Social/Environmental
67
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.35%
Equity
United States
1
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc 0.32%
Equity
World
Social/Environmental
403
Invesco Global Enhanced Equity UCITS ETF Acc 0.53%
Equity
World
Multi-Factor Strategy
593
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist) 0.35%
Equity
United States
4
Invesco S&P World Financials ESG UCITS ETF Acc 1.89%
Equity
World
Financials
Social/Environmental
4
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0.52%
Equity
United States
Social/Environmental
142
BNP Paribas Easy II MSCI World PAB UCITS ETF EUR Hedged Acc 0.27%
Equity
World
Social/Environmental
Climate Change
230
CT QR Series US Equity Active UCITS ETF USD Dist 1.37%
Equity
United States
Fundamental/Quality
-
HSBC Developed World Screened Equity UCITS ETF USD (Dist) 0.27%
Equity
World
Social/Environmental
Climate Change
64
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.52%
Equity
United States
Social/Environmental
510
iShares MSCI ACWI UCITS ETF USD (Acc) 0.22%
Equity
World
28,177
HSBC S&P 500 UCITS ETF USD (Acc) 0.35%
Equity
United States
630
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.35%
Equity
United States
45,124
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.24%
Equity
United States
Multi-Factor Strategy
25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.22%
Equity
World
1,558
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.16%
Equity
World
Social/Environmental
20
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.21%
Equity
United States
Equal Weighted
3,599
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.11%
Equity
World
Multi-Factor Strategy
1,207
Xtrackers MSCI USA Financials UCITS ETF 1D 2.73%
Equity
United States
Financials
598
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.24%
Equity
World
5,227
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.66%
Equity
United States
Social/Environmental
4,628
Invesco FTSE All-World UCITS ETF Dist 0.19%
Equity
World
242
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc) 0.35%
Equity
United States
80
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
98
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.52%
Equity
United States
Social/Environmental
55
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.40%
Equity
United States
Multi-Factor Strategy
104
iShares MSCI USA Screened UCITS ETF USD (Acc) 0.37%
Equity
United States
Social/Environmental
15,527
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.35%
Equity
United States
64
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc 0.26%
Equity
World
Social/Environmental
107
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.52%
Equity
United States
Social/Environmental
165
JPMorgan US Equity Active UCITS ETF USD (dist) 0.75%
Equity
United States
Social/Environmental
5
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc 0.40%
Equity
United States
Social/Environmental
Climate Change
2,958
Amundi Prime Global UCITS ETF Dist 0.26%
Equity
World
1,569
Xtrackers MSCI USA ESG UCITS ETF 1D 0.80%
Equity
United States
Social/Environmental
305
Xtrackers MSCI World UCITS ETF 1C 0.22%
Equity
World
19,101
JPMorgan US Equity Active UCITS ETF USD (acc) 0.75%
Equity
United States
Social/Environmental
40
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.53%
Equity
World
Multi-Factor Strategy
8
iShares World Equity High Income UCITS ETF USD (Acc) 0.28%
Equity
World
Social/Environmental
16
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc 0.35%
Equity
World
Social/Environmental
Multi-Asset Strategy
63
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc 0.01%
Equity
World
Social/Environmental
Climate Change
17
iShares World Equity Enhanced Active UCITS ETF USD (Acc) 0.70%
Equity
World
Social/Environmental
Multi-Asset Strategy
1,751
iShares MSCI USA Leaders UCITS ETF USD (Dist) 0.72%
Equity
United States
Social/Environmental
1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.52%
Equity
United States
Social/Environmental
422
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.04%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.42%
Equity
United States
1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.30%
Equity
World
Social/Environmental
Climate Change
963
UBS Core S&P 500 UCITS ETF USD acc 0.35%
Equity
United States
1,485
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.31%
Equity
World
Social/Environmental
Climate Change
79
Amundi Prime All Country World UCITS ETF Dist 0.23%
Equity
World
4,196
Xtrackers US Equity Enhanced Active UCITS ETF 1C 0.82%
Equity
United States
Social/Environmental
482
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 0.49%
Equity
World
Social/Environmental
17
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.30%
Equity
World
Social/Environmental
1,283
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc 0.32%
Equity
World
Social/Environmental
15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc) 0.37%
Equity
United States
Social/Environmental
784
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.43%
Equity
North America
Social/Environmental
Climate Change
40
iShares Edge MSCI USA Momentum Factor UCITS ETF 1.47%
Equity
United States
Momentum
509
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc) 0.05%
Equity
World
Multi-Factor Strategy
4
BNP Paribas Easy MSCI USA Min TE UCITS ETF 0.39%
Equity
United States
Social/Environmental
1,166
Xtrackers MSCI World Financials UCITS ETF 1C 1.48%
Equity
World
Financials
744
iShares S&P 500 Financials Sector UCITS ETF (Acc) 2.81%
Equity
United States
Financials
1,790
Franklin Core US Enhanced Equity UCITS ETF Acc 0.21%
Equity
United States
Multi-Factor Strategy
5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.19%
Equity
World
52
Invesco US Enhanced Equity UCITS ETF Acc 0.89%
Equity
United States
Multi-Factor Strategy
85
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc 0.22%
Equity
United States
Social/Environmental
Climate Change
2
HSBC Developed World Screened Equity UCITS ETF USD 0.27%
Equity
World
Social/Environmental
Climate Change
385
Franklin US Dividend Tilt UCITS ETF (Dis) 0.82%
Equity
United States
Dividend
3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.35%
Equity
United States
660
iShares US Equity Enhanced Active UCITS ETF USD (Acc) 0.97%
Equity
United States
Social/Environmental
Multi-Asset Strategy
1,209
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist) 0.64%
Equity
United States
Social/Environmental
Climate Change
2
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.35%
Equity
United States
12
UBS MSCI USA UCITS ETF USD dis 0.35%
Equity
United States
497

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.
 
Broker Rating Execution fee Account fee
0.00 €
0.00 €
View offer**
0.00 €
0.00 €
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0.00 €
0.00 €
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0.00 €
0.00 €
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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.
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** 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 +16.32%
1 month +9.85%
3 months +18.95%
6 months +22.03%
1 year +58.36%
3 years +128.83%
5 years +139.04%
Since inception (MAX) +471.72%
2025 +27.77%
2024 +42.03%
2023 +6.27%
2022 -8.65%

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 24.30%
Volatility 3 years 28.08%
Volatility 5 years 27.79%
Return per risk 1 year 2.40
Return per risk 3 years 1.13
Return per risk 5 years 0.68
Maximum drawdown 1 year -18.66%
Maximum drawdown 3 years -33.40%
Maximum drawdown 5 years -33.40%
Maximum drawdown since inception -49.98%

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.