NextEra Energy, Inc.

ISIN US65339F1012

WKN A1CZ4H

Market cap (in EUR)

143,854 m

Country

United States

Sector

Utilities

Dividend yield

2.79%

Overview

Quote

Description

NextEra Energy, Inc. engages in the provision of renewable energy. It operates through the following segments: FPL and NEER. The FPL segment involves the generation, transmission, distribution, and sale of electric energy in Florida. The NEER segment produces electricity from clean and renewable sources, including wind and solar. The company was founded on December 28, 1925 and is headquartered in Juno Beach, FL.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	143,854 m
EPS, EUR	2.85
P/B ratio	3.1
P/E ratio	25.8
Dividend yield	2.79%

Income statement (2024)

Revenue, EUR	22,563 m
Net income, EUR	6,421 m
Profit margin	28.46%

What ETF is NextEra Energy, Inc. in?

There are 278 ETFs which contain NextEra Energy, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of NextEra Energy, Inc. is the SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.20%	Equity World	678
Xtrackers MSCI USA Screened UCITS ETF 1C	0.30%	Equity United States Social/Environmental	216
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	664
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.14%	Equity United States Social/Environmental Climate Change	479
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	703
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental	13,581
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Low Volatility/Risk Weighted	79
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.28%	Equity United States Social/Environmental	6
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.28%	Equity United States	50
SPDR S&P 500 UCITS ETF (Acc)	0.29%	Equity United States	11,344
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.37%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD dis	0.20%	Equity World	1,259
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	8.43%	Equity World Utilities Social/Environmental	7
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.29%	Equity United States	46
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	12.17%	Equity United States Utilities	677
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental	1,640
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	35
Guinness Sustainable Energy UCITS ETF Accumulating	4.11%	Equity World Social/Environmental Climate Change	15
iShares MSCI ACWI UCITS ETF USD (Dist)	0.18%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.19%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.63%	Equity United States Value	423
Amundi Core MSCI USA UCITS ETF Acc	0.29%	Equity United States	2,538
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.14%	Equity United States Social/Environmental Climate Change	2,044
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.13%	Equity United States Social/Environmental Climate Change	425
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.62%	Equity United States Social/Environmental	1,053
iShares World Equity High Income UCITS ETF USD (Dist)	0.38%	Equity World Social/Environmental	147
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.29%	Equity United States Social/Environmental	1,065
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	305
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.23%	Equity United States Multi-Factor Strategy	157
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.29%	Equity United States	856
iShares Global Infrastructure UCITS ETF USD (Dist)	5.70%	Equity World Infrastructure	1,481
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	32
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.51%	Equity United States Social/Environmental	36
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	14
Fidelity Global Quality Income UCITS ETF ACC-USD	0.56%	Equity World Dividend	11
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.28%	Equity United States Social/Environmental Multi-Asset Strategy	22
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.50%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.17%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.67%	Equity World Covered Call Alternative Investments	72
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.18%	Equity World	29
Xtrackers MSCI World UCITS ETF 1D	0.20%	Equity World	4,480
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.54%	Equity United States Covered Call Alternative Investments	15
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.62%	Equity United States Social/Environmental	9,072
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.36%	Equity United States Social/Environmental Climate Change	166
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	1
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.28%	Equity United States	574
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.28%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	200
UBS MSCI ACWI Universal UCITS ETF USD dis	0.25%	Equity World Social/Environmental	1,909
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.27%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.20%	Equity World	684
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.40%	Equity World Social/Environmental	1
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.69%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	186
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	11.38%	Equity World Utilities Social/Environmental	280
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.45%	Equity World Dividend	6,303
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.29%	Equity United States	61
L&G Clean Energy UCITS ETF	1.83%	Equity World Utilities Social/Environmental Clean Energy	288
iShares Core S&P 500 UCITS ETF USD (Dist)	0.29%	Equity United States	17,579
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.28%	Equity United States Social/Environmental	229
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.17%	Equity World Multi-Asset Strategy	861
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.56%	Equity World Multi-Factor Strategy	9
iShares Global Infrastructure UCITS ETF USD (Acc)	5.70%	Equity World Infrastructure	71
HSBC MSCI World UCITS ETF USD	0.20%	Equity World	12,583
UBS Core S&P 500 UCITS ETF hEUR acc	0.29%	Equity United States	256
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	1
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.29%	Equity United States	57
L&G Global Equity UCITS ETF	0.21%	Equity World Social/Environmental	949
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.45%	Equity World Dividend	1,375
Invesco MSCI World Universal Screened UCITS ETF Acc	0.32%	Equity World Social/Environmental	205
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.25%	Equity World Social/Environmental	65
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.25%	Equity World Social/Environmental	1,375
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.40%	Equity World Social/Environmental	166
Xtrackers MSCI USA UCITS ETF 1C	0.28%	Equity United States	9,414
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.28%	Equity United States	327
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.19%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.25%	Equity World Social/Environmental	196
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.20%	Equity World	955
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.22%	Equity World Social/Environmental	115
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.28%	Equity United States	466
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	10
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.10%	Equity United States Large Cap	19
Amundi Core MSCI World UCITS ETF Acc	0.21%	Equity World	8,682
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.45%	Equity World Social/Environmental	5,236
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.28%	Equity United States	43
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	651
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.20%	Equity World	108,739
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.29%	Equity United States	2,986
SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	12.26%	Equity United States Utilities	150
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.36%	Equity United States Covered Call Alternative Investments	52
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	1.33%	Equity North America Dividend	110
iShares Core S&P 500 UCITS ETF USD (Acc)	0.29%	Equity United States	115,138
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	70
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.29%	Equity United States	104
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.39%	Equity World Technology Blockchain	760
L&G US Equity UCITS ETF	0.29%	Equity United States Social/Environmental	1,050
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.40%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.28%	Equity United States	1,202
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.18%	Equity World	18,763
Xtrackers Global Infrastructure ESG UCITS ETF 1C 1C	3.43%	Equity World Infrastructure Social/Environmental	7
UBS MSCI USA Universal UCITS ETF USD acc	0.43%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.51%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.17%	Equity World	6,924
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.38%	Equity World	107
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.37%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.28%	Equity United States	2,704
Fidelity Global Quality Income UCITS ETF INC-USD	0.56%	Equity World Dividend	670
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.37%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.35%	Equity World	5
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Social/Environmental	180
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	959
Xtrackers S&P 500 UCITS ETF 4D	0.28%	Equity United States	2
Xtrackers MSCI World Screened UCITS ETF 1C	0.21%	Equity World Social/Environmental	62
UBS Core S&P 500 UCITS ETF USD dis	0.29%	Equity United States	1,059
UBS Core S&P 500 UCITS ETF hCHF acc	0.29%	Equity United States	488
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	87
L&G S&P 100 UCITS ETF USD Acc	0.40%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.28%	Equity United States	510
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.83%	Equity United States Buffer Alternative Investments	6
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.35%	Equity United States Social/Environmental Climate Change	422
UBS Core MSCI World UCITS ETF USD acc	0.20%	Equity World	4,889
JPMorgan Active US Value UCITS ETF USD (acc)	0.92%	Equity United States Value	60
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.69%	Equity World Social/Environmental Climate Change	434
Fidelity US Quality Income UCITS ETF ACC-USD	0.90%	Equity United States Dividend	230
iShares Core MSCI World UCITS ETF USD (Dist)	0.20%	Equity World	413
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	7,397
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.36%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.51%	Equity United States Social/Environmental	2,873
Xtrackers MSCI World Utilities UCITS ETF 1C	7.73%	Equity World Utilities	489
Invesco FTSE RAFI All World 3000 UCITS ETF	0.16%	Equity World Fundamental/Quality	127
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	168
SPDR S&P US Dividend Aristocrats UCITS ETF	1.36%	Equity United States Dividend	2,814
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.40%	Equity World Social/Environmental	2
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.18%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.28%	Equity United States	2,791
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	1.35%	Equity United States Social/Environmental	5
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.20%	Equity World	26
Amundi Prime All Country World UCITS ETF Acc	0.19%	Equity World	485
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.08%	Equity World Low Volatility/Risk Weighted	148
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR R Acc	0.28%	Equity United States Social/Environmental	321
UBS MSCI World UCITS ETF USD dis	0.21%	Equity World	1,343
Vanguard FTSE Developed World UCITS ETF Acc	0.20%	Equity World	4,746
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.45%	Equity World Social/Environmental	1,684
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	383
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	467
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.36%	Equity United States Covered Call Alternative Investments	2,131
Fidelity US Quality Income UCITS ETF INC-USD	0.90%	Equity United States Dividend	1,212
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.16%	Equity World	3,891
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.67%	Equity World Covered Call Alternative Investments	1,115
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.62%	Equity United States Low Volatility/Risk Weighted	55
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.90%	Equity United States Dividend	6
Franklin S&P 500 Screened UCITS ETF Acc	0.49%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental	1,378
SPDR S&P 500 UCITS ETF (Dist)	0.29%	Equity United States	15,316
SPDR MSCI World UCITS ETF	0.20%	Equity World	13,408
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	40
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.16%	Equity World	68
Vanguard FTSE Developed World UCITS ETF Distributing	0.20%	Equity World	3,524
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.56%	Equity World Dividend	18
Invesco FTSE RAFI US 1000 UCITS ETF	0.38%	Equity United States Fundamental/Quality	573
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.27%	Equity North America	2,045
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	5.70%	Equity World Infrastructure	40
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.54%	Equity United States Covered Call Alternative Investments	219
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.25%	Equity World Social/Environmental	671
HSBC S&P 500 UCITS ETF USD	0.29%	Equity United States	7,131
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.14%	Equity United States Social/Environmental Climate Change	2,386
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	34
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	812
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.28%	Equity United States	475
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.20%	Equity World	310
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.20%	Equity World	31
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.19%	Equity World Social/Environmental	4,841
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	11.38%	Equity World Utilities Social/Environmental	9
Invesco FTSE All-World UCITS ETF Acc	0.18%	Equity World	2,069
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.29%	Equity United States	25,561
UBS Core MSCI USA UCITS ETF USD acc	0.28%	Equity United States	2,077
iShares MSCI World Screened UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	879
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	7,202
HSBC MSCI World UCITS ETF CHF hedged	0.20%	Equity World	49
iShares MSCI World Screened UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,457
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.21%	Equity World	1,663
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.25%	Equity World Social/Environmental	288
Amundi Core MSCI USA UCITS ETF Dist	0.29%	Equity United States	-
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.08%	Equity World Low Volatility/Risk Weighted	259
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.25%	Equity World Social/Environmental	106
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.27%	Equity North America	2,488
Xtrackers S&P 500 UCITS ETF 4C	0.28%	Equity United States	909
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.62%	Equity United States Social/Environmental	944
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.45%	Equity World Social/Environmental	769
Amundi MSCI New Energy UCITS ETF Acc	7.42%	Equity World Utilities Social/Environmental Clean Energy	9
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.30%	Equity United States Social/Environmental	90
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.62%	Equity United States Low Volatility/Risk Weighted	1,344
iShares MSCI World UCITS ETF (Dist)	0.20%	Equity World	7,443
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.92%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	68
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.56%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.20%	Equity World	1,497
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.90%	Equity United States Dividend	53
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.29%	Equity United States	7,825
SPDR S&P 500 EUR Hedged UCITS ETF	0.29%	Equity United States	2,343
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.18%	Equity World	26,195
HSBC MSCI World UCITS ETF USD (Acc)	0.20%	Equity World	1,419
Xtrackers MSCI USA UCITS ETF 1D	0.28%	Equity United States	252
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.17%	Equity World Multi-Factor Strategy	141
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental	4,507
iShares MSCI North America UCITS ETF	0.27%	Equity North America	1,115
Amundi MSCI New Energy UCITS ETF Dist	7.42%	Equity World Utilities Social/Environmental Clean Energy	574
Franklin US Mega Cap 100 UCITS ETF Acc	0.37%	Equity United States Large Cap	121
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.62%	Equity United States Social/Environmental	51
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.29%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.20%	Equity World	36
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.24%	Equity World Social/Environmental	256
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.19%	Equity World Social/Environmental	1
iShares MSCI ACWI UCITS ETF USD (Acc)	0.18%	Equity World	21,156
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.35%	Equity United States Social/Environmental Climate Change	1
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.29%	Equity United States	43,435
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.17%	Equity World	944
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.40%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,144
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.17%	Equity World Multi-Factor Strategy	762
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.21%	Equity World	4,686
Invesco FTSE All-World UCITS ETF Dist	0.18%	Equity World	179
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.62%	Equity United States Low Volatility/Risk Weighted	99
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.28%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	84
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.56%	Equity World Dividend	54
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.19%	Equity United States Multi-Factor Strategy	89
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental	13,883
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.28%	Equity United States	61
JPMorgan Climate Change Solutions UCITS ETF USD (Acc)	4.44%	Equity World Social/Environmental Climate Change	69
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	2,070
Xtrackers MSCI World UCITS ETF 1C	0.20%	Equity World	16,137
JPMorgan Active US Equity UCITS ETF USD (acc)	1.35%	Equity United States Social/Environmental	48
iShares World Equity High Income UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	11
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	1
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	39
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.25%	Equity World Social/Environmental Climate Change	15
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	965
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	1,225
UBS Core S&P 500 UCITS ETF USD acc	0.29%	Equity United States	885
Amundi Prime All Country World UCITS ETF Dist	0.19%	Equity World	2,193
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.62%	Equity United States	108
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.25%	Equity World Social/Environmental	1,215
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.22%	Equity World Social/Environmental	78
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.08%	Equity United States Social/Environmental	524
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.30%	Equity United States Social/Environmental	887
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.30%	Equity United States Low Volatility/Risk Weighted	119
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.31%	Equity United States Social/Environmental	1,345
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.28%	Equity United States	260
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.18%	Equity World	13
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.87%	Equity United States Social/Environmental Climate Change	2
SPDR MSCI World Utilities UCITS ETF USD	7.84%	Equity World Utilities	41
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	244
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.28%	Equity United States	520
Franklin US Dividend Tilt UCITS ETF (Dis)	0.21%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	1,043
Fidelity US Quality Value UCITS ETF ACC-USD	0.92%	Equity United States Multi-Factor Strategy	5
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.29%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.28%	Equity United States	460

Performance

Returns overview

YTD	+0.15%
1 month	-5.09%
3 months	+13.91%
6 months	+8.62%
1 year	-0.41%
3 years	-19.52%
5 years	-1.14%
Since inception (MAX)	+14.95%
2024	+26.84%
2023	-33.99%
2022	-7.74%
2021	+25.28%

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).