Rockwell Automation

ISIN US7739031091

 | 

WKN 903978

Market cap (in EUR)
39,651 m
Country
United States
Sector
Industrials
Dividend yield
1.29%
 

Overview

Quote

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Description

Rockwell Automation, Inc. engages in the provision of industrial automation and digital transformation services. It operates through the following segments: Intelligent Devices, Software & Control, and Lifecycle Services. The Intelligent Devices segment includes drives, motion, advanced material handling, safety, sensing, industrial components, and configured-to-order products. The Software & Control segment includes control and visualization software and hardware, digital twin, simulation and information software, and network and security infrastructure. The Lifecycle Services segment includes digital consulting, professional services including engineered-to-order solutions, recurring services including cybersecurity, safety, remote monitoring, and asset management, and the Sensia joint venture. The company was founded by Lynde Bradley and Stanton Allen in 1903 and is headquartered in Milwaukee, WI.
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Industrials Industrial Manufacturing Machinery Manufacturing United States

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Financials

Key metrics

Market capitalisation, EUR 39,651 m
EPS, EUR 6.94
P/B ratio 12.6
P/E ratio 53.6
Dividend yield 1.29%

Income statement (2025)

Revenue, EUR 7,559 m
Net income, EUR 786 m
Profit margin 10.39%

What ETF is Rockwell Automation in?

There are 370 ETFs which contain Rockwell Automation. All of these ETFs are listed in the table below. The ETF with the largest weighting of Rockwell Automation is the Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C 1C.
ETF Weight Investment focus Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.08%
Equity
World
Equal Weighted
9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.04%
Equity
United States
Multi-Factor Strategy
9
UBS Core MSCI World UCITS ETF hCHF acc 0.05%
Equity
World
714
Xtrackers MSCI USA Screened UCITS ETF 1C 0.08%
Equity
United States
Social/Environmental
231
Xtrackers Portfolio UCITS ETF 1C 0.02%
Equity
World
Multi-Asset Strategy
681
Invesco MSCI World Equal Weight UCITS ETF Acc 0.08%
Equity
World
Equal Weighted
757
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
36
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc 0.30%
Equity
World
Social/Environmental
Climate Change
25
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.29%
Equity
United States
Social/Environmental
13,624
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc 0.05%
Equity
United States
Social/Environmental
31
Amundi MSCI USA Screened UCITS ETF Acc 0.09%
Equity
United States
Social/Environmental
2
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc 0.15%
Equity
United States
Social/Environmental
367
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0.11%
Equity
United States
Social/Environmental
546
SPDR S&P 500 UCITS ETF (Acc) 0.08%
Equity
United States
11,772
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,334
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.16%
Equity
World
Fundamental/Quality
9
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.08%
Equity
United States
128
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.41%
Equity
United States
Equal Weighted
627
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.29%
Equity
United States
Social/Environmental
1,697
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc 0.10%
Equity
World
Equal Weighted
22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
34
iShares MSCI ACWI UCITS ETF USD (Dist) 0.05%
Equity
World
0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.05%
Equity
World
Social/Environmental
64
UBS MSCI USA Value UCITS ETF USD dis 0.15%
Equity
United States
Value
437
Amundi Core MSCI USA UCITS ETF Acc 0.07%
Equity
United States
2,758
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.08%
Equity
United States
Social/Environmental
1,072
iShares World Equity High Income UCITS ETF USD (Dist) 0.08%
Equity
World
Social/Environmental
166
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.06%
Equity
World
378
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.06%
Equity
United States
Multi-Factor Strategy
156
UBS MSCI USA Socially Responsible UCITS ETF USD dis 0.33%
Equity
United States
Social/Environmental
Climate Change
722
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) 0.08%
Equity
United States
Social/Environmental
7
iShares U.S. Equity High Income UCITS ETF USD (Dist) 0.20%
Equity
United States
Social/Environmental
34
Invesco MSCI USA Universal Screened UCITS ETF Dist 0.10%
Equity
United States
Social/Environmental
34
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.05%
Equity
World
24
Amundi MSCI World ESG Selection UCITS ETF Acc 0.10%
Equity
World
Social/Environmental
1,727
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.11%
Equity
World
Social/Environmental
Climate Change
325
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc 0.07%
Equity
United States
Social/Environmental
Multi-Asset Strategy
21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.13%
Equity
United States
2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.07%
Equity
World
66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.10%
Equity
World
33
Xtrackers MSCI World UCITS ETF 1D 0.06%
Equity
World
4,574
Xtrackers MSCI World ESG UCITS ETF 1C 0.12%
Equity
World
Social/Environmental
5,878
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.08%
Equity
United States
Social/Environmental
9,150
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.09%
Equity
United States
Social/Environmental
Climate Change
159
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.41%
Equity
United States
Equal Weighted
1,075
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.08%
Equity
United States
585
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc 0.34%
Equity
United States
Social/Environmental
Climate Change
20
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.08%
Equity
United States
47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc 0.33%
Equity
United States
Social/Environmental
Climate Change
12
Xtrackers MSCI Innovation UCITS ETF 1C 1C 0.11%
Equity
World
Social/Environmental
Innovation
7
AXA IM MSCI World Equity PAB UCITS ETF USD Acc 0.11%
Equity
World
Social/Environmental
Climate Change
1,166
UBS MSCI ACWI Universal UCITS ETF USD dis 0.06%
Equity
World
Social/Environmental
1,916
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist 0.25%
Equity
United States
Social/Environmental
Climate Change
2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.06%
Equity
World
647
iShares MSCI USA Leaders UCITS ETF USD (Acc) 0.16%
Equity
United States
Social/Environmental
13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.04%
Equity
World
Social/Environmental
1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.16%
Equity
World
Fundamental/Quality
2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) 0.04%
Equity
World
Social/Environmental
329
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.04%
Equity
United States
Multi-Factor Strategy
96
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.18%
Equity
United States
34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
193
UBS MSCI World Socially Responsible UCITS ETF USD acc 0.24%
Equity
World
Social/Environmental
Climate Change
1,201
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc) 0.21%
Equity
World
Momentum
213
UBS MSCI USA Socially Responsible UCITS ETF USD dis 0.34%
Equity
United States
Social/Environmental
Climate Change
396
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF Acc 0.80%
Equity
United States
Social/Environmental
Climate Change
159
Xtrackers MSCI World Industrials UCITS ETF 1C 0.50%
Equity
World
Industrials
511
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis 0.34%
Equity
United States
Social/Environmental
Climate Change
146
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc 0.10%
Equity
World
Equal Weighted
30
UBS Core S&P 500 UCITS ETF hGBP dis 0.07%
Equity
United States
63
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.36%
Equity
United States
Equal Weighted
2,068
iShares Core S&P 500 UCITS ETF USD (Dist) 0.08%
Equity
United States
17,745
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc 0.05%
Equity
United States
Social/Environmental
237
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
253
HSBC MSCI World Climate Paris Aligned UCITS ETF 0.10%
Equity
World
Social/Environmental
Climate Change
483
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc 0.10%
Equity
World
Low Volatility/Risk Weighted
Climate Change
59
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
679
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.05%
Equity
World
Social/Environmental
25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.03%
Equity
World
Multi-Asset Strategy
896
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis 0.11%
Equity
United States
Social/Environmental
20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.15%
Equity
World
Social/Environmental
Climate Change
269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.10%
Equity
United States
Multi-Factor Strategy
36
Amundi Prime Global UCITS ETF Acc 0.06%
Equity
World
1,018
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist) 0.57%
Equity
World
Industrials
Social/Environmental
89
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.07%
Equity
World
Social/Environmental
Multi-Asset Strategy
21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.04%
Equity
United States
Multi-Factor Strategy
26
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged 0.27%
Equity
United States
Fundamental/Quality
1
HSBC MSCI World UCITS ETF USD 0.06%
Equity
World
12,808
UBS Core S&P 500 UCITS ETF hEUR acc 0.07%
Equity
United States
261
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.36%
Equity
World
Social/Environmental
282
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.24%
Equity
World
Social/Environmental
Climate Change
4,023
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.08%
Equity
United States
58
Amundi Russell 1000 Growth UCITS ETF Acc 0.01%
Equity
United States
Growth
659
L&G Global Equity UCITS ETF 0.05%
Equity
World
Social/Environmental
961
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc 0.11%
Equity
World
Social/Environmental
Climate Change
1,475
Invesco MSCI World Universal Screened UCITS ETF Acc 0.10%
Equity
World
Social/Environmental
208
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.16%
Equity
World
Fundamental/Quality
299
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.06%
Equity
World
Social/Environmental
48
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD 0.95%
Equity
United States
Industrials
404
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
94
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.06%
Equity
World
Social/Environmental
1,392
UBS MSCI World Socially Responsible UCITS ETF USD dis 0.24%
Equity
World
Social/Environmental
Climate Change
309
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.04%
Equity
World
Social/Environmental
167
Xtrackers MSCI USA UCITS ETF 1C 0.08%
Equity
United States
9,317
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc 0.10%
Equity
World
Multi-Factor Strategy
333
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
308
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.07%
Equity
United States
270
UBS MSCI World Socially Responsible UCITS ETF hGBP dis 0.24%
Equity
World
Social/Environmental
Climate Change
2
UBS MSCI World Selection UCITS ETF hEUR dis 0.11%
Equity
World
Social/Environmental
294
UBS MSCI World Socially Responsible UCITS ETF USD acc 0.24%
Equity
World
Social/Environmental
Climate Change
1,604
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged 0.12%
Equity
World
Social/Environmental
900
UBS MSCI World Selection UCITS ETF hCHF acc 0.11%
Equity
World
Social/Environmental
263
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 0.05%
Equity
World
17
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.36%
Equity
United States
Equal Weighted
121
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc 0.07%
Equity
World
Social/Environmental
118
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.23%
Equity
United States
Equal Weighted
17
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.07%
Equity
United States
476
Xtrackers MSCI Global SDG 9 Industry, Innovation & Infrastructure UCITS ETF 1C 1C 4.59%
Equity
World
Infrastructure
Social/Environmental
Robotics & Automation
4
Amundi Core MSCI World UCITS ETF Acc 0.05%
Equity
World
11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.04%
Equity
World
Social/Environmental
5,235
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist) 0.28%
Equity
United States
Momentum
10
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc) 0.08%
Equity
World
Social/Environmental
Climate Change
6
Amundi MSCI USA ESG Selection UCITS ETF Acc 0.15%
Equity
United States
Social/Environmental
464
iShares MSCI ACWI SRI UCITS ETF USD (Dist) 0.21%
Equity
World
Social/Environmental
24
UBS Core MSCI USA UCITS ETF hGBP acc 0.07%
Equity
United States
58
VanEck Morningstar US ESG Wide Moat UCITS ETF A 2.90%
Equity
United States
Moat
340
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc) 0.10%
Equity
World
Momentum
3,341
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
683
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D 0.20%
Equity
United States
Social/Environmental
Climate Change
8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.03%
Equity
World
Social/Environmental
Multi-Asset Strategy
5
Global X Internet of Things UCITS ETF USD Accumulating 1.59%
Equity
World
Technology
Digitalisation
2
iShares Core MSCI World UCITS ETF USD (Acc) 0.05%
Equity
World
111,710
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist) 0.08%
Equity
World
Social/Environmental
Climate Change
2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C 0.36%
Equity
North America
Dividend
113
iShares Core S&P 500 UCITS ETF USD (Acc) 0.08%
Equity
United States
116,972
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.07%
Equity
World
Social/Environmental
Multi-Asset Strategy
74
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.08%
Equity
United States
94
L&G US Equity UCITS ETF 0.08%
Equity
United States
Social/Environmental
1,009
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
692
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc 0.36%
Equity
World
Social/Environmental
3,039
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.05%
Equity
World
21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.11%
Equity
United States
Social/Environmental
319
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.04%
Equity
World
Social/Environmental
54
UBS Core MSCI USA UCITS ETF USD dis 0.07%
Equity
United States
1,204
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.05%
Equity
World
19,168
UBS MSCI USA Universal UCITS ETF USD acc 0.11%
Equity
United States
Social/Environmental
Climate Change
3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.11%
Equity
United States
Social/Environmental
937
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc 0.20%
Equity
World
Social/Environmental
Climate Change
574
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc 0.10%
Equity
United States
Social/Environmental
6
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.16%
Equity
World
Fundamental/Quality
642
SPDR MSCI All Country World UCITS ETF (Acc) 0.07%
Equity
World
7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.07%
Equity
World
Social/Environmental
Multi-Asset Strategy
1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc) 0.11%
Equity
United States
Social/Environmental
Climate Change
5
Xtrackers MSCI World Momentum UCITS ETF 1C 0.10%
Equity
World
Momentum
1,608
iShares MSCI USA UCITS ETF (Acc) 0.07%
Equity
United States
2,864
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist) 0.11%
Equity
United States
Social/Environmental
Climate Change
1
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.09%
Equity
World
18
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc) 0.15%
Equity
World
Social/Environmental
Climate Change
2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.22%
Equity
World
Social/Environmental
188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.22%
Equity
World
Social/Environmental
987
Invesco Global Active Defensive ESG Equity UCITS ETF Acc 0.10%
Equity
World
Low Volatility/Risk Weighted
Climate Change
4
Xtrackers S&P 500 UCITS ETF 4D 0.08%
Equity
United States
1
Amundi S&P 500 Screened UCITS ETF Acc 0.11%
Equity
United States
Social/Environmental
3,765
Amundi MSCI World Screened UCITS ETF Acc 0.06%
Equity
World
Social/Environmental
917
Xtrackers MSCI World Screened UCITS ETF 1C 0.06%
Equity
World
Social/Environmental
65
Xtrackers MSCI USA ESG UCITS ETF 1C 0.17%
Equity
United States
Social/Environmental
8,437
UBS Core S&P 500 UCITS ETF USD dis 0.07%
Equity
United States
1,077
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc 0.27%
Equity
United States
Fundamental/Quality
41
UBS Core S&P 500 UCITS ETF hCHF acc 0.07%
Equity
United States
510
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
89
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.08%
Equity
United States
537
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
5,939
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist) 0.23%
Equity
World
Social/Environmental
94
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist) 0.12%
Equity
World
Social/Environmental
Climate Change
44
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc 0.11%
Equity
United States
Social/Environmental
308
iShares Metaverse UCITS ETF USD (Acc) 0.50%
Equity
World
Social/Environmental
Metaverse
111
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.32%
Equity
United States
Mid Cap
267
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
209
iShares Core MSCI World UCITS ETF USD (Dist) 0.05%
Equity
World
519
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.23%
Equity
United States
Equal Weighted
7,587
Invesco MSCI USA Universal Screened UCITS ETF Acc 0.10%
Equity
United States
Social/Environmental
2,880
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0.27%
Equity
World
Social/Environmental
Multi-Asset Strategy
189
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc 1.65%
Equity
World
Social/Environmental
348
iShares Automation & Robotics UCITS ETF 2.99%
Equity
World
Technology
Social/Environmental
Robotics & Automation
3,098
Franklin S&P World Screened UCITS ETF Acc 0.06%
Equity
United States
Social/Environmental
Climate Change
6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.04%
Equity
World
Social/Environmental
2
WisdomTree US Quality Dividend Growth UCITS ETF USD 0.27%
Equity
United States
Fundamental/Quality
157
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged 0.15%
Equity
United States
Social/Environmental
29
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.10%
Equity
World
6
HANetf HAN-GINS Tech Megatrend Equal Weight UCITS ETF 0.82%
Equity
World
Technology
Innovation
100
UBS MSCI USA NSL UCITS ETF USD acc 0.07%
Equity
United States
2,836
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.05%
Equity
World
25
Amundi Prime All Country World UCITS ETF Acc 0.05%
Equity
World
814
UBS MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,368
Vanguard FTSE Developed World UCITS ETF Acc 0.05%
Equity
World
4,903
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.09%
Equity
United States
330
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.04%
Equity
World
Social/Environmental
1,941
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.23%
Equity
United States
Equal Weighted
376
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc 0.07%
Equity
World
Social/Environmental
404
SPDR MSCI All Country World Investable Market UCITS ETF (Acc) 0.08%
Equity
World
4,171
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis 0.20%
Equity
World
Social/Environmental
Climate Change
35
UBS MSCI USA Selection UCITS ETF USD acc 0.14%
Equity
United States
Social/Environmental
2,177
Amundi MSCI World Catholic Principles UCITS ETF Acc 0.19%
Equity
World
Social/Environmental
Catholic principles
80
Franklin S&P 500 Screened UCITS ETF Acc 0.09%
Equity
United States
Social/Environmental
Climate Change
3
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.08%
Equity
United States
Social/Environmental
1,372
SPDR S&P 500 UCITS ETF (Dist) 0.08%
Equity
United States
15,468
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc 0.10%
Equity
World
Social/Environmental
168
SPDR MSCI World UCITS ETF 0.05%
Equity
World
14,103
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating 2.88%
Equity
United States
Infrastructure
471
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.23%
Equity
United States
Equal Weighted
69
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A) 0.15%
Equity
United States
Social/Environmental
275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist) 0.08%
Equity
World
74
Vanguard FTSE Developed World UCITS ETF Distributing 0.05%
Equity
World
3,563
Invesco FTSE RAFI US 1000 UCITS ETF 0.10%
Equity
United States
Fundamental/Quality
586
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis 0.33%
Equity
United States
Social/Environmental
Climate Change
320
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc 0.20%
Equity
World
Social/Environmental
Climate Change
583
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.07%
Equity
North America
2,168
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.06%
Equity
World
Social/Environmental
788
iShares MSCI World SRI UCITS ETF USD (Dist) 0.23%
Equity
World
Social/Environmental
1,485
AXA IM MSCI World Equity PAB UCITS ETF USD Dist 0.11%
Equity
World
Social/Environmental
Climate Change
1
HSBC S&P 500 UCITS ETF USD 0.08%
Equity
United States
7,264
HSBC USA SCREENED EQUITY UCITS ETF USD 0.01%
Equity
United States
Social/Environmental
Climate Change
706
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.23%
Equity
United States
Equal Weighted
1,115
iShares Automation & Robotics UCITS ETF 2.99%
Equity
World
Technology
Social/Environmental
Robotics & Automation
199
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.11%
Equity
United States
Social/Environmental
1,729
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD 0.31%
Equity
World
Social/Environmental
111
iShares MSCI World SRI UCITS ETF USD Hedged (Dist) 0.23%
Equity
World
Social/Environmental
55
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.07%
Equity
United States
499
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.06%
Equity
World
328
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.05%
Equity
World
252
Xtrackers MSCI World Screened UCITS ETF 1D 0.06%
Equity
World
Social/Environmental
122
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.05%
Equity
World
36
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.05%
Equity
World
Social/Environmental
5,067
iShares MSCI ACWI SRI UCITS ETF USD (Acc) 0.21%
Equity
World
Social/Environmental
83
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis 0.20%
Equity
World
Social/Environmental
Climate Change
31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D) 0.15%
Equity
United States
Social/Environmental
189
Invesco FTSE All-World UCITS ETF Acc 0.10%
Equity
World
2,248
UBS MSCI World Selection UCITS ETF hEUR acc 0.11%
Equity
World
Social/Environmental
45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist 0.36%
Equity
World
Social/Environmental
48
Xtrackers MSCI World Climate Transition UCITS ETF 0.11%
Equity
World
Social/Environmental
Climate Change
22
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.08%
Equity
United States
26,312
UBS Core MSCI USA UCITS ETF USD acc 0.07%
Equity
United States
2,106
iShares MSCI World Screened UCITS ETF USD (Dist) 0.06%
Equity
World
Social/Environmental
965
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged 0.17%
Equity
United States
Social/Environmental
134
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.11%
Equity
World
Social/Environmental
Climate Change
135
SPDR MSCI World Industrials UCITS ETF 0.49%
Equity
World
Industrials
120
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0.27%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
288
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc) 0.29%
Equity
United States
Social/Environmental
7,180
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc 0.20%
Equity
United States
Social/Environmental
Innovation
34
HSBC MSCI World UCITS ETF CHF hedged 0.06%
Equity
World
51
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.05%
Equity
World
Social/Environmental
15
Xtrackers MSCI World ESG UCITS ETF 1D 0.12%
Equity
World
Social/Environmental
285
HSBC USA Screened Equity UCITS ETF USD (Dist) 0.01%
Equity
United States
Social/Environmental
Climate Change
110
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.13%
Equity
World
Mid Cap
362
iShares MSCI World Screened UCITS ETF USD (Acc) 0.06%
Equity
World
Social/Environmental
4,761
Amundi Core MSCI World UCITS ETF USD Dist 0.05%
Equity
World
1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.06%
Equity
World
Social/Environmental
293
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc 0.20%
Equity
World
Social/Environmental
Climate Change
766
iShares MSCI ACWI Screened UCITS ETF USD (Acc) 0.05%
Equity
World
Social/Environmental
145
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc 0.22%
Equity
North America
Social/Environmental
Climate Change
620
Amundi Core MSCI USA UCITS ETF Dist 0.07%
Equity
United States
772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.07%
Equity
United States
7
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist) 0.23%
Equity
World
Social/Environmental
284
iShares AI Adopters & Applications UCITS ETF USD (Acc) 1.20%
Equity
World
Social/Environmental
Artificial Intelligence
270
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc 0.10%
Equity
World
Multi-Factor Strategy
1,226
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.06%
Equity
World
Social/Environmental
109
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.14%
Equity
United States
Value
257
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.07%
Equity
North America
2,530
Xtrackers S&P 500 UCITS ETF 4C 0.08%
Equity
United States
925
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.08%
Equity
United States
Social/Environmental
958
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.04%
Equity
World
Social/Environmental
806
L&G ROBO Global Robotics and Automation UCITS ETF 1.86%
Equity
World
Technology
Robotics & Automation
719
UBS MSCI World Selection UCITS ETF USD acc 0.11%
Equity
World
Social/Environmental
659
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc) 0.12%
Equity
World
Social/Environmental
Climate Change
1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged 0.08%
Equity
United States
Social/Environmental
15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis 0.20%
Equity
World
Social/Environmental
Climate Change
348
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.11%
Equity
United States
Social/Environmental
1,247
iShares MSCI World UCITS ETF (Dist) 0.06%
Equity
World
7,513
iShares MSCI World SRI UCITS ETF EUR (Acc) 0.23%
Equity
World
Social/Environmental
6,434
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.05%
Equity
World
1,556
Amundi MSCI Robotics & AI UCITS ETF Acc 1.26%
Equity
World
Technology
Social/Environmental
Artificial Intelligence
1,008
UBS MSCI USA Socially Responsible UCITS ETF USD acc 0.34%
Equity
United States
Social/Environmental
Climate Change
481
SPDR S&P 500 EUR Hedged UCITS ETF 0.08%
Equity
United States
2,489
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.07%
Equity
United States
8,184
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.05%
Equity
World
27,971
HSBC MSCI World UCITS ETF USD (Acc) 0.06%
Equity
World
1,483
Invesco Global Active Defensive ESG Equity UCITS ETF Dist 0.10%
Equity
World
Low Volatility/Risk Weighted
Climate Change
1
Xtrackers MSCI USA UCITS ETF 1D 0.08%
Equity
United States
256
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.01%
Equity
World
Multi-Factor Strategy
152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc) 0.22%
Equity
World
Social/Environmental
4,504
iShares MSCI North America UCITS ETF 0.07%
Equity
North America
1,112
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) 0.08%
Equity
United States
Social/Environmental
56
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.08%
Equity
United States
0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation 0.08%
Equity
World
Social/Environmental
395
Invesco Global Enhanced Equity UCITS ETF Acc 0.10%
Equity
World
Multi-Factor Strategy
329
Amundi S&P Global Industrials ESG UCITS ETF EUR (D) 0.81%
Equity
World
Industrials
Social/Environmental
14
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc) 0.33%
Equity
United States
Social/Environmental
1
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.07%
Equity
United States
2
iShares Russell 1000 Growth UCITS ETF USD (Acc) 0.01%
Equity
United States
Growth
473
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C 0.11%
Equity
United States
Social/Environmental
96
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc 0.11%
Equity
World
Social/Environmental
Climate Change
459
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist) 0.01%
Equity
World
Social/Environmental
Climate Change
50
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.11%
Equity
United States
Social/Environmental
543
iShares MSCI ACWI UCITS ETF USD (Acc) 0.05%
Equity
World
22,108
HSBC S&P 500 UCITS ETF USD (Acc) 0.08%
Equity
United States
423
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A) 0.81%
Equity
World
Industrials
Social/Environmental
337
iShares S&P 500 Industrials Sector UCITS ETF 0.94%
Equity
United States
Industrials
463
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc 0.20%
Equity
World
Social/Environmental
Climate Change
151
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.08%
Equity
United States
43,800
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.04%
Equity
United States
Multi-Factor Strategy
31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.07%
Equity
World
1,017
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.04%
Equity
World
Social/Environmental
4
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.23%
Equity
United States
Equal Weighted
3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.01%
Equity
World
Multi-Factor Strategy
831
iShares MSCI USA SRI UCITS ETF USD (Acc) 0.33%
Equity
United States
Social/Environmental
2,679
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.05%
Equity
World
4,927
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc 0.10%
Equity
World
Islamic Investing
975
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.98%
Equity
United States
Social/Environmental
189
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.15%
Equity
United States
Social/Environmental
4,462
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc 0.27%
Equity
United States
Fundamental/Quality
567
Invesco FTSE All-World UCITS ETF Dist 0.10%
Equity
World
193
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.07%
Equity
United States
73
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist) 0.33%
Equity
United States
Social/Environmental
216
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
87
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.11%
Equity
United States
Social/Environmental
51
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.10%
Equity
United States
Multi-Factor Strategy
90
iShares MSCI USA Screened UCITS ETF USD (Acc) 0.08%
Equity
United States
Social/Environmental
14,118
UBS MSCI World Socially Responsible UCITS ETF hEUR acc 0.24%
Equity
World
Social/Environmental
Climate Change
212
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.11%
Equity
United States
Social/Environmental
124
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc 0.25%
Equity
United States
Social/Environmental
Climate Change
2,996
Amundi Prime Global UCITS ETF Dist 0.06%
Equity
World
1,002
Global X U.S. Infrastructure Development UCITS ETF USD Distributing 2.88%
Equity
United States
Infrastructure
19
Xtrackers MSCI World UCITS ETF 1C 0.06%
Equity
World
16,651
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.10%
Equity
World
Multi-Factor Strategy
0
iShares U.S. Equity High Income UCITS ETF USD (Acc) 0.20%
Equity
United States
Social/Environmental
2
iShares World Equity High Income UCITS ETF USD (Acc) 0.08%
Equity
World
Social/Environmental
12
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc 0.02%
Equity
World
Social/Environmental
Climate Change
16
iShares World Equity Enhanced Active UCITS ETF USD (Acc) 0.27%
Equity
World
Social/Environmental
Multi-Asset Strategy
1,294
iShares MSCI USA Leaders UCITS ETF USD (Dist) 0.16%
Equity
United States
Social/Environmental
1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.11%
Equity
United States
Social/Environmental
397
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
2
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.09%
Equity
United States
1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.15%
Equity
World
Social/Environmental
Climate Change
1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation 0.17%
Equity
World
Social/Environmental
Catholic principles
146
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.10%
Equity
World
Social/Environmental
Climate Change
29
UBS Core S&P 500 UCITS ETF USD acc 0.07%
Equity
United States
922
Amundi Prime All Country World UCITS ETF Dist 0.05%
Equity
World
2,634
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.06%
Equity
World
Social/Environmental
1,221
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc 0.08%
Equity
World
Social/Environmental
10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc) 0.08%
Equity
United States
Social/Environmental
944
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.22%
Equity
North America
Social/Environmental
Climate Change
43
iShares Edge MSCI USA Momentum Factor UCITS ETF 0.28%
Equity
United States
Momentum
499
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc 0.98%
Equity
United States
Social/Environmental
351
BNP Paribas Easy MSCI USA Min TE UCITS ETF 0.09%
Equity
United States
Social/Environmental
1,345
UBS MSCI World Socially Responsible UCITS ETF hCHF acc 0.24%
Equity
World
Social/Environmental
Climate Change
260
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.10%
Equity
World
16
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc 0.34%
Equity
United States
Social/Environmental
Climate Change
30
Invesco US Enhanced Equity UCITS ETF Acc 0.10%
Equity
United States
Multi-Factor Strategy
50
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD 0.01%
Equity
World
Social/Environmental
Climate Change
252
iShares MSCI USA SRI UCITS ETF USD (Dist) 0.33%
Equity
United States
Social/Environmental
338
Franklin US Dividend Tilt UCITS ETF (Dis) 0.19%
Equity
United States
Dividend
3
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist 0.10%
Equity
World
Multi-Factor Strategy
120
UBS MSCI USA UCITS ETF USD dis 0.08%
Equity
United States
457
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.08%
Equity
United States
5

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
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0.00€
0.00€
0.00€
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Source: justETF Research; as of 1/2026. 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. In order to avoid conflicts of interest as far as possible, we have always applied neutral, objectively verifiable criteria to all comparisons, articles and tests, and attach great importance to YOU alone deciding how and with whom you invest.

Performance

Returns overview

YTD +5.60%
1 month +2.80%
3 months +24.58%
6 months +20.91%
1 year +32.98%
3 years +36.33%
5 years +63.01%
Since inception (MAX) +272.42%
2025 +21.83%
2024 -1.85%
2023 +15.42%
2022 -20.83%

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 33.98%
Volatility 3 years 30.78%
Volatility 5 years 29.84%
Return per risk 1 year 0.97
Return per risk 3 years 0.35
Return per risk 5 years 0.34
Maximum drawdown 1 year -31.94%
Maximum drawdown 3 years -35.60%
Maximum drawdown 5 years -41.66%
Maximum drawdown since inception -41.66%

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.