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WEC Energy Group

ISIN US92939U1060

 | 

WKN A14V4V

Market cap (in EUR)
31,263 m
Country
United States
Sector
Utilities
Dividend yield
3.20%
 

Overview

Quote

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Description

WEC Energy Group, Inc. is a holding company, which engages in the generation and distribution of electricity and natural gas. It operates through the following segments: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure and Corporate and Other. The Wisconsin segment refers to the electric and gas utility operations. The Illinois segment deals with natural gas utility and non-utility activities. The Other States segment pertains to natural gas operations of the firm's subsidiaries. The Electric Transmission segment holds interests in state regulatory commissions. The Non-Utility Energy Infrastructure segment includes Wisconsin Electric Power, which owns and leases generating facilities. The Corporate and Other segment refers to the firm's administrative and holding activities. The company was founded in 1981 and is headquartered in Milwaukee, WI.
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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR 31,263 m
EPS, EUR 4.28
P/B ratio 2.7
P/E ratio 23.6
Dividend yield 3.20%

Income statement (2025)

Revenue, EUR 8,687 m
Net income, EUR 1,382 m
Profit margin 15.90%

What ETF is WEC Energy Group in?

There are 181 ETFs which contain WEC Energy Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of WEC Energy Group is the State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.16%
Equity
United States
Multi-Factor Strategy
8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.06%
Equity
World
Equal Weighted
18
UBS Core MSCI World UCITS ETF USD acc 0.05%
Equity
World
7,887
UBS Core MSCI World UCITS ETF hCHF acc 0.05%
Equity
World
908
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis 0.92%
Equity
United States
Low Volatility/Risk Weighted
34
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.32%
Equity
United States
Mid Cap
288
Xtrackers Portfolio UCITS ETF 1C 0.01%
Equity
World
Multi-Asset Strategy
701
Invesco MSCI World Equal Weight UCITS ETF Acc 0.07%
Equity
World
Equal Weighted
1,288
iShares Core MSCI World UCITS ETF USD (Dist) 0.04%
Equity
World
514
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
8,674
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist) 1.55%
Equity
United States
Dividend
45
Xtrackers MSCI World Utilities UCITS ETF 1C 1.56%
Equity
World
Utilities
778
Invesco FTSE RAFI All World 3000 UCITS ETF 0.03%
Equity
World
Fundamental/Quality
190
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist) 1.55%
Equity
United States
Dividend
3,051
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.07%
Equity
World
19
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD 0.37%
Equity
World
Infrastructure
Multi-Asset Strategy
1,303
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.06%
Equity
United States
13,063
UBS MSCI USA NSL UCITS ETF USD acc 0.06%
Equity
United States
2,759
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc 0.92%
Equity
United States
Low Volatility/Risk Weighted
4
UBS Core MSCI World UCITS ETF USD dis 0.05%
Equity
World
1,694
BNP Paribas Easy MSCI World UCITS ETF USD Acc 0.04%
Equity
World
57
Amundi Prime All Country World UCITS ETF Acc 0.04%
Equity
World
1,405
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 0.88%
Equity
United States
Low Volatility/Risk Weighted
4
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc) 0.06%
Equity
United States
153
UBS MSCI World UCITS ETF USD dis 0.04%
Equity
World
1,351
Vanguard FTSE Developed World UCITS ETF Acc 0.04%
Equity
World
5,361
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.08%
Equity
United States
237
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc) 2.59%
Equity
United States
Utilities
973
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.21%
Equity
United States
Equal Weighted
425
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
37
iShares MSCI ACWI UCITS ETF USD (Dist) 0.03%
Equity
World
6
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.00%
Equity
World
4,784
L&G Global Quality Dividends UCITS ETF USD Acc 0.16%
Equity
World
Dividend
22
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist) 0.41%
Equity
World
Covered Call
Alternative Investments
1,216
UBS MSCI USA Value UCITS ETF USD dis 0.12%
Equity
United States
Value
467
Amundi Core MSCI USA UCITS ETF Acc 0.06%
Equity
United States
2,919
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.10%
Equity
United States
Low Volatility/Risk Weighted
43
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.06%
Equity
United States
266
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.06%
Equity
United States
16,162
State Street SPDR MSCI World UCITS ETF USD Unhedged 0.04%
Equity
World
14,869
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.21%
Equity
United States
Equal Weighted
249
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.00%
Equity
World
96
Deka MSCI World UCITS ETF Distribution 0.04%
Equity
World
4,702
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.03%
Equity
World
519
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.06%
Equity
United States
1,016
Vanguard FTSE Developed World UCITS ETF Distributing 0.04%
Equity
World
3,630
iShares Global Infrastructure UCITS ETF USD (Dist) 1.13%
Equity
World
Infrastructure
1,945
Invesco FTSE RAFI US 1000 UCITS ETF 0.09%
Equity
United States
Fundamental/Quality
647
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.06%
Equity
North America
2,352
Amundi Prime All Country World UCITS ETF GBP Hedged Dist 0.04%
Equity
World
28
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 0.59%
Equity
World
Low Volatility/Risk Weighted
882
HSBC S&P 500 UCITS ETF USD 0.06%
Equity
United States
7,409
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.30%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.01%
Equity
World
Multi-Asset Strategy
15
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
1,483
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.11%
Equity
United States
2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.02%
Equity
World
69
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.07%
Equity
United States
681
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.05%
Equity
World
366
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc) 0.41%
Equity
World
Covered Call
Alternative Investments
70
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.04%
Equity
World
274
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.07%
Equity
World
43
Xtrackers MSCI World UCITS ETF 1D 0.05%
Equity
World
4,272
BNP Paribas Easy MSCI World UCITS ETF EUR Acc 0.04%
Equity
World
116
Invesco FTSE All-World UCITS ETF Acc 0.07%
Equity
World
2,765
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.06%
Equity
United States
466
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist) 0.41%
Equity
World
Covered Call
Alternative Investments
16
UBS Core MSCI USA UCITS ETF USD acc 0.07%
Equity
United States
2,365
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.06%
Equity
United States
26,816
Deka S&P 500 UCITS ETF 0.06%
Equity
United States
117
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.06%
Equity
United States
51
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.21%
Equity
United States
Equal Weighted
309
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
671
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc) 0.12%
Equity
World
Mid Cap
386
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.16%
Equity
United States
Multi-Factor Strategy
101
Amundi Core MSCI World UCITS ETF USD Dist 0.04%
Equity
World
1,423
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.15%
Equity
United States
36
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
214
State Street SPDR S&P 500 Low Volatility UCITS ETF USD 1.29%
Equity
United States
Low Volatility/Risk Weighted
102
Amundi Core MSCI USA UCITS ETF Dist 0.06%
Equity
United States
957
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc 0.06%
Equity
United States
16
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.09%
Equity
World
Dividend
7,891
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.06%
Equity
United States
20
BNP Paribas Easy MSCI USA UCITS ETF USD Acc 0.06%
Equity
United States
16
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.12%
Equity
United States
Value
423
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.06%
Equity
North America
2,604
UBS Core S&P 500 UCITS ETF hGBP dis 0.07%
Equity
United States
59
Xtrackers S&P 500 UCITS ETF 4C 0.06%
Equity
United States
1,249
iShares Core S&P 500 UCITS ETF USD (Dist) 0.06%
Equity
United States
17,439
Xtrackers Portfolio Income UCITS ETF 1D 0.02%
Equity
World
Multi-Asset Strategy
57
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 0.59%
Equity
World
Low Volatility/Risk Weighted
2,124
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.21%
Equity
United States
Equal Weighted
978
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 0.10%
Equity
United States
Low Volatility/Risk Weighted
1,328
iShares MSCI World UCITS ETF (Dist) 0.04%
Equity
World
7,538
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.03%
Equity
World
Multi-Asset Strategy
996
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.04%
Equity
World
1,642
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.28%
Equity
United States
Multi-Factor Strategy
37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc 0.06%
Equity
United States
1
Amundi Prime Global UCITS ETF Acc 0.05%
Equity
World
1,632
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.06%
Equity
United States
2,181
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.06%
Equity
United States
8,177
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.04%
Equity
World
34,647
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.16%
Equity
United States
Multi-Factor Strategy
26
HSBC MSCI World UCITS ETF USD (Acc) 0.05%
Equity
World
1,629
iShares Global Infrastructure UCITS ETF USD (Acc) 1.13%
Equity
World
Infrastructure
121
Xtrackers MSCI USA UCITS ETF 1D 0.06%
Equity
United States
254
HSBC MSCI World UCITS ETF USD 0.05%
Equity
World
12,586
UBS Core S&P 500 UCITS ETF hEUR acc 0.07%
Equity
United States
228
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
65
iShares MSCI North America UCITS ETF 0.06%
Equity
North America
1,184
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.06%
Equity
United States
1
L&G Global Equity UCITS ETF 0.05%
Equity
World
Social/Environmental
1,036
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.09%
Equity
World
Dividend
2,104
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.06%
Equity
United States
4
UBS Core MSCI World UCITS ETF hGBP dis 0.05%
Equity
World
95
iShares MSCI ACWI UCITS ETF USD (Acc) 0.03%
Equity
World
25,063
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.03%
Equity
World
Multi-Asset Strategy
75
HSBC S&P 500 UCITS ETF USD (Acc) 0.06%
Equity
United States
578
Xtrackers MSCI USA UCITS ETF 1C 0.06%
Equity
United States
9,780
UBS Core MSCI World UCITS ETF hEUR acc 0.05%
Equity
World
701
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.07%
Equity
United States
181
L&G MSCI World Mid Cap UCITS ETF USD Acc 0.25%
Equity
World
Mid Cap
6
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.16%
Equity
United States
Multi-Factor Strategy
24
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.06%
Equity
United States
41,745
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.02%
Equity
World
1,259
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.04%
Equity
World
17
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.21%
Equity
United States
Equal Weighted
3,708
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.21%
Equity
United States
Equal Weighted
23
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.07%
Equity
United States
530
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.06%
Equity
United States
65
Amundi Core MSCI World UCITS ETF Acc 0.04%
Equity
World
12,823
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.04%
Equity
World
4,998
Deka MSCI USA UCITS ETF 0.06%
Equity
United States
391
Invesco FTSE All-World UCITS ETF Dist 0.07%
Equity
World
215
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.10%
Equity
United States
Low Volatility/Risk Weighted
97
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.06%
Equity
United States
74
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.01%
Equity
World
Multi-Asset Strategy
96
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.28%
Equity
United States
Multi-Factor Strategy
99
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.06%
Equity
United States
57
Deka MSCI USA MC UCITS ETF 0.49%
Equity
United States
Mid Cap
48
UBS Core MSCI USA UCITS ETF hGBP acc 0.07%
Equity
United States
37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
766
Invesco S&P 500 Low Volatility UCITS ETF Acc 1.29%
Equity
United States
Low Volatility/Risk Weighted
19
Amundi Prime Global UCITS ETF Dist 0.05%
Equity
World
1,134
iShares Core MSCI World UCITS ETF USD (Acc) 0.04%
Equity
World
114,508
Xtrackers MSCI World UCITS ETF 1C 0.05%
Equity
World
17,685
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD 2.60%
Equity
United States
Utilities
180
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C 0.27%
Equity
North America
Dividend
118
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.04%
Equity
World
488
iShares Core S&P 500 UCITS ETF USD (Acc) 0.06%
Equity
United States
117,563
iShares Dow Jones US Select Dividend UCITS ETF (DE) 1.05%
Equity
United States
Dividend
356
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.08%
Equity
United States
1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.06%
Equity
United States
154
L&G US Equity UCITS ETF 0.07%
Equity
United States
Social/Environmental
1,169
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.04%
Equity
World
700
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.04%
Equity
World
56
UBS Core S&P 500 UCITS ETF USD acc 0.07%
Equity
United States
1,354
Amundi Prime All Country World UCITS ETF Dist 0.04%
Equity
World
3,733
L&G Global Quality Dividends UCITS ETF USD Dist 0.16%
Equity
World
Dividend
102
UBS Core MSCI USA UCITS ETF USD dis 0.07%
Equity
United States
1,156
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.04%
Equity
World
20,341
First Trust Value Line® Dividend Index UCITS ETF Acc 0.43%
Equity
United States
Dividend
6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.02%
Equity
World
9,291
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.06%
Equity
United States
317
iShares MSCI USA UCITS ETF (Acc) 0.06%
Equity
United States
3,668
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.30%
Equity
World
Multi-Factor Strategy
217
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.08%
Equity
World
35
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.07%
Equity
World
39
State Street SPDR MSCI World Utilities UCITS ETF USD 1.58%
Equity
World
Utilities
69
Finanzen.net MSCI World UCITS ETF Acc 0.04%
Equity
World
13
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 0.59%
Equity
World
Low Volatility/Risk Weighted
11
Xtrackers S&P 500 UCITS ETF 4D 0.06%
Equity
United States
1
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.59%
Equity
World
Low Volatility/Risk Weighted
247
UBS Core S&P 500 UCITS ETF USD dis 0.07%
Equity
United States
1,048
Franklin US Dividend Tilt UCITS ETF (Dis) 0.19%
Equity
United States
Dividend
3
UBS Core S&P 500 UCITS ETF hCHF acc 0.07%
Equity
United States
596
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.06%
Equity
United States
611
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
96
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.06%
Equity
United States
527
UBS MSCI USA UCITS ETF USD dis 0.06%
Equity
United States
460

Order fees

Here you can find information about different brokers that allow you to trade stocks. Select your preferred order volume to compare the fees charged by the respective brokers.
 
Broker Rating Order fee Stock savings plans
0.99 €
4500
View offer**
0.00 €
8045
View offer*
1.00 €
2500
View offer*
0.00 €
7560
View offer*
9.95 €
5000
View offer*
Show all offers
Source: justETF Research; as of 4/2026. The offers are sorted in the following way: 1. Rating 2. Order fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable 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.

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 €
View offer*
0.00 €
0.00 €
View offer*
0.00 €
0.00 €
View offer*
0.00 €
0.00 €
View offer*
Show all offers
Source: justETF Research; as of 4/2026. The offers are sorted in the following way: 1. Rating 2. Execution fee 3. Number of stock savings plans. The number of stock savings plans is rounded. In addition to the fees charged by online brokers, additional costs may apply. The stated fees are thus exclusive of standard market spreads, commissions, product costs and third-party fees. Please note: No guarantee can be given for the completeness, correctness and accuracy of the content listed. The information on the online brokers' homepages is decisive. Investments in securities involve risks.
*Affiliate link
** Important note: We are part of the Scalable Group since 2021 and are a wholly owned subsidiary of Scalable 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 +8.04%
1 month -0.10%
3 months +4.15%
6 months -4.18%
1 year +1.36%
3 years +9.58%
5 years +19.77%
Since inception (MAX) +13.26%
2025 -1.43%
2024 +19.68%
2023 -14.70%
2022 +4.45%

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 15.24%
Volatility 3 years 17.29%
Volatility 5 years 18.47%
Return per risk 1 year 0.09
Return per risk 3 years 0.18
Return per risk 5 years 0.20
Maximum drawdown 1 year -12.74%
Maximum drawdown 3 years -21.17%
Maximum drawdown 5 years -34.37%
Maximum drawdown since inception -34.37%

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.