WEC Energy Group

ISIN US92939U1060

WKN A14V4V

Market cap (in EUR)

29,610 m

Country

United States

Sector

Utilities

Dividend yield

3.43%

Overview

Quote

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	29,610 m
EPS, EUR	4.43
P/B ratio	2.5
P/E ratio	20.8
Dividend yield	3.43%

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 327 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	0.15%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	21
BNP Paribas Easy S&P 500 UCITS ETF	0.05%	Equity United States	172
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	1,214
Xtrackers S&P 500 Swap UCITS ETF 1C	0.05%	Equity United States	3,837
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.96%	Equity United States Low Volatility/Risk Weighted	37
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,935
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	48
iShares S&P 500 Swap PEA UCITS ETF EUR (Acc)	0.05%	Equity United States	59
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.04%	Equity World	12
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.05%	Equity United States	13,052
Invesco MSCI World UCITS ETF Acc	0.04%	Equity World	9,486
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	31
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	0.33%	Equity World Infrastructure Multi-Asset Strategy	689
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	42
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States	17,669
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	2,153
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.05%	Equity United States	549
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.53%	Equity World Low Volatility/Risk Weighted	64
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	2.62%	Equity United States Utilities	1,081
Xtrackers S&P 500 Swap UCITS ETF 1D	0.05%	Equity United States	3,538
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.03%	Equity World	293
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.05%	Equity United States	172
iShares MSCI All Country World UCITS ETF USD (Dist)	0.03%	Equity World	36
L&G Global Quality Dividends UCITS ETF USD Acc	0.16%	Equity World Dividend	49
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.04%	Equity World	7
UBS MSCI USA Value UCITS ETF USD dis	0.11%	Equity United States Value	778
Amundi Core MSCI USA UCITS ETF Acc	0.05%	Equity United States	4,581
ODDO BHF Global Balanced Allocation Active UCITS ETF AAA Acc	0.01%	Equity World Multi-Asset Strategy	0
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.17%	Equity United States Equal Weighted	457
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	870
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,145
iShares Global Infrastructure UCITS ETF USD (Dist)	1.06%	Equity World Infrastructure	2,331
Amundi PEA Monde (MSCI World) UCITS ETF Acc	0.04%	Equity World	1,753
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.05%	Equity United States	1,883
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.25%	Equity United States Mid Cap	4
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.03%	Equity World	32
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.53%	Equity World Low Volatility/Risk Weighted	1,274
Fineco AM Amundi S&P 500 UCITS ETF Acc	0.05%	Equity United States	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.25%	Equity World Multi-Factor Strategy	1
Ossiam S&P 500 UCITS ETF 1C (EUR)	0.05%	Equity United States	734
Invesco MSCI USA UCITS ETF	0.05%	Equity United States	7,486
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	437
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.09%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	108
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.39%	Equity World Covered Call Alternative Investments	68
Xtrackers MSCI USA Swap UCITS ETF 1D	0.05%	Equity United States	2,952
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	75
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,740
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.05%	Equity United States	2,265
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.05%	Equity United States	452
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.39%	Equity World Covered Call Alternative Investments	43
Amundi Core MSCI World Swap UCITS ETF Dist	0.04%	Equity World	6,828
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.17%	Equity United States Equal Weighted	254
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.05%	Equity United States	59
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	755
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.15%	Equity United States Multi-Factor Strategy	114
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.14%	Equity United States	162
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.26%	Equity United States Low Volatility/Risk Weighted	99
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.08%	Equity World Dividend	10,280
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.04%	Equity World	56
BlueSphere US Equity UCITS ETF Accumulating	0.06%	Equity United States	3
Amundi MSCI World Swap II UCITS ETF Acc	0.04%	Equity World	769
Invesco MSCI North America Swap UCITS ETF Acc	0.05%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	0.05%	Equity United States	3,302
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	74
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.05%	Equity United States	5,006
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	20,659
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.17%	Equity United States Equal Weighted	116
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.53%	Equity World Low Volatility/Risk Weighted	2,489
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	165
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.17%	Equity United States Equal Weighted	1,162
Amundi MSCI World Swap II UCITS ETF Dist	0.04%	Equity World	9,036
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.05%	Equity United States	2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.24%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.05%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.09%	Equity United States Value	161
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	3,410
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	35
Amundi Core MSCI World Swap UCITS ETF Acc	0.04%	Equity World	15
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.15%	Equity United States Multi-Factor Strategy	29
iShares Global Infrastructure UCITS ETF USD (Acc)	1.06%	Equity World Infrastructure	214
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	14,509
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	219
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	445
UBS ETFs (IE) MSCI ACWI SF UCITS ETF (hedged to JPY) A-acc	0.03%	Equity World	216
Amundi PEA S&P 500 UCITS ETF Acc	0.05%	Equity United States	1,281
Amundi Core MSCI USA Swap UCITS ETF Acc	0.05%	Equity United States	58
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,990
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.02%	Equity World	3,578
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.08%	Equity World Dividend	3,236
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	159
iShares FTSE All-World UCITS ETF USD (Dist)	0.03%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.04%	Equity World	2,210
iShares MSCI World Swap PEA UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	16
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	12,414
Amundi PEA S&P 500 UCITS ETF EUR Hedged Acc	0.05%	Equity United States	281
iShares MSCI USA Swap UCITS ETF USD (Dist)	0.05%	Equity United States	356
Xtrackers MSCI World Utilities UCITS ETF 1D	1.56%	Equity World Utilities	7
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	966
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	191
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.26%	Equity World Mid Cap	7
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.04%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	17
BNP Paribas Easy S&P 500 UCITS ETF EUR Hedged	0.05%	Equity United States	1,416
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	20
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	55
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,155
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.17%	Equity United States Equal Weighted	44
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.09%	Equity United States Value	1
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	615
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	95
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	15,759
Deka MSCI USA UCITS ETF	0.05%	Equity United States	457
Amundi Core MSCI USA Swap UCITS ETF GBP Hedged Dist	0.05%	Equity United States	2
WisdomTree S&P 500 EUR Daily Hedged	0.05%	Equity United States	5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.05%	Equity United States	1,095
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.05%	Equity United States	308
Deka MSCI USA MC UCITS ETF	0.43%	Equity United States Mid Cap	52
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	24
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.04%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.04%	Equity World	1,629
Xtrackers MSCI USA Swap II UCITS ETF 1C	0.05%	Equity United States	119
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	480
Xtrackers MSCI World Swap UCITS ETF 1D	0.04%	Equity World	5,975
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	133,172
Invesco S&P 500 EUR Hedged UCITS ETF	0.05%	Equity United States	2,808
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	1,790
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	2.64%	Equity United States Utilities	164
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.17%	Equity United States Equal Weighted	14
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.24%	Equity North America Dividend	236
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	180
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	140,426
BlueSphere World Equity UCITS ETF Acc	0.03%	Equity World	1
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	111
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.05%	Equity United States	2,702
L&G US Equity UCITS ETF	0.05%	Equity United States Social/Environmental	1,771
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	993
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	74
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.03%	Equity World	1,923
Invesco S&P 500 UCITS ETF Dist	0.05%	Equity United States	9,418
L&G Global Quality Dividends UCITS ETF USD Dist	0.16%	Equity World Dividend	383
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,373
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	24,185
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,298
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	4,774
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	81
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.25%	Equity World Multi-Factor Strategy	276
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.03%	Equity World	71
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	18
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.05%	Equity United States	3,398
Xtrackers MSCI World IMI UCITS ETF 1C	0.03%	Equity World	24
Xtrackers S&P 500 UCITS ETF 4D	0.05%	Equity United States	4
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.25%	Equity United States Mid Cap	3
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.53%	Equity World Low Volatility/Risk Weighted	164
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,304
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	789
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	691
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	0.05%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	11,859
iShares FTSE All-World UCITS ETF USD (Acc)	0.03%	Equity World	35
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.03%	Equity World	2,195
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.30%	Equity United States Mid Cap	266
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	646
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.17%	Equity United States Equal Weighted	11,615
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.32%	Equity United States Dividend	45
Xtrackers MSCI World Utilities UCITS ETF 1C	1.56%	Equity World Utilities	854
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	425
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	681
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.32%	Equity United States Dividend	3,542
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.03%	Equity World	101
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	28
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.05%	Equity United States	1,841
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	3,130
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.96%	Equity United States Low Volatility/Risk Weighted	4
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	27
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	3,422
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.77%	Equity United States Low Volatility/Risk Weighted	3
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,512
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	6,202
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.06%	Equity United States	207
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.02%	Equity World	29
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.17%	Equity United States Equal Weighted	687
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	8,458
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.39%	Equity World Covered Call Alternative Investments	1,402
Amundi S&P 500 Swap UCITS ETF USD Dist	0.05%	Equity United States	7
BNP Paribas Easy S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	3,829
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.05%	Equity United States	19,509
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	296
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.06%	Equity United States	26
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	18,772
iShares MSCI World Swap PEA UCITS ETF EUR (Acc)	0.04%	Equity World	2,377
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Equal Weighted	430
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	244
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.03%	Equity World	51
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	117
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.05%	Equity United States	1,767
Deka MSCI World UCITS ETF	0.04%	Equity World	5,937
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,252
Ossiam MSCI World UCITS ETF 1C/A (EUR)	0.04%	Equity World	23
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.07%	Equity United States Value	1,183
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	3,139
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	1.06%	Equity World Infrastructure	87
Xtrackers MSCI World Swap UCITS ETF 1C	0.04%	Equity World	5,484
iShares MSCI USA Swap UCITS ETF USD (Acc)	0.05%	Equity United States	6,690
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.03%	Equity World	1,651
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	9,211
BNP Paribas Easy S&P 500 UCITS ETF EUR	0.05%	Equity United States	3,815
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.17%	Equity United States Equal Weighted	104
Amundi PEA Global (MSCI ACWI) UCITS ETF Acc	0.03%	Equity World	88
Amundi MSCI All Country World Swap UCITS ETF EUR Acc	0.03%	Equity World	2,527
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.17%	Equity United States Equal Weighted	1,514
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.17%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	573
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	442
Ossiam MSCI World UCITS ETF 1C/A (USD)	0.04%	Equity World	7
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	361
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.03%	Equity World	90
Franklin US Dividend Tilt UCITS ETF (Acc)	0.15%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	205
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	4,310
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.17%	Equity United States Equal Weighted	929
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	0.05%	Equity United States	33,741
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	3,062
UBS MSCI ACWI SF UCITS ETF USD acc	0.03%	Equity World	4,024
Deka S&P 500 UCITS ETF	0.05%	Equity United States	164
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	197
WisdomTree S&P 500	0.05%	Equity United States	204
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.17%	Equity United States Equal Weighted	377
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	123
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.04%	Equity World	48
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.17%	Equity United States Equal Weighted	0
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	92
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	404
DZ BANK MSCI World UCITS ETF Acc	0.04%	Equity World	24
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.04%	Equity World	2,236
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,646
ODDO BHF Global Balanced Allocation Active UCITS ETF C	0.01%	Equity World Multi-Asset Strategy	13
Amundi Core MSCI USA UCITS ETF Dist	0.05%	Equity United States	1,165
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.05%	Equity United States	147
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.05%	Equity United States	15
Invesco MSCI USA UCITS ETF EUR Hedged Acc	0.05%	Equity United States	348
Amundi Core S&P 500 UCITS ETF Acc	0.05%	Equity United States	26
iShares MSCI USA Swap UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.05%	Equity United States	21
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.05%	Equity United States	5,384
Amundi MSCI World Swap UCITS ETF USD Acc	0.04%	Equity World	81
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.09%	Equity United States Value	1,159
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	3,142
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.04%	Equity World	648
Xtrackers S&P 500 UCITS ETF 4C	0.05%	Equity United States	2,689
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.04%	Equity World	611
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	96
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.53%	Equity World Low Volatility/Risk Weighted	89
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,535
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,850
Xtrackers MSCI USA Swap UCITS ETF 1C	0.05%	Equity United States	4,889
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,436
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.05%	Equity United States	9,180
Invesco MSCI USA UCITS ETF Dist	0.05%	Equity United States	1,384
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.05%	Equity United States	2,760
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.04%	Equity World	1
UBS MSCI USA SF UCITS ETF USD acc	0.05%	Equity United States	493
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.05%	Equity North America	4
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	56,226
Invesco MSCI World UCITS ETF Dist	0.04%	Equity World	-
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.03%	Equity World	522
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	0.05%	Equity United States	1
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	2,300
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	303
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.05%	Equity United States	893
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.03%	Equity World	76
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,404
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.05%	Equity United States	147
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	57
Invesco S&P 500 UCITS ETF Acc	0.05%	Equity United States	38,118
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.05%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	289
iShares MSCI All Country World UCITS ETF USD (Acc)	0.03%	Equity World	31,831
UBS S&P 500 SF UCITS ETF USD acc	0.05%	Equity United States	203
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	581
Fineco AM Amundi MSCI World UCITS ETF Acc	0.04%	Equity World	1
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.17%	Equity United States Equal Weighted	20
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.15%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	47,992
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,824
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.17%	Equity United States Equal Weighted	4,985
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,402
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	182
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	296
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.05%	Equity United States	99
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.24%	Equity United States Multi-Factor Strategy	141
Amundi MSCI All Country World Swap UCITS ETF USD Acc	0.03%	Equity World	130
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.05%	Equity United States	70
Amundi MSCI World Swap UCITS ETF EUR Dist	0.04%	Equity World	468
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.25%	Equity United States Low Volatility/Risk Weighted	132
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,792
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	22,288
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	551
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	140
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.03%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares Dow Jones US Select Dividend UCITS ETF (DE)	1.00%	Equity United States Dividend	418
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.06%	Equity United States	1
Amundi Core S&P 500 Swap UCITS ETF Acc	0.05%	Equity United States	17,178
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	2,282
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	5,279
Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR	0.77%	Equity United States Low Volatility/Risk Weighted	33
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	400
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.05%	Equity United States	3,064
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	73
Amundi MSCI World Swap UCITS ETF EUR Acc	0.04%	Equity World	6,940
State Street SPDR MSCI World Utilities UCITS ETF USD	1.58%	Equity World Utilities	75
Xtrackers MSCI USA Swap II UCITS ETF 1D	0.05%	Equity United States	0
Finanzen.net MSCI World UCITS ETF Acc	0.04%	Equity World	49
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.53%	Equity World Low Volatility/Risk Weighted	11
Franklin US Dividend Tilt UCITS ETF (Dis)	0.15%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.05%	Equity United States	730
DZ BANK S&P 500 UCITS ETF Acc	0.05%	Equity United States	7
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	497
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	0.02%	Equity United States Value	2

Performance

Returns overview

YTD	+10.42%
1 month	+11.24%
3 months	-0.75%
6 months	+0.16%
1 year	+0.12%
3 years	+27.99%
5 years	+28.34%
Since inception (MAX)	+15.75%
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).