Wells Fargo & Co.

ISIN US9497461015

 | 

WKN 857949

 

Overview

Quote

Description

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage products and services, and consumer and commercial finance. It operates through the following segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. The Consumer Banking and Lending segment offers consumer and small business banking, home lending, credit cards, auto, and personal lending. The Commercial Banking segment offers banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. The Corporate and Investment Banking segment offers corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity and fixed income solutions, as well as sales, trading, and research capabilities. The Wealth & Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services to affluent, high-net worth and ultra-high-net worth clients. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.
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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR 176,613.63 m
EPS, EUR 4.47
P/B ratio 1.16
P/E ratio 11.04
Dividend yield 2.44%

Income statement (2023)

Revenue, EUR 107,500.64 m
Net income, EUR 17,706.03 m
Profit margin 16.47%

What ETF is Wells Fargo & Co. in?

There are 193 ETFs which contain Wells Fargo & Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Wells Fargo & Co. is the Xtrackers MSCI USA Banks UCITS ETF 1D.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y
Xtrackers MSCI USA ESG Screened UCITS ETF 1C 0.48%
Equity
United States
Social/Environmental
548.00 0.07% 105 +27.47%
Deka MSCI USA Climate Change ESG UCITS ETF 0.42%
Equity
United States
Social/Environmental
Climate Change
487.00 0.25% 903 +34.92%
SPDR MSCI World Financials UCITS ETF 1.99%
Equity
World
Financials
234.00 0.30% 227 +12.57%
Amundi MSCI USA ESG Universal Select UCITS ETF DR (C) 0.36%
Equity
United States
Social/Environmental
554.00 0.15% 3 +27.64%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) 0.12%
Equity
United States
Social/Environmental
551.00 0.07% 7,598 +25.06%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 0.43%
Equity
United States
610.00 0.14% 20 +24.76%
Lyxor Core US Equity (DR) UCITS ETF - Dist 0.43%
Equity
United States
619.00 0.04% 23 +26.20%
SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.45%
Equity
United States
506.00 0.03% 2,532 -
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis 0.30%
Equity
World
1,472.00 0.10% 168 +21.60%
iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) 0.12%
Equity
United States
Social/Environmental
551.00 0.10% 233 +24.60%
Xtrackers MSCI USA Banks UCITS ETF 1D 15.74%
Equity
United States
Financials
14.00 0.12% 28 +4.39%
Lyxor Global Gender Equality (DR) UCITS ETF - Acc 0.73%
Equity
World
Social/Environmental
Gender Equality
152.00 0.20% 57 +9.24%
Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged 0.30%
Equity
World
Social/Environmental
2,046.00 0.37% 7 +20.93%
Deka MSCI World Climate Change ESG UCITS ETF 0.27%
Equity
World
Social/Environmental
Climate Change
1,228.00 0.26% 713 +28.34%
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis 0.86%
Equity
United States
Value
441.00 0.20% 647 +10.16%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.67%
Equity
United States
Social/Environmental
272.00 0.20% 14 +27.90%
Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc 0.59%
Equity
United States
Social/Environmental
227.00 0.30% 279 +27.95%
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.20%
Equity
United States
Equal Weighted
504.00 0.22% 535 +13.33%
Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.33%
Equity
United States
Multi-Factor Strategy
442.00 0.14% 52 +24.95%
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 0.43%
Equity
United States
504.00 0.20% 506 +24.38%
Invesco MSCI USA ESG Universal Screened UCITS ETF Dist 0.37%
Equity
United States
Social/Environmental
568.00 0.09% 23 +27.36%
SPDR S&P US Financials Select Sector UCITS ETF 3.44%
Equity
United States
Financials
72.00 0.15% 295 +12.78%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.04%
Equity
World
Social/Environmental
Climate Change
602.00 0.20% 74 +22.05%
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.27%
Equity
World
2,387.00 0.45% 48 +20.38%
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.27%
Equity
World
797.00 0.20% 1 -
Xtrackers MSCI World UCITS ETF 1D 0.30%
Equity
World
1,484.00 0.12% 2,367 +20.93%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.67%
Equity
United States
Social/Environmental
272.00 0.20% 5,276 +27.86%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) 0.49%
Equity
World
Social/Environmental
696.00 0.25% 258 +29.43%
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.38%
Equity
United States
Social/Environmental
Climate Change
432.00 0.12% 1,629 +29.05%
UBS ETF (IE) Global Gender Equality UCITS ETF USD A-dis 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.20% 52 +8.52%
Xtrackers S&P 500 UCITS ETF 1C EUR hedged 0.45%
Equity
United States
502.00 0.20% 516 +25.79%
CSIF (IE) MSCI USA Blue UCITS ETF B USD 0.47%
Equity
United States
623.00 0.09% 2,639 +26.29%
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged 0.45%
Equity
United States
502.00 0.20% 32 +25.17%
Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged 0.20%
Equity
United States
Equal Weighted
503.00 0.30% 70 +12.46%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis 0.24%
Equity
World
Social/Environmental
2,010.00 0.23% 771 +18.94%
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.31%
Equity
World
1,413.00 0.18% 216 +22.85%
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.11%
Equity
United States
Social/Environmental
544.00 0.09% 1,420 -
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to USD) A-acc 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 227 +9.70%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.67%
Equity
World
Dividend
1,852.00 0.29% 3,864 +8.88%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis 0.45%
Equity
United States
504.00 0.12% 39 +30.67%
iShares Core S&P 500 UCITS ETF USD (Dist) 0.45%
Equity
United States
503.00 0.07% 14,752 +26.13%
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 107 +8.79%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.09%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.20% 45 -
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.38%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 39 +12.89%
HSBC MSCI World UCITS ETF USD 0.31%
Equity
World
1,413.00 0.15% 7,981 +21.73%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc 0.45%
Equity
United States
504.00 0.12% 24 +25.54%
VanEck Morningstar Global Wide Moat UCITS ETF 2.13%
Equity
World
Moat
67.00 0.52% 60 +6.28%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.67%
Equity
World
Dividend
1,852.00 0.29% 561 +8.84%
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 0.23%
Equity
World
Social/Environmental
1,369.00 0.19% 158 +22.76%
Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc (C) 0.01%
Equity
World
Social/Environmental
Climate Change
592.00 0.20% 484 -
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis 0.24%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +20.41%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc 0.24%
Equity
World
Social/Environmental
2,010.00 0.26% 593 +20.42%
Xtrackers MSCI USA UCITS ETF 1C 0.43%
Equity
United States
609.00 0.07% 6,614 +26.36%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis 0.43%
Equity
United States
610.00 0.10% 115 +23.30%
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc 0.54%
Equity
World
Social/Environmental
385.00 0.35% 42 +21.09%
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.30%
Equity
World
1,482.00 0.30% 932 +27.84%
UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc 0.43%
Equity
United States
610.00 0.10% 200 +24.61%
Deka MSCI USA UCITS ETF 0.43%
Equity
United States
603.00 0.30% 287 +26.08%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) 0.21%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 34 +10.55%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.49%
Equity
World
Social/Environmental
696.00 0.25% 2,984 +23.11%
iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist) 0.49%
Equity
World
Financials
Social/Environmental
232.00 0.18% 19 +9.65%
UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc 0.43%
Equity
United States
610.00 0.10% 54 +31.01%
UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.20% 154 +8.68%
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 0.44%
Equity
United States
Social/Environmental
Climate Change
489.00 0.09% 10 +24.47%
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.30%
Equity
World
1,484.00 0.17% 131 +27.26%
iShares Core MSCI World UCITS ETF USD (Acc) 0.30%
Equity
World
1,482.00 0.20% 63,166 +21.65%
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 0.45%
Equity
United States
504.00 0.10% 2,377 +31.30%
SPDR MSCI USA Value Weighted UCITS ETF 2.16%
Equity
United States
Value
125.00 0.20% 115 +10.23%
iShares Core S&P 500 UCITS ETF (Acc) 0.45%
Equity
United States
504.00 0.07% 70,334 +26.14%
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.31%
Equity
World
1,453.00 0.17% 132 -
Amundi Prime USA UCITS ETF DR (D) 0.45%
Equity
United States
475.00 0.05% 65 +27.02%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis 0.43%
Equity
United States
610.00 0.07% 945 +26.26%
Vanguard FTSE All-World UCITS ETF Distributing 0.26%
Equity
World
3,644.00 0.22% 12,206 +19.59%
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc 0.43%
Equity
United States
Social/Environmental
Climate Change
540.00 0.07% 5 +27.35%
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc 0.37%
Equity
United States
Social/Environmental
568.00 0.12% 2 +32.49%
SPDR MSCI ACWI UCITS ETF 0.27%
Equity
World
2,387.00 0.40% 2,575 +19.50%
iShares MSCI USA UCITS ETF (Acc) 0.42%
Equity
United States
610.00 0.07% 1,133 +26.35%
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C 0.46%
Equity
United States
Social/Environmental
Climate Change
382.00 0.10% 5 +26.91%
Amundi MSCI World V UCITS ETF Acc 0.30%
Equity
World
1,470.00 0.12% 4,075 +21.68%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 0.09%
Equity
World
Social/Environmental
1,289.00 0.20% 343 +19.92%
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD 0.12%
Equity
World
Social/Environmental
Climate Change
790.00 0.20% 4 +19.14%
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis 0.45%
Equity
United States
504.00 0.09% 518 +26.04%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc 0.45%
Equity
United States
504.00 0.12% 51 +24.47%
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.43%
Equity
United States
609.00 0.12% 466 +26.16%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc 0.30%
Equity
World
1,472.00 0.10% 40 +21.64%
iShares Core MSCI World UCITS ETF USD (Dist) 0.30%
Equity
World
1,482.00 0.20% 220 -
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 4,870 +8.91%
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc 0.37%
Equity
United States
Social/Environmental
568.00 0.09% 1,218 +27.39%
Invesco FTSE RAFI All World 3000 UCITS ETF 0.53%
Equity
World
Fundamental/Quality
1,207.00 0.39% 53 +12.15%
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.27%
Equity
World
797.00 0.20% 0 -
HSBC MSCI USA UCITS ETF USD 0.40%
Equity
United States
620.00 0.30% 42 +25.97%
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis 0.29%
Equity
World
1,429.00 0.30% 1,103 +21.32%
Vanguard FTSE Developed World UCITS ETF Acc 0.29%
Equity
World
2,120.00 0.12% 1,844 +21.55%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.49%
Equity
World
Social/Environmental
696.00 0.25% 217 +22.59%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to GBP) A-acc 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 50 +14.39%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD 0.21%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 3 +9.57%
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 53 -
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.32%
Equity
World
Social/Environmental
Climate Change
1,133.00 0.19% 24 +20.87%
SPDR MSCI ACWI IMI UCITS ETF 0.26%
Equity
World
3,017.00 0.17% 1,069 +18.01%
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1.10%
Equity
United States
Social/Environmental
242.00 0.30% 6 -
iShares MSCI USA ESG Screened UCITS ETF USD (Dist) 0.47%
Equity
United States
Social/Environmental
552.00 0.07% 530 +29.06%
SPDR S&P 500 UCITS ETF 0.45%
Equity
United States
506.00 0.03% 6,478 +26.10%
SPDR MSCI World UCITS ETF 0.31%
Equity
World
1,453.00 0.12% 4,562 +21.66%
Deka MSCI World UCITS ETF Distribution 0.30%
Equity
World
1,473.00 0.31% 2,233 +21.39%
iShares S&P U.S. Banks UCITS ETF USD (Dist) 6.89%
Equity
United States
Financials
41.00 0.35% 4 -13.60%
Vanguard FTSE Developed World UCITS ETF Distributing 0.29%
Equity
World
2,120.00 0.12% 2,351 +21.52%
Invesco FTSE RAFI US 1000 UCITS ETF 1.14%
Equity
United States
Fundamental/Quality
1,003.00 0.39% 437 +14.92%
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.42%
Equity
North America
623.00 0.10% 940 +25.69%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc 0.24%
Equity
World
Social/Environmental
2,010.00 0.26% 317 +18.85%
HSBC S&P 500 UCITS ETF USD 0.45%
Equity
United States
502.00 0.09% 5,295 +26.07%
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc 0.90%
Equity
World
Technology
Blockchain
99.00 0.65% 50 +13.52%
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.20%
Equity
United States
Equal Weighted
503.00 0.30% 249 +8.58%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc 0.43%
Equity
United States
610.00 0.10% 322 +25.48%
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.30%
Equity
World
1,484.00 0.17% 19 -
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.31%
Equity
World
1,453.00 0.17% 31 -
Xtrackers MSCI World ESG Screened UCITS ETF 1D 0.32%
Equity
World
Social/Environmental
1,305.00 0.19% 80 +20.82%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 0.30%
Equity
World
Social/Environmental
2,046.00 0.25% 3,465 +20.25%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to EUR) A-acc 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 125 +9.42%
Invesco FTSE All-World UCITS ETF Acc 0.27%
Equity
World
797.00 0.15% 88 -
Xtrackers MSCI World Climate Transition UCITS ETF 0.31%
Equity
World
Social/Environmental
Climate Change
1,116.00 0.19% 30 -
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.45%
Equity
United States
501.00 0.07% 8,774 +26.14%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc 0.43%
Equity
United States
610.00 0.07% 888 +26.22%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 0.33%
Equity
World
Social/Environmental
1,357.00 0.20% 422 +24.05%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.04%
Equity
World
Social/Environmental
Climate Change
602.00 0.20% 52 +20.21%
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 66 +8.68%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) 0.12%
Equity
United States
Social/Environmental
551.00 0.07% 5,780 +24.93%
HSBC MSCI World UCITS ETF CHF hedged 0.31%
Equity
World
1,413.00 0.18% 15 -
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 0.33%
Equity
World
Social/Environmental
1,357.00 0.20% 1,967 +23.77%
Amundi MSCI World UCITS ETF USD Dist (D) 0.31%
Equity
World
1,384.00 0.12% 820 +21.60%
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.30%
Equity
World
1,482.00 0.55% 961 +20.95%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc 0.24%
Equity
World
Social/Environmental
2,010.00 0.26% 104 +23.13%
iShares S&P U.S. Banks UCITS ETF USD (Acc) 6.89%
Equity
United States
Financials
41.00 0.35% 304 -13.44%
Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.12%
Equity
North America
Social/Environmental
Climate Change
609.00 0.15% 336 +22.55%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc 0.24%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +3.21%
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.89%
Equity
United States
Value
839.00 0.18% 10 -
Vanguard FTSE North America UCITS ETF Distributing 0.42%
Equity
North America
623.00 0.10% 2,007 +25.71%
Xtrackers S&P 500 UCITS ETF 4C 0.45%
Equity
United States
502.00 0.06% 82 +26.10%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.67%
Equity
United States
Social/Environmental
272.00 0.20% 348 +27.93%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.49%
Equity
World
Social/Environmental
696.00 0.25% 466 +24.15%
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc) 1.11%
Equity
World
Social/Environmental
100.00 0.25% 62 +8.18%
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) 1.82%
Equity
United States
Value
151.00 0.20% 273 +8.49%
Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged 0.48%
Equity
United States
Social/Environmental
548.00 0.12% 3 +27.26%
iShares MSCI World UCITS ETF (Dist) 0.30%
Equity
World
1,481.00 0.50% 6,280 +21.35%
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.30%
Equity
World
1,482.00 0.30% 989 +22.35%
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 0.44%
Equity
United States
504.00 0.20% 785 +27.76%
SPDR S&P 500 EUR Hedged UCITS ETF 0.45%
Equity
United States
506.00 0.05% 548 +25.57%
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.44%
Equity
United States
505.00 0.20% 5,714 +25.28%
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.26%
Equity
World
3,644.00 0.22% 9,190 +19.58%
Deka MSCI USA Large Cap UCITS ETF 0.50%
Equity
United States
Large Cap
273.00 0.30% 88 +29.04%
HSBC MSCI World UCITS ETF USD (Acc) 0.31%
Equity
World
1,413.00 0.15% 84 +21.97%
Xtrackers MSCI USA UCITS ETF 1D 0.43%
Equity
United States
609.00 0.07% 124 +25.64%
Amundi MSCI World ESG Universal Select UCITS ETF DR (C) 0.26%
Equity
World
Social/Environmental
1,297.00 0.18% 3 +22.69%
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 0.09%
Equity
World
Social/Environmental
1,289.00 0.20% 3,824 +20.19%
iShares MSCI North America UCITS ETF 0.41%
Equity
North America
697.00 0.40% 1,042 +25.12%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) 0.67%
Equity
United States
Social/Environmental
272.00 0.20% 22 +27.16%
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.30%
Equity
World
1,484.00 0.17% 6 -
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-acc 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 143 +9.63%
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.43%
Equity
United States
571.00 0.05% 1 +26.54%
Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged 0.30%
Equity
World
Social/Environmental
2,046.00 0.37% 2 +21.36%
Amundi Prime Global UCITS ETF DR (C) 0.32%
Equity
World
1,473.00 0.05% 271 +22.12%
iShares MSCI ACWI UCITS ETF (Acc) 0.27%
Equity
World
2,497.00 0.20% 10,826 +19.82%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-dis 1.06%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 9 +9.67%
HSBC S&P 500 UCITS ETF USD (Acc) 0.45%
Equity
United States
502.00 0.09% 60 +26.11%
Vanguard S&P 500 UCITS ETF 0.45%
Equity
United States
501.00 0.07% 36,302 +26.14%
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.27%
Equity
World
2,387.00 0.45% 388 +20.08%
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.20%
Equity
United States
Equal Weighted
504.00 0.20% 1,111 +8.92%
Xtrackers MSCI USA Financials UCITS ETF 1D 3.36%
Equity
United States
Financials
88.00 0.12% 1,008 +13.41%
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.30%
Equity
World
1,483.00 0.55% 3,431 +21.74%
Invesco FTSE All-World UCITS ETF Dist 0.27%
Equity
World
797.00 0.15% 15 -
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.43%
Equity
United States
571.00 0.05% 17 +26.53%
iShares Edge MSCI USA Value Factor UCITS ETF 1.82%
Equity
United States
Value
151.00 0.20% 1,739 +8.31%
Amundi Prime Global UCITS ETF DR (D) 0.32%
Equity
World
1,473.00 0.05% 652 +22.05%
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.38%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 46 +13.00%
iShares MSCI USA ESG Screened UCITS ETF USD (Acc) 0.47%
Equity
United States
Social/Environmental
552.00 0.07% 5,851 +28.88%
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.45%
Equity
United States
502.00 0.20% 11 +25.14%
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.11%
Equity
United States
Social/Environmental
544.00 0.09% 1,870 -
Xtrackers MSCI World UCITS ETF 1C 0.30%
Equity
World
1,484.00 0.19% 10,160 +21.65%
UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc 0.32%
Equity
World
Social/Environmental
Climate Change
877.00 0.19% 16 +20.18%
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.30%
Equity
World
1,479.00 0.55% 302 +27.11%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.09%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.25% 1,002 -
UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc 0.11%
Equity
World
Social/Environmental
Climate Change
841.00 0.18% 7 +19.14%
Amundi Prime USA UCITS ETF DR (C) 0.45%
Equity
United States
475.00 0.05% 37 +26.99%
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 0.60%
Equity
World
Social/Environmental
653.00 0.30% 10 -
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc 0.24%
Equity
World
Social/Environmental
2,010.00 0.26% 530 +20.33%
iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) 0.47%
Equity
United States
Social/Environmental
552.00 0.10% 139 +25.72%
Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.12%
Equity
North America
Social/Environmental
Climate Change
609.00 0.15% 33 +23.91%
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.43%
Equity
United States
609.00 0.12% 75 +25.53%
Xtrackers MSCI World Financials UCITS ETF 1C 1.98%
Equity
World
Financials
234.00 0.25% 345 +12.81%
Amundi MSCI World Climate Paris Aligned PAB Umweltzeichen UCITS ETF DR EUR 0.31%
Equity
World
Social/Environmental
Climate Change
1,017.00 0.25% 98 +29.48%
iShares S&P 500 Financials Sector UCITS ETF (Acc) 3.44%
Equity
United States
Financials
72.00 0.15% 971 +12.87%
Xtrackers S&P 500 UCITS ETF 2C GBP hedged 0.45%
Equity
United States
502.00 0.09% 387 +31.17%
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.45%
Equity
United States
502.00 0.12% 0 -
UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis 0.42%
Equity
United States
609.00 0.14% 412 +25.84%

Performance

Returns overview

YTD +10.99%
1 month +9.94%
3 months +26.54%
6 months +30.25%
1 year +13.79%
3 years +62.70%
5 years +14.76%
Since inception (MAX) +5.24%
2023 +17.05%
2022 -10.41%
2021 +75.32%
2020 -49.53%

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 27.69%
Volatility 3 years 29.98%
Volatility 5 years 36.54%
Return per risk 1 year 0.50
Return per risk 3 years 0.59
Return per risk 5 years 0.08
Maximum drawdown 1 year -24.66%
Maximum drawdown 3 years -35.51%
Maximum drawdown 5 years -63.56%
Maximum drawdown since inception -68.15%

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.