Welltower

ISIN US95040Q1040

WKN A1409D

Market cap (in EUR)

109,604 m

Country

United States

Sector

Finance

Dividend yield

1.51%

Overview

Quote

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Description

Health Care REIT, Inc. is a real estate investment trust (REIT) that is specialized on seniors housing and health care real estate. The company's portfolio includes seniors housing communities, long-term/post-acute care facilities, medical office buildings, inpatient and outpatient medical centers and life science facilities.
Source: AfU Research GmbH

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	109,604 m
EPS, EUR	1.20
P/B ratio	3.3
P/E ratio	140.4
Dividend yield	1.51%

Income statement (2024)

Revenue, EUR	7,382 m
Net income, EUR	880 m
Profit margin	11.92%

What ETF is Welltower in?

There are 315 ETFs which contain Welltower. All of these ETFs are listed in the table below. The ETF with the largest weighting of Welltower is the HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.21%	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	9
Xtrackers MSCI USA Screened UCITS ETF 1C	0.25%	Equity United States Social/Environmental	229
Xtrackers Portfolio UCITS ETF 1C	0.04%	Equity World Multi-Asset Strategy	681
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.39%	Equity United States Social/Environmental Climate Change	481
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	36
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	757
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	9.82%	Real Estate World	27
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.76%	Equity World Low Volatility/Risk Weighted	77
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.60%	Equity United States Social/Environmental	13,624
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	1.63%	Equity World Low Volatility/Risk Weighted	243
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.44%	Equity United States Social/Environmental	367
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.35%	Equity United States Social/Environmental	542
SPDR S&P 500 UCITS ETF (Acc)	0.24%	Equity United States	11,772
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	60
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.43%	Equity United States Equal Weighted	624
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.60%	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)	0.15%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.14%	Equity World Social/Environmental	64
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.39%	Equity United States Social/Environmental Climate Change	2,101
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.34%	Equity United States Social/Environmental Climate Change	422
Amundi Core MSCI USA UCITS ETF Acc	0.23%	Equity United States	2,699
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	7.41%	Real Estate World	1,506
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.16%	Equity World Social/Environmental	497
SPDR Dow Jones Global Real Estate UCITS ETF Accumulating	9.02%	Real Estate World	40
Franklin U.S. Equity UCITS ETF	0.58%	Equity United States Multi-Factor Strategy	60
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.35%	Equity United States Social/Environmental	1,072
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.59%	Equity United States Social/Environmental	1,092
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.14%	Equity World	375
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.07%	Equity United States Multi-Factor Strategy	156
UBS MSCI USA Socially Responsible UCITS ETF USD dis	1.06%	Equity United States Social/Environmental Climate Change	713
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.35%	Equity United States Social/Environmental	7
Amundi MSCI World ESG Selection UCITS ETF Acc	0.32%	Equity World Social/Environmental	1,727
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.41%	Equity World Low Volatility/Risk Weighted	658
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.36%	Equity World Multi-Factor Strategy	0
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)	0.13%	Equity World Social/Environmental Climate Change	325
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity United States Social/Environmental Multi-Asset Strategy	21
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.14%	Equity World	66
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.65%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	33
Xtrackers MSCI World UCITS ETF 1D	0.15%	Equity World	4,531
Xtrackers MSCI World ESG UCITS ETF 1C	0.37%	Equity World Social/Environmental	5,840
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.35%	Equity United States Social/Environmental	9,150
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.23%	Equity United States Social/Environmental Climate Change	159
UBS Global Gender Equality UCITS ETF USD dis	1.23%	Equity World Social/Environmental Gender Equality	40
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.43%	Equity United States Equal Weighted	1,060
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.24%	Equity United States	582
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.68%	Equity World Social/Environmental Climate Change	134
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.65%	Equity World Covered Call Alternative Investments	2
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	1.05%	Equity United States Social/Environmental Climate Change	20
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.72%	Equity United States Covered Call Alternative Investments	0
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	11.82%	Real Estate World	12
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	11.82%	Real Estate World	27
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.25%	Equity World Social/Environmental Climate Change	1,166
UBS MSCI ACWI Universal UCITS ETF USD dis	0.20%	Equity World Social/Environmental	1,902
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.67%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.16%	Equity World	642
WisdomTree Megatrends UCITS ETF USD	0.09%	Equity World Social/Environmental Innovation	26
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.49%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.24%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.26%	Equity World Social/Environmental	329
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.55%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
SPDR S&P 500 Low Volatility UCITS ETF	1.03%	Equity United States Low Volatility/Risk Weighted	92
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.75%	Equity World Social/Environmental Climate Change	1,186
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.28%	Equity World Momentum	213
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	1.05%	Equity United States Social/Environmental Climate Change	144
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	8.32%	Real Estate World	12
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.39%	Equity United States Equal Weighted	2,063
iShares Core S&P 500 UCITS ETF USD (Dist)	0.24%	Equity United States	17,745
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.25%	Equity World Social/Environmental Climate Change	480
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	1.91%	Equity World Infrastructure Social/Environmental	60
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	2,217
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	0.16%	Equity World Social/Environmental	24
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.04%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	896
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.93%	Equity United States Social/Environmental Climate Change	511
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.37%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.32%	Equity World Social/Environmental Climate Change	269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.31%	Equity United States Multi-Factor Strategy	35
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.21%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.16%	Equity World	12,697
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.75%	Equity World Social/Environmental Climate Change	3,978
L&G Global Equity UCITS ETF	0.17%	Equity World Social/Environmental	961
Invesco MSCI World Universal Screened UCITS ETF Acc	0.30%	Equity World Social/Environmental	208
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	1,477
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	1.19%	Equity World Infrastructure Social/Environmental	336
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.24%	Equity World Social/Environmental	167
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.93%	Equity United States Social/Environmental Climate Change	129
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.40%	Equity United States Social/Environmental Climate Change	447
Xtrackers MSCI USA UCITS ETF 1C	0.23%	Equity United States	9,317
Xtrackers MSCI World Momentum ESG UCITS ETF	0.25%	Equity World Momentum	213
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	1.47%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.17%	Equity World	306
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.75%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.75%	Equity World Social/Environmental Climate Change	1,586
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.37%	Equity World Social/Environmental	895
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.14%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.41%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.17%	Equity World	979
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.39%	Equity United States Equal Weighted	120
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.19%	Equity World Social/Environmental	117
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.24%	Equity United States Equal Weighted	17
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.25%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.17%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.26%	Equity World Social/Environmental	5,235
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.25%	Equity United States Momentum	10
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.44%	Equity United States Social/Environmental	464
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.68%	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	0.30%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.17%	Equity World	111,710
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.23%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.24%	Equity United States	116,972
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	74
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.25%	Equity North America Social/Environmental	303
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.93%	Equity United States Social/Environmental Climate Change	67
L&G US Equity UCITS ETF	0.24%	Equity United States Social/Environmental	1,009
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.17%	Equity World	692
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.35%	Equity United States Social/Environmental	319
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.24%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.23%	Equity United States	1,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.15%	Equity World	19,168
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.35%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.35%	Equity United States Social/Environmental	938
SPDR MSCI All Country World UCITS ETF (Acc)	0.14%	Equity World	7,475
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental Climate Change	5
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C 1C	7.95%	Real Estate World	9
Xtrackers MSCI World Momentum UCITS ETF 1C	0.68%	Equity World Momentum	1,588
iShares MSCI USA UCITS ETF (Acc)	0.23%	Equity United States	2,864
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.46%	Equity World Social/Environmental Climate Change	305
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.33%	Equity United States Social/Environmental Climate Change	12
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.36%	Equity World Multi-Factor Strategy	195
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.40%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.40%	Equity World Social/Environmental	987
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.16%	Equity World Social/Environmental	744
Amundi S&P 500 Screened UCITS ETF Acc	0.35%	Equity United States Social/Environmental	3,765
Xtrackers MSCI World Screened UCITS ETF 1C	0.18%	Equity World Social/Environmental	64
Xtrackers MSCI USA ESG UCITS ETF 1C	0.53%	Equity United States Social/Environmental	8,378
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	176
UBS Core S&P 500 UCITS ETF USD dis	0.24%	Equity United States	1,067
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.23%	Equity United States	534
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.37%	Equity United States Buffer Alternative Investments	7
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.32%	Equity United States Social/Environmental Climate Change	426
UBS Core MSCI World UCITS ETF USD acc	0.17%	Equity World	5,829
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.68%	Equity World Social/Environmental Climate Change	434
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.46%	Equity World Social/Environmental Climate Change	209
iShares Core MSCI World UCITS ETF USD (Dist)	0.17%	Equity World	519
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.24%	Equity United States Equal Weighted	7,508
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.40%	Equity United States Social/Environmental	2,880
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	144
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.30%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.24%	Equity World Social/Environmental	2
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.45%	Equity United States Social/Environmental	29
UBS MSCI USA NSL UCITS ETF USD acc	0.23%	Equity United States	2,810
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.40%	Equity United States Social/Environmental Climate Change	34
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.17%	Equity World	25
Amundi Prime All Country World UCITS ETF Acc	0.15%	Equity World	814
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.75%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.17%	Equity World	1,356
Vanguard FTSE Developed World UCITS ETF Acc	0.16%	Equity World	4,903
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.29%	Equity United States	330
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.26%	Equity World Social/Environmental	1,941
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.46%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.24%	Equity United States Equal Weighted	373
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	7.27%	Real Estate World	297
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.19%	Equity World Social/Environmental	399
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.21%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.08%	Equity World	4,171
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.48%	Equity United States Social/Environmental	10
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.65%	Equity World Covered Call Alternative Investments	1,155
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.66%	Equity World Social/Environmental	1,623
UBS MSCI USA Selection UCITS ETF USD acc	0.45%	Equity United States Social/Environmental	2,160
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental	1,372
SPDR S&P 500 UCITS ETF (Dist)	0.24%	Equity United States	15,468
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.32%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.17%	Equity World	14,103
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.45%	Equity United States Social/Environmental	275
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	69
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.08%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.16%	Equity World	3,563
Invesco FTSE RAFI US 1000 UCITS ETF	0.20%	Equity United States Fundamental/Quality	586
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	1.06%	Equity United States Social/Environmental Climate Change	317
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.22%	Equity North America	2,168
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.72%	Equity United States Covered Call Alternative Investments	2
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.72%	Equity United States Covered Call Alternative Investments	230
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.25%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.24%	Equity United States	7,161
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.39%	Equity United States Social/Environmental Climate Change	2,397
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	703
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.24%	Equity United States Equal Weighted	1,111
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.35%	Equity United States Social/Environmental	1,717
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.23%	Equity United States	496
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.15%	Equity World	325
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.17%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.18%	Equity World Social/Environmental	121
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.17%	Equity World	36
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.14%	Equity World Social/Environmental	5,031
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	7.41%	Real Estate World	606
UBS Global Gender Equality UCITS ETF hEUR acc	1.23%	Equity World Social/Environmental Gender Equality	21
First Trust US Momentum UCITS ETF Class A Accumulation	1.02%	Equity United States Momentum	68
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.45%	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	0.32%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.21%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.24%	Equity United States	26,312
UBS Core MSCI USA UCITS ETF USD acc	0.23%	Equity United States	2,085
iShares MSCI World Screened UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	965
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.53%	Equity United States Social/Environmental	133
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental Climate Change	135
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.60%	Equity United States Social/Environmental	7,180
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.16%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.37%	Equity World Social/Environmental	283
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	110
iShares MSCI World Screened UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.17%	Equity World	1,309
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	145
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.56%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.23%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.24%	Equity United States	7
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.76%	Equity World Low Volatility/Risk Weighted	257
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.68%	Equity World Social/Environmental Climate Change	5
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	5.78%	Real Estate World	145
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.46%	Equity United States Value	257
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.22%	Equity North America	2,530
Xtrackers S&P 500 UCITS ETF 4C	0.24%	Equity United States	925
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.26%	Equity World Social/Environmental	806
UBS MSCI World Selection UCITS ETF USD acc	0.32%	Equity World Social/Environmental	653
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	73
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.25%	Equity United States Social/Environmental	15
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.35%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.16%	Equity World	7,513
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.18%	Equity World Social/Environmental Multi-Asset Strategy	20
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.04%	Equity United States Multi-Factor Strategy	68
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.17%	Equity World	1,556
UBS MSCI USA Socially Responsible UCITS ETF USD acc	1.05%	Equity United States Social/Environmental Climate Change	475
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.24%	Equity United States	8,184
SPDR S&P 500 EUR Hedged UCITS ETF	0.24%	Equity United States	2,489
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.15%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.16%	Equity World	1,470
Xtrackers MSCI USA UCITS ETF 1D	0.23%	Equity United States	253
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.25%	Equity World Social/Environmental Climate Change	116
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.07%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental	4,504
iShares MSCI North America UCITS ETF	0.22%	Equity North America	1,112
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.35%	Equity United States Social/Environmental	56
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.32%	Equity World Social/Environmental	392
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	329
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.23%	Equity United States	2
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.35%	Equity United States Social/Environmental	95
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.25%	Equity World Social/Environmental Climate Change	459
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.87%	Equity World Social/Environmental Multi-Asset Strategy	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.15%	Equity World	22,108
SPDR Dow Jones Global Real Estate UCITS ETF	9.02%	Real Estate World	260
HSBC S&P 500 UCITS ETF USD (Acc)	0.24%	Equity United States	460
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.24%	Equity United States	43,800
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	1,017
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.07%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.16%	Equity World	4,927
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	1.19%	Equity World Infrastructure Social/Environmental	23
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.43%	Equity United States Social/Environmental	4,462
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.23%	Equity United States	73
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	0.35%	Equity United States Social/Environmental	51
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.31%	Equity United States Multi-Factor Strategy	89
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental	14,118
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.24%	Equity United States	63
VanEck Multi-Asset Growth Allocation UCITS ETF	0.91%	Equity World Social/Environmental Multi-Asset Strategy	31
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.75%	Equity World Social/Environmental Climate Change	209
VanEck Global Real Estate UCITS ETF	10.68%	Real Estate World	315
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.35%	Equity United States Social/Environmental	123
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.00%	Equity United States Low Volatility/Risk Weighted	19
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.67%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.17%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.15%	Equity World	16,473
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	0
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.41%	Equity World Social/Environmental Climate Change	15
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.49%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.35%	Equity United States Social/Environmental	397
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.29%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.32%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.24%	Equity United States	913
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	29
Amundi Prime All Country World UCITS ETF Dist	0.15%	Equity World	2,634
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.33%	Equity World Social/Environmental	16
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.25%	Equity United States Social/Environmental	944
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.56%	Equity North America Social/Environmental Climate Change	43
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.25%	Equity United States Momentum	499
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	1.63%	Equity United States Low Volatility/Risk Weighted	120
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.29%	Equity United States Social/Environmental	1,345
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	7.27%	Real Estate World	55
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.41%	Equity World Low Volatility/Risk Weighted	17
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.25%	Equity World Social/Environmental Climate Change	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	251
UBS MSCI USA UCITS ETF USD dis	0.22%	Equity United States	453

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.

Select your savings amount:

Broker	Rating	Execution fee	Account fee
		0.00€	0.00€	View offer*
		0.00€	0.00€	View offer**

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	-0.85%
1 month	-5.05%
3 months	+10.54%
6 months	+23.15%
1 year	+30.38%
3 years	+147.03%
5 years	+212.20%
Since inception (MAX)	+129.42%
2025	+35.85%
2024	+43.98%
2023	+34.33%
2022	-18.37%

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).