Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

39,409 m

Country

United States

Sector

Utilities

Dividend yield

2.90%

Overview

Quote

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Description

Xcel Energy, Inc. is an electric and natural gas delivery company. It operates through the following three segments: Regulated Electric, Regulated Natural Gas Utility and All Others. The Regulated Electric segment focuses on generating, purchasing, transmitting, and distributing electricity. The Regulated Natural Gas Utility segment includes purchases, transport, stores, distribution, and sales. The All Others segment involves steam, appliance repair services, non-utility real estate activities, revenues associated with processing solid waste into refuse-derived fuel, investments in rental housing projects that qualify for low-income housing tax credits and equity method investments in energy impact partners funds. The company was founded in 1909 and is headquartered in Minneapolis, MN.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	39,409 m
EPS, EUR	2.97
P/B ratio	2.2
P/E ratio	23.7
Dividend yield	2.90%

Income statement (2024)

Revenue, EUR	12,451 m
Net income, EUR	1,790 m
Profit margin	14.37%

What ETF is Xcel Energy in?

There are 204 ETFs which contain Xcel Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Xcel Energy is the 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	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.06%	Equity World	669
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.64%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	665
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	687
AXA IM NASDAQ 100 UCITS ETF EUR (H) Acc	0.24%	Equity United States Technology	6
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF	0.47%	Equity World Infrastructure Multi-Asset Strategy	1,353
SPDR S&P 500 UCITS ETF (Acc)	0.08%	Equity United States	11,324
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	1,215
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.25%	Equity United States Technology	635
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.08%	Equity United States	46
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	58
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	3.49%	Equity United States Utilities	679
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	33
iShares MSCI ACWI UCITS ETF USD (Dist)	0.05%	Equity World	0
UBS MSCI USA Value UCITS ETF USD dis	0.18%	Equity United States Value	419
Amundi Core MSCI USA UCITS ETF Acc	0.08%	Equity United States	2,491
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity United States Social/Environmental	1,049
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	168
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	329
iShares Global Infrastructure UCITS ETF USD (Dist)	1.63%	Equity World Infrastructure	1,497
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.08%	Equity United States Social/Environmental	7
Invesco Nasdaq-100 UCITS ETF EUR Hedged	0.25%	Equity United States Technology	560
Amundi Prime All Country World UCITS ETF GBP Hedged Dist	0.05%	Equity World	-
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.18%	Equity World Low Volatility/Risk Weighted	689
JPMorgan Active US Value UCITS ETF USD (dist)	0.41%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.14%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.05%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.19%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	29
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,457
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity United States Social/Environmental	9,201
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	15
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.08%	Equity United States	574
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	644
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.16%	Equity United States Multi-Factor Strategy	97
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental	321
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.19%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
SPDR S&P 500 Low Volatility UCITS ETF	1.16%	Equity United States Low Volatility/Risk Weighted	94
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.13%	Equity World Dividend	6,270
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.05%	Equity United States Multi-Factor Strategy	74
UBS Core S&P 500 UCITS ETF hGBP dis	0.09%	Equity United States	61
AXA IM NASDAQ 100 UCITS ETF USD Acc	0.24%	Equity United States Technology	1,552
iShares Core S&P 500 UCITS ETF USD (Dist)	0.08%	Equity United States	17,512
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	2,237
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	597
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	860
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.27%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.06%	Equity World	820
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.16%	Equity United States Multi-Factor Strategy	29
iShares Global Infrastructure UCITS ETF USD (Acc)	1.63%	Equity World Infrastructure	71
Xtrackers Nasdaq 100 UCITS ETF 1C	0.25%	Equity United States Technology	1,623
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,580
UBS Core S&P 500 UCITS ETF hEUR acc	0.09%	Equity United States	254
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States	56
L&G Global Equity UCITS ETF	0.06%	Equity World Social/Environmental	947
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.13%	Equity World Dividend	1,354
UBS Core MSCI World UCITS ETF hGBP dis	0.06%	Equity World	91
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	165
Xtrackers MSCI USA UCITS ETF 1C	0.08%	Equity United States	9,332
UBS Core MSCI World UCITS ETF hEUR acc	0.06%	Equity World	275
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.08%	Equity United States	326
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.06%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	952
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.08%	Equity United States	464
Amundi Core MSCI World UCITS ETF Acc	0.06%	Equity World	8,682
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.25%	Equity United States Technology	465
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental	5,203
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.31%	Equity United States Momentum	11
iShares Nasdaq 100 UCITS ETF (Acc)	0.25%	Equity United States Technology	19,109
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	1.10%	Equity United States Technology Equal Weighted	125
UBS Core MSCI USA UCITS ETF hGBP acc	0.08%	Equity United States	59
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	647
iShares Core MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	108,360
SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	3.51%	Equity United States Utilities	150
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.43%	Equity United States Covered Call Alternative Investments	52
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.38%	Equity North America Dividend	109
iShares Core S&P 500 UCITS ETF USD (Acc)	0.08%	Equity United States	115,996
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.08%	Equity United States	97
L&G US Equity UCITS ETF	0.08%	Equity United States Social/Environmental	1,055
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	630
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.06%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,194
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	18,707
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.05%	Equity World	6,772
iShares MSCI USA UCITS ETF (Acc)	0.08%	Equity United States	2,696
iShares Nasdaq 100 UCITS ETF (DE)	0.25%	Equity United States Technology	4,884
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.34%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.10%	Equity World	5
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	174
UBS Core S&P 500 UCITS ETF USD dis	0.09%	Equity United States	1,044
UBS Core S&P 500 UCITS ETF hCHF acc	0.09%	Equity United States	484
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.08%	Equity United States	500
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	4,807
JPMorgan Active US Value UCITS ETF USD (acc)	0.41%	Equity United States Value	60
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.36%	Equity United States Mid Cap	264
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.25%	Equity United States Technology	3,510
iShares Core MSCI World UCITS ETF USD (Dist)	0.06%	Equity World	412
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	7,400
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.31%	Equity United States Dividend	41
Xtrackers MSCI World Utilities UCITS ETF 1C	2.21%	Equity World Utilities	474
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	127
SPDR S&P US Dividend Aristocrats UCITS ETF	1.31%	Equity United States Dividend	2,820
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.08%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	0.08%	Equity United States	2,753
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.64%	Equity United States Low Volatility/Risk Weighted	5
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.06%	Equity World	26
Amundi Prime All Country World UCITS ETF Acc	0.05%	Equity World	485
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.52%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,338
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,728
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.10%	Equity United States	324
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,679
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	378
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.43%	Equity United States Covered Call Alternative Investments	2,114
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.09%	Equity World	3,882
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.19%	Equity World Covered Call Alternative Investments	1,112
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.26%	Equity United States Low Volatility/Risk Weighted	56
SPDR S&P 500 UCITS ETF (Dist)	0.08%	Equity United States	15,324
SPDR MSCI World UCITS ETF	0.05%	Equity World	13,319
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	38
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.09%	Equity World	67
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,521
Invesco FTSE RAFI US 1000 UCITS ETF	0.15%	Equity United States Fundamental/Quality	568
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.08%	Equity North America	2,027
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	215
HSBC S&P 500 UCITS ETF USD	0.08%	Equity United States	7,088
HSBC USA SCREENED EQUITY UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	694
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	796
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	309
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.08%	Equity United States	471
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	244
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.06%	Equity World	31
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	2,065
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.08%	Equity United States	25,555
UBS Core MSCI USA UCITS ETF USD acc	0.08%	Equity United States	2,065
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	284
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	321
Amundi Core MSCI World UCITS ETF USD Dist	0.06%	Equity World	820
Amundi Core MSCI USA UCITS ETF Dist	0.08%	Equity United States	-
Amundi Core S&P 500 UCITS ETF Acc	0.08%	Equity United States	5
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.17%	Equity United States Value	229
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.08%	Equity North America	2,442
Xtrackers S&P 500 UCITS ETF 4C	0.08%	Equity United States	904
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental	767
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	940
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	71
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.26%	Equity United States Low Volatility/Risk Weighted	1,344
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	7,454
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.41%	Equity United States Value	4
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.06%	Equity World	1,490
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.08%	Equity United States	7,796
SPDR S&P 500 EUR Hedged UCITS ETF	0.08%	Equity United States	2,327
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	26,098
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,406
Xtrackers MSCI USA UCITS ETF 1D	0.08%	Equity United States	245
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	141
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,111
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.08%	Equity United States	0
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.08%	Equity United States Social/Environmental	51
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.08%	Equity United States	2
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	21,112
UBS Nasdaq-100 UCITS ETF USD acc	0.25%	Equity United States Technology	28
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.16%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.08%	Equity United States	43,484
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	942
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,118
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	756
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.06%	Equity World	4,678
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	178
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.26%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.08%	Equity United States	72
Invesco EQQQ Nasdaq-100 UCITS ETF	0.25%	Equity United States Technology	9,896
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	84
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.27%	Equity United States Multi-Factor Strategy	88
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.16%	Equity United States Low Volatility/Risk Weighted	19
Amundi Prime Global UCITS ETF Dist	0.06%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	16,076
UBS Nasdaq-100 UCITS ETF USD dis	0.25%	Equity United States Technology	8
iShares Dow Jones US Select Dividend UCITS ETF (DE)	1.13%	Equity United States Dividend	339
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.10%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.09%	Equity United States	972
Amundi Prime All Country World UCITS ETF Dist	0.05%	Equity World	2,193
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D	1.15%	Equity United States Technology Equal Weighted	32
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.31%	Equity United States Momentum	582
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0.25%	Equity United States Technology	1,807
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	13
SPDR MSCI World Utilities UCITS ETF USD	2.20%	Equity World Utilities	38
Finanzen.net MSCI World UCITS ETF Acc	0.06%	Equity World	6
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.19%	Equity World Low Volatility/Risk Weighted	17
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	1.09%	Equity United States Technology	8
Franklin US Dividend Tilt UCITS ETF (Dis)	0.06%	Equity United States Dividend	3
UBS MSCI USA UCITS ETF USD dis	0.08%	Equity United States	457

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:

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€

Source: justETF Research; As of 12/2025; *Affiliate link
- 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.
- No guarantee can be given for the completeness and correctness of the information listed. The information provided by the online brokers is decisive. In addition to the indicated broker fees, additional costs (e.g. spreads, gratuities and product costs) may apply.

Performance

Returns overview

YTD	+2.73%
1 month	-6.10%
3 months	+7.02%
6 months	+10.65%
1 year	-0.97%
3 years	+1.16%
5 years	-
Since inception (MAX)	+22.78%
2024	+16.10%
2023	-16.36%
2022	+10.55%
2021	-

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).