Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

92,674 m

Country

Canada

Sector

Finance

Dividend yield

3.14%

Overview

Quote

Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

Show more Show less

Finance Banking International Banks Canada

Chart

Financials

Key metrics

Market capitalisation, EUR	92,674 m
EPS, EUR	7.58
P/B ratio	1.9
P/E ratio	17.4
Dividend yield	3.14%

Income statement (2025)

Revenue, EUR	50,126 m
Net income, EUR	5,605 m
Profit margin	11.18%

What ETF is Bank of Montreal in?

There are 219 ETFs which contain Bank of Montreal. All of these ETFs are listed in the table below. The ETF with the largest weighting of Bank of Montreal is the UBS MSCI Canada Universal UCITS ETF CAD acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.12%	Equity World	969
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	718
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,233
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	43
State Street SPDR MSCI World Financials UCITS ETF USD	0.73%	Equity World Financials	263
Xtrackers MSCI World ex USA UCITS ETF 1C	0.41%	Equity World	5,306
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,782
UBS MSCI World ex USA UCITS ETF USD acc	0.41%	Equity World	98
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	40
iShares MSCI ACWI UCITS ETF USD (Dist)	0.11%	Equity World	6
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	24
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity World Social/Environmental	85
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.12%	Equity World Social/Environmental	524
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.12%	Equity World	581
UBS MSCI Canada UCITS ETF hGBP dis	3.35%	Equity Canada	2
Amundi MSCI World ESG Selection UCITS ETF Acc	0.24%	Equity World Social/Environmental	1,717
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.20%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	15
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	88
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.25%	Equity World Momentum Climate Change	605
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	49
Xtrackers MSCI World UCITS ETF 1D	0.11%	Equity World	4,445
Xtrackers MSCI World ESG UCITS ETF 1C	0.27%	Equity World Social/Environmental	5,151
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.13%	Equity World Social/Environmental	535
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.23%	Equity World Social/Environmental Climate Change	134
UBS MSCI ACWI Universal UCITS ETF USD dis	0.15%	Equity World Social/Environmental	2,252
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	720
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	68
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	221
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	8,070
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.48%	Equity World Social/Environmental	103
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental Climate Change	323
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.11%	Equity World Social/Environmental	58
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.05%	Equity World Multi-Asset Strategy	1,052
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	137
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.85%	Equity World Financials Social/Environmental	27
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	1,839
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	24
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	12,967
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	1,204
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	2,229
Invesco MSCI World Universal Screened UCITS ETF Acc	0.19%	Equity World Social/Environmental	240
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental	45
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	100
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	1,405
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	79
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	196
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	0.86%	Equity World Dividend	126
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.14%	Equity World Multi-Factor Strategy	360
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	798
UBS MSCI World Selection UCITS ETF hEUR dis	0.23%	Equity World Social/Environmental	303
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.27%	Equity World Social/Environmental	1,031
UBS MSCI World Selection UCITS ETF hCHF acc	0.23%	Equity World Social/Environmental	283
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.11%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.21%	Equity World Social/Environmental	228
UBS MSCI Canada UCITS ETF hUSD acc	3.35%	Equity Canada	55
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	1,103
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	452
Ossiam Bloomberg Canada PAB UCITS ETF 1A (EUR)	2.03%	Equity Canada Social/Environmental Climate Change	13
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.18%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.12%	Equity World	13,202
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	0.86%	Equity World Dividend	43
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	5,338
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.54%	Equity World Financials Social/Environmental	117
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental Climate Change	7
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	49
HANetf Middlefield Canadian Enhanced Income UCITS ETF (Dist)	2.56%	Equity Canada Dividend	77
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.33%	Equity World Momentum	4,232
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	807
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.11%	Equity World	457
iShares Core MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	118,632
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental Climate Change	5
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	151
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	90
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.18%	Equity North America Social/Environmental	238
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	732
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.12%	Equity World	58
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	55
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	131
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	21,288
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	10,556
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.33%	Equity World Momentum	1,781
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	62
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	428
UBS MSCI Canada UCITS ETF hEUR acc	3.35%	Equity Canada	152
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.20%	Equity World Multi-Factor Strategy	220
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.20%	Equity World	34
Amundi MSCI World Ex USA UCITS ETF Dist	0.42%	Equity World	119
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	252
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	743
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.12%	Equity World Social/Environmental	865
Amundi MSCI World Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	1,400
HSBC MSCI Canada UCITS ETF USD	3.36%	Equity Canada	332
iShares MSCI Canada UCITS ETF (Acc)	3.35%	Equity Canada	1,966
Amundi MSCI World Ex USA UCITS ETF Acc	0.42%	Equity World	620
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	101
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	1.29%	Equity World Dividend	7,748
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	8,487
Xtrackers MSCI Canada Screened UCITS ETF 1C	3.48%	Equity Canada Social/Environmental	1,085
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.21%	Equity World Social/Environmental Climate Change	36
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.23%	Equity World Social/Environmental Climate Change	313
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental Climate Change	474
UBS MSCI Canada UCITS ETF CAD acc	3.35%	Equity Canada	616
iShares Core MSCI World UCITS ETF USD (Dist)	0.12%	Equity World	693
Invesco RAFI All-World Fundamental Value UCITS ETF	0.13%	Equity World Value	204
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	177
Franklin S&P World Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	21
UBS MSCI Canada UCITS ETF hCHF acc	3.35%	Equity Canada	52
Amundi Prime All Country World UCITS ETF Acc	0.11%	Equity World	1,697
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.13%	Equity World Social/Environmental	26
UBS MSCI World UCITS ETF USD dis	0.12%	Equity World	1,412
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	5,691
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,615
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	16
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.12%	Equity World Social/Environmental	479
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	116
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	5,169
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.46%	Equity World Social/Environmental	1,720
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.40%	Equity World Social/Environmental Catholic principles	98
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.24%	Equity World Social/Environmental	85
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.12%	Equity World	15,865
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	105
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,812
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.16%	Equity North America	2,557
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	658
Xtrackers MSCI World ex USA UCITS ETF 1D	0.41%	Equity World	220
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.11%	Equity World	385
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	289
Xtrackers MSCI World Screened UCITS ETF 1D	0.13%	Equity World Social/Environmental	126
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.12%	Equity World Social/Environmental	5,484
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	3,013
UBS MSCI World Selection UCITS ETF hEUR acc	0.23%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	3.35%	Equity Canada	7
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.14%	Equity World Social/Environmental Climate Change	21
iShares MSCI World Screened UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	1,107
UBS MSCI Canada Universal UCITS ETF CAD acc	5.23%	Equity Canada Social/Environmental Climate Change	234
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	46
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	82
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.27%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,873
Amundi Core MSCI World UCITS ETF USD Dist	0.12%	Equity World	1,506
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.15%	Equity World Social/Environmental	274
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental	2,097
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.05%	Equity North America Social/Environmental Climate Change	425
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.23%	Equity World Social/Environmental Climate Change	9
Invesco Global Active ESG Equity UCITS ETF Acc	0.14%	Equity World Multi-Factor Strategy	1,780
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.15%	Equity World Social/Environmental	109
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.16%	Equity North America	2,764
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	868
UBS MSCI World Selection UCITS ETF USD acc	0.23%	Equity World Social/Environmental	694
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.11%	Equity World Social/Environmental	42
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.47%	Equity World Social/Environmental Climate Change	4
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,853
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,263
WisdomTree Global Value UCITS ETF USD (Acc)	0.14%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.12%	Equity World	1,709
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	37,789
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	1,806
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.85%	Equity World Financials Social/Environmental	548
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	195
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	3,910
UBS MSCI Canada UCITS ETF hGBP acc	3.35%	Equity Canada	193
iShares MSCI North America UCITS ETF	0.16%	Equity North America	1,289
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.11%	Equity World	47
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.48%	Equity World Social/Environmental	401
Invesco Global Enhanced Equity UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	568
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.12%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.27%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.12%	Equity World	48
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.43%	Equity World Social/Environmental Multi-Asset Strategy	39
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental Climate Change	63
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	26,625
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,425
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	20
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,142
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.12%	Equity World	5,061
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	233
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	96
VanEck Multi-Asset Growth Allocation UCITS ETF	0.63%	Equity World Social/Environmental Multi-Asset Strategy	33
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.12%	Equity World Social/Environmental	104
Amundi Prime Global UCITS ETF Dist	0.12%	Equity World	1,178
Xtrackers MSCI World UCITS ETF 1C	0.11%	Equity World	18,577
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	8
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.24%	Equity World Social/Environmental Multi-Asset Strategy	57
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.12%	Equity World	520
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	16
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1,699
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	985
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.41%	Equity World Social/Environmental Catholic principles	161
Amundi Prime All Country World UCITS ETF Dist	0.11%	Equity World	3,958
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.23%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental	1,245
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.13%	Equity World Social/Environmental	96
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.48%	Equity World Social/Environmental	15
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.05%	Equity North America Social/Environmental Climate Change	38
Xtrackers MSCI World Financials UCITS ETF 1C	0.73%	Equity World Financials	738
UBS MSCI Canada UCITS ETF CAD dis	3.35%	Equity Canada	728
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	48
HSBC Developed World Screened Equity UCITS ETF USD	0.29%	Equity World Social/Environmental Climate Change	365
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.41%	Equity World	2,823
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.14%	Equity World Multi-Factor Strategy	146

Performance

Returns overview

YTD	+21.66%
1 month	+4.38%
3 months	+9.28%
6 months	+27.57%
1 year	+52.95%
3 years	+68.47%
5 years	+64.21%
Since inception (MAX)	+185.63%
2025	+27.18%
2024	-1.53%
2023	+2.69%
2022	-5.72%

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).