Bank of Montreal

ISIN CA0636711016

WKN 850386

Market cap (in EUR)

105,090 m

Country

Canada

Sector

Finance

Dividend yield

2.80%

Overview

Quote

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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.

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Finance Banking International Banks Canada

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Financials

Key metrics

Market capitalisation, EUR	105,090 m
EPS, EUR	8.14
P/B ratio	2.2
P/E ratio	18.3
Dividend yield	2.80%

Income statement (2025)

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

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What ETF is Bank of Montreal in?

There are 267 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)	0.09%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.14%	Equity World	1,121
Invesco MSCI World Equal Weight UCITS ETF	0.09%	Equity World Equal Weighted	1,719
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.14%	Equity World	11
State Street SPDR MSCI World Financials UCITS ETF USD	0.82%	Equity World Financials	334
Xtrackers MSCI World ex USA UCITS ETF 1C	0.51%	Equity World	6,817
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.49%	Equity World Social/Environmental	0
Invesco MSCI World UCITS ETF	0.14%	Equity World	8,593
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental Climate Change	8
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,988
UBS MSCI World ex USA UCITS ETF USD acc	0.49%	Equity World	412
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.12%	Equity World	286
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
iShares MSCI All Country World UCITS ETF USD (Dist)	0.12%	Equity World	20
L&G Global Quality Dividends UCITS ETF USD Acc	0.24%	Equity World Dividend	63
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.14%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.14%	Equity World	7
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.13%	Equity World Social/Environmental	557
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0.79%	Equity World Dividend	1,024
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Acc	0.33%	Equity World	23
iShares World Equity High Income UCITS ETF USD (Dist)	0.43%	Equity World Covered Call Alternative Investments	619
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.12%	Equity World	771
UBS MSCI Canada UCITS ETF hGBP dis	4.02%	Equity Canada	2
Amundi MSCI World ESG Selection UCITS ETF Acc	0.28%	Equity World Social/Environmental	1,863
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	4
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.43%	Equity World Covered Call Alternative Investments	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.24%	Equity World Multi-Factor Strategy	1
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	408
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.33%	Equity World	47
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.12%	Equity World	97
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.22%	Equity World Momentum Climate Change	563
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	64
Xtrackers MSCI World UCITS ETF 1D	0.14%	Equity World	4,744
Xtrackers MSCI World ESG UCITS ETF 1C	0.32%	Equity World Social/Environmental	5,166
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.15%	Equity World Social/Environmental	606
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.27%	Equity World Social/Environmental Climate Change	139
Amundi Core MSCI World Swap UCITS ETF Dist	0.14%	Equity World	6,584
UBS MSCI ACWI Universal UCITS ETF USD dis	0.15%	Equity World Social/Environmental	2,217
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.15%	Equity World	665
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	88
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.15%	Equity World Social/Environmental	97
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	1.04%	Equity World Momentum	272
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Acc)	0.56%	Equity World Financials Social/Environmental	0
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.29%	Equity World Dividend	9,955
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.14%	Equity World	58
Amundi MSCI World Swap II UCITS ETF Acc	0.14%	Equity World	695
Invesco MSCI North America Swap UCITS ETF Acc	0.18%	Equity North America	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	42
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.67%	Equity World Social/Environmental	110
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.26%	Equity World Social/Environmental Climate Change	283
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.13%	Equity World Social/Environmental	61
Amundi MSCI World Swap II UCITS ETF Dist	0.14%	Equity World	8,744
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	276
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.92%	Equity World Financials Social/Environmental	32
Amundi Prime Global UCITS ETF Acc	0.14%	Equity World	3,188
Amundi Core MSCI World Swap UCITS ETF Acc	0.14%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.45%	Equity World Value	7
HSBC MSCI World UCITS ETF USD	0.15%	Equity World	13,758
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.50%	Equity World	2
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.49%	Equity World Social/Environmental	8
L&G Global Equity UCITS ETF	0.16%	Equity World Social/Environmental	1,785
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.11%	Equity World	556
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.29%	Equity World Dividend	2,952
Invesco MSCI World Universal Screened UCITS ETF Acc	0.21%	Equity World Social/Environmental	259
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	112
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	1,338
iShares FTSE All-World UCITS ETF USD (Dist)	0.12%	Equity World	0
iShares MSCI World Swap UCITS ETF USD (Acc)	0.14%	Equity World	1,945
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	204
Xtrackers MSCI World Momentum ESG UCITS ETF	1.21%	Equity World Momentum	325
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.06%	Equity World Dividend	148
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	973
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.13%	Equity World Low Volatility/Risk Weighted	30
UBS MSCI World Selection UCITS ETF hEUR dis	0.26%	Equity World Social/Environmental	319
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.14%	Equity World	1
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.32%	Equity World Social/Environmental	1,097
UBS MSCI World Selection UCITS ETF hCHF acc	0.26%	Equity World Social/Environmental	304
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.14%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.21%	Equity World Social/Environmental	228
UBS MSCI Canada UCITS ETF hUSD acc	4.02%	Equity Canada	90
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	1,157
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.15%	Equity World Social/Environmental	447
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.21%	Equity North America Social/Environmental	28
Amundi Core MSCI World UCITS ETF Acc	0.14%	Equity World	14,655
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.06%	Equity World Dividend	56
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental	5,664
Amundi MSCI World Financials UCITS ETF EUR Acc	0.83%	Equity World Financials	135
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.56%	Equity World Financials Social/Environmental	124
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental Climate Change	9
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	0.19%	Equity World Social/Environmental Climate Change	57
HANetf Middlefield Canadian Enhanced Income UCITS ETF (Dist)	2.92%	Equity Canada Dividend	73
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.14%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.14%	Equity World	1,571
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.14%	Equity World	449
Xtrackers MSCI World Swap UCITS ETF 1D	0.14%	Equity World	5,730
iShares Core MSCI World UCITS ETF USD (Acc)	0.14%	Equity World	128,223
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.23%	Equity World Social/Environmental Climate Change	3
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.21%	Equity North America Social/Environmental	260
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	845
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.14%	Equity World	62
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.12%	Equity World	1,875
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	60
L&G Global Quality Dividends UCITS ETF USD Dist	0.24%	Equity World Dividend	326
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.12%	Equity World	23,573
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.12%	Equity World	16,535
UBS MSCI World ex USA UCITS ETF USD dis	0.49%	Equity World	0
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	715
UBS MSCI Canada UCITS ETF hEUR acc	4.02%	Equity Canada	173
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.49%	Equity World	3
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.24%	Equity World Multi-Factor Strategy	257
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.12%	Equity World	66
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.22%	Equity World	22
Amundi MSCI World Ex USA UCITS ETF Dist	0.49%	Equity World	132
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	678
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	277
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.13%	Equity World	23
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.13%	Equity World Social/Environmental	1,056
Amundi MSCI World Screened UCITS ETF Acc	0.15%	Equity World Social/Environmental	2,146
HSBC MSCI Canada UCITS ETF USD	4.03%	Equity Canada	327
iShares MSCI Canada UCITS ETF (Acc)	3.98%	Equity Canada	2,075
Amundi MSCI World Ex USA UCITS ETF Acc	0.49%	Equity World	673
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	10,847
Xtrackers MSCI Canada Screened UCITS ETF 1C	4.11%	Equity Canada Social/Environmental	1,245
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.26%	Equity World Social/Environmental Climate Change	38
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.12%	Equity World	2,141
iShares FTSE All-World UCITS ETF USD (Acc)	0.12%	Equity World	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.27%	Equity World Social/Environmental Climate Change	169
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.26%	Equity World Social/Environmental Climate Change	557
UBS MSCI Canada UCITS ETF CAD acc	4.02%	Equity Canada	679
iShares Core MSCI World UCITS ETF USD (Dist)	0.14%	Equity World	804
Invesco RAFI All-World Fundamental Value UCITS ETF	0.16%	Equity World Value	285
Amundi MSCI World Financials UCITS ETF USD Acc	0.83%	Equity World Financials	778
Franklin S&P World Screened UCITS ETF Acc	0.19%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.13%	Equity World Social/Environmental	5
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.12%	Equity World	71
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	33
UBS MSCI Canada UCITS ETF hCHF acc	4.02%	Equity Canada	68
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.49%	Equity World	12
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.14%	Equity World	41
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	2,896
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.15%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.13%	Equity World	5,921
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental	1,734
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.26%	Equity World Social/Environmental Climate Change	18
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.09%	Equity World	26
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.15%	Equity World Social/Environmental	645
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.14%	Equity World Social/Environmental Climate Change	135
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.09%	Equity World Social/Environmental	4
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	7,503
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.45%	Equity World Social/Environmental Catholic principles	97
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.28%	Equity World Social/Environmental	82
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.14%	Equity World	17,873
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	217
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.12%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.11%	Equity World	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.13%	Equity World	4,168
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental Climate Change	1
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.19%	Equity North America	2,874
Xtrackers MSCI World Swap UCITS ETF 1C	0.14%	Equity World	5,308
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	605
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.12%	Equity World	1,678
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (dist)	0.13%	Equity World Social/Environmental Climate Change	0
Amundi MSCI All Country World UCITS ETF EUR Acc	0.12%	Equity World	2,406
Xtrackers MSCI World ex USA UCITS ETF 1D	0.51%	Equity World	259
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.33%	Equity World	7
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.14%	Equity World	442
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.14%	Equity World	345
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.12%	Equity World	88
Xtrackers MSCI World Screened UCITS ETF 1D	0.15%	Equity World Social/Environmental	139
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.14%	Equity World	179
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.14%	Equity World Social/Environmental	6,267
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	3,978
UBS MSCI World Selection UCITS ETF hEUR acc	0.26%	Equity World Social/Environmental	97
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental Climate Change	2
UBS ETF (LU) MSCI Canada UCITS ETF (CAD) A-UKdis	4.02%	Equity Canada	8
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.14%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Screened UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	1,010
UBS MSCI ACWI SF UCITS ETF USD acc	0.12%	Equity World	3,862
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	189
UBS MSCI Canada Universal UCITS ETF CAD acc	5.62%	Equity Canada Social/Environmental Climate Change	375
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.14%	Equity World	48
HSBC MSCI World UCITS ETF CHF hedged	0.15%	Equity World	90
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.13%	Equity World Social/Environmental	18
Xtrackers MSCI World ESG UCITS ETF 1D	0.32%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	5,291
Amundi Core MSCI World UCITS ETF USD Dist	0.14%	Equity World	1,647
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.15%	Equity World Social/Environmental	260
iShares MSCI All Country World Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	2,896
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.06%	Equity North America Social/Environmental Climate Change	444
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.27%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.15%	Equity World Social/Environmental	123
Amundi MSCI World Swap UCITS ETF USD Acc	0.14%	Equity World	75
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.19%	Equity North America	2,988
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.15%	Equity World Social/Environmental	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.14%	Equity World	691
UBS MSCI World ex USA UCITS ETF hCHF acc	0.49%	Equity World	2
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.14%	Equity World	650
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.15%	Equity World Social/Environmental	913
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.14%	Equity World	103
UBS MSCI World Selection UCITS ETF USD acc	0.26%	Equity World Social/Environmental	676
iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc)	1.24%	Equity World Social/Environmental	76
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.26%	Equity World Social/Environmental Climate Change	4
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.57%	Equity World Social/Environmental Climate Change	5
iShares MSCI World UCITS ETF (Dist)	0.14%	Equity World	8,204
VanEck World Equal Weight Screened UCITS ETF A	0.46%	Equity World Equal Weighted	1,509
WisdomTree Global Value UCITS ETF USD (Acc)	0.18%	Equity World Value	4
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.14%	Equity World	1,815
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.14%	Equity World	1
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.18%	Equity North America	2
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.12%	Equity World	524
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.12%	Equity World	50,813
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.49%	Equity World Social/Environmental	1
HSBC MSCI World UCITS ETF USD (Acc)	0.15%	Equity World	2,018
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.92%	Equity World Financials Social/Environmental	1,284
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.12%	Equity World	65
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.07%	Equity World Multi-Factor Strategy	232
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,567
UBS MSCI Canada UCITS ETF hGBP acc	4.02%	Equity Canada	256
iShares MSCI North America UCITS ETF	0.18%	Equity North America	1,367
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.14%	Equity World	52
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.67%	Equity World Social/Environmental	388
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	1,003
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.14%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	1.28%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.14%	Equity World	65
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.38%	Equity World Social/Environmental Multi-Asset Strategy	43
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental Climate Change	64
iShares MSCI All Country World UCITS ETF USD (Acc)	0.12%	Equity World	31,263
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	1,787
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	29
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.07%	Equity World Multi-Factor Strategy	1,439
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.14%	Equity World	5,390
Xtrackers FTSE All-World UCITS ETF 1C	0.12%	Equity World	135
Invesco FTSE All-World UCITS ETF	0.09%	Equity World	281
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	0.51%	Equity World Social/Environmental	1
Amundi MSCI All Country World UCITS ETF USD Acc	0.12%	Equity World	127
VanEck Multi-Asset Growth Allocation UCITS ETF	0.62%	Equity World Social/Environmental Multi-Asset Strategy	34
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (dist)	0.27%	Equity World Social/Environmental Climate Change	0
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.15%	Equity World Social/Environmental	109
Amundi MSCI World Swap UCITS ETF EUR Dist	0.14%	Equity World	443
Amundi Prime Global UCITS ETF Dist	0.14%	Equity World	1,653
Xtrackers MSCI World UCITS ETF 1C	0.14%	Equity World	21,002
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	9
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.43%	Equity World Covered Call Alternative Investments	17
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.23%	Equity World Social/Environmental Multi-Asset Strategy	81
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.14%	Equity World	554
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.14%	Equity World	113
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.12%	Equity World	44
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,118
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.46%	Equity World Social/Environmental Catholic principles	164
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	4,641
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.25%	Equity World Social/Environmental	18
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental	1,239
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	102
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.67%	Equity World Social/Environmental	19
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.06%	Equity North America Social/Environmental Climate Change	39
Xtrackers MSCI World Financials UCITS ETF 1C	0.83%	Equity World Financials	1,293
UBS MSCI Canada UCITS ETF CAD dis	4.02%	Equity Canada	812
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	0.51%	Equity World Social/Environmental	34
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	73
Amundi MSCI World Swap UCITS ETF EUR Acc	0.14%	Equity World	6,542
HSBC Developed World Screened Equity UCITS ETF USD	0.32%	Equity World Social/Environmental Climate Change	463
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.50%	Equity World	3,215

Performance

Returns overview

YTD	+31.08%
1 month	-5.33%
3 months	+3.19%
6 months	+20.78%
1 year	+36.24%
3 years	+89.73%
5 years	+73.46%
Since inception (MAX)	+207.75%
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).