Iberdrola SA

ISIN ES0144580Y14

 | 

WKN A0M46B

 

Overview

Quote

Description

Iberdrola SA is a holding company, which engages in the generation, distribution, trading, and marketing of electricity. It operates through the following businesses: Networks, Liberalized, Renewables and Other Businesses. The Networks business engages in the transmission and distribution of energy businesses, as well as those of any other regulated nature, originating in Spain, the United Kingdom, the United States and Brazil. The Liberalized business includes wholesale and retail of electricity in Spain, Portugal, the United Kingdom, Mexico and Continental Europe. The Renewables business involves the generation of electricity from renewable energy sources worldwide. The Other Businesses segment consists of group's supply and gas storage up to the moment of sale and other non-energy businesses. The company was founded by Juan de Urrutia in 1901 and is headquartered in Bilbao, Spain.
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Utilities Energy Utilities Spain

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Financials

Key metrics

Market capitalisation, EUR 69,050.46 m
EPS, EUR 0.78
P/B ratio 1.53
P/E ratio 14.21
Dividend yield 3.90%

Income statement (2023)

Revenue, EUR 49,334.90 m
Net income, EUR 4,802.80 m
Profit margin 9.74%

What ETF is Iberdrola SA in?

There are 294 ETFs which contain Iberdrola SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Iberdrola SA is the Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y
iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc) 0.75%
Equity
Europe
426.00 0.15% 4 -
BNP Paribas Easy EURO STOXX 50 UCITS ETF 2.14%
Equity
Europe
50.00 0.18% 130 +17.88%
iShares STOXX Europe Large 200 UCITS ETF (DE) 0.83%
Equity
Europe
Large Cap
200.00 0.21% 86 +12.16%
iShares Core MSCI Europe UCITS ETF EUR (Acc) 0.75%
Equity
Europe
426.00 0.12% 6,611 +10.95%
Lyxor MSCI EMU ESG Broad CTB (DR) UCITS ETF Acc 1.85%
Equity
Europe
Social/Environmental
Climate Change
205.00 0.12% 378 +11.71%
SPDR EURO STOXX Low Volatility UCITS ETF 1.29%
Equity
Europe
Low Volatility/Risk Weighted
101.00 0.30% 26 +6.76%
iShares Edge MSCI World Quality Factor UCITS ETF (Acc) 0.70%
Equity
World
Fundamental/Quality
300.00 0.30% 3,069 +27.03%
Xtrackers Spanish Equity UCITS ETF 1D 14.18%
Equity
Spain
40.00 0.30% 164 +12.94%
UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis 0.75%
Equity
Europe
426.00 0.10% 230 +10.89%
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF EUR Hedged (Acc) 0.61%
Equity
World
Low Volatility/Risk Weighted
223.00 0.35% 70 +10.67%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF BH CHF 0.26%
Equity
World
Social/Environmental
714.00 0.18% 189 +23.72%
Amundi EURO STOXX 50 UCITS ETF DR USD (C) 2.13%
Equity
Europe
50.00 0.15% 12 +18.13%
Amundi Global Hydrogen ESG Screened UCITS ETF EUR Acc 5.48%
Equity
World
Social/Environmental
Hydrogen
39.00 0.45% 29 +8.47%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis 0.13%
Equity
World
1,472.00 0.10% 168 +21.60%
HANetf iClima Global Decarbonisation Enablers UCITS ETF 1.20%
Equity
World
Social/Environmental
Climate Change
158.00 0.65% 22 -14.91%
Xtrackers EURO STOXX 50 UCITS ETF 1D 2.14%
Equity
Europe
50.00 0.09% 3,289 +17.47%
iShares MSCI EMU ESG Enhanced UCITS ETF EUR (Dist) 1.69%
Equity
Europe
Social/Environmental
210.00 0.12% 612 +11.81%
Lyxor Global Gender Equality (DR) UCITS ETF - Acc 0.70%
Equity
World
Social/Environmental
Gender Equality
152.00 0.20% 57 +9.24%
Deka MSCI World Climate Change ESG UCITS ETF 0.40%
Equity
World
Social/Environmental
Climate Change
1,228.00 0.26% 713 +28.34%
Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged 0.13%
Equity
World
Social/Environmental
2,046.00 0.37% 7 +20.93%
Xtrackers Spanish Equity UCITS ETF 1C 14.18%
Equity
Spain
40.00 0.30% 37 +14.60%
HSBC Europe ex UK Sustainable Equity UCITS ETF EUR 2.30%
Equity
Europe
Social/Environmental
165.00 0.15% 41 +11.22%
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc) 1.21%
Equity
Europe
Social/Environmental
Climate Change
281.00 0.15% 10 +11.35%
Lyxor Core STOXX Europe 600 (DR) UCITS ETF Acc 0.67%
Equity
Europe
602.00 0.07% 6,922 +10.70%
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C) 0.79%
Equity
Europe
Social/Environmental
483.00 0.18% 677 +11.07%
Amundi MSCI Europe II UCITS ETF Acc 0.75%
Equity
Europe
429.00 0.25% 779 +10.55%
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged 0.67%
Equity
Europe
602.00 0.25% 7 +9.57%
Amundi MSCI World ESG Leaders UCITS ETF Acc 0.27%
Equity
World
Social/Environmental
720.00 0.18% 963 +23.64%
Amundi EURO STOXX 50 II UCITS ETF USD Hedged Acc 2.13%
Equity
Europe
52.00 0.20% 30 +18.07%
UBS ETF (LU) MSCI EMU UCITS ETF (hedged to USD) A-acc 1.45%
Equity
Europe
229.00 0.15% 362 +11.86%
iShares MSCI EMU ESG Screened UCITS ETF EUR (Dist) 1.58%
Equity
Europe
Social/Environmental
212.00 0.12% 355 +14.05%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.41%
Equity
World
Social/Environmental
Climate Change
602.00 0.20% 74 +22.05%
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.13%
Equity
World
2,387.00 0.45% 48 +20.38%
JPMorgan Global Equity Premium Income UCITS ETF USD (acc) 0.28%
Equity
World
Value
Alternative Investments
258.00 0.35% 11 -
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.09%
Equity
World
797.00 0.20% 1 -
HSBC EURO STOXX 50 UCITS ETF EUR 2.14%
Equity
Europe
50.00 0.05% 652 +17.89%
Xtrackers MSCI World UCITS ETF 1D 0.13%
Equity
World
1,484.00 0.12% 2,367 +20.93%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) 0.14%
Equity
World
Social/Environmental
696.00 0.25% 258 +29.43%
Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (D) 3.42%
Equity
Europe
Social/Environmental
98.00 0.25% 64 +7.84%
UBS ETF (LU) Factor MSCI EMU Low Volatility UCITS ETF (EUR) A-dis 1.24%
Equity
Europe
Low Volatility/Risk Weighted
72.00 0.25% 52 +5.59%
UBS ETF (IE) Global Gender Equality UCITS ETF USD A-dis 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.20% 52 +8.52%
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 0.81%
Equity
Europe
Social/Environmental
141.00 0.25% 33 +11.57%
iShares EURO STOXX UCITS ETF (DE) 1.33%
Equity
Europe
293.00 0.20% 2,034 +12.40%
iShares EURO STOXX 50 UCITS ETF (DE) 2.13%
Equity
Europe
50.00 0.10% 6,209 +17.87%
iShares Edge MSCI Europe Minimum Volatility UCITS ETF 1.54%
Equity
Europe
Low Volatility/Risk Weighted
159.00 0.25% 820 +8.52%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis 0.15%
Equity
World
Social/Environmental
2,010.00 0.23% 771 +18.94%
Xtrackers MSCI World Quality Factor UCITS ETF 1C 0.70%
Equity
World
Fundamental/Quality
299.00 0.25% 1,243 +27.03%
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.14%
Equity
World
1,413.00 0.18% 216 +22.85%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to USD) A-acc 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 227 +9.70%
Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF 1.60%
Equity
Europe
Dividend
50.00 0.30% 308 +5.94%
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) 9.30%
Equity
World
Utilities
Social/Environmental
49.00 0.18% 58 -2.83%
iShares Core MSCI Europe UCITS ETF EUR (Dist) 0.75%
Equity
Europe
426.00 0.12% 7,575 +10.96%
iShares Edge MSCI Europe Quality Factor UCITS ETF 2.17%
Equity
Europe
Fundamental/Quality
125.00 0.25% 459 +11.93%
Amundi MSCI Europe ESG Leaders UCITS ETF Acc 1.50%
Equity
Europe
Social/Environmental
202.00 0.20% 1,155 +11.75%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 0.29%
Equity
World
Dividend
1,852.00 0.29% 3,864 +8.88%
JPMorgan Europe Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) 0.81%
Equity
Europe
Social/Environmental
141.00 0.25% 1,068 +11.82%
Amundi Prime Europe UCITS ETF DR (D) 0.74%
Equity
Europe
444.00 0.05% 51 +10.98%
iShares STOXX Europe 50 UCITS ETF (DE) 1.39%
Equity
Europe
50.00 0.52% 115 +12.35%
Amundi EURO STOXX 50 II UCITS ETF Acc 2.13%
Equity
Europe
52.00 0.20% 2,709 +17.92%
L&G Clean Energy UCITS ETF 2.92%
Equity
World
Utilities
Social/Environmental
Clean Energy
38.00 0.49% 190 -21.76%
Amundi MSCI Europe Climate Action UCITS ETF Dist 1.09%
Equity
Europe
Social/Environmental
Climate Change
213.00 0.09% 442 -
Amundi MSCI EMU UCITS ETF Dist 1.44%
Equity
Europe
230.00 0.12% 425 +12.90%
Franklin European Quality Dividend UCITS ETF 3.10%
Equity
Europe
Dividend
50.00 0.25% 58 +8.31%
iShares MSCI EMU UCITS ETF GBP Hedged (Dist) 1.47%
Equity
Europe
229.00 0.12% 730 +17.66%
Amundi Index ETF MSCI Europe UCITS ETF DR (C) 0.75%
Equity
Europe
433.00 0.15% 1,857 +10.60%
BNP Paribas Easy ECPI Global ESG Hydrogen Economy UCITS ETF USD 2.80%
Equity
World
Social/Environmental
Hydrogen
41.00 0.30% 1 -16.00%
Deka STOXX Europe 50 UCITS ETF 1.40%
Equity
Europe
50.00 0.19% 74 +12.71%
BNP Paribas Easy EURO STOXX 50 UCITS ETF 2.14%
Equity
Europe
50.00 0.18% 450 +17.66%
iShares Core MSCI EMU UCITS ETF EUR (Dist) 1.47%
Equity
Europe
229.00 0.12% 294 +10.73%
iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) 0.67%
Equity
Europe
599.00 0.20% 436 -
iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) 2.13%
Equity
Europe
50.00 0.10% 3,979 +18.04%
First Trust Global Equity Income UCITS ETF Acc 1.23%
Equity
World
Fundamental/Quality
308.00 0.60% 4 +10.99%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.34%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.20% 45 -
Xtrackers MSCI EMU UCITS ETF 1D 1.45%
Equity
Europe
227.00 0.12% 1,387 +12.31%
iShares STOXX Europe 600 UCITS ETF (DE) 0.67%
Equity
Europe
599.00 0.20% 5,880 +10.64%
Amundi MSCI Europe ESG Universal Select UCITS ETF DR (C) 0.97%
Equity
Europe
Social/Environmental
395.00 0.15% 4 +11.61%
HSBC MSCI World UCITS ETF USD 0.14%
Equity
World
1,413.00 0.15% 7,981 +21.73%
Amundi IBEX 35 UCITS ETF Dist 14.39%
Equity
Spain
35.00 0.30% 211 +13.53%
L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF 1.18%
Equity
Europe
Dividend
133.00 0.25% 26 +11.06%
L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating 0.87%
Equity
Europe
Social/Environmental
Climate Change
482.00 0.16% 527 +11.26%
L&G Global Equity UCITS ETF 0.13%
Equity
World
Social/Environmental
1,243.00 0.10% 79 +22.60%
Xtrackers S&P Europe ex UK UCITS ETF 0.94%
Equity
Europe
345.00 0.09% 425 +13.08%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 0.29%
Equity
World
Dividend
1,852.00 0.29% 561 +8.84%
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 0.20%
Equity
World
Social/Environmental
1,369.00 0.19% 158 +22.76%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis 0.15%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +20.41%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc 0.15%
Equity
World
Social/Environmental
2,010.00 0.26% 593 +20.42%
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation 1.01%
Equity
World
Infrastructure
Social/Environmental
100.00 0.30% 228 -
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist) 1.74%
Equity
Europe
Social/Environmental
Climate Change
158.00 0.15% 1 +9.50%
HSBC Europe Sustainable Equity UCITS ETF EUR (Dist) 1.74%
Equity
Europe
Social/Environmental
247.00 0.15% 1 +7.51%
iShares Core MSCI EMU UCITS ETF EUR (Acc) 1.47%
Equity
Europe
229.00 0.12% 3,124 +12.73%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF B USD 0.25%
Equity
World
Social/Environmental
714.00 0.15% 453 +23.81%
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) 1.21%
Equity
Europe
Social/Environmental
Climate Change
281.00 0.15% 28 +2.53%
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.13%
Equity
World
1,482.00 0.30% 932 +27.84%
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc 0.12%
Equity
World
Social/Environmental
981.00 0.15% 0 -
HSBC MSCI Europe UCITS ETF EUR (Acc) 0.75%
Equity
Europe
425.00 0.10% 5 +11.02%
iShares EURO STOXX 50 ESG UCITS ETF EUR (Acc) 2.88%
Equity
Europe
Social/Environmental
51.00 0.10% 7 -
Deka EURO STOXX 50 UCITS ETF 2.14%
Equity
Europe
50.00 0.15% 763 +17.84%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) 0.06%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 34 +10.55%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.14%
Equity
World
Social/Environmental
696.00 0.25% 2,984 +23.11%
IndexIQ Factors Sustainable Europe Equity UCITS ETF 0.76%
Equity
Europe
Social/Environmental
259.00 0.25% 175 +6.28%
BBVA Acción IBEX 35 ETF FI Cotizado Armonizado (EUR) 15.98%
Equity
Spain
35.00 0.38% 100 +8.19%
UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.20% 154 +8.68%
UBS ETF (LU) Factor MSCI EMU Prime Value UCITS ETF (EUR) A-dis 3.47%
Equity
Europe
Value
60.00 0.25% 136 +9.43%
Amundi EURO STOXX 50 II UCITS ETF GBP Hedged Acc 2.13%
Equity
Europe
52.00 0.20% 53 +23.23%
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc) 1.74%
Equity
Europe
Social/Environmental
Climate Change
158.00 0.15% 1,095 +9.31%
UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis 2.87%
Equity
Europe
Value
147.00 0.25% 113 +8.51%
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.13%
Equity
World
1,484.00 0.17% 131 +27.26%
iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) 3.16%
Equity
Europe
Social/Environmental
83.00 0.43% 129 +18.90%
UBS ETF (LU) MSCI Europe UCITS ETF (hedged to EUR) A-acc 0.75%
Equity
Europe
426.00 0.13% 53 +9.60%
UBS ETF (LU) Euro Stoxx 50 ESG UCITS ETF (EUR) A-dis 2.86%
Equity
Europe
Social/Environmental
50.00 0.10% 325 +20.23%
iShares Core MSCI World UCITS ETF USD (Acc) 0.13%
Equity
World
1,482.00 0.20% 63,166 +21.65%
Xtrackers Stoxx Europe 600 UCITS ETF 1D 0.67%
Equity
Europe
602.00 0.07% 73 -
IndexIQ Factors Sustainable EMU Equity UCITS ETF 1.24%
Equity
Europe
Social/Environmental
134.00 0.25% 2 +6.76%
UBS ETF (IE) MSCI EMU ESG Universal Low Carbon Select UCITS ETF (EUR) A-acc 1.96%
Equity
Europe
Social/Environmental
Climate Change
202.00 0.12% 233 +12.43%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Acc) 0.58%
Equity
World
Dividend
182.00 0.38% 130 +13.59%
Amundi Index MSCI Europe UCITS ETF DR EUR (D) 0.75%
Equity
Europe
433.00 0.15% 327 +10.62%
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.14%
Equity
World
1,453.00 0.17% 132 -
First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc 0.57%
Equity
World
Infrastructure
99.00 0.63% 89 +12.55%
Vanguard FTSE All-World UCITS ETF Distributing 0.11%
Equity
World
3,644.00 0.22% 12,206 +19.59%
Deka MSCI Europe UCITS ETF 0.74%
Equity
Europe
425.00 0.30% 813 +10.88%
SPDR MSCI ACWI UCITS ETF 0.13%
Equity
World
2,387.00 0.40% 2,575 +19.50%
UBS ETF (LU) MSCI Europe UCITS ETF (hedged to CHF) A-acc 0.75%
Equity
Europe
426.00 0.13% 45 +9.48%
Invesco MSCI Europe Ex UK ESG Universal Screened UCITS ETF Acc 1.26%
Equity
Europe
Social/Environmental
313.00 0.16% 5 +13.77%
Fidelity Global Quality Income UCITS ETF 0.47%
Equity
World
Dividend
255.00 0.40% 513 +16.35%
Amundi MSCI World V UCITS ETF Acc 0.13%
Equity
World
1,470.00 0.12% 4,075 +21.68%
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.31%
Equity
World
Multi-Factor Strategy
509.00 0.20% 149 +11.45%
Amundi EURO STOXX 50 UCITS ETF DR - EUR (D) 2.13%
Equity
Europe
50.00 0.07% 472 +17.96%
Vanguard FTSE Developed Europe UCITS ETF Distributing 0.72%
Equity
Europe
549.00 0.10% 2,716 +11.08%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 0.27%
Equity
World
Social/Environmental
1,289.00 0.20% 343 +19.92%
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR) 0.20%
Equity
Europe
Equal Weighted
480.00 0.30% 239 +4.91%
Invesco MSCI Europe ESG Universal Screened UCITS ETF Acc 0.99%
Equity
Europe
Social/Environmental
389.00 0.16% 181 +11.62%
Amundi Index MSCI Europe ESG Broad CTB UCITS ETF - EUR (D) 0.94%
Equity
Europe
Social/Environmental
Climate Change
389.00 0.12% 0 -
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF 1.57%
Equity
World
Dividend
99.00 0.38% 560 +7.96%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc 0.13%
Equity
World
1,472.00 0.10% 40 +21.64%
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) 0.00%
Equity
World
Social/Environmental
Climate Change
419.00 0.19% 1,101 +21.43%
iShares Core MSCI World UCITS ETF USD (Dist) 0.13%
Equity
World
1,482.00 0.20% 220 -
Xtrackers MSCI World Utilities UCITS ETF 1C 5.02%
Equity
World
Utilities
79.00 0.25% 137 -2.91%
Invesco FTSE RAFI All World 3000 UCITS ETF 0.14%
Equity
World
Fundamental/Quality
1,207.00 0.39% 53 +12.15%
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.09%
Equity
World
797.00 0.20% 0 -
Amundi MSCI Europe PAB Net Zero Ambition UCITS ETF Acc 2.48%
Equity
Europe
Social/Environmental
Climate Change
379.00 0.18% 112 +10.17%
iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF (Acc) 1.56%
Equity
Europe
Low Volatility/Risk Weighted
97.00 0.25% 308 +7.15%
Xtrackers STOXX Europe 600 UCITS ETF 1C 0.67%
Equity
Europe
602.00 0.20% 2,272 +10.88%
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF CHF Hedged (Acc) 0.61%
Equity
World
Low Volatility/Risk Weighted
223.00 0.35% 163 +12.52%
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis 0.13%
Equity
World
1,429.00 0.30% 1,103 +21.32%
Vanguard FTSE Developed World UCITS ETF Acc 0.13%
Equity
World
2,120.00 0.12% 1,844 +21.55%
Amundi MSCI EMU ESG Universal Select - UCITS ETF DR (C) 1.97%
Equity
Europe
Social/Environmental
213.00 0.15% 54 +12.53%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.14%
Equity
World
Social/Environmental
696.00 0.25% 217 +22.59%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to GBP) A-acc 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 50 +14.39%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD 0.06%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 3 +9.57%
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc 0.12%
Equity
World
Social/Environmental
981.00 0.15% 176 -
iShares MSCI Europe Quality Dividend ESG UCITS ETF EUR (Dist) 1.93%
Equity
Europe
Dividend
71.00 0.28% 593 +12.89%
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) 1.45%
Equity
Europe
Social/Environmental
110.00 0.25% 1 +13.99%
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis 1.45%
Equity
Europe
229.00 0.12% 484 +12.94%
SPDR MSCI ACWI IMI UCITS ETF 0.12%
Equity
World
3,017.00 0.17% 1,069 +18.01%
BNP Paribas Easy MSCI EMU ESG Filtered Min TE UCITS ETF 1.61%
Equity
Europe
Social/Environmental
178.00 0.15% 239 +12.02%
JPMorgan Global Equity Premium Income UCITS ETF USD (dist) 0.28%
Equity
World
Value
Alternative Investments
258.00 0.35% 24 -
iShares Dow Jones Global Sustainability Screened UCITS ETF 0.40%
Equity
World
Social/Environmental
574.00 0.60% 1,171 +22.14%
Amundi MSCI Europe ex Switzerland ESG Leaders UCITS ETF DR (C) 1.78%
Equity
Europe
Social/Environmental
180.00 0.15% 365 +8.51%
HANetf European Green Deal UCITS ETF Acc 1.97%
Equity
World
Social/Environmental
Climate Change
51.00 0.60% 52 -
SPDR MSCI World UCITS ETF 0.14%
Equity
World
1,453.00 0.12% 4,562 +21.66%
Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing 0.94%
Equity
Europe
442.00 0.10% 1,922 +12.86%
iShares MSCI EMU ESG Enhanced UCITS ETF EUR (Acc) 1.69%
Equity
Europe
Social/Environmental
210.00 0.12% 1,357 +11.89%
Deka MSCI World UCITS ETF Distribution 0.13%
Equity
World
1,473.00 0.31% 2,233 +21.39%
Vanguard FTSE Developed World UCITS ETF Distributing 0.13%
Equity
World
2,120.00 0.12% 2,351 +21.52%
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc) 1.47%
Equity
Europe
229.00 0.15% 522 +11.89%
Fidelity Global Quality Income UCITS ETF (CHF Hedged) 0.47%
Equity
World
Dividend
255.00 0.45% 13 +17.08%
iShares MSCI EMU ESG Screened UCITS ETF EUR (Acc) 1.58%
Equity
Europe
Social/Environmental
212.00 0.12% 1,010 +14.04%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc 0.15%
Equity
World
Social/Environmental
2,010.00 0.26% 317 +18.85%
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc 0.83%
Equity
World
Technology
Blockchain
99.00 0.65% 50 +13.52%
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.13%
Equity
World
1,484.00 0.17% 19 -
Xtrackers MSCI Europe ESG Screened UCITS ETF 1C 0.82%
Equity
Europe
Social/Environmental
385.00 0.12% 62 +12.04%
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.14%
Equity
World
1,453.00 0.17% 31 -
Amundi EURO STOXX 50 II UCITS ETF CHF Hedged Acc 2.13%
Equity
Europe
52.00 0.20% 26 +16.27%
Xtrackers MSCI World ESG Screened UCITS ETF 1D 0.15%
Equity
World
Social/Environmental
1,305.00 0.19% 80 +20.82%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 0.13%
Equity
World
Social/Environmental
2,046.00 0.25% 3,465 +20.25%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to EUR) A-acc 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 125 +9.42%
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D) 9.30%
Equity
World
Utilities
Social/Environmental
49.00 0.18% 6 -2.85%
Invesco FTSE All-World UCITS ETF Acc 0.09%
Equity
World
797.00 0.15% 88 -
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) 1.54%
Equity
Europe
Low Volatility/Risk Weighted
159.00 0.25% 15 +8.50%
UBS ETF (LU) MSCI EMU UCITS ETF (hedged to CHF) A-acc 1.45%
Equity
Europe
229.00 0.15% 426 +12.29%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 0.14%
Equity
World
Social/Environmental
1,357.00 0.20% 422 +24.05%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.41%
Equity
World
Social/Environmental
Climate Change
602.00 0.20% 52 +20.21%
UBS ETF (LU) EURO STOXX 50 UCITS ETF (EUR) A-dis 2.13%
Equity
Europe
50.00 0.09% 448 +18.12%
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF 0.96%
Equity
Europe
343.00 0.40% 129 +17.06%
Amundi MSCI EMU ESG Leaders Select UCITS ETF DR EUR (C) 3.42%
Equity
Europe
Social/Environmental
98.00 0.25% 1,446 +9.65%
First Trust Global Equity Income UCITS ETF Dist 1.23%
Equity
World
Fundamental/Quality
308.00 0.60% 21 +11.39%
HSBC MSCI World UCITS ETF CHF hedged 0.14%
Equity
World
1,413.00 0.18% 15 -
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF USD 2.03%
Equity
World
Social/Environmental
50.00 0.30% 2 +11.29%
iShares STOXX Europe 50 UCITS ETF 1.39%
Equity
Europe
50.00 0.35% 574 +12.67%
Deka MSCI Europe Large Cap UCITS ETF 0.89%
Equity
Europe
Large Cap
189.00 0.30% 11 -
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 0.14%
Equity
World
Social/Environmental
1,357.00 0.20% 1,967 +23.77%
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.13%
Equity
World
1,482.00 0.55% 961 +20.95%
Amundi MSCI World UCITS ETF USD Dist (D) 0.13%
Equity
World
1,384.00 0.12% 820 +21.60%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc 0.15%
Equity
World
Social/Environmental
2,010.00 0.26% 104 +23.13%
iShares Edge MSCI World Minimum Volatility ESG UCITS ETF (Acc) 0.61%
Equity
World
Low Volatility/Risk Weighted
223.00 0.30% 677 +11.55%
JPMorgan Carbon Transition Global Equity UCITS ETF EUR Hedged (acc) 0.00%
Equity
World
Social/Environmental
Climate Change
419.00 0.19% 3 +22.66%
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged 1.45%
Equity
Europe
227.00 0.17% 32 +12.70%
Lyxor Core STOXX Europe 600 (DR) UCITS ETF Monthly Hedged to EUR - Dist 0.67%
Equity
Europe
602.00 0.15% 99 +9.37%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc 0.15%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +3.21%
HSBC MSCI Europe UCITS ETF EUR 0.75%
Equity
Europe
425.00 0.10% 152 +10.97%
Amundi EURO STOXX 50 UCITS ETF EUR (C) 2.13%
Equity
Europe
50.00 0.15% 1,920 +17.90%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.14%
Equity
World
Social/Environmental
696.00 0.25% 466 +24.15%
L&G Europe ex UK Equity UCITS ETF 0.97%
Equity
Europe
Social/Environmental
350.00 0.10% 256 +13.37%
CSIF (IE) MSCI World ESG Leaders Blue UCITS ETF BH EUR 0.26%
Equity
World
Social/Environmental
714.00 0.18% 262 +24.81%
Amundi MSCI New Energy ESG Screened UCITS ETF Acc 5.62%
Equity
World
Utilities
Social/Environmental
Clean Energy
93.00 0.60% 9 -31.35%
Amundi Prime Eurozone UCITS ETF DR (D) 1.46%
Equity
Europe
212.00 0.05% 42 +13.55%
Xtrackers EURO STOXX 50 UCITS ETF 1C 2.14%
Equity
Europe
50.00 0.09% 3,490 +18.00%
Amundi Prime Europe UCITS ETF DR (C) 0.74%
Equity
Europe
444.00 0.05% 28 +11.08%
iShares MSCI World UCITS ETF (Dist) 0.13%
Equity
World
1,481.00 0.50% 6,280 +21.35%
Lyxor MSCI EMU ESG Broad CTB (DR) UCITS ETF Dist 1.85%
Equity
Europe
Social/Environmental
Climate Change
205.00 0.12% 18 +11.64%
Fidelity Global Quality Income UCITS ETF (EUR Hedged) 0.47%
Equity
World
Dividend
255.00 0.45% 24 +17.73%
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.13%
Equity
World
1,482.00 0.30% 989 +22.35%
Xtrackers MSCI EMU UCITS ETF 1C USD hedged 1.45%
Equity
Europe
227.00 0.17% 230 +13.05%
Amundi MSCI Europe ESG Leaders UCITS ETF EUR Hedged Acc 1.50%
Equity
Europe
Social/Environmental
202.00 0.25% 126 +8.71%
UBS ETF (LU) MSCI EMU UCITS ETF (hedged to GBP) A-dis 1.45%
Equity
Europe
229.00 0.15% 46 +17.77%
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.11%
Equity
World
3,644.00 0.22% 9,190 +19.58%
HSBC Europe Sustainable Equity UCITS ETF EUR 1.74%
Equity
Europe
Social/Environmental
247.00 0.15% 42 +9.86%
HSBC MSCI World UCITS ETF USD (Acc) 0.14%
Equity
World
1,413.00 0.15% 84 +21.97%
Invesco MSCI EMU ESG Universal Screened UCITS ETF Acc 1.99%
Equity
Europe
Social/Environmental
208.00 0.16% 1 +12.46%
Amundi MSCI World ESG Universal Select UCITS ETF DR (C) 0.19%
Equity
World
Social/Environmental
1,297.00 0.18% 3 +22.69%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.07%
Equity
World
Multi-Factor Strategy
2,688.00 0.50% 30 -
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) 1.45%
Equity
Europe
Social/Environmental
110.00 0.25% 21 -
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 0.27%
Equity
World
Social/Environmental
1,289.00 0.20% 3,824 +20.19%
Amundi MSCI New Energy ESG Screened UCITS ETF Dist 5.62%
Equity
World
Utilities
Social/Environmental
Clean Energy
93.00 0.60% 780 -31.24%
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.13%
Equity
World
1,484.00 0.17% 6 -
JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) 1.45%
Equity
Europe
Social/Environmental
110.00 0.25% 178 +14.01%
iShares MSCI World Quality Dividend ESG UCITS ETF USD (Dist) 0.58%
Equity
World
Dividend
182.00 0.38% 608 +15.46%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-acc 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 143 +9.63%
Amundi MSCI EMU UCITS ETF Acc 1.44%
Equity
Europe
230.00 0.12% 18 +10.71%
Invesco FTSE RAFI Europe UCITS ETF 0.85%
Equity
Europe
Fundamental/Quality
489.00 0.39% 8 +7.52%
Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged 0.13%
Equity
World
Social/Environmental
2,046.00 0.37% 2 +21.36%
Amundi Prime Global UCITS ETF DR (C) 0.13%
Equity
World
1,473.00 0.05% 271 +22.12%
HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) 0.41%
Equity
World
Social/Environmental
826.00 0.18% 22 +17.47%
Amundi Index MSCI Europe ESG Broad CTB UCITS ETF DR EUR (C) 0.94%
Equity
Europe
Social/Environmental
Climate Change
389.00 0.12% 1,696 +10.85%
Xtrackers MSCI Europe Utilities ESG Screened UCITS ETF 1C 20.95%
Equity
Europe
Utilities
Social/Environmental
22.00 0.17% 28 +2.22%
BNP Paribas Easy MSCI Europe ESG Filtered Min TE UCITS ETF 0.89%
Equity
Europe
Social/Environmental
328.00 0.15% 684 +10.99%
iShares MSCI ACWI UCITS ETF (Acc) 0.12%
Equity
World
2,497.00 0.20% 10,826 +19.82%
UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-dis 1.02%
Equity
World
Social/Environmental
Gender Equality
103.00 0.23% 9 +9.67%
iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) 0.86%
Equity
Europe
Social/Environmental
390.00 0.12% 2,553 +12.99%
Lyxor Net Zero 2050 S&P Europe Climate PAB (DR) UCITS ETF - Acc 0.58%
Equity
Europe
Social/Environmental
Climate Change
283.00 0.18% 79 +9.92%
BBVA Acción Eurostoxx 50 ETF FI Cotizado Armonizado 2.25%
Equity
Europe
50.00 0.20% 126 +11.42%
SPDR MSCI EMU UCITS ETF 1.46%
Equity
Europe
228.00 0.18% 199 +12.59%
BNP Paribas Easy ECPI Global ESG Blue Economy UCITS ETF EUR 2.03%
Equity
World
Social/Environmental
50.00 0.30% 171 +11.17%
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.13%
Equity
World
2,387.00 0.45% 388 +20.08%
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis 1.45%
Equity
Europe
229.00 0.17% 13 +10.81%
Xtrackers MSCI Europe UCITS ETF 2C USD hedged 0.75%
Equity
Europe
423.00 0.30% 161 +9.63%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.07%
Equity
World
Multi-Factor Strategy
2,688.00 0.50% 152 -
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.13%
Equity
World
1,483.00 0.55% 3,431 +21.74%
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation 1.01%
Equity
World
Infrastructure
Social/Environmental
100.00 0.30% 1 -
iShares MSCI Europe ex-UK UCITS ETF 0.97%
Equity
Europe
344.00 0.40% 1,488 +12.37%
Invesco FTSE All-World UCITS ETF Dist 0.09%
Equity
World
797.00 0.15% 15 -
Fidelity Global Quality Income UCITS ETF (GBP Hedged) 0.47%
Equity
World
Dividend
255.00 0.45% 45 +22.32%
Amundi Prime Global UCITS ETF DR (D) 0.13%
Equity
World
1,473.00 0.05% 652 +22.05%
iShares STOXX Europe 600 Utilities UCITS ETF (DE) 16.98%
Equity
Europe
Utilities
28.00 0.47% 243 +0.97%
Xtrackers MSCI Europe UCITS ETF 1D 0.75%
Equity
Europe
423.00 0.12% 108 +10.29%
Xtrackers MSCI EMU ESG Screened UCITS ETF 1D 1.56%
Equity
Europe
Social/Environmental
209.00 0.12% 11 +13.35%
JPMorgan Climate Change Solutions UCITS ETF USD (Acc) 4.81%
Equity
World
Social/Environmental
Climate Change
60.00 0.55% 17 +4.23%
Amundi MSCI Europe Climate Paris Aligned PAB UCITS ETF DR (C) 2.52%
Equity
Europe
Social/Environmental
Climate Change
363.00 0.18% 10 +10.37%
UBS ETF (LU) MSCI EMU Select Factor Mix UCITS ETF (EUR) A-acc 1.57%
Equity
Europe
Multi-Factor Strategy
572.00 0.34% 12 +11.89%
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF 1.85%
Equity
Europe
Social/Environmental
Climate Change
457.00 0.15% 47 +12.39%
iShares MSCI EMU Large Cap UCITS ETF 1.76%
Equity
Europe
Large Cap
104.00 0.49% 125 +14.56%
SPDR MSCI Europe Utilities UCITS ETF 17.33%
Equity
Europe
Utilities
27.00 0.18% 150 +0.86%
Xtrackers MSCI World UCITS ETF 1C 0.13%
Equity
World
1,484.00 0.19% 10,160 +21.65%
iShares MSCI Europe ESG Enhanced UCITS ETF EUR (Acc) 0.97%
Equity
Europe
Social/Environmental
392.00 0.12% 1,419 +10.87%
BNP Paribas Easy ECPI Global ESG Hydrogen Economy UCITS ETF EUR 2.80%
Equity
World
Social/Environmental
Hydrogen
41.00 0.30% 19 -16.20%
UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc 0.21%
Equity
World
Social/Environmental
Climate Change
877.00 0.19% 16 +20.18%
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.13%
Equity
World
1,479.00 0.55% 302 +27.11%
Lyxor MSCI EMU Value (DR) UCITS ETF - Dist 2.85%
Equity
Europe
Value
146.00 0.40% 139 +8.48%
iShares Edge MSCI Europe Quality Factor UCITS ETF EUR (Dist) 2.17%
Equity
Europe
Fundamental/Quality
125.00 0.25% 29 +11.76%
UBS ETF (LU) MSCI EMU UCITS ETF (hedged to USD) A-dis 1.45%
Equity
Europe
229.00 0.15% 81 +11.85%
Deka MSCI EMU Climate Change ESG UCITS ETF 4.54%
Equity
Europe
Social/Environmental
Climate Change
195.00 0.20% 234 +13.48%
iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) 2.13%
Equity
Europe
50.00 0.10% 3,502 +18.05%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.34%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.25% 1,002 -
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating 0.72%
Equity
Europe
549.00 0.10% 708 +11.10%
iShares MSCI Europe ESG Screened UCITS ETF EUR (Dist) 0.86%
Equity
Europe
Social/Environmental
390.00 0.12% 260 +12.99%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc 0.15%
Equity
World
Social/Environmental
2,010.00 0.26% 530 +20.33%
Xtrackers MSCI Europe UCITS ETF 1C 0.75%
Equity
Europe
423.00 0.12% 3,871 +11.08%
Amundi STOXX Europe 600 ESG II UCITS ETF Dist 0.77%
Equity
Europe
Social/Environmental
480.00 0.19% 56 +10.81%
HSBC EURO STOXX 50 UCITS ETF EUR (Acc) 2.14%
Equity
Europe
50.00 0.05% 41 +18.00%
Xtrackers MSCI EMU UCITS ETF 2C GBP hedged 1.45%
Equity
Europe
227.00 0.17% 27 +17.72%
SPDR MSCI Europe UCITS ETF 0.75%
Equity
Europe
425.00 0.25% 247 +10.47%
iShares MSCI EMU USD Hedged UCITS ETF (Acc) 1.45%
Equity
Europe
229.00 0.38% 175 +13.14%
UBS ETF (LU) MSCI EMU UCITS ETF (hedged to GBP) A-acc 1.45%
Equity
Europe
229.00 0.15% 26 +17.66%
iShares MSCI Europe ESG Enhanced UCITS ETF EUR (Dist) 0.97%
Equity
Europe
Social/Environmental
392.00 0.12% 3,077 +10.72%
iShares Edge MSCI Europe Minimum Volatility ESG UCITS ETF USD Hedged (Acc) 1.56%
Equity
Europe
Low Volatility/Risk Weighted
97.00 0.30% 1 +6.24%
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-acc 1.45%
Equity
Europe
229.00 0.12% 1,332 +10.73%
SPDR MSCI World Utilities UCITS ETF 5.03%
Equity
World
Utilities
79.00 0.30% 18 -2.92%
iShares MSCI EMU CHF Hedged UCITS ETF (Acc) 1.41%
Equity
Europe
229.00 0.38% 90 +11.91%
Amundi S&P Eurozone PAB Net Zero Ambition UCITS ETF Acc 0.71%
Equity
Europe
Social/Environmental
Climate Change
134.00 0.20% 1,719 +14.56%
Deka MSCI Europe Climate Change ESG UCITS ETF 2.50%
Equity
Europe
Social/Environmental
Climate Change
366.00 0.25% 690 +11.70%
Amundi Prime Eurozone UCITS ETF DR (C) 1.46%
Equity
Europe
212.00 0.05% 55 +13.73%
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating 0.94%
Equity
Europe
442.00 0.10% 409 +12.90%
HSBC Developed World Sustainable Equity UCITS ETF USD 0.41%
Equity
World
Social/Environmental
826.00 0.18% 139 +18.55%
UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-acc 2.87%
Equity
Europe
Value
147.00 0.25% 43 +8.71%

Performance

Returns overview

YTD -12.17%
1 month -3.91%
3 months -6.19%
6 months -2.36%
1 year -5.90%
3 years +1.22%
5 years +40.49%
Since inception (MAX) +103.81%
2023 +5.94%
2022 +11.66%
2021 -17.61%
2020 +33.75%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 18.56%
Volatility 3 years 22.56%
Volatility 5 years 24.87%
Return per risk 1 year -0.32
Return per risk 3 years 0.02
Return per risk 5 years 0.28
Maximum drawdown 1 year -17.97%
Maximum drawdown 3 years -27.62%
Maximum drawdown 5 years -35.18%
Maximum drawdown since inception -35.18%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.