HSBC Holdings Plc

ISIN GB0005405286

WKN 923893

Market cap (in EUR)

307,000 m

Country

United Kingdom

Sector

Finance

Dividend yield

3.68%

Overview

Quote

Description

HSBC Holdings Plc engages in the provision of banking and financial services. It operates through the following business segments: Hong Kong, the United Kingdom (UK), Corporate and Institutional Banking (CIB), International Wealth and Premier Banking (IWPB), and Corporate Centre. The Hong Kong segment consists of retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment covers UK personal banking and commercial banking, including HSBC Innovation Bank. The CIB segment was formed from the integration of the commercial banking business outside the UK and Hong Kong with the global banking and markets business. The IWPB segment refers to premier banking outside of Hong Kong and the UK, the Private Bank, and wealth manufacturing businesses of asset management and insurance. The Corporate Centre segment is involved in central treasury, including balance sheet management, other legacy businesses, interests in associates and joint ventures, central stewardship costs, and the UK bank levy. The company was founded on January 1, 1959 and is headquartered in London, the United Kingdom.

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Finance Banking International Banks United Kingdom

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Financials

Key metrics

Market capitalisation, EUR	307,000 m
EPS, EUR	1.21
P/B ratio	2.0
P/E ratio	14.5
Dividend yield	3.68%

Income statement (2025)

Revenue, EUR	122,735 m
Net income, EUR	18,715 m
Profit margin	15.25%

What ETF is HSBC Holdings Plc in?

There are 400 ETFs which contain HSBC Holdings Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of HSBC Holdings Plc is the Xtrackers MSCI UK ESG UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.36%	Equity World	1,104
State Street SPDR MSCI World Financials UCITS ETF USD	2.31%	Equity World Financials	297
Invesco MSCI World UCITS ETF	0.36%	Equity World	8,539
UBS MSCI United Kingdom UCITS ETF hUSD acc	10.52%	Equity United Kingdom	1,010
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.42%	Equity World Social/Environmental Climate Change	8
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Dist)	1.69%	Equity Europe Social/Environmental	0
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF Dist	9.92%	Equity Europe Social/Environmental Climate Change	1
UBS MSCI World ex USA UCITS ETF USD acc	1.32%	Equity World	376
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Acc)	1.82%	Equity Europe Multi-Factor Strategy	684
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	26
VanEck European Equal Weight Screened UCITS ETF A	1.07%	Equity Europe Equal Weighted	90
iShares MSCI ACWI UCITS ETF USD (Dist)	0.32%	Equity World	20
iShares Edge MSCI Europe Momentum Factor UCITS ETF	5.15%	Equity Europe Momentum	742
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	1.23%	Equity World Dividend	1,021
JPMorgan Global Equity Active UCITS ETF EUR (acc)	0.74%	Equity World Social/Environmental	1
iShares World Equity High Income UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	561
Vanguard FTSE 100 UCITS ETF (GBP) Accumulating	9.78%	Equity United Kingdom	2,280
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.32%	Equity World	744
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	2.45%	Equity Europe Social/Environmental Climate Change	62
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (acc)	2.05%	Equity Europe Covered Call Alternative Investments	19
Invesco MSCI Europe Equal Weight UCITS ETF	0.27%	Equity Europe Equal Weighted	217
Amundi Core Stoxx Europe 600 UCITS ETF Acc	2.16%	Equity Europe	21,197
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	2.57%	Equity Europe Social/Environmental	1,881
Amundi MSCI Europe UCITS ETF Acc	2.34%	Equity Europe	629
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.43%	Equity World Multi-Factor Strategy	4
iShares World Equity High Income Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental	0
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.80%	Equity World	46
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.97%	Equity World Momentum Climate Change	567
iShares Core FTSE 100 UCITS ETF GBP (Acc)	9.77%	Equity United Kingdom	3,778
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.33%	Equity World	60
Xtrackers MSCI World UCITS ETF 1D	0.37%	Equity World	4,883
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.35%	Equity World Social/Environmental	609
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (dist)	2.18%	Equity Europe Social/Environmental	120
Amundi Core MSCI World Swap UCITS ETF Dist	0.36%	Equity World	6,678
UBS MSCI ACWI Universal UCITS ETF USD dis	0.42%	Equity World Social/Environmental	2,276
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.37%	Equity World	704
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental	75
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.35%	Equity World Social/Environmental	98
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.92%	Equity World Value	370
Amundi MSCI Europe ESG Selection UCITS ETF Acc	4.66%	Equity Europe Social/Environmental	1,116
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.77%	Equity World Dividend	9,668
JPMorgan Global Equity Active UCITS ETF USD (dist)	0.74%	Equity World Social/Environmental	1
iShares STOXX Europe 600 Banks UCITS ETF (DE)	14.27%	Equity Europe Financials	3,684
JPMorgan Europe Research Enhanced Index Equity Active UCITS ETF EUR (acc)	2.18%	Equity Europe Social/Environmental	2,881
Invesco Europe Enhanced Equity UCITS ETF Acc	2.39%	Equity Europe Multi-Factor Strategy	296
Xtrackers MSCI Europe ESG UCITS ETF 1C	5.23%	Equity Europe Social/Environmental	1,154
Amundi MSCI Europe Action UCITS ETF Dist	1.58%	Equity Europe Social/Environmental Climate Change	2,296
Amundi Stoxx Europe Select Dividend 30 UCITS ETF Dist	3.15%	Equity Europe Dividend	589
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	500
Xtrackers Europe Net Zero Pathway Paris Aligned UCITS ETF 1C	2.65%	Equity Europe Social/Environmental Climate Change	7
Invesco FTSE All Share Screened & Tilted UCITS ETF	6.39%	Equity United Kingdom Social/Environmental Climate Change	10
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.32%	Equity World Social/Environmental Climate Change	313
HSBC MSCI World UCITS ETF USD	0.37%	Equity World	13,891
Amundi MSCI Europe Momentum Factor UCITS ETF EUR (C)	5.15%	Equity Europe Momentum	138
iShares MSCI World ex-USA UCITS ETF USD (Dist)	1.29%	Equity World	2
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,351
BNP Paribas Easy Low Carbon 100 Europe PAB UCITS ETF	9.92%	Equity Europe Social/Environmental Climate Change	413
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.42%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.42%	Equity World Social/Environmental	1,356
iShares MSCI World Swap UCITS ETF USD (Acc)	0.36%	Equity World	1,861
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental	220
UBS Core MSCI World UCITS ETF hEUR acc	0.36%	Equity World	962
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.28%	Equity World Multi-Factor Strategy	412
UBS MSCI World Selection UCITS ETF hEUR dis	0.69%	Equity World Social/Environmental	324
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.84%	Equity World Social/Environmental	1,095
UBS MSCI World Selection UCITS ETF hCHF acc	0.69%	Equity World Social/Environmental	306
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	2.16%	Equity Europe	129
iShares Edge MSCI World Value Factor UCITS ETF	0.92%	Equity World Value	6,160
Amundi MSCI World Financials UCITS ETF EUR Acc	2.29%	Equity World Financials	135
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	2.26%	Equity World Financials Social/Environmental	125
Amundi Core FTSE 100 Swap UCITS ETF USD Hedged Acc	9.77%	Equity United Kingdom	4
UBS Core MSCI Europe UCITS ETF hEUR acc	2.32%	Equity Europe	146
UBS MSCI Europe Climate Paris Aligned UCITS ETF EUR acc	2.22%	Equity Europe Social/Environmental Climate Change	6
iShares Core MSCI World UCITS ETF USD (Acc)	0.36%	Equity World	128,942
Xtrackers Stoxx Europe 600 UCITS ETF 1D	2.15%	Equity Europe	1,324
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.36%	Equity World	853
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.32%	Equity World	1,872
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental	61
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hCHF dis	5.21%	Equity United Kingdom Social/Environmental Climate Change	11
UBS Core MSCI Europe UCITS ETF hCHF acc	2.32%	Equity Europe	151
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.57%	Equity World Social/Environmental Climate Change	705
Fidelity Global Quality Income UCITS ETF INC-USD	0.55%	Equity World Dividend	794
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	2.27%	Equity Europe Social/Environmental Climate Change	18
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.32%	Equity World Multi-Factor Strategy	251
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.60%	Equity World	6
Vanguard FTSE Developed Europe UCITS ETF Distributing	2.23%	Equity Europe	4,871
Amundi MSCI World Ex USA UCITS ETF Dist	1.35%	Equity World	132
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.32%	Equity World Social/Environmental Climate Change	2
Amundi MSCI World Screened UCITS ETF Acc	0.40%	Equity World Social/Environmental	1,663
JPMorgan Global Equity Active UCITS ETF USD (acc)	0.74%	Equity World Social/Environmental	12
Ossiam Bloomberg Europe ex Eurozone PAB NR UCITS ETF 1C (EUR)	5.10%	Equity Europe Social/Environmental Climate Change	234
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.34%	Equity World Social/Environmental Climate Change	39
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.32%	Equity World	2,161
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.34%	Equity World Social/Environmental Climate Change	562
iShares Core MSCI World UCITS ETF USD (Dist)	0.36%	Equity World	804
Xtrackers FTSE 100 UCITS ETF 1C	9.77%	Equity United Kingdom	106
Amundi MSCI World Financials UCITS ETF USD Acc	2.29%	Equity World Financials	866
Xtrackers MSCI Europe ESG UCITS ETF 1D	5.23%	Equity Europe Social/Environmental	33
Franklin S&P World Screened UCITS ETF Acc	0.45%	Equity United States Social/Environmental Climate Change	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental	5
WisdomTree Europe High Dividend UCITS ETF EUR Unhedged Acc	4.99%	Equity Europe Dividend	43
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	2.34%	Equity Europe Social/Environmental Climate Change	104
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	1.33%	Equity World	12
Xtrackers STOXX Europe 600 UCITS ETF 1C	2.15%	Equity Europe	4,353
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.37%	Equity World	82
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.35%	Equity World	24
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	18
WisdomTree Europe High Dividend UCITS ETF Dist	4.99%	Equity Europe Dividend	178
UBS MSCI United Kingdom UCITS ETF hEUR acc	10.52%	Equity United Kingdom	590
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.27%	Equity World	7,128
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.72%	Equity World Social/Environmental	89
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.27%	Equity World	200
Amundi ETF MSCI Europe Ex EMU ESG Leaders UCITS ETF	5.21%	Equity Europe Social/Environmental	226
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	2.27%	Equity Europe Social/Environmental Climate Change	9
Vanguard FTSE Developed World UCITS ETF Distributing	0.34%	Equity World	4,201
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF EUR (acc)	0.23%	Equity World Social/Environmental Climate Change	0
Xtrackers MSCI World Swap UCITS ETF 1C	0.36%	Equity World	5,379
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.42%	Equity World Social/Environmental	612
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.32%	Equity World	1,682
Xtrackers MSCI World ex USA UCITS ETF 1D	1.32%	Equity World	251
UBS MSCI United Kingdom UCITS ETF GBP dis	10.52%	Equity United Kingdom	127
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.37%	Equity World	158
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.35%	Equity World Social/Environmental	6,297
iShares Europe Foreign Focus UCITS ETF EUR (Acc)	3.23%	Equity Europe	11
Invesco FTSE All-World UCITS ETF	0.33%	Equity World	3,908
Xtrackers MSCI Europe Value UCITS ETF 1C	2.87%	Equity Europe Value	336
JPMorgan All Country Research Enhanced Index Equity Paris Aligned Active UCITS ETF USD (acc)	0.23%	Equity World Social/Environmental Climate Change	2
iShares MSCI World Screened UCITS ETF USD (Dist)	0.39%	Equity World Social/Environmental	1,099
UBS MSCI ACWI SF UCITS ETF USD acc	0.32%	Equity World	3,931
BNP Paribas Easy MSCI Europe UCITS ETF Acc	2.30%	Equity Europe	117
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.36%	Equity World	41
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	2.21%	Equity Europe Social/Environmental Multi-Asset Strategy	639
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.32%	Equity World Social/Environmental	18
iShares STOXX Europe 50 UCITS ETF	4.26%	Equity Europe	584
iShares MSCI World Screened UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental	5,470
Amundi Core MSCI World UCITS ETF USD Dist	0.37%	Equity World	1,665
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.42%	Equity World Social/Environmental	268
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	2,920
iShares Core MSCI Europe UCITS ETF EUR (Acc)	2.30%	Equity Europe	1,272
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	2.16%	Equity Europe	57
UBS MSCI United Kingdom UCITS ETF hEUR dis	10.52%	Equity United Kingdom	19
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.36%	Equity World	719
Amundi STOXX Europe 600 Banks UCITS ETF Acc	14.27%	Equity Europe Financials	3,309
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.35%	Equity World Social/Environmental	914
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.36%	Equity World	106
UBS MSCI World Selection UCITS ETF USD acc	0.69%	Equity World Social/Environmental	655
Amundi Prime Europe UCITS ETF DR (C)	2.41%	Equity Europe	243
Fidelity Europe Quality Income UCITS ETF ACC-Euro	2.80%	Equity Europe Dividend	37
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP dis	5.21%	Equity United Kingdom Social/Environmental Climate Change	883
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,509
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	402
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.55%	Equity World Dividend	44
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.36%	Equity World	1,836
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	375
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.36%	Equity World	1
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.31%	Equity World	48,683
HSBC MSCI World UCITS ETF USD (Acc)	0.37%	Equity World	1,995
Amundi MSCI Europe Minimum Volatility Factor UCITS ETF EUR (C)	0.42%	Equity Europe Low Volatility/Risk Weighted	80
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.32%	Equity World	61
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental	4,499
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.37%	Equity World	53
UBS MSCI United Kingdom UCITS ETF hUSD dis	10.52%	Equity United Kingdom	52
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental	10
Invesco RAFI Europe Fundamental Value UCITS ETF	2.64%	Equity Europe Value	34
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Acc	2.45%	Equity Europe Social/Environmental Climate Change	2,459
BNP Paribas Easy MSCI Europe Min TE UCITS ETF	2.35%	Equity Europe Social/Environmental	3,540
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	2.65%	Equity Europe Social/Environmental	4,829
Fidelity Europe Quality Income UCITS ETF INC-Euro	2.80%	Equity Europe Dividend	30
Xtrackers FTSE 100 UCITS ETF Income 1D	9.77%	Equity United Kingdom	99
Amundi STOXX Europe 600 Banks UCITS ETF Dist	14.27%	Equity Europe Financials	127
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.32%	Equity World	1,720
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	2.32%	Equity Europe	302
HSBC FTSE 100 UCITS ETF GBP	9.84%	Equity United Kingdom	1,033
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.26%	Equity World Multi-Factor Strategy	1,410
Invesco FTSE 100 UCITS ETF	9.77%	Equity United Kingdom	42
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.36%	Equity World	5,422
Xtrackers FTSE All-World UCITS ETF 1C	0.31%	Equity World	93
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	2.39%	Equity Europe Social/Environmental Climate Change	17
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.55%	Equity World Dividend	64
Xtrackers MSCI Europe Financials UCITS ETF 1C	9.53%	Equity Europe Financials	159
JPMorgan Europe Equity Premium Income Active UCITS ETF EUR (dist)	2.05%	Equity Europe Covered Call Alternative Investments	86
Amundi MSCI World Swap UCITS ETF EUR Dist	0.36%	Equity World	444
iShares STOXX Europe 600 UCITS ETF EUR (Dist)	2.14%	Equity Europe	8
Xtrackers MSCI World UCITS ETF 1C	0.37%	Equity World	20,715
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Acc)	2.66%	Equity Europe Social/Environmental	2,574
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	21
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.36%	Equity World	0
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.32%	Equity World Social/Environmental Climate Change	1,130
HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc	2.23%	Equity Europe Social/Environmental Climate Change	38
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	106
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	2.65%	Equity Europe Social/Environmental	502
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.42%	Equity World Social/Environmental	1,241
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.39%	Equity World Social/Environmental	103
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF GBP acc	5.21%	Equity United Kingdom Social/Environmental Climate Change	0
Xtrackers MSCI Europe UCITS ETF 1C	2.32%	Equity Europe	7,881
State Street SPDR MSCI Europe UCITS ETF EUR	2.32%	Equity Europe	403
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF	1.33%	Equity World Social/Environmental	34
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	2.66%	Equity Europe Social/Environmental	5,077
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.33%	Equity World	70
iShares MSCI World ex-USA UCITS ETF USD (Acc)	1.29%	Equity World	3,162
iShares Core FTSE 100 UCITS ETF USD Hedged (Acc)	9.77%	Equity United Kingdom	195
iShares Core MSCI Europe UCITS ETF EUR (Acc)	2.30%	Equity Europe	16,204
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,670
Xtrackers MSCI World Value UCITS ETF 1C	0.92%	Equity World Value	3,895
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.36%	Equity World	9
Xtrackers MSCI World ex USA UCITS ETF 1C	1.32%	Equity World	6,726
JPMorgan ex US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.25%	Equity World Social/Environmental	1
JPMorgan UK Equity Core Active UCITS ETF GBP (acc)	8.68%	Equity United Kingdom	519
iShares MSCI UK UCITS ETF (Acc)	10.52%	Equity United Kingdom	137
UBS Core MSCI World UCITS ETF USD dis	0.36%	Equity World	2,001
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.32%	Equity World	289
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.35%	Equity World Social/Environmental	86
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.36%	Equity World	6
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	2.42%	Equity Europe Social/Environmental Climate Change	186
Amundi DJ Global Titans 50 UCITS ETF Dist	0.98%	Equity World	462
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	2.15%	Equity Europe	13
Amundi MSCI World ESG Selection UCITS ETF Acc	0.72%	Equity World Social/Environmental	1,894
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.32%	Equity World Multi-Factor Strategy	1
Invesco FTSE All Share Screened & Tilted UCITS ETF	6.39%	Equity United Kingdom Social/Environmental Climate Change	48
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	417
Fidelity Global Quality Income UCITS ETF ACC-USD	0.55%	Equity World Dividend	16
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.32%	Equity World	96
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Dist)	8.67%	Equity United Kingdom	394
Xtrackers MSCI World ESG UCITS ETF 1C	0.84%	Equity World Social/Environmental	5,186
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.42%	Equity Europe Low Volatility/Risk Weighted	890
First Trust United Kingdom AlphaDEX UCITS ETF Acc	1.55%	Equity United Kingdom Multi-Factor Strategy	10
iShares Core MSCI Europe UCITS ETF EUR (Dist)	2.30%	Equity Europe	10,868
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.96%	Equity World Momentum	263
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.36%	Equity World	58
Amundi MSCI World Swap II UCITS ETF Acc	0.36%	Equity World	688
iShares Core FTSE 100 UCITS ETF GBP (Dist)	9.77%	Equity United Kingdom	19,288
JPMorgan Global Equity Active UCITS ETF EUR Hedged (acc)	0.74%	Equity World Social/Environmental	1
Amundi Prime Europe UCITS ETF DR (D)	2.41%	Equity Europe	260
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	3.17%	Equity Europe Social/Environmental	92
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	42
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF USD (Dist)	1.69%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.34%	Equity World Social/Environmental Climate Change	291
Amundi Core MSCI Europe UCITS ETF Acc	2.34%	Equity Europe	4,260
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.32%	Equity World Social/Environmental	62
Amundi MSCI World Swap II UCITS ETF Dist	0.36%	Equity World	8,854
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	1.69%	Equity Europe Social/Environmental	528
Amundi Prime Global UCITS ETF Acc	0.37%	Equity World	3,111
Amundi Core MSCI World Swap UCITS ETF Acc	0.36%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	1.46%	Equity World Value	7
L&G MSCI Europe Select UCITS ETF EUR Accumulating ETF	2.41%	Equity Europe Social/Environmental Climate Change	663
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.25%	Equity World Social/Environmental	8
L&G Global Equity UCITS ETF	0.38%	Equity World Social/Environmental	1,683
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.77%	Equity World Dividend	2,848
Invesco MSCI World Universal Screened UCITS ETF Acc	0.56%	Equity World Social/Environmental	263
iShares Core FTSE 100 UCITS ETF EUR Hedged (Acc)	9.77%	Equity United Kingdom	47
UBS Core MSCI World UCITS ETF hGBP dis	0.36%	Equity World	114
Xtrackers MSCI UK ESG UCITS ETF 1D	18.74%	Equity United Kingdom Social/Environmental	856
JPMorgan UK Equity Core Active UCITS ETF GBP (dist)	8.68%	Equity United Kingdom	137
Xtrackers MSCI World Momentum ESG UCITS ETF	2.37%	Equity World Momentum	316
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	2.42%	Equity Europe Social/Environmental Climate Change	27
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.36%	Equity World	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.35%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.52%	Equity World Social/Environmental	235
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.36%	Equity World	1,181
UBS ETF (LU) MSCI UK UCITS ETF (GBP) A-UKdis	10.52%	Equity United Kingdom	92
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.37%	Equity World Social/Environmental	451
Amundi Core MSCI World UCITS ETF Acc	0.37%	Equity World	14,763
HSBC MSCI Europe UCITS ETF EUR (Acc)	2.32%	Equity Europe	105
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.35%	Equity World Social/Environmental	5,789
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.62%	Equity World Social/Environmental Climate Change	8
Amundi Core FTSE 100 Swap UCITS ETF Acc	9.77%	Equity United Kingdom	701
UBS Core MSCI Europe UCITS ETF USD acc	2.32%	Equity Europe	50
UBS MSCI World ex USA Climate Paris Aligned UCITS ETF USD acc	1.18%	Equity World Social/Environmental Climate Change	57
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	1.10%	Equity World Momentum	5,096
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.36%	Equity World	1
HSBC UK SCREENED EQUITY UCITS ETF GBP (Dist)	0.50%	Equity United Kingdom Social/Environmental Climate Change	8
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.36%	Equity World	1,628
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.37%	Equity World	456
Xtrackers MSCI World Swap UCITS ETF 1D	0.36%	Equity World	5,919
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.62%	Equity World Social/Environmental Climate Change	5
Amundi Core MSCI Europe UCITS ETF Dist	2.34%	Equity Europe	463
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.37%	Equity World	61
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.31%	Equity World	23,520
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.32%	Equity World	15,709
Xtrackers MSCI World Momentum UCITS ETF 1C	1.13%	Equity World Momentum	2,044
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	1.33%	Equity World	3
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.32%	Equity World	60
L&G UK Equity UCITS ETF GBP Acc	10.96%	Equity United Kingdom Social/Environmental	230
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.40%	Equity World Social/Environmental	279
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.40%	Equity World Social/Environmental	667
iShares MSCI Europe Financials Sector UCITS ETF EUR (Acc)	9.44%	Equity Europe Financials	1,724
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.33%	Equity World	23
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.22%	Equity Europe Equal Weighted	216
Invesco MSCI Europe Universal Screened UCITS ETF Acc	2.99%	Equity Europe Social/Environmental	194
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Dist	2.45%	Equity Europe Social/Environmental Climate Change	18
Amundi MSCI World Ex USA UCITS ETF Acc	1.35%	Equity World	665
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	4.58%	Equity World Dividend	9,143
UBS Core MSCI World UCITS ETF USD acc	0.36%	Equity World	10,500
iShares FTSE All-World UCITS ETF USD (Acc)	0.31%	Equity World	26
HSBC UK SCREENED EQUITY UCITS ETF GBP	0.50%	Equity United Kingdom Social/Environmental Climate Change	24
iShares UK Foreign Focus UCITS ETF GBP (Acc)	11.33%	Equity United Kingdom	3
Invesco RAFI All-World Fundamental Value UCITS ETF	0.51%	Equity World Value	272
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	128
iShares MSCI ACWI Swap UCITS ETF USD (Acc)	0.32%	Equity World	53
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.33%	Equity World	27
Fidelity Pacific ex-Japan Equity Research Enhanced UCITS ETF ACC-USD	0.51%	Equity Asia Pacific Social/Environmental	395
Amundi Prime All Country World UCITS ETF Acc	0.33%	Equity World	2,702
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.35%	Equity World Social/Environmental	32
Vanguard FTSE Developed World UCITS ETF Acc	0.34%	Equity World	5,935
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.35%	Equity World Social/Environmental	1,767
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.37%	Equity World Social/Environmental	650
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.38%	Equity World Social/Environmental Climate Change	137
State Street Global Screened Enhanced Equity Fund UCITS ETF	2.50%	Equity World Social/Environmental	4
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	2.81%	Equity Europe Social/Environmental Climate Change	629
UBS MSCI United Kingdom UCITS ETF GBP acc	10.52%	Equity United Kingdom	2,137
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.36%	Equity World	18,006
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	59
Vanguard FTSE 100 UCITS ETF (GBP) Distributing	9.78%	Equity United Kingdom	5,519
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.32%	Equity World	50
Amundi MSCI Europe Screened UCITS ETF (Acc)	2.68%	Equity Europe Social/Environmental	652
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.09%	Equity World Multi-Factor Strategy	6
UBS MSCI United Kingdom UCITS ETF hCHF acc	10.52%	Equity United Kingdom	372
Fidelity Europe Quality Income UCITS ETF ACC-GBP (hedged)	2.80%	Equity Europe Dividend	2
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.55%	Equity World Dividend	28
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	5.15%	Equity Europe Momentum	42
iShares UK Dividend UCITS ETF	4.06%	Equity United Kingdom Dividend	1,569
Amundi MSCI All Country World UCITS ETF EUR Acc	0.32%	Equity World	2,409
Amundi Core FTSE 100 Swap UCITS ETF Dist	9.77%	Equity United Kingdom	35
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.83%	Equity World Technology Blockchain	47
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.37%	Equity World	444
Xtrackers MSCI Europe Screened UCITS ETF 1C	2.42%	Equity Europe Social/Environmental	87
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.36%	Equity World	348
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.32%	Equity World	87
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	220
Xtrackers MSCI World Screened UCITS ETF 1D	0.40%	Equity World Social/Environmental	141
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental	18
UBS MSCI World Selection UCITS ETF hEUR acc	0.69%	Equity World Social/Environmental	99
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.42%	Equity Europe Low Volatility/Risk Weighted	24
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.37%	Equity World Social/Environmental Climate Change	22
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental Climate Change	189
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	57
HSBC MSCI World UCITS ETF CHF hedged	0.37%	Equity World	80
Xtrackers MSCI World ESG UCITS ETF 1D	0.84%	Equity World Social/Environmental	17
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A	4.00%	Equity World Dividend	16
Amundi UK Equity All Cap UCITS ETF Dist	9.34%	Equity United Kingdom	1,051
Xtrackers Global Equity Top Active UCITS ETF 1C	1.47%	Equity World Fundamental/Quality	8
Invesco Global Active ESG Equity UCITS ETF Acc	0.28%	Equity World Multi-Factor Strategy	2,489
iShares STOXX Europe Equity Multifactor UCITS ETF EUR (Dist)	1.82%	Equity Europe Multi-Factor Strategy	222
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.42%	Equity World Social/Environmental	120
Amundi MSCI World Swap UCITS ETF USD Acc	0.36%	Equity World	74
HSBC MSCI Europe UCITS ETF EUR	2.32%	Equity Europe	359
Amundi MSCI World Screened UCITS ETF UCITS ETF EUR Hedged Acc	0.40%	Equity World Social/Environmental	3
L&G Global Brands UCITS ETF USD Acc	1.05%	Equity World Fundamental/Quality Moat	46
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.36%	Equity World	615
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	7
Amundi MSCI World Ex USA Screened UCITS ETF Acc	1.49%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	2.22%	Equity World Value	275
Invesco MSCI Europe ESG Climate Paris Aligned UCITS ETF	2.14%	Equity Europe Social/Environmental Climate Change	20
iShares MSCI World UCITS ETF (Dist)	0.36%	Equity World	8,317
Amundi Stoxx Europe 50 UCITS ETF Acc	4.26%	Equity Europe	528
Xtrackers Europe Equity Enhanced Active UCITS ETF 1C	2.25%	Equity Europe Social/Environmental	69
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	4.66%	Equity Europe Social/Environmental	64
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.32%	Equity World	526
JPMorgan Global ex US Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.25%	Equity World Social/Environmental	1
HSBC Europe Screened Equity UCITS ETF EUR	0.77%	Equity Europe Social/Environmental Climate Change	19
State Street SPDR MSCI Europe Financials UCITS ETF EUR	9.50%	Equity Europe Financials	810
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.26%	Equity World Multi-Factor Strategy	227
Invesco MSCI Europe UCITS ETF	2.30%	Equity Europe	61
Invesco Global Enhanced Equity UCITS ETF Acc	0.43%	Equity World Multi-Factor Strategy	926
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.35%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	2.72%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.36%	Equity World	62
iShares Edge MSCI Europe Value Factor UCITS ETF	2.86%	Equity Europe Value	2,606
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	63
iShares MSCI ACWI UCITS ETF USD (Acc)	0.32%	Equity World	31,066
State Street Europe Screened Enhanced Equity Fund UCITS ETF	2.50%	Equity Europe Social/Environmental	3
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental	30
Invesco FTSE All-World UCITS ETF	0.33%	Equity World	286
BNP Paribas Easy MSCI World ex USA Min TE UCITS ETF EUR	1.33%	Equity World Social/Environmental	0
Xtrackers MSCI Europe UCITS ETF 1D	2.32%	Equity Europe	404
Amundi MSCI All Country World UCITS ETF USD Acc	0.32%	Equity World	128
Amundi Core FTSE 100 Swap UCITS ETF EUR Hedged Acc	9.77%	Equity United Kingdom	39
State Street SPDR FTSE UK All Share UCITS ETF GBP Unhedged (Acc)	8.67%	Equity United Kingdom	473
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.37%	Equity World Social/Environmental	111
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	2.87%	Equity Europe Social/Environmental Climate Change	44
Amundi Prime Global UCITS ETF Dist	0.37%	Equity World	1,640
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.43%	Equity World Multi-Factor Strategy	9
UBS MSCI ACWI Climate Paris Aligned UCITS ETF hGBP acc	0.12%	Equity World Social/Environmental Climate Change	158
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.36%	Equity World Social/Environmental Multi-Asset Strategy	77
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.36%	Equity World	563
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.21%	Equity World Social/Environmental Climate Change	17
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1,794
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.32%	Equity World	42
First Trust United Kingdom AlphaDEX UCITS ETF Dist	1.55%	Equity United Kingdom Multi-Factor Strategy	4
UBS Core MSCI Europe UCITS ETF EUR acc	2.32%	Equity Europe	629
Invesco STOXX Europe 600 UCITS ETF	2.16%	Equity Europe	587
Amundi Prime All Country World UCITS ETF Dist	0.33%	Equity World	4,750
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	2.23%	Equity Europe	3,010
Xtrackers MSCI World Financials UCITS ETF 1C	2.29%	Equity World Financials	1,263
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	2.86%	Equity Europe Value	117
Amundi MSCI World Swap UCITS ETF EUR Acc	0.36%	Equity World	6,594
HSBC Developed World Screened Equity UCITS ETF USD	0.18%	Equity World Social/Environmental Climate Change	463
UBS MSCI United Kingdom IMI Socially Responsible UCITS ETF hEUR acc	5.21%	Equity United Kingdom Social/Environmental Climate Change	50
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.28%	Equity World Multi-Factor Strategy	165

Performance

Returns overview

YTD	+30.37%
1 month	+4.90%
3 months	+15.52%
6 months	+23.38%
1 year	+60.69%
3 years	+144.99%
5 years	+272.22%
Since inception (MAX)	+148.15%
2025	+50.77%
2024	+20.80%
2023	+26.26%
2022	+14.99%

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).