Eaton Corp. Plc

ISIN IE00B8KQN827

 | 

WKN A1J88N

Market cap (in EUR)
129,266 m
Country
Ireland
Sector
Industrials
Dividend yield
1.14%
 

Overview

Quote

Description

Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.
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Industrials Industrial Manufacturing Electrical Equipment and Power Systems Ireland

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Financials

Key metrics

Market capitalisation, EUR 129,266 m
EPS, EUR 9.26
P/B ratio 7.4
P/E ratio 35.3
Dividend yield 1.14%

Income statement (2025)

Revenue, EUR 24,330 m
Net income, EUR 3,623 m
Profit margin 14.89%

What ETF is Eaton Corp. Plc in?

There are 380 ETFs which contain Eaton Corp. Plc. All of these ETFs are listed in the table below. The ETF with the largest weighting of Eaton Corp. Plc is the First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc.
ETF Weight Investment focus Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc 0.13%
Equity
United States
Multi-Factor Strategy
8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc) 0.07%
Equity
World
Equal Weighted
18
UBS Core MSCI World UCITS ETF hCHF acc 0.17%
Equity
World
875
Xtrackers MSCI USA Screened UCITS ETF 1C 0.26%
Equity
United States
Social/Environmental
372
Xtrackers Portfolio UCITS ETF 1C 0.06%
Equity
World
Multi-Asset Strategy
677
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged 0.44%
Equity
United States
Social/Environmental
Climate Change
281
Invesco MSCI World Equal Weight UCITS ETF Acc 0.08%
Equity
World
Equal Weighted
1,157
iShares Moderate Portfolio UCITS ETF EUR (Acc) 0.06%
Equity
World
Social/Environmental
Multi-Asset Strategy
39
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc) 0.20%
Equity
World
149
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc 0.18%
Equity
World
Social/Environmental
Climate Change
28
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc) 0.25%
Equity
United States
3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist) 0.07%
Equity
United States
Social/Environmental
13,451
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc) 0.06%
Equity
World
Social/Environmental
Multi-Asset Strategy
24
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc 0.23%
Equity
United States
Social/Environmental
41
Amundi MSCI USA Screened UCITS ETF Acc 0.28%
Equity
United States
Social/Environmental
601
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 0.24%
Equity
United States
46
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc 0.47%
Equity
United States
Social/Environmental
198
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc 0.36%
Equity
United States
Social/Environmental
464
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 0.25%
Equity
United States
12,410
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc) 0.44%
Equity
United States
Buffer
Alternative Investments
9
UBS Core MSCI World UCITS ETF USD dis 0.17%
Equity
World
1,387
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc 0.35%
Equity
World
Fundamental/Quality
9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged 0.37%
Equity
United States
Equal Weighted
904
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc 0.09%
Equity
World
Equal Weighted
23
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.07%
Equity
United States
Social/Environmental
1,409
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
37
iShares MSCI ACWI UCITS ETF USD (Dist) 0.15%
Equity
World
5
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist) 0.44%
Equity
United States
Covered Call
Alternative Investments
2
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged 0.17%
Equity
World
Social/Environmental
70
L&G Global Quality Dividends UCITS ETF USD Acc 0.15%
Equity
World
Dividend
21
UBS MSCI USA Value UCITS ETF USD dis 0.46%
Equity
United States
Value
466
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc 0.44%
Equity
United States
Social/Environmental
Climate Change
1,334
Franklin S&P 500 Paris Aligned Climate UCITS ETF 0.42%
Equity
United States
Social/Environmental
Climate Change
343
Amundi Core MSCI USA UCITS ETF Acc 0.25%
Equity
United States
2,713
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.52%
Equity
United States
Social/Environmental
1,063
iShares World Equity High Income UCITS ETF USD (Dist) 0.20%
Equity
World
Social/Environmental
239
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD 0.01%
Equity
United States
Social/Environmental
1,092
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.20%
Equity
United States
Equal Weighted
387
Scalable MSCI AC World Xtrackers UCITS ETF 1C 0.14%
Equity
World
494
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.52%
Equity
United States
Social/Environmental
11
iShares U.S. Equity High Income UCITS ETF USD (Dist) 0.44%
Equity
United States
Social/Environmental
47
Invesco MSCI USA Universal Screened UCITS ETF Dist 0.21%
Equity
United States
Social/Environmental
25
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc) 0.97%
Equity
United States
Social/Environmental
Islamic Investing
47
Amundi MSCI World ESG Selection UCITS ETF Acc 0.34%
Equity
World
Social/Environmental
1,742
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc 0.06%
Equity
World
Multi-Factor Strategy
2
JPMorgan Active US Value UCITS ETF USD (dist) 1.29%
Equity
United States
Value
6
UBS S&P 500 ESG Elite UCITS ETF USD dis 1.26%
Equity
United States
Social/Environmental
415
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist) 0.26%
Equity
World
Multi-Factor Strategy
0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing 0.02%
Equity
World
Multi-Asset Strategy
15
HSBC NASDAQ Global Climate Tech UCITS ETF USD (Acc) 4.28%
Equity
World
Social/Environmental
Climate Change
115
Fidelity Global Quality Income UCITS ETF ACC-USD 0.50%
Equity
World
Dividend
14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc 0.28%
Equity
United States
Social/Environmental
Multi-Asset Strategy
19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc 0.42%
Equity
United States
2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc) 0.14%
Equity
World
67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.16%
Equity
World
41
Xtrackers MSCI World UCITS ETF 1D 0.17%
Equity
World
4,203
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc) 1.49%
Equity
United States
Covered Call
Alternative Investments
35
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.52%
Equity
United States
Social/Environmental
9,005
Xtrackers MSCI World ESG UCITS ETF 1C 0.39%
Equity
World
Social/Environmental
4,651
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) 0.37%
Equity
World
Social/Environmental
483
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 0.29%
Equity
United States
Social/Environmental
Climate Change
150
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C 0.37%
Equity
United States
Equal Weighted
1,390
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged 0.24%
Equity
United States
487
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist) 1.49%
Equity
United States
Covered Call
Alternative Investments
0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged 0.24%
Equity
United States
49
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged 0.20%
Equity
United States
Equal Weighted
237
UBS MSCI ACWI Universal UCITS ETF USD dis 0.14%
Equity
World
Social/Environmental
2,127
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.18%
Equity
World
561
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist 0.06%
Equity
United States
Social/Environmental
Climate Change
1,818
iShares MSCI USA Leaders UCITS ETF USD (Acc) 0.51%
Equity
United States
Social/Environmental
13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc) 0.34%
Equity
World
Social/Environmental
1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) 0.37%
Equity
World
Social/Environmental
81
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist 0.35%
Equity
World
Fundamental/Quality
3
UBS MSCI USA Select Factor Mix UCITS ETF USD acc 0.13%
Equity
United States
Multi-Factor Strategy
100
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc 0.60%
Equity
United States
35
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
210
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged 0.37%
Equity
United States
Equal Weighted
3
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc 0.04%
Equity
United States
Multi-Factor Strategy
74
Xtrackers MSCI World Industrials UCITS ETF 1C 1.39%
Equity
World
Industrials
771
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 0.44%
Equity
United States
Covered Call
Alternative Investments
3
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc 0.09%
Equity
World
Equal Weighted
33
UBS Core S&P 500 UCITS ETF hGBP dis 0.25%
Equity
United States
58
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc 0.18%
Equity
World
Social/Environmental
80
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc 0.33%
Equity
United States
Equal Weighted
2,246
iShares Core S&P 500 UCITS ETF USD (Dist) 0.25%
Equity
United States
16,781
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc 0.23%
Equity
United States
Social/Environmental
279
Xtrackers Portfolio Income UCITS ETF 1D 0.01%
Equity
World
Multi-Asset Strategy
56
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
1,043
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C 0.15%
Equity
World
Social/Environmental
24
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist) 0.35%
Equity
United States
Multi-Factor Strategy
2
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating 0.06%
Equity
World
Multi-Asset Strategy
962
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D 0.38%
Equity
United States
Social/Environmental
Climate Change
5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis 0.37%
Equity
United States
Social/Environmental
18
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0.45%
Equity
United States
Buffer
Alternative Investments
5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist 0.16%
Equity
World
Social/Environmental
Climate Change
233
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc 0.25%
Equity
United States
0
Amundi Prime Global UCITS ETF Acc 0.18%
Equity
World
1,513
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist) 1.38%
Equity
World
Industrials
Social/Environmental
103
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc) 0.11%
Equity
World
Social/Environmental
Multi-Asset Strategy
21
Fidelity Global Quality Value UCITS ETF ACC-USD 0.51%
Equity
World
Multi-Factor Strategy
4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis 0.13%
Equity
United States
Multi-Factor Strategy
25
HSBC MSCI World UCITS ETF USD 0.18%
Equity
World
12,292
UBS Core S&P 500 UCITS ETF hEUR acc 0.25%
Equity
United States
154
L&G Global Equity UCITS ETF 0.17%
Equity
World
Social/Environmental
1,006
Invesco MSCI World Universal Screened UCITS ETF Acc 0.13%
Equity
World
Social/Environmental
225
WisdomTree Global Quality Dividend Growth UCITS ETF USD 0.35%
Equity
World
Fundamental/Quality
218
UBS MSCI ACWI Universal UCITS ETF hCHF dis 0.14%
Equity
World
Social/Environmental
44
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD 2.69%
Equity
United States
Industrials
604
UBS Core MSCI World UCITS ETF hGBP dis 0.17%
Equity
World
90
Rize Environmental Impact 100 UCITS ETF 1.10%
Equity
World
Social/Environmental
Climate Change
113
UBS MSCI ACWI Universal UCITS ETF hCHF acc 0.14%
Equity
World
Social/Environmental
1,350
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing 0.06%
Equity
World
Multi-Asset Strategy
71
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc) 0.34%
Equity
World
Social/Environmental
172
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 0.42%
Equity
United States
Social/Environmental
Climate Change
367
Xtrackers MSCI USA UCITS ETF 1C 0.24%
Equity
United States
9,384
UBS Core MSCI World UCITS ETF hEUR acc 0.17%
Equity
World
526
UBS Core MSCI USA UCITS ETF EUR Hedged dis 0.24%
Equity
United States
172
UBS MSCI World Selection UCITS ETF hEUR dis 0.33%
Equity
World
Social/Environmental
283
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged 0.39%
Equity
World
Social/Environmental
918
UBS MSCI World Selection UCITS ETF hCHF acc 0.33%
Equity
World
Social/Environmental
261
iShares Conservative Portfolio UCITS ETF EUR (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
15
Franklin FTSE Developed World UCITS ETF USD Capitalisation 0.16%
Equity
World
17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD 0.02%
Equity
World
Social/Environmental
199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.17%
Equity
World
957
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc 0.33%
Equity
United States
Equal Weighted
132
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc 0.17%
Equity
World
Social/Environmental
420
UBS Core MSCI USA UCITS ETF CHF Hedged acc 0.24%
Equity
United States
499
iShares S&P 500 Equal Weight UCITS ETF USD (Dist) 0.20%
Equity
United States
Equal Weighted
28
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc) 0.25%
Equity
United States
19
Amundi Core MSCI World UCITS ETF Acc 0.17%
Equity
World
12,291
HANetf Saturna Al-Kawthar Global Focused Equity UCITS ETF Acc 2.48%
Equity
World
Islamic Investing
15
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist) 0.44%
Equity
United States
Buffer
Alternative Investments
7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.37%
Equity
World
Social/Environmental
5,045
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc) 0.25%
Equity
World
Social/Environmental
Climate Change
6
Amundi MSCI USA ESG Selection UCITS ETF Acc 0.47%
Equity
United States
Social/Environmental
409
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist) 0.52%
Equity
United States
Social/Environmental
1
UBS Core MSCI USA UCITS ETF hGBP acc 0.24%
Equity
United States
37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating 0.04%
Equity
World
Multi-Asset Strategy
743
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 0.20%
Equity
United States
Social/Environmental
Climate Change
8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc) 0.06%
Equity
World
Social/Environmental
Multi-Asset Strategy
7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.17%
Equity
World
414
iShares Core MSCI World UCITS ETF USD (Acc) 0.17%
Equity
World
110,940
UBS S&P 500 ESG Elite UCITS ETF USD acc 1.26%
Equity
United States
Social/Environmental
285
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 0.25%
Equity
United States
1,861
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc) 0.44%
Equity
United States
Technology
Covered Call
Alternative Investments
97
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist) 0.25%
Equity
World
Social/Environmental
Climate Change
2
iShares Core S&P 500 UCITS ETF USD (Acc) 0.25%
Equity
United States
112,876
iShares Growth Portfolio UCITS ETF EUR (Acc) 0.11%
Equity
World
Social/Environmental
Multi-Asset Strategy
80
Invesco S&P 500 Quality UCITS ETF Dist 1.45%
Equity
United States
Fundamental/Quality
1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc) 0.23%
Equity
United States
158
L&G US Equity UCITS ETF 0.24%
Equity
United States
Social/Environmental
1,093
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.18%
Equity
World
673
Amundi Core MSCI World UCITS ETF EUR Hedged Acc 0.17%
Equity
World
56
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc) 0.36%
Equity
United States
Social/Environmental
269
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.34%
Equity
World
Social/Environmental
54
First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc 7.46%
Equity
World
Infrastructure
1,466
UBS Core MSCI USA UCITS ETF USD dis 0.24%
Equity
United States
1,115
L&G Global Quality Dividends UCITS ETF USD Dist 0.15%
Equity
World
Dividend
83
Vanguard FTSE All-World UCITS ETF (USD) Distributing 0.15%
Equity
World
19,661
First Trust Value Line® Dividend Index UCITS ETF Acc 0.44%
Equity
United States
Dividend
6
UBS MSCI USA Universal UCITS ETF USD acc 0.26%
Equity
United States
Social/Environmental
Climate Change
3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc 0.37%
Equity
United States
Social/Environmental
1,017
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc 0.21%
Equity
United States
Social/Environmental
4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc 0.35%
Equity
World
Fundamental/Quality
608
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc) 0.14%
Equity
World
8,756
iShares Growth Portfolio UCITS ETF USD Hedged (Acc) 0.11%
Equity
World
Social/Environmental
Multi-Asset Strategy
1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc) 0.36%
Equity
United States
Social/Environmental
Climate Change
5
iShares MSCI USA UCITS ETF (Acc) 0.25%
Equity
United States
3,411
Fidelity Global Quality Income UCITS ETF INC-USD 0.50%
Equity
World
Dividend
698
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc) 0.52%
Equity
World
Social/Environmental
Islamic Investing
76
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist) 0.36%
Equity
United States
Social/Environmental
Climate Change
1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.26%
Equity
World
Multi-Factor Strategy
213
UBS MSCI World ex Mega Cap UCITS ETF USD acc 0.28%
Equity
World
33
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc) 0.16%
Equity
World
Social/Environmental
Climate Change
2
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist) 0.05%
Equity
World
Social/Environmental
713
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc) 0.05%
Equity
World
Social/Environmental
227
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc 0.65%
Equity
United States
Social/Environmental
Climate Change
1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc 0.01%
Equity
United States
Social/Environmental
-
Xtrackers S&P 500 UCITS ETF 4D 0.24%
Equity
United States
1
Amundi S&P 500 Screened UCITS ETF Acc 0.37%
Equity
United States
Social/Environmental
3,151
Amundi MSCI World Screened UCITS ETF Acc 0.20%
Equity
World
Social/Environmental
1,154
Xtrackers MSCI USA ESG UCITS ETF 1C 0.57%
Equity
United States
Social/Environmental
6,467
UBS Core S&P 500 UCITS ETF USD dis 0.25%
Equity
United States
1,108
UBS Core S&P 500 UCITS ETF hCHF acc 0.25%
Equity
United States
554
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing 0.04%
Equity
World
Multi-Asset Strategy
93
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 0.24%
Equity
United States
504
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc) 0.45%
Equity
United States
Buffer
Alternative Investments
7
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 0.24%
Equity
United States
Social/Environmental
Climate Change
350
UBS Core MSCI World UCITS ETF USD acc 0.17%
Equity
World
7,243
JPMorgan Active US Value UCITS ETF USD (acc) 1.29%
Equity
United States
Value
60
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc 0.37%
Equity
United States
Social/Environmental
527
Fidelity US Quality Income UCITS ETF ACC-USD 0.94%
Equity
United States
Dividend
252
iShares Core MSCI World UCITS ETF USD (Dist) 0.17%
Equity
World
504
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.20%
Equity
United States
Equal Weighted
9,250
Invesco MSCI USA Universal Screened UCITS ETF Acc 0.21%
Equity
United States
Social/Environmental
2,486
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc) 0.15%
Equity
World
Social/Environmental
Multi-Asset Strategy
139
Invesco FTSE RAFI All World 3000 UCITS ETF 0.07%
Equity
World
Fundamental/Quality
188
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc 0.64%
Equity
United States
Social/Environmental
Climate Change
2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.34%
Equity
World
Social/Environmental
3
Franklin S&P World Screened UCITS ETF Acc 0.24%
Equity
United States
Social/Environmental
Climate Change
6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged 0.49%
Equity
United States
Social/Environmental
25
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.16%
Equity
World
17
UBS MSCI USA NSL UCITS ETF USD acc 0.25%
Equity
United States
2,651
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 0.42%
Equity
United States
Social/Environmental
Climate Change
35
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc) 0.92%
Equity
United States
Social/Environmental
3
Amundi Prime All Country World UCITS ETF Acc 0.15%
Equity
World
1,294
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis 0.65%
Equity
United States
Social/Environmental
Climate Change
1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist) 0.37%
Equity
World
Social/Environmental
23
UBS MSCI World UCITS ETF USD dis 0.17%
Equity
World
1,328
iShares Smart City Infrastructure UCITS ETF USD (Acc) 1.28%
Equity
World
Infrastructure
Social/Environmental
329
Vanguard FTSE Developed World UCITS ETF Acc 0.16%
Equity
World
5,150
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.37%
Equity
World
Social/Environmental
1,565
iShares S&P 500 3% Capped UCITS ETF USD (Acc) 0.30%
Equity
United States
279
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.20%
Equity
United States
Equal Weighted
415
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc 0.17%
Equity
World
Social/Environmental
430
iShares Smart City Infrastructure UCITS ETF USD (Dist) 1.28%
Equity
World
Infrastructure
Social/Environmental
35
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist) 0.44%
Equity
United States
Technology
Covered Call
Alternative Investments
2,498
Fidelity US Quality Income UCITS ETF INC-USD 0.94%
Equity
United States
Dividend
1,174
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc) 0.13%
Equity
World
4,610
UBS MSCI USA Selection UCITS ETF USD acc 0.47%
Equity
United States
Social/Environmental
2,077
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged) 0.94%
Equity
United States
Dividend
5
Franklin S&P 500 Screened UCITS ETF Acc 0.41%
Equity
United States
Social/Environmental
Climate Change
3
iShares MSCI USA Screened UCITS ETF USD (Dist) 0.26%
Equity
United States
Social/Environmental
1,250
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist) 0.25%
Equity
United States
254
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist) 0.25%
Equity
United States
15,443
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc 0.34%
Equity
World
Social/Environmental
76
State Street SPDR MSCI World UCITS ETF USD Unhedged 0.18%
Equity
World
14,837
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating 3.13%
Equity
United States
Infrastructure
528
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A) 0.49%
Equity
United States
Social/Environmental
289
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc) 0.20%
Equity
United States
Equal Weighted
285
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist) 0.13%
Equity
World
91
Vanguard FTSE Developed World UCITS ETF Distributing 0.16%
Equity
World
3,542
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc 0.36%
Equity
World
Islamic Investing
19
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged) 0.50%
Equity
World
Dividend
21
Invesco FTSE RAFI US 1000 UCITS ETF 0.18%
Equity
United States
Fundamental/Quality
626
Vanguard FTSE North America UCITS ETF (USD) Accumulating 0.24%
Equity
North America
2,234
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist) 1.49%
Equity
United States
Covered Call
Alternative Investments
15
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist) 1.49%
Equity
United States
Covered Call
Alternative Investments
308
UBS MSCI ACWI Universal UCITS ETF hEUR acc 0.14%
Equity
World
Social/Environmental
640
HSBC S&P 500 UCITS ETF USD 0.25%
Equity
United States
7,191
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist 0.44%
Equity
United States
Social/Environmental
Climate Change
2,165
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged 0.20%
Equity
United States
Equal Weighted
82
HSBC USA Screened Equity UCITS ETF USD 0.06%
Equity
United States
Social/Environmental
Climate Change
615
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.20%
Equity
United States
Equal Weighted
1,483
UBS S&P 500 Scored & Screened UCITS ETF USD acc 0.37%
Equity
United States
Social/Environmental
1,737
UBS Core MSCI USA UCITS ETF EUR Hedged acc 0.24%
Equity
United States
649
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.17%
Equity
World
354
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.18%
Equity
World
258
Xtrackers MSCI World Screened UCITS ETF 1D 0.18%
Equity
World
Social/Environmental
116
Xtrackers MSCI AC World Screened UCITS ETF 1C 0.17%
Equity
World
Social/Environmental
4,510
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D) 0.49%
Equity
United States
Social/Environmental
148
Invesco FTSE All-World UCITS ETF Acc 0.16%
Equity
World
2,573
UBS MSCI World Selection UCITS ETF hEUR acc 0.33%
Equity
World
Social/Environmental
42
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
0
Xtrackers MSCI World Climate Transition UCITS ETF 1C 0.21%
Equity
World
Social/Environmental
Climate Change
19
iShares MSCI World Islamic UCITS ETF 0.64%
Equity
World
Islamic Investing
954
Vanguard S&P 500 UCITS ETF (USD) Accumulating 0.25%
Equity
United States
26,277
UBS Core MSCI USA UCITS ETF USD acc 0.24%
Equity
United States
2,233
iShares MSCI World Screened UCITS ETF USD (Dist) 0.19%
Equity
World
Social/Environmental
1,001
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged 0.57%
Equity
United States
Social/Environmental
250
State Street SPDR MSCI World Industrials UCITS ETF USD 1.38%
Equity
World
Industrials
184
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
304
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc) 0.15%
Equity
World
Social/Environmental
Multi-Asset Strategy
43
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc) 0.07%
Equity
United States
Social/Environmental
6,988
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc 0.19%
Equity
United States
Social/Environmental
Innovation
31
HSBC MSCI World UCITS ETF CHF hedged 0.18%
Equity
World
75
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc 0.15%
Equity
World
Social/Environmental
15
Xtrackers MSCI World ESG UCITS ETF 1D 0.39%
Equity
World
Social/Environmental
15
HSBC USA Screened Equity UCITS ETF USD (Dist) 0.06%
Equity
United States
Social/Environmental
Climate Change
80
iShares MSCI World Screened UCITS ETF USD (Acc) 0.19%
Equity
World
Social/Environmental
4,461
Amundi Core MSCI World UCITS ETF USD Dist 0.17%
Equity
World
1,381
Invesco S&P 500 Quality UCITS ETF Acc 1.45%
Equity
United States
Fundamental/Quality
16
UBS MSCI ACWI Universal UCITS ETF hGBP acc 0.14%
Equity
World
Social/Environmental
276
iShares MSCI ACWI Screened UCITS ETF USD (Acc) 0.16%
Equity
World
Social/Environmental
493
Amundi Core MSCI USA UCITS ETF Dist 0.25%
Equity
United States
914
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc 0.16%
Equity
North America
Social/Environmental
Climate Change
418
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged 0.37%
Equity
United States
Equal Weighted
120
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc 0.25%
Equity
United States
20
UBS MSCI ACWI Universal UCITS ETF hJPY acc 0.14%
Equity
World
Social/Environmental
102
iShares Russell 1000 Value UCITS ETF USD (Acc) 0.46%
Equity
United States
Value
405
Vanguard FTSE North America UCITS ETF (USD) Distributing 0.24%
Equity
North America
2,505
Xtrackers S&P 500 UCITS ETF 4C 0.24%
Equity
United States
1,114
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist) 0.52%
Equity
United States
Social/Environmental
980
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.37%
Equity
World
Social/Environmental
780
UBS MSCI World Selection UCITS ETF USD acc 0.33%
Equity
World
Social/Environmental
647
Xtrackers MSCI USA Industrials UCITS ETF 1D 2.56%
Equity
United States
Industrials
294
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged 0.26%
Equity
United States
Social/Environmental
83
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged 0.37%
Equity
United States
Social/Environmental
1,017
iShares MSCI World UCITS ETF (Dist) 0.17%
Equity
World
7,280
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 1.29%
Equity
United States
Value
4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc) 0.35%
Equity
United States
Multi-Factor Strategy
80
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged) 0.50%
Equity
World
Dividend
38
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.17%
Equity
World
1,595
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 0.25%
Equity
United States
1,223
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged) 0.94%
Equity
United States
Dividend
51
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 0.25%
Equity
United States
7,818
State Street SPDR S&P 500 UCITS ETF EUR Hedged 0.25%
Equity
United States
2,074
iShares MSCI USA Islamic UCITS ETF 1.11%
Equity
United States
Islamic Investing
325
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.15%
Equity
World
32,641
HSBC MSCI World UCITS ETF USD (Acc) 0.18%
Equity
World
1,557
Xtrackers MSCI USA UCITS ETF 1D 0.24%
Equity
United States
243
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.09%
Equity
World
Multi-Factor Strategy
175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc) 0.05%
Equity
World
Social/Environmental
3,787
UBS S&P 500 ESG Elite UCITS ETF hEUR acc 1.26%
Equity
United States
Social/Environmental
177
iShares MSCI North America UCITS ETF 0.23%
Equity
North America
1,142
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc) 0.52%
Equity
United States
Social/Environmental
56
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist) 0.23%
Equity
United States
1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.17%
Equity
World
43
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc 0.18%
Equity
World
Social/Environmental
448
Invesco Global Enhanced Equity UCITS ETF Acc 0.06%
Equity
World
Multi-Factor Strategy
469
Amundi S&P Global Industrials ESG UCITS ETF EUR (D) 2.28%
Equity
World
Industrials
Social/Environmental
16
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 0.25%
Equity
United States
4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged 0.17%
Equity
World
Social/Environmental
1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 0.36%
Equity
United States
Social/Environmental
95
UBS Core MSCI World UCITS ETF hGBP acc 0.17%
Equity
World
42
HSBC Developed World Screened Equity UCITS ETF USD (Dist) 0.05%
Equity
World
Social/Environmental
Climate Change
59
UBS S&P 500 Scored & Screened UCITS ETF USD dis 0.37%
Equity
United States
Social/Environmental
485
iShares MSCI ACWI UCITS ETF USD (Acc) 0.15%
Equity
World
23,548
HSBC S&P 500 UCITS ETF USD (Acc) 0.25%
Equity
United States
435
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A) 2.28%
Equity
World
Industrials
Social/Environmental
827
iShares S&P 500 Industrials Sector UCITS ETF 2.67%
Equity
United States
Industrials
594
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc 0.04%
Equity
World
Multi-Factor Strategy
389
Vanguard S&P 500 UCITS ETF (USD) Distributing 0.25%
Equity
United States
40,296
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc 0.13%
Equity
United States
Multi-Factor Strategy
25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc) 0.14%
Equity
World
1,151
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) 0.34%
Equity
World
Social/Environmental
18
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.20%
Equity
United States
Equal Weighted
4,162
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.09%
Equity
World
Multi-Factor Strategy
1,027
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.17%
Equity
World
4,685
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc 0.26%
Equity
World
Islamic Investing
841
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc) 0.44%
Equity
United States
Social/Environmental
4,259
Invesco FTSE All-World UCITS ETF Dist 0.16%
Equity
World
205
iShares Energy Storage & Hydrogen UCITS ETF USD (Acc) 1.45%
Equity
World
Social/Environmental
Hydrogen
20
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 0.25%
Equity
United States
71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating 0.02%
Equity
World
Multi-Asset Strategy
95
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged) 0.50%
Equity
World
Dividend
56
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc 0.36%
Equity
United States
Social/Environmental
51
iShares MSCI USA Screened UCITS ETF USD (Acc) 0.26%
Equity
United States
Social/Environmental
13,342
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 0.24%
Equity
United States
53
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc 0.17%
Equity
World
Social/Environmental
94
UBS S&P 500 ESG Elite UCITS ETF hGBP dis 1.26%
Equity
United States
Social/Environmental
12
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc 0.36%
Equity
United States
Social/Environmental
140
JPMorgan Active US Equity UCITS ETF USD (dist) 0.92%
Equity
United States
Social/Environmental
7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc 0.06%
Equity
United States
Social/Environmental
Climate Change
2,543
Amundi Prime Global UCITS ETF Dist 0.18%
Equity
World
1,167
Xtrackers MSCI USA ESG UCITS ETF 1D 0.57%
Equity
United States
Social/Environmental
260
Global X U.S. Infrastructure Development UCITS ETF USD Distributing 3.13%
Equity
United States
Infrastructure
21
Xtrackers MSCI World UCITS ETF 1C 0.17%
Equity
World
16,891
JPMorgan Active US Equity UCITS ETF USD (acc) 0.92%
Equity
United States
Social/Environmental
39
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc 0.06%
Equity
World
Multi-Factor Strategy
7
iShares U.S. Equity High Income UCITS ETF USD (Acc) 0.44%
Equity
United States
Social/Environmental
2
iShares World Equity High Income UCITS ETF USD (Acc) 0.20%
Equity
World
Social/Environmental
17
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc 0.26%
Equity
World
Social/Environmental
Multi-Asset Strategy
50
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.17%
Equity
World
474
iShares World Equity Enhanced Active UCITS ETF USD (Acc) 0.15%
Equity
World
Social/Environmental
Multi-Asset Strategy
1,450
iShares MSCI USA Leaders UCITS ETF USD (Dist) 0.51%
Equity
United States
Social/Environmental
1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc) 0.36%
Equity
United States
Social/Environmental
422
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc) 0.01%
Equity
World
Social/Environmental
Multi-Asset Strategy
3
iShares S&P 500 3% Capped UCITS ETF USD (Dist) 0.30%
Equity
United States
1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc 0.16%
Equity
World
Social/Environmental
Climate Change
943
UBS Core S&P 500 UCITS ETF USD acc 0.25%
Equity
United States
1,303
Amundi Prime All Country World UCITS ETF Dist 0.15%
Equity
World
3,586
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc 0.14%
Equity
World
Social/Environmental
Climate Change
33
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist) 0.19%
Equity
World
Social/Environmental
88
Xtrackers US Equity Enhanced Active UCITS ETF 1C 0.14%
Equity
United States
Social/Environmental
216
UBS MSCI ACWI Universal UCITS ETF hUSD acc 0.14%
Equity
World
Social/Environmental
1,186
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist) 0.07%
Equity
United States
Social/Environmental
424
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc 0.18%
Equity
World
Social/Environmental
14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc) 0.26%
Equity
United States
Social/Environmental
685
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist 0.16%
Equity
North America
Social/Environmental
Climate Change
35
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 0.24%
Equity
United States
300
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist) 1.49%
Equity
United States
Technology
Covered Call
Alternative Investments
1
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc 0.16%
Equity
World
33
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc) 0.60%
Equity
United States
244
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc 0.65%
Equity
United States
Social/Environmental
Climate Change
2
HSBC Developed World Screened Equity UCITS ETF USD 0.05%
Equity
World
Social/Environmental
Climate Change
250
Franklin US Dividend Tilt UCITS ETF (Dis) 0.27%
Equity
United States
Dividend
3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged 0.24%
Equity
United States
577
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 0.25%
Equity
United States
7
UBS MSCI USA UCITS ETF USD dis 0.24%
Equity
United States
443

Performance

Returns overview

YTD +25.55%
1 month +11.09%
3 months +23.89%
6 months +8.19%
1 year +43.72%
3 years +139.11%
5 years +193.05%
Since inception (MAX) +231.88%
2025 -8.92%
2024 +38.59%
2023 +44.67%
2022 +2.98%

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 29.74%
Volatility 3 years 31.28%
Volatility 5 years 28.52%
Return per risk 1 year 1.47
Return per risk 3 years 1.08
Return per risk 5 years 0.84
Maximum drawdown 1 year -20.27%
Maximum drawdown 3 years -37.02%
Maximum drawdown 5 years -37.02%
Maximum drawdown since inception -37.02%

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.