ORIX Corp.

ISIN JP3200450009

WKN 851769

Market cap (in EUR)

38,733 m

Country

Japan

Sector

Finance

Dividend yield

2.44%

Overview

Quote

Description

ORIX Corp. engages in the provision of leasing and corporate financial services. It operates through the following segments: Corporate Financial Services and Maintenance Leasing; Real Estate; PE Investment and Concession; Environment and Energy; Insurance; Banking and Credit; Aircraft and Ships; Asia and Australia; ORIX USA; and ORIX Europe. The Corporate Financial Services segment offers leasing and rental of automobile and electronic measurement instruments. The Real Estate segment deals with property development, leasing, and facilities management. The PE Investment and Concession segment involves in private equity investment, operation of airports and water businesses. The Environment and Energy segment provides renewable energy, electric power retail, energy-saving services, sale of solar panels, waste management, and resource recycling. The Insurance segment offers life insurance, medical insurance, and death insurance. The Banking and Credit segment supplies real estate investment loans, corporate loans, consumer finance, and trust business. The Aircraft and Ships segment is related to leasing and asset management services for aircraft and ships. The ORIX USA segment provides finance, investment, and asset management in the United State. The ORIX Europe segment involves in the asset management of global equity and fixed income. The Asia and Australia segment issues finance and investment businesses in Asia and Australia. The company was founded on April 17, 1964 and is headquartered in Tokyo, Japan.

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Finance Investment Services Japan

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Financials

Key metrics

Market capitalisation, EUR	38,733 m
EPS, EUR	2.28
P/B ratio	1.6
P/E ratio	16.0
Dividend yield	2.44%

Income statement (2025)

Revenue, EUR	18,222 m
Net income, EUR	2,564 m
Profit margin	14.07%

What ETF is ORIX Corp. in?

There are 273 ETFs which contain ORIX Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of ORIX Corp. is the iShares Japan Dividend UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	1,024
Ossiam Bloomberg Japan PAB NR UCITS ETF 1C (EUR)	0.10%	Equity Japan Social/Environmental Climate Change	1
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	754
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,509
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.18%	Equity World Social/Environmental	257
Xtrackers MSCI World Value UCITS ETF 1C	0.14%	Equity World Value	4,085
Amundi MSCI Japan ESG Broad Transition UCITS ETF Dist	0.75%	Equity Japan Social/Environmental Climate Change	191
State Street SPDR MSCI World Financials UCITS ETF USD	0.31%	Equity World Financials	276
Xtrackers MSCI World ex USA UCITS ETF 1C	0.17%	Equity World	5,944
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	28
Vanguard FTSE Japan UCITS ETF USD Hedged Accumulating	0.71%	Equity Japan	81
Xtrackers Nikkei 225 UCITS ETF 1D	0.30%	Equity Japan	2,070
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,923
iShares Core MSCI Japan IMI UCITS ETF USD (Dist)	0.66%	Equity Japan	56
UBS MSCI World ex USA UCITS ETF USD acc	0.17%	Equity World	340
CT QR Series Global Equity Active UCITS ETF USD Dist	0.18%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	18
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	40
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	82
Xtrackers MSCI Japan Screened UCITS ETF 2D - GBP Hedged	0.87%	Equity Japan Social/Environmental	27
iShares Core MSCI Japan IMI UCITS ETF	0.66%	Equity Japan	6,943
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	685
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.02%	Equity World Multi-Factor Strategy	217
UBS Core MSCI Japan UCITS ETF hUSD acc	0.87%	Equity Japan	158
HSBC MSCI Japan UCITS ETF USD (Acc)	0.84%	Equity Japan	14
Amundi Japan TOPIX II UCITS ETF JPY Dist	0.66%	Equity Japan	126
Xtrackers MSCI Japan Screened UCITS ETF 3C - EUR Hedged	0.87%	Equity Japan Social/Environmental	78
Amundi MSCI Pacific ESG Broad Transition UCITS ETF Dist	1.38%	Equity Asia Pacific Social/Environmental Climate Change	177
iShares MSCI Japan EUR Hedged UCITS ETF (Acc)	0.83%	Equity Japan	1,316
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.41%	Equity World Value Climate Change	483
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.04%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	409
Vanguard FTSE Japan UCITS ETF EUR Hedged Accumulating	0.71%	Equity Japan	97
iShares MSCI Japan GBP Hedged UCITS ETF (Acc)	0.83%	Equity Japan	232
Xtrackers FTSE All-World ex US UCITS ETF 1C	0.11%	Equity World	44
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.06%	Equity World	95
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,932
Xtrackers MSCI Japan UCITS ETF 7C - CHF Hedged	0.82%	Equity Japan	29
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	585
Amundi MSCI Japan ESG Broad Transition UCITS ETF EUR Acc	0.75%	Equity Japan Social/Environmental Climate Change	405
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	2,254
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	718
Vanguard FTSE Japan UCITS ETF (USD) Accumulating	0.71%	Equity Japan	1,313
State Street SPDR MSCI Japan UCITS ETF JPY Unhedged	0.84%	Equity Japan	939
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	2
Amundi Core MSCI Japan UCITS ETF Acc	0.88%	Equity Japan	5,400
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	75
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.14%	Equity World Value	394
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	233
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.48%	Equity World Momentum	247
Vanguard FTSE Japan UCITS ETF (USD) Distributing	0.71%	Equity Japan	2,794
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.10%	Equity World Dividend	8,992
HSBC Japan Screened Equity UCITS ETF USD (Dist)	0.06%	Equity Japan Social/Environmental Climate Change	28
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	37
HSBC Japan Screened Equity UCITS ETF USD (Acc)	0.06%	Equity Japan Social/Environmental Climate Change	276
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	108
Xtrackers MSCI Japan UCITS ETF 2D USD hedged	0.82%	Equity Japan	168
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental Climate Change	313
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	1.13%	Equity Japan Social/Environmental	35
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.05%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,170
UBS Core MSCI Japan UCITS ETF USD acc	0.87%	Equity Japan	38
iShares MSCI Japan CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.44%	Equity Japan Social/Environmental	133
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.02%	Equity World Social/Environmental Climate Change	310
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	0.38%	Equity World Financials Social/Environmental	28
Amundi Prime Global UCITS ETF Acc	0.05%	Equity World	2,758
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.13%	Equity World Value	7
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	13,642
iShares MSCI World ex-USA UCITS ETF USD (Dist)	0.18%	Equity World	0
Amundi Core MSCI Japan UCITS ETF USD Hedged Acc	0.88%	Equity Japan	30
CT QR Series Global Equity Active UCITS ETF USD Acc	0.18%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	1,498
Ossiam Bloomberg Japan PAB NR UCITS ETF H1C (EUR Hedged)	0.10%	Equity Japan Social/Environmental Climate Change	1
Xtrackers Nikkei 225 UCITS ETF 1C	0.30%	Equity Japan	445
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.10%	Equity World Dividend	2,695
Invesco MSCI World Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	252
UBS MSCI Japan Universal UCITS ETF JPY acc	1.07%	Equity Japan Social/Environmental Climate Change	11
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	66
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	108
Franklin Global Quality Dividend UCITS ETF (Dist)	1.43%	Equity World Dividend	99
BNP Paribas Easy ESG Enhanced Japan UCITS ETF EUR Acc	1.16%	Equity Japan Social/Environmental	120
iShares MSCI Japan Screened UCITS ETF USD (Acc)	0.90%	Equity Japan Social/Environmental	2,122
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,420
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	88
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	218
Xtrackers MSCI Japan UCITS ETF 4C - EUR Hedged	0.82%	Equity Japan	886
Xtrackers MSCI World Momentum ESG UCITS ETF	0.46%	Equity World Momentum	278
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	882
UBS MSCI World Selection UCITS ETF hEUR dis	0.10%	Equity World Social/Environmental	314
UBS MSCI World Selection UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental	293
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.29%	Equity World Value	186
UBS Core MSCI Japan UCITS ETF hCHF acc	0.87%	Equity Japan	370
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.10%	Equity World Social/Environmental	258
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	1,193
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	437
iShares Edge MSCI World Value Factor UCITS ETF	0.14%	Equity World Value	6,210
Amundi Core MSCI World UCITS ETF Acc	0.05%	Equity World	14,150
iShares Japan Dividend UCITS ETF USD (Dist)	1.94%	Equity Japan Dividend	5
L&G Japan Equity UCITS ETF	0.81%	Equity Japan Social/Environmental	765
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,611
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.17%	Equity World Financials Social/Environmental	121
HSBC MSCI Japan UCITS ETF USD	0.84%	Equity Japan	208
Amundi Core MSCI Japan UCITS ETF Dist	0.88%	Equity Japan	419
Xtrackers MSCI Japan UCITS ETF 1C	0.82%	Equity Japan	5,718
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.18%	Equity World Momentum	4,736
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	896
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	444
iShares Core MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	124,576
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	98
BNP Paribas Easy MSCI Japan Min TE UCITS ETF GBP Hedged	1.01%	Equity Japan Social/Environmental	73
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	801
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.05%	Equity World	59
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	59
L&G Global Quality Dividends UCITS ETF USD Dist	0.21%	Equity World Dividend	207
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	22,689
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	14,268
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers MSCI World Momentum UCITS ETF 1C	0.17%	Equity World Momentum	1,930
Xtrackers MSCI Japan Climate Transition UCITS ETF 1D	0.84%	Equity Japan Social/Environmental Climate Change	5
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Acc)	1.25%	Equity Japan Social/Environmental	618
BNP Paribas Easy MSCI World ex USA UCITS ETF EUR Acc	0.18%	Equity World	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.04%	Equity World Multi-Factor Strategy	237
Xtrackers Nikkei 225 UCITS ETF 2D EUR Hedged	0.30%	Equity Japan	283
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.09%	Equity World	6
Amundi MSCI World Ex USA UCITS ETF Dist	0.19%	Equity World	127
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental Climate Change	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental	270
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	591
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.04%	Equity World	12
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,517
Amundi MSCI World Ex USA UCITS ETF Acc	0.19%	Equity World	630
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.55%	Equity World Dividend	8,347
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	9,920
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental Climate Change	37
iShares FTSE All-World UCITS ETF USD (Acc)	0.04%	Equity World	26
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental Climate Change	547
iShares Core MSCI World UCITS ETF USD (Dist)	0.05%	Equity World	766
Invesco RAFI All-World Fundamental Value UCITS ETF	0.09%	Equity World Value	234
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	1.45%	Equity World Social/Environmental	72
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (dist)	1.13%	Equity Japan Social/Environmental	42
Invesco MSCI Japan Universal Screened UCITS ETF Acc	1.12%	Equity Japan Social/Environmental	12
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	26
BNP Paribas Easy MSCI World ex USA UCITS ETF Acc	0.18%	Equity World	11
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.05%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	2,235
UBS Core MSCI Japan UCITS ETF hEUR acc	0.87%	Equity Japan	252
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	29
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,465
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,665
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,746
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	14
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.03%	Equity World	16
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.50%	Equity World Multi-Factor Strategy	989
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	538
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity World Social/Environmental Climate Change	121
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	6,304
UBS Core MSCI Japan UCITS ETF JPY acc	0.87%	Equity Japan	4,324
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.05%	Equity World	17,272
UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-UKdis	0.87%	Equity Japan	60
Fidelity Japan Equity Research Enhanced UCITS ETF ACC-JPY	1.57%	Equity Japan Social/Environmental	297
Amundi Core MSCI Japan UCITS ETF EUR Hedged Dist	0.88%	Equity Japan	204
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.08%	Equity World	159
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.30%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,074
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	660
Amundi Prime Japan UCITS ETF DR (D)	0.77%	Equity Japan	2,573
Xtrackers MSCI World ex USA UCITS ETF 1D	0.17%	Equity World	238
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	431
Xtrackers MSCI Japan UCITS ETF 1D	0.82%	Equity Japan	183
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	331
Amundi Japan TOPIX II UCITS ETF EUR Dist	0.66%	Equity Japan	2
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	135
Xtrackers Japan Net Zero Pathway Paris Aligned UCITS ETF 1C	0.00%	Equity Japan Social/Environmental Climate Change	200
Franklin FTSE Japan UCITS ETF (Acc)	0.71%	Equity Japan	10
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.05%	Equity World	142
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,951
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist)	0.44%	Equity Japan Social/Environmental	786
Invesco FTSE All-World UCITS ETF	0.06%	Equity World	3,528
UBS MSCI World Selection UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental	35
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	22
Amundi Prime Japan UCITS ETF DR (C)	0.77%	Equity Japan	616
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	1,148
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	193
UBS Core MSCI Japan UCITS ETF hEUR dis	0.87%	Equity Japan	52
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	79
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	5,291
Amundi Core MSCI World UCITS ETF USD Dist	0.05%	Equity World	1,612
VanEck Morningstar Developed Markets ex-US Dividend Leaders UCITS ETF A	0.69%	Equity World Dividend	10
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	278
iShares MSCI Japan UCITS ETF USD (Acc)	0.83%	Equity Japan	1,426
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	2,821
UBS Core MSCI Japan UCITS ETF JPY dis	0.87%	Equity Japan	1,427
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	119
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	890
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF USD (acc)	1.13%	Equity Japan Social/Environmental	467
iShares Nikkei 225 UCITS ETF (Acc)	0.32%	Equity Japan	593
UBS MSCI World Selection UCITS ETF USD acc	0.10%	Equity World Social/Environmental	728
Amundi MSCI Japan ESG Broad Transition UCITS ETF GBP Dist	0.75%	Equity Japan Social/Environmental Climate Change	446
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex USA Screened UCITS ETF	0.20%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.47%	Equity World Value	287
Amundi Core MSCI Japan UCITS ETF GBP Hedged Acc	0.88%	Equity Japan	18
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	8,119
VanEck World Equal Weight Screened UCITS ETF A	0.46%	Equity World Equal Weighted	1,410
iShares Core MSCI Japan IMI UCITS ETF EUR Hedged (Acc)	0.66%	Equity Japan	118
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.05%	Equity World	1,767
State Street SPDR MSCI Japan UCITS ETF EUR Hedged	0.84%	Equity Japan	52
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Acc)	0.44%	Equity Japan Social/Environmental	1,378
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	44,368
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,925
iShares MSCI Japan UCITS ETF (Dist)	0.83%	Equity Japan	2,749
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	0.38%	Equity World Financials Social/Environmental	1,311
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	213
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	4,288
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	53
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	376
UBS Core MSCI Japan UCITS ETF hGBP dis	0.87%	Equity Japan	251
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF	0.28%	Equity World Financials Social/Environmental	4
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	59
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	29,601
BNP Paribas Easy MSCI Japan Min TE UCITS ETF USD	1.01%	Equity Japan Social/Environmental	2
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.24%	Equity World Multi-Factor Strategy	586
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	1,639
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	28
Franklin Global Quality Dividend UCITS ETF (Acc)	1.43%	Equity World Dividend	8
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF JPY (acc)	1.13%	Equity Japan Social/Environmental	234
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,320
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	5,298
Xtrackers FTSE All-World UCITS ETF 1C	0.04%	Equity World	44
Invesco FTSE All-World UCITS ETF	0.06%	Equity World	265
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
Amundi MSCI Japan ESG Broad Transition UCITS ETF - Hedged EUR (C)	0.75%	Equity Japan Social/Environmental Climate Change	102
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	106
iShares MSCI Japan Screened UCITS ETF USD (Dist)	0.90%	Equity Japan Social/Environmental	374
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,578
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	19,766
JPMorgan Japan Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	1.13%	Equity Japan Social/Environmental	2
iShares MSCI Japan USD Hedged UCITS ETF (Acc)	0.83%	Equity Japan	573
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	545
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.02%	Equity World Social/Environmental Climate Change	1,044
Xtrackers MSCI Japan Screened UCITS ETF 4C - USD Hedged	0.87%	Equity Japan Social/Environmental	5
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity World Social/Environmental Climate Change	80
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,592
Amundi Japan TOPIX II UCITS ETF EUR Hedged Dist	0.66%	Equity Japan	1
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.09%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,284
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	99
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	16
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.50%	Equity World Multi-Factor Strategy	0
Goldman Sachs Alpha Enhanced Japan Equity Active UCITS ETF JPY (Dist)	1.25%	Equity Japan Social/Environmental	4
Xtrackers MSCI Japan Screened UCITS ETF 1D	0.87%	Equity Japan Social/Environmental	334
Xtrackers MSCI World Financials UCITS ETF 1C	0.30%	Equity World Financials	841
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	63
Fidelity Japan Equity Research Enhanced UCITS ETF INC-JPY	1.57%	Equity Japan Social/Environmental	2
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.18%	Equity World	2,979

Performance

Returns overview

YTD	+36.76%
1 month	+5.25%
3 months	+32.13%
6 months	+32.43%
1 year	+80.79%
3 years	+108.22%
5 years	-
Since inception (MAX)	+89.46%
2025	+26.93%
2024	+15.64%
2023	+10.31%
2022	-

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).