EDP-Energias de Portugal SA
ISIN PTEDP0AM0009
|WKN 906980
Overview
Quote
Description
EDP-Energias de Portugal SA engages in the generation, transmission, distribution and supply of electricity and supply of gas. It operates through the following segments: Renewables, Networks, and Client Solutions & Energy Management. The Renewables segment engages in generation of electricity through renewable energy sources. The Networks segment engages in electricity distribution and transmission business, including last resort suppliers. The Customer Solutions and Energy Management segment includes electricity generation from energy sources non-renewable, especially coal and gas; electricity and gas trading and energy solution services. The company was founded in 1976 and is headquartered in Lisbon, Portugal.
Utilities Energy Utilities Portugal
Chart
Financials
Key metrics
| Market capitalisation, EUR | 18,844.83 m |
| EPS, EUR | 0.27 |
| P/B ratio | 1.64 |
| P/E ratio | 16.66 |
| Dividend yield | 4.22% |
Income statement (2022)
| Revenue, EUR | 20,884.27 m |
| Net income, EUR | 679.00 m |
| Profit margin | 3.25% |
What ETF is EDP-Energias de Portugal SA in?
There are 179 ETFs which contain EDP-ENERGIAS DE PORTUGAL SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of EDP-ENERGIAS DE PORTUGAL SA is the iShares Global Clean Energy UCITS ETF USD (Acc).
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y |
|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.03% | Equity World | 1,498.00 | 0.30% | 40 | +13.23% |
| iShares Global Clean Energy UCITS ETF USD (Dist) | 3.33% | Equity World Utilities Social/Environmental Clean Energy | 102.00 | 0.65% | 3,366 | -32.28% |
| iShares Core MSCI Europe UCITS ETF CHF Hedged (Acc) | 0.14% | Equity Europe | 429.00 | 0.15% | 2 | - |
| Xtrackers Portfolio UCITS ETF 1C | 0.01% | Equity World Multi-Asset Strategy | 12,511.00 | 0.70% | 536 | +5.79% |
| iShares Core MSCI Europe UCITS ETF EUR (Acc) | 0.14% | Equity Europe | 430.00 | 0.12% | 5,874 | +12.02% |
| iShares STOXX Europe Large 200 UCITS ETF (DE) | 0.13% | Equity Europe Large Cap | 200.00 | 0.20% | 79 | +12.00% |
| JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | 0.04% | Equity World Social/Environmental Climate Change | 428.00 | 0.19% | 949 | +12.01% |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.02% | Equity World | 1,515.00 | 0.20% | 117 | - |
| SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc) | 0.01% | Equity World Social/Environmental Climate Change | 569.00 | 0.15% | 6 | +13.59% |
| SPDR EURO STOXX Low Volatility UCITS ETF | 1.02% | Equity Europe Low Volatility/Risk Weighted | 100.00 | 0.30% | 34 | +10.24% |
| UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-dis | 0.14% | Equity Europe | 429.00 | 0.20% | 226 | +11.57% |
| Xtrackers MSCI World Utilities UCITS ETF 1C | 0.90% | Equity World Utilities | 79.00 | 0.25% | 112 | -3.50% |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.06% | Equity World Fundamental/Quality | 1,209.00 | 0.39% | 50 | +7.61% |
| SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF | 0.18% | Equity World Infrastructure Multi-Asset Strategy | 2,568.00 | 0.40% | 1,852 | -0.05% |
| Xtrackers STOXX Europe 600 UCITS ETF 1C | 0.11% | Equity Europe | 602.00 | 0.20% | 2,163 | +11.91% |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.03% | Equity World | 1,498.00 | 0.30% | 168 | +13.23% |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.02% | Equity World | 1,512.00 | 0.30% | 1,024 | +13.01% |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.02% | Equity World | 2,124.00 | 0.12% | 1,359 | +12.93% |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.08% | Equity World Multi-Factor Strategy | 1,112.00 | 0.40% | 3 | +4.71% |
| Vanguard LifeStrategy 40% Equity UCITS ETF Distributing | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 20 | +4.14% |
| JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (dist) | 0.10% | Equity Europe Social/Environmental | 113.00 | 0.25% | 0 | +17.07% |
| UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-dis | 0.28% | Equity Europe | 230.00 | 0.17% | 472 | +15.97% |
| UBS ETF (IE) MSCI EMU Climate Paris Aligned UCITS ETF (EUR) A-acc | 1.05% | Equity Europe Social/Environmental Climate Change | 149.00 | 0.16% | 5 | +13.37% |
| BNP Paribas Easy MSCI EMU ESG Filtered Min TE UCITS ETF | 0.28% | Equity Europe Social/Environmental | 229.00 | 0.15% | 218 | +14.75% |
| Deka MSCI World Climate Change ESG UCITS ETF | 0.09% | Equity World Social/Environmental Climate Change | 1,273.00 | 0.26% | 634 | +19.02% |
| iShares Dow Jones Global Sustainability Screened UCITS ETF | 0.07% | Equity World Social/Environmental | 551.00 | 0.60% | 1,083 | +15.74% |
| HSBC Europe ex UK Sustainable Equity UCITS ETF EUR | 0.34% | Equity Europe Social/Environmental | 167.00 | 0.15% | 39 | +10.77% |
| SPDR MSCI World UCITS ETF | 0.03% | Equity World | 1,473.00 | 0.12% | 3,562 | +13.39% |
| Vanguard FTSE Developed Europe ex UK UCITS ETF Distributing | 0.18% | Equity Europe | 442.00 | 0.10% | 1,879 | +13.96% |
| FlexShares Developed Markets Low Volatility Climate ESG UCITS ETF | 0.26% | Equity World Low Volatility/Risk Weighted Climate Change | 180.00 | 0.25% | 5 | +5.77% |
| iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc) | 0.45% | Equity Europe Social/Environmental Climate Change | 278.00 | 0.15% | 9 | +11.58% |
| Deka MSCI World UCITS ETF Distribution | 0.03% | Equity World | 1,504.00 | 0.31% | 1,943 | +13.44% |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.02% | Equity World | 2,124.00 | 0.12% | 2,055 | +13.35% |
| iShares Core MSCI EMU UCITS ETF USD Hedged (Acc) | 0.29% | Equity Europe | 230.00 | 0.15% | 425 | +14.01% |
| Lyxor Core STOXX Europe 600 (DR) UCITS ETF Acc | 0.11% | Equity Europe | 604.00 | 0.07% | 6,299 | +11.91% |
| Amundi MSCI Europe II UCITS ETF Acc | 0.14% | Equity Europe | 432.00 | 0.25% | 746 | +11.62% |
| Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged | 0.11% | Equity Europe | 602.00 | 0.25% | 7 | +11.29% |
| UBS ETF (LU) MSCI EMU UCITS ETF (hedged to USD) A-acc | 0.28% | Equity Europe | 230.00 | 0.22% | 244 | +14.19% |
| Vanguard LifeStrategy 20% Equity UCITS ETF Distributing | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 9 | +1.63% |
| Deka EURO STOXX Select Dividend 30 UCITS ETF | 2.28% | Equity Europe Dividend | 30.00 | 0.30% | 154 | +3.53% |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.02% | Equity World | 2,392.00 | 0.45% | 45 | +11.94% |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.03% | Equity World | 1,514.00 | 0.17% | 1 | - |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.03% | Equity World | 1,473.00 | 0.17% | 21 | - |
| Xtrackers MSCI World UCITS ETF 1D | 0.03% | Equity World | 1,514.00 | 0.12% | 2,001 | +13.39% |
| Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D) | 1.63% | Equity World Utilities Social/Environmental | 49.00 | 0.18% | 1 | +1.16% |
| UBS ETF (LU) Factor MSCI EMU Low Volatility UCITS ETF (EUR) A-dis | 1.17% | Equity Europe Low Volatility/Risk Weighted | 85.00 | 0.28% | 132 | +9.98% |
| iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist) | 0.14% | Equity Europe Low Volatility/Risk Weighted | 161.00 | 0.25% | 25 | +8.89% |
| UBS ETF (LU) MSCI EMU UCITS ETF (hedged to CHF) A-acc | 0.28% | Equity Europe | 230.00 | 0.22% | 336 | +16.94% |
| iShares Euro Dividend UCITS ETF | 2.28% | Equity Europe Dividend | 31.00 | 0.40% | 713 | +3.59% |
| iShares EURO STOXX UCITS ETF (DE) | 0.22% | Equity Europe | 293.00 | 0.20% | 1,964 | +15.57% |
| iShares MSCI Europe ex-UK GBP Hedged UCITS ETF | 0.19% | Equity Europe | 345.00 | 0.40% | 122 | +15.65% |
| iShares Edge MSCI Europe Minimum Volatility UCITS ETF | 0.14% | Equity Europe Low Volatility/Risk Weighted | 161.00 | 0.25% | 825 | +8.70% |
| Amundi Index MSCI World UCITS ETF DR EUR (D) | 0.03% | Equity World | 1,510.00 | 0.18% | 603 | +13.15% |
| HSBC MSCI World UCITS ETF CHF hedged | 0.03% | Equity World | 1,439.00 | 0.18% | 21 | - |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.03% | Equity World | 1,439.00 | 0.18% | 218 | - |
| Deka Euro iSTOXX ex Fin Dividend Plus UCITS ETF | 1.72% | Equity Europe Dividend | 50.00 | 0.30% | 377 | +14.64% |
| Deka MSCI Europe Large Cap UCITS ETF | 0.17% | Equity Europe Large Cap | 198.00 | 0.30% | 14 | +11.80% |
| Amundi MSCI World UCITS ETF DR USD (D) | 0.03% | Equity World | 1,406.00 | 0.12% | 153 | +12.89% |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.02% | Equity World | 1,512.00 | 0.55% | 847 | +15.68% |
| Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 100 | +4.21% |
| Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A) | 1.63% | Equity World Utilities Social/Environmental | 49.00 | 0.18% | 60 | +1.58% |
| iShares Core MSCI Europe UCITS ETF EUR (Dist) | 0.14% | Equity Europe | 429.00 | 0.12% | 7,059 | +11.85% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.05% | Equity World Dividend | 1,846.00 | 0.29% | 3,683 | +3.66% |
| JPMorgan Carbon Transition Global Equity UCITS ETF EUR Hedged (acc) | 0.04% | Equity World Social/Environmental Climate Change | 428.00 | 0.19% | 1 | +12.89% |
| Xtrackers MSCI EMU UCITS ETF 3C CHF hedged | 0.28% | Equity Europe | 228.00 | 0.17% | 28 | +17.26% |
| Amundi Prime Europe UCITS ETF DR (D) | 0.14% | Equity Europe | 457.00 | 0.05% | 36 | +12.00% |
| Lyxor Core STOXX Europe 600 (DR) UCITS ETF Monthly Hedged to EUR - Dist | 0.11% | Equity Europe | 604.00 | 0.15% | 95 | +11.07% |
| HSBC MSCI Europe UCITS ETF EUR | 0.14% | Equity Europe | 429.00 | 0.10% | 144 | +12.02% |
| Amundi MSCI Europe Climate Action UCITS ETF Dist | 0.21% | Equity Europe Social/Environmental Climate Change | 215.00 | 0.09% | 571 | - |
| Lyxor Core MSCI EMU (DR) UCITS ETF - Dist | 0.28% | Equity Europe | 231.00 | 0.12% | 307 | +15.67% |
| L&G Europe ex UK Equity UCITS ETF | 0.17% | Equity Europe Social/Environmental | 356.00 | 0.10% | 249 | +14.24% |
| SPDR S&P Euro Dividend Aristocrats UCITS ETF (Dist) | 2.81% | Equity Europe Dividend | 39.00 | 0.30% | 1,105 | +15.24% |
| iShares MSCI EMU UCITS ETF GBP Hedged (Dist) | 0.29% | Equity Europe | 230.00 | 0.12% | 589 | +18.29% |
| Amundi Prime Eurozone UCITS ETF DR (D) | 0.25% | Equity Europe | 217.00 | 0.05% | 41 | +16.65% |
| HSBC MSCI World Climate Paris Aligned UCITS ETF | 0.01% | Equity World Social/Environmental Climate Change | 606.00 | 0.18% | 413 | +13.08% |
| Amundi Index ETF MSCI Europe UCITS ETF DR (C) | 0.13% | Equity Europe | 434.00 | 0.15% | 1,785 | +11.42% |
| Amundi Prime Europe UCITS ETF DR (C) | 0.14% | Equity Europe | 457.00 | 0.05% | 26 | +11.88% |
| iShares MSCI World UCITS ETF (Dist) | 0.02% | Equity World | 1,513.00 | 0.50% | 5,753 | +13.04% |
| iShares Core MSCI EMU UCITS ETF EUR (Dist) | 0.29% | Equity Europe | 230.00 | 0.12% | 267 | +14.06% |
| iShares STOXX Europe 600 UCITS ETF (DE) EUR (Acc) | 0.11% | Equity Europe | 600.00 | 0.20% | 346 | - |
| Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating | 0.02% | Equity World Multi-Asset Strategy | 14,571.00 | 0.25% | 318 | +9.46% |
| iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) EUR (Acc) | 2.28% | Equity Europe Dividend | 30.00 | 0.31% | 1 | +1.75% |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.02% | Equity World | 1,515.00 | 0.30% | 951 | +13.60% |
| Amundi Index MSCI World UCITS ETF DR (C) | 0.03% | Equity World | 1,510.00 | 0.18% | 1,156 | +13.25% |
| Xtrackers MSCI EMU UCITS ETF 1C USD hedged | 0.28% | Equity Europe | 228.00 | 0.17% | 222 | +15.73% |
| UBS ETF (LU) MSCI EMU UCITS ETF (hedged to GBP) A-dis | 0.28% | Equity Europe | 230.00 | 0.22% | 45 | +17.77% |
| Xtrackers MSCI EMU UCITS ETF 1D | 0.28% | Equity Europe | 228.00 | 0.12% | 1,365 | +15.90% |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.02% | Equity World | 3,633.00 | 0.22% | 7,963 | +11.87% |
| HSBC Europe Sustainable Equity UCITS ETF EUR | 0.23% | Equity Europe Social/Environmental | 249.00 | 0.15% | 43 | +10.26% |
| iShares STOXX Europe 600 UCITS ETF (DE) | 0.11% | Equity Europe | 600.00 | 0.20% | 5,681 | +11.86% |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.03% | Equity World | 1,439.00 | 0.15% | 47 | +13.56% |
| Lyxor MSCI World Climate Change (DR) UCITS ETF - Acc | 0.09% | Equity World Social/Environmental Climate Change | 1,323.00 | 0.20% | 208 | +17.77% |
| HSBC MSCI World UCITS ETF USD | 0.03% | Equity World | 1,439.00 | 0.15% | 6,192 | +13.60% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.01% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 25 | - |
| L&G Quality Equity Dividends ESG Exclusions Europe ex-UK UCITS ETF | 1.15% | Equity Europe Dividend | 133.00 | 0.25% | 26 | +15.45% |
| JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) | 0.10% | Equity Europe Social/Environmental | 113.00 | 0.25% | 21 | - |
| L&G Europe ESG Exclusions Paris Aligned UCITS ETF EUR Accumulating | 0.16% | Equity Europe Social/Environmental Climate Change | 486.00 | 0.16% | 822 | +11.78% |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.03% | Equity World | 1,514.00 | 0.17% | 4 | - |
| JPMorgan Eurozone Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc) | 0.10% | Equity Europe Social/Environmental | 113.00 | 0.25% | 133 | +17.08% |
| L&G Global Equity UCITS ETF | 0.02% | Equity World Social/Environmental | 1,271.00 | 0.10% | 61 | +13.58% |
| Xtrackers S&P Europe ex UK UCITS ETF | 0.18% | Equity Europe | 346.00 | 0.09% | 426 | +14.39% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.05% | Equity World Dividend | 1,846.00 | 0.29% | 508 | +3.29% |
| Lyxor Core MSCI EMU (DR) UCITS ETF - Acc | 0.28% | Equity Europe | 231.00 | 0.12% | 14 | +14.10% |
| Invesco FTSE RAFI Europe UCITS ETF | 0.18% | Equity Europe Fundamental/Quality | 495.00 | 0.39% | 8 | +13.55% |
| Amundi Prime Global UCITS ETF DR (C) | 0.03% | Equity World | 1,520.00 | 0.05% | 253 | +13.64% |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0.05% | Equity World Social/Environmental | 830.00 | 0.18% | 21 | +9.55% |
| iShares MSCI ACWI UCITS ETF (Acc) | 0.02% | Equity World | 2,474.00 | 0.20% | 9,138 | +12.03% |
| Vanguard LifeStrategy 80% Equity UCITS ETF Distributing | 0.02% | Equity World Multi-Asset Strategy | 14,571.00 | 0.25% | 25 | +9.47% |
| Invesco EURO STOXX High Dividend Low Volatility UCITS ETF | 1.40% | Equity Europe Dividend | 50.00 | 0.30% | 25 | +12.33% |
| iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist) | 1.30% | Equity Europe Social/Environmental Climate Change | 157.00 | 0.15% | 1 | +11.29% |
| SPDR MSCI EMU UCITS ETF | 0.29% | Equity Europe | 229.00 | 0.18% | 218 | +15.65% |
| HSBC Europe Sustainable Equity UCITS ETF EUR (Dist) | 0.23% | Equity Europe Social/Environmental | 249.00 | 0.15% | 2 | +7.47% |
| iShares Core MSCI EMU UCITS ETF EUR (Acc) | 0.29% | Equity Europe | 230.00 | 0.12% | 2,986 | +16.01% |
| iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist) | 0.45% | Equity Europe Social/Environmental Climate Change | 278.00 | 0.15% | 26 | +4.63% |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.02% | Equity World | 2,392.00 | 0.45% | 336 | +11.77% |
| UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis | 0.28% | Equity Europe | 230.00 | 0.17% | 14 | +14.16% |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.02% | Equity World | 1,515.00 | 0.30% | 891 | +15.77% |
| Xtrackers MSCI Europe UCITS ETF 2C USD hedged | 0.14% | Equity Europe | 426.00 | 0.30% | 122 | +10.98% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.01% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 98 | - |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.02% | Equity World | 1,511.00 | 0.55% | 3,279 | +13.39% |
| Lyxor EURO STOXX Select Dividend 30 (DR) UCITS ETF I D | 2.20% | Equity Europe Dividend | 30.00 | 0.25% | 62 | +3.56% |
| HSBC MSCI Europe UCITS ETF EUR (Acc) | 0.14% | Equity Europe | 429.00 | 0.10% | 1 | +11.54% |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.08% | Equity World Multi-Factor Strategy | 1,112.00 | 0.40% | 33 | +5.14% |
| iShares MSCI Europe ex-UK UCITS ETF | 0.18% | Equity Europe | 345.00 | 0.40% | 1,357 | +13.55% |
| Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating | 0.01% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 47 | +1.56% |
| Amundi Prime Global UCITS ETF DR (D) | 0.03% | Equity World | 1,520.00 | 0.05% | 574 | +13.87% |
| iShares STOXX Europe 600 Utilities UCITS ETF (DE) | 2.78% | Equity Europe Utilities | 28.00 | 0.46% | 217 | +12.44% |
| IndexIQ Factors Sustainable Europe Equity UCITS ETF | 0.23% | Equity Europe Social/Environmental | 259.00 | 0.25% | 172 | +10.24% |
| Xtrackers MSCI Europe UCITS ETF 1D | 0.14% | Equity Europe | 426.00 | 0.12% | 94 | +11.53% |
| UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc | 0.01% | Equity World Social/Environmental Climate Change | 606.00 | 0.18% | 7 | +13.69% |
| Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating | 0.01% | Equity World Multi-Asset Strategy | 14,555.00 | 0.25% | 247 | +6.99% |
| iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc) | 1.30% | Equity Europe Social/Environmental Climate Change | 157.00 | 0.15% | 1,100 | +11.47% |
| UBS ETF (LU) MSCI EMU Select Factor Mix UCITS ETF (EUR) A-acc | 0.20% | Equity Europe Multi-Factor Strategy | 605.00 | 0.34% | 11 | +15.44% |
| UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-dis | 0.58% | Equity Europe Value | 141.00 | 0.25% | 135 | +17.41% |
| iShares MSCI EMU Large Cap UCITS ETF | 0.33% | Equity Europe Large Cap | 107.00 | 0.49% | 119 | +17.54% |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.03% | Equity World | 1,514.00 | 0.17% | 120 | +15.73% |
| iShares Dow Jones Eurozone Sustainability Screened UCITS ETF (DE) | 0.62% | Equity Europe Social/Environmental | 78.00 | 0.41% | 144 | +20.03% |
| UBS ETF (IE) MSCI Europe Climate Paris Aligned UCITS ETF (EUR) A-acc | 0.44% | Equity Europe Social/Environmental Climate Change | 259.00 | 0.18% | 4 | +12.04% |
| UBS ETF (LU) MSCI Europe UCITS ETF (hedged to EUR) A-acc | 0.14% | Equity Europe | 429.00 | 0.30% | 48 | +11.38% |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.02% | Equity World | 1,515.00 | 0.20% | 55,748 | +13.30% |
| SPDR MSCI Europe Utilities UCITS ETF | 3.28% | Equity Europe Utilities | 26.00 | 0.18% | 79 | +12.26% |
| Xtrackers Stoxx Europe 600 UCITS ETF 1D | 0.11% | Equity Europe | 602.00 | 0.07% | 28 | - |
| Xtrackers MSCI World UCITS ETF 1C | 0.03% | Equity World | 1,514.00 | 0.19% | 9,247 | +13.32% |
| IndexIQ Factors Sustainable EMU Equity UCITS ETF | 0.45% | Equity Europe Social/Environmental | 134.00 | 0.25% | 3 | +11.80% |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.03% | Equity World | 1,504.00 | 0.55% | 278 | +15.25% |
| Lyxor MSCI EMU Value (DR) UCITS ETF - Dist | 0.53% | Equity Europe Value | 140.00 | 0.40% | 151 | +17.14% |
| UBS ETF (LU) MSCI EMU UCITS ETF (hedged to USD) A-dis | 0.28% | Equity Europe | 230.00 | 0.22% | 80 | +14.20% |
| Deka MSCI EMU Climate Change ESG UCITS ETF | 1.11% | Equity Europe Social/Environmental Climate Change | 198.00 | 0.20% | 226 | +15.29% |
| Amundi Index MSCI Europe UCITS ETF DR EUR (D) | 0.13% | Equity Europe | 434.00 | 0.15% | 323 | +11.80% |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.03% | Equity World | 1,473.00 | 0.17% | 16 | - |
| HSBC MSCI Europe Climate Paris Aligned UCITS ETF EUR Acc | 0.44% | Equity Europe Social/Environmental Climate Change | 259.00 | 0.15% | 14 | +12.03% |
| UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc | 0.04% | Equity World Social/Environmental Climate Change | 910.00 | 0.22% | 7 | +11.10% |
| Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating | 0.13% | Equity Europe | 550.00 | 0.10% | 643 | +12.12% |
| First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc | 0.10% | Equity World Infrastructure | 99.00 | 0.63% | 80 | +6.54% |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.02% | Equity World | 3,633.00 | 0.22% | 11,044 | +11.86% |
| SPDR MSCI Europe Climate Paris Aligned UCITS ETF EUR Unhedged (Acc) | 0.43% | Equity Europe Social/Environmental Climate Change | 257.00 | 0.15% | 1 | +11.75% |
| Deka MSCI Europe UCITS ETF | 0.14% | Equity Europe | 428.00 | 0.30% | 596 | +11.61% |
| SPDR MSCI ACWI UCITS ETF | 0.02% | Equity World | 2,392.00 | 0.40% | 2,240 | +11.59% |
| Xtrackers MSCI Europe UCITS ETF 1C | 0.14% | Equity Europe | 426.00 | 0.12% | 3,848 | +11.54% |
| UBS ETF (LU) MSCI Europe UCITS ETF (hedged to CHF) A-acc | 0.14% | Equity Europe | 429.00 | 0.30% | 38 | +12.47% |
| Xtrackers MSCI EMU UCITS ETF 2C GBP hedged | 0.28% | Equity Europe | 228.00 | 0.17% | 25 | +18.26% |
| SPDR MSCI Europe UCITS ETF | 0.14% | Equity Europe | 428.00 | 0.25% | 267 | +11.62% |
| iShares MSCI EMU USD Hedged UCITS ETF (Acc) | 0.28% | Equity Europe | 230.00 | 0.38% | 171 | +16.13% |
| Lyxor Core MSCI World (DR) UCITS ETF - Acc | 0.03% | Equity World | 1,498.00 | 0.12% | 3,292 | +13.31% |
| JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating | 0.10% | Equity World Multi-Factor Strategy | 513.00 | 0.20% | 138 | +4.42% |
| UBS ETF (LU) MSCI EMU UCITS ETF (hedged to GBP) A-acc | 0.28% | Equity Europe | 230.00 | 0.22% | 19 | +17.96% |
| Vanguard FTSE Developed Europe UCITS ETF Distributing | 0.13% | Equity Europe | 550.00 | 0.10% | 2,662 | +12.13% |
| iShares Global Clean Energy UCITS ETF USD (Acc) | 3.33% | Equity World Utilities Social/Environmental Clean Energy | 102.00 | 0.65% | 41 | -31.95% |
| UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-acc | 0.28% | Equity Europe | 230.00 | 0.17% | 918 | +14.16% |
| SPDR MSCI World Utilities UCITS ETF | 0.92% | Equity World Utilities | 79.00 | 0.30% | 21 | -3.97% |
| iShares MSCI EMU CHF Hedged UCITS ETF (Acc) | 0.28% | Equity Europe | 230.00 | 0.38% | 79 | +16.74% |
| Deka MSCI Europe Climate Change ESG UCITS ETF | 0.60% | Equity Europe Social/Environmental Climate Change | 374.00 | 0.25% | 681 | +11.00% |
| Amundi Prime Eurozone UCITS ETF DR (C) | 0.25% | Equity Europe | 217.00 | 0.05% | 54 | +16.53% |
| Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating | 0.18% | Equity Europe | 442.00 | 0.10% | 368 | +14.05% |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0.05% | Equity World Social/Environmental | 830.00 | 0.18% | 126 | +10.58% |
| SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD | 0.04% | Equity World Social/Environmental Climate Change | 823.00 | 0.20% | 4 | +10.93% |
| UBS ETF (LU) MSCI EMU Value UCITS ETF (EUR) A-acc | 0.58% | Equity Europe Value | 141.00 | 0.25% | 40 | +17.48% |
| iShares EURO STOXX Select Dividend 30 UCITS ETF (DE) | 2.28% | Equity Europe Dividend | 30.00 | 0.31% | 517 | +3.61% |
| Vanguard LifeStrategy 60% Equity UCITS ETF Distributing | 0.01% | Equity World Multi-Asset Strategy | 14,555.00 | 0.25% | 36 | +6.96% |
Performance
Returns overview
| YTD | -6.97% |
| 1 month | +7.20% |
| 3 months | +8.10% |
| 6 months | -2.76% |
| 1 year | -1.28% |
| 3 years | -8.73% |
| 5 years | +41.76% |
| Since inception (MAX) | +47.15% |
| 2022 | +1.96% |
| 2021 | -13.56% |
| 2020 | +42.60% |
| 2019 | +23.51% |
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%.
Risk overview
| Volatility 1 year | 22.18% |
| Volatility 3 years | 25.12% |
| Volatility 5 years | 26.22% |
| Return per risk 1 year | -0.06 |
| Return per risk 3 years | -0.09 |
| Return per risk 5 years | 0.42 |
| Maximum drawdown 1 year | -31.74% |
| Maximum drawdown 3 years | -38.07% |
| Maximum drawdown 5 years | -38.07% |
| Maximum drawdown since inception | -38.07% |
Rolling 1 year volatility
Latest articles
— 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.