EDP SA

ISIN PTEDP0AM0009

WKN 906980

Market cap (in EUR)

18,410 m

Country

Portugal

Sector

Utilities

Dividend yield

4.55%

Overview

Quote

Description

EDP 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.

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Utilities Energy Utilities Portugal

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Financials

Key metrics

Market capitalisation, EUR	18,410 m
EPS, EUR	0.27
P/B ratio	1.6
P/E ratio	16.6
Dividend yield	4.55%

Income statement (2025)

Revenue, EUR	16,028 m
Net income, EUR	1,150 m
Profit margin	7.17%

What ETF is EDP SA in?

There are 339 ETFs which contain EDP SA. All of these ETFs are listed in the table below. The ETF with the largest weighting of EDP SA is the State Street SPDR S&P Euro Dividend Aristocrats Screened UCITS ETF EUR Unhedged (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.01%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	955
Xtrackers MSCI Global Circular Economy UCITS ETF 1C	0.57%	Equity World Social/Environmental Circular Economy	6
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.17%	Equity World Value	416
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	711
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	15,251
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,214
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	41
Amundi MSCI EMU ESG Broad Transition UCITS ETF Acc	0.47%	Equity Europe Social/Environmental Climate Change	1,200
Xtrackers MSCI World Value UCITS ETF 1C	0.07%	Equity World Value	4,168
iShares EURO STOXX Mid UCITS ETF	1.98%	Equity Europe Mid Cap	561
UBS Core MSCI Europe UCITS ETF EUR dis	0.13%	Equity Europe	1,179
Xtrackers MSCI World ex USA UCITS ETF 1C	0.07%	Equity World	5,214
State Street EMU Screened Equity Fund UCITS ETF	0.53%	Equity Europe Social/Environmental	1
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	0.13%	Equity World Infrastructure Multi-Asset Strategy	1,274
Amundi Global Hydrogen UCITS ETF Acc	2.81%	Equity World Social/Environmental Hydrogen	295
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,767
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	2.49%	Equity World Utilities Social/Environmental	11
UBS MSCI World ex USA UCITS ETF USD acc	0.08%	Equity World	93
CT QR Series Global Equity Active UCITS ETF USD Dist	0.02%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	38
Xtrackers Euro Stoxx Quality Dividend UCITS ETF 1D	2.95%	Equity Europe Dividend	680
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	8
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Dist)	0.48%	Equity Europe Social/Environmental	447
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	23
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	89
HSBC Europe Ex UK Screened Equity UCITS ETF EUR (Dist)	0.38%	Equity Europe Social/Environmental Climate Change	36
iShares World Equity High Income UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	303
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Acc)	0.47%	Equity Europe Social/Environmental Climate Change	155
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	538
Amundi MSCI Europe ESG Broad Transition UCITS ETF EUR Hedged Acc	0.28%	Equity Europe Social/Environmental Climate Change	60
Invesco MSCI Europe Equal Weight UCITS ETF Acc	0.27%	Equity Europe Equal Weighted	368
Amundi Core Stoxx Europe 600 UCITS ETF Acc	0.11%	Equity Europe	18,372
Amundi STOXX Europe 600 ESG UCITS ETF DR EUR (C)	0.14%	Equity Europe Social/Environmental	1,695
Ossiam Bloomberg Eurozone PAB NR UCITS ETF 1C (EUR)	0.20%	Equity Europe Social/Environmental Climate Change	282
Amundi MSCI Europe UCITS ETF Acc	0.12%	Equity Europe	591
Xtrackers Stoxx Europe 600 UCITS ETF 2C - EUR Hedged	0.11%	Equity Europe	11
Amundi MSCI World ESG Selection UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,810
UBS Core MSCI EMU UCITS ETF hUSD acc	0.24%	Equity Europe	1,131
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.91%	Equity World Dividend	20
iShares MSCI EMU Screened UCITS ETF EUR (Dist)	0.26%	Equity Europe Social/Environmental	517
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	71
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.21%	Equity World Momentum Climate Change	587
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	44
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,428
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,163
Amundi MSCI EMU ESG Selection UCITS ETF DR - EUR (D)	0.48%	Equity Europe Social/Environmental	291
UBS Factor MSCI EMU Low Volatility UCITS ETF EUR dis	1.21%	Equity Europe Low Volatility/Risk Weighted	9
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental Climate Change	134
iShares Euro Dividend UCITS ETF	2.95%	Equity Europe Dividend	1,475
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental Climate Change	1
iShares Edge MSCI Europe Minimum Volatility UCITS ETF	0.15%	Equity Europe Low Volatility/Risk Weighted	799
Amundi S&P Eurozone Dividend Aristocrat Screened UCITS ETF Acc	5.14%	Equity Europe Dividend	14
UBS MSCI ACWI Universal UCITS ETF USD dis	0.03%	Equity World Social/Environmental	2,255
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	699
iShares MSCI Europe Mid Cap UCITS ETF	0.72%	Equity Europe Mid Cap	24
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.07%	Equity World Value	311
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	219
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	0.88%	Equity World Utilities Social/Environmental	142
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.13%	Equity Europe	10,788
Amundi MSCI Europe ESG Selection UCITS ETF Acc	0.24%	Equity Europe Social/Environmental	1,019
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.18%	Equity World Momentum	204
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.04%	Equity World Dividend	8,012
State Street SPDR S&P Euro Dividend Aristocrats Screened UCITS ETF EUR Unhedged (Dist)	5.38%	Equity Europe Dividend	14
Amundi Prime Europe UCITS ETF DR (D)	0.13%	Equity Europe	234
Fidelity Europe Equity Research Enhanced UCITS ETF ACC-Euro	0.16%	Equity Europe Social/Environmental	98
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	34
L&G Clean Energy UCITS ETF	1.67%	Equity World Utilities Social/Environmental Clean Energy	687
Xtrackers MSCI Europe ESG UCITS ETF 1C	0.29%	Equity Europe Social/Environmental	997
Amundi MSCI Europe Action UCITS ETF Dist	0.18%	Equity Europe Social/Environmental Climate Change	2,485
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.13%	Equity World Social/Environmental	84
First Trust Eurozone AlphaDEX UCITS ETF Acc	0.23%	Equity Europe Multi-Factor Strategy	109
Amundi Core MSCI EMU UCITS ETF Dist	0.22%	Equity Europe	623
iShares MSCI EMU UCITS ETF GBP Hedged (Dist)	0.23%	Equity Europe	321
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Low Volatility/Risk Weighted Climate Change	60
Amundi Core MSCI Europe UCITS ETF Acc	0.13%	Equity Europe	4,027
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	58
CT QR Series European Equity Active UCITS ETF EUR Dist	0.18%	Equity Europe Fundamental/Quality	-
BNP Paribas Easy ECPI Global ESG Hydrogen Economy UCITS ETF USD	2.78%	Equity World Social/Environmental Hydrogen	0
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	57
iShares Core MSCI EMU UCITS ETF EUR (Dist)	0.23%	Equity Europe	498
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,040
Goldman Sachs Alpha Enhanced Europe Equity Active UCITS ETF EUR (Acc)	0.30%	Equity Europe Social/Environmental	444
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.11%	Equity World Social/Environmental Climate Change	284
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,727
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	24
Xtrackers MSCI EMU UCITS ETF 1D	0.23%	Equity Europe	1,927
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,967
L&G Europe ex-UK Quality Dividends Equal Weight UCITS ETF EUR Dist	0.91%	Equity Europe Dividend	313
L&G MSCI Europe Climate Pathway UCITS ETF EUR Accumulating ETF	0.86%	Equity Europe Social/Environmental Climate Change	461
CT QR Series Global Equity Active UCITS ETF USD Acc	0.02%	Equity World Fundamental/Quality	-
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,131
Xtrackers S&P Europe ex UK UCITS ETF	0.16%	Equity Europe	267
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.04%	Equity World Dividend	2,161
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	240
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.03%	Equity World Social/Environmental	41
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	99
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	1,429
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	78
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	1.07%	Equity World Infrastructure Social/Environmental	470
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Dist)	0.60%	Equity Europe Social/Environmental Climate Change	655
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	0.25%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	737
iShares Core MSCI EMU UCITS ETF EUR (Acc)	0.23%	Equity Europe	6,810
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.12%	Equity World Mid Cap	6
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.47%	Equity Europe Social/Environmental Climate Change	30
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	297
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	1,026
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	278
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	0.02%	Equity World	18
Amundi S&P Eurozone Dividend Aristocrat Screened UCITS ETF Dist	5.14%	Equity Europe Dividend	23
Amundi Core Stoxx Europe 600 UCITS ETF USD Hedged Acc	0.11%	Equity Europe	157
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,059
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	440
iShares Edge MSCI World Value Factor UCITS ETF	0.07%	Equity World Value	5,775
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,296
HSBC MSCI Europe UCITS ETF EUR (Acc)	0.12%	Equity Europe	97
Xtrackers MSCI EMU Climate Transition UCITS ETF 1C	0.89%	Equity Europe Social/Environmental Climate Change	17
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	6
Amundi European Strategic Autonomy UCITS ETF Acc	0.27%	Equity Europe	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	792
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares MSCI EMU Paris-Aligned Climate UCITS ETF EUR (Acc)	0.60%	Equity Europe Social/Environmental Climate Change	1,411
UBS MSCI EMU Value UCITS ETF EUR dis	0.45%	Equity Europe Value	314
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	459
UBS Core MSCI Europe UCITS ETF hEUR acc	0.13%	Equity Europe	132
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	118,636
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Dist)	0.29%	Equity Europe Social/Environmental Climate Change	1
Xtrackers Stoxx Europe 600 UCITS ETF 1D	0.11%	Equity Europe	1,108
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	2
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	154
UBS MSCI EMU Universal UCITS ETF EUR acc	0.31%	Equity Europe Social/Environmental Climate Change	230
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	88
Amundi Core MSCI Europe UCITS ETF Dist	0.13%	Equity Europe	707
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	736
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	58
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	122
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,107
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	9,946
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Dist	0.17%	Equity Europe Social/Environmental Climate Change	268
UBS Core MSCI Europe UCITS ETF hCHF acc	0.13%	Equity Europe	127
Invesco MSCI Europe Ex UK Universal Screened UCITS ETF Acc	0.20%	Equity Europe Social/Environmental	12
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	61
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.36%	Equity Europe Social/Environmental Climate Change	17
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	35
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.11%	Equity Europe	4,463
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental Climate Change	4
Amundi MSCI World Ex USA UCITS ETF Dist	0.07%	Equity World	116
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental	242
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	739
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.13%	Equity World Low Volatility/Risk Weighted Climate Change	3
iShares Global Clean Energy Transition UCITS ETF USD (Acc)	2.24%	Equity World Utilities Social/Environmental Clean Energy	781
Ossiam STOXX Europe 600 ESG Equal Weight NR UCITS ETF 1C (EUR)	0.23%	Equity Europe Equal Weighted	196
Invesco MSCI Europe Universal Screened UCITS ETF Acc	0.16%	Equity Europe Social/Environmental	190
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (D)	0.28%	Equity Europe Social/Environmental Climate Change	20
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	1,337
Amundi MSCI World Ex USA UCITS ETF Acc	0.07%	Equity World	572
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	98
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	0.27%	Equity World Dividend	7,587
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,240
iShares Global Clean Energy Transition UCITS ETF USD (Dist)	2.24%	Equity World Utilities Social/Environmental Clean Energy	3,062
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental Climate Change	325
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	592
Xtrackers MSCI World Utilities UCITS ETF 1C	0.70%	Equity World Utilities	808
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	173
Invesco RAFI All-World Fundamental Value UCITS ETF	0.05%	Equity World Value	195
Xtrackers MSCI Europe ESG UCITS ETF 1D	0.29%	Equity Europe Social/Environmental	31
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	6
WisdomTree Europe Equity Income UCITS ETF Acc	0.67%	Equity Europe Dividend	40
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	20
Amundi MSCI EMU Climate Paris Aligned UCITS ETF Acc	0.38%	Equity Europe Social/Environmental Climate Change	248
iShares MSCI Europe Mid Cap UCITS ETF EUR (Acc)	0.72%	Equity Europe Mid Cap	529
Amundi MSCI Europe Climate Paris Aligned UCITS ETF Acc	0.33%	Equity Europe Social/Environmental Climate Change	92
iShares Edge MSCI Europe Minimum Volatility Advanced UCITS ETF EUR (Acc)	0.17%	Equity Europe Low Volatility/Risk Weighted	27
Xtrackers STOXX Europe 600 UCITS ETF 1C	0.11%	Equity Europe	3,813
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,522
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,404
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,613
WisdomTree Europe Equity Income UCITS ETF	0.67%	Equity Europe Dividend	153
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.20%	Equity World Multi-Factor Strategy	868
Ossiam Europe ESG Machine Learning UCITS ETF 1C (EUR)	1.69%	Equity Europe Social/Environmental	17
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	466
UBS Core MSCI EMU UCITS ETF EUR dis	0.24%	Equity Europe	1,797
State Street Global Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity World Social/Environmental	0
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	5,006
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	1,692
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.07%	Equity World Social/Environmental Catholic principles	94
Amundi MSCI Europe ex Switzerland ESG Broad Transition UCITS ETF Acc	0.32%	Equity Europe Social/Environmental Climate Change	560
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	97
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	15,609
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.15%	Equity Europe	3,202
Invesco MSCI Europe Equal Weight UCITS ETF Dist	0.27%	Equity Europe Equal Weighted	170
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	102
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.15%	Equity World Multi-Factor Strategy	5
Amundi MSCI Europe Screened UCITS ETF (Acc)	0.14%	Equity Europe Social/Environmental	559
iShares MSCI EMU ESG Enhanced CTB UCITS ETF EUR (Acc)	0.48%	Equity Europe Social/Environmental	3,251
JPMorgan Europe Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (dist)	0.36%	Equity Europe Social/Environmental Climate Change	8
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,767
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)	0.23%	Equity Europe	740
iShares MSCI EMU Screened UCITS ETF EUR (Acc)	0.26%	Equity Europe Social/Environmental	1,447
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	672
iShares MSCI Europe Climate Transition Aware UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental Climate Change	6
Xtrackers MSCI World ex USA UCITS ETF 1D	0.07%	Equity World	210
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	383
Xtrackers MSCI Europe Screened UCITS ETF 1C	0.14%	Equity Europe Social/Environmental	81
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	287
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	125
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,411
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	0.88%	Equity World Utilities Social/Environmental	18
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,855
Xtrackers MSCI Europe Value UCITS ETF 1C	0.20%	Equity Europe Value	257
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	43
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.15%	Equity Europe Low Volatility/Risk Weighted	28
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
CT QR Series European Equity Active UCITS ETF EUR Acc	0.18%	Equity Europe Fundamental/Quality	-
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.12%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI EMU UCITS ETF hCHF acc	0.24%	Equity Europe	793
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,106
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	46
iShares MSCI Europe ex-UK GBP Hedged UCITS ETF	0.16%	Equity Europe	198
Amundi MSCI EMU ESG Selection UCITS ETF DR - EUR (C)	0.48%	Equity Europe Social/Environmental	1,408
iShares Europe Equity Enhanced Active UCITS ETF EUR (Acc)	0.66%	Equity Europe Social/Environmental Multi-Asset Strategy	558
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	82
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	16
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.16%	Equity World Mid Cap	390
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,812
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,481
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.03%	Equity World Social/Environmental	289
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	1,412
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental Climate Change	9
Xtrackers MSCI EMU UCITS ETF 3C CHF hedged	0.23%	Equity Europe	103
iShares Core MSCI Europe UCITS ETF EUR (Acc)	0.13%	Equity Europe	1,201
Amundi Core Stoxx Europe 600 UCITS ETF EUR Hedged Dist	0.11%	Equity Europe	54
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.03%	Equity World Social/Environmental	110
HSBC MSCI Europe UCITS ETF EUR	0.12%	Equity Europe	339
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	715
L&G Europe ex UK Equity UCITS ETF	0.16%	Equity Europe Social/Environmental	944
State Street SPDR S&P Euro Dividend Aristocrats UCITS ETF EUR	5.22%	Equity Europe Dividend	1,663
Amundi MSCI New Energy UCITS ETF Acc	1.67%	Equity World Utilities Social/Environmental Clean Energy	164
Amundi Prime Eurozone UCITS ETF DR (D)	0.23%	Equity Europe	76
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	4
Amundi Prime Europe UCITS ETF DR (C)	0.13%	Equity Europe	194
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,794
Amundi MSCI EMU ESG Broad Transition UCITS ETF Dist	0.47%	Equity Europe Social/Environmental Climate Change	153
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,695
Xtrackers MSCI EMU UCITS ETF 1C - USD Hedged	0.23%	Equity Europe	307
Amundi MSCI Europe ESG Selection UCITS ETF EUR Hedged Acc	0.24%	Equity Europe Social/Environmental	58
UBS Core MSCI EMU UCITS ETF hGBP dis	0.24%	Equity Europe	74
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	36,584
HSBC EUROPE SCREENED EQUITY UCITS ETF EUR	0.28%	Equity Europe Social/Environmental Climate Change	22
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,708
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	186
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	3,890
Amundi MSCI New Energy UCITS ETF Dist	1.67%	Equity World Utilities Social/Environmental Clean Energy	968
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	48
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.13%	Equity World Social/Environmental	392
Amundi Core MSCI EMU UCITS ETF Acc	0.22%	Equity Europe	522
Invesco RAFI Europe Fundamental Value UCITS ETF Dist	0.18%	Equity Europe Value	30
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	49
iShares Edge MSCI Europe Value Factor UCITS ETF	0.20%	Equity Europe Value	2,567
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	62
Amundi MSCI Europe ESG Broad Transition UCITS ETF - EUR (C)	0.28%	Equity Europe Social/Environmental Climate Change	2,352
Xtrackers MSCI Europe Utilities Screened UCITS ETF 1C	2.71%	Equity Europe Utilities Social/Environmental	77
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	26,447
iShares MSCI Europe Screened UCITS ETF EUR (Acc)	0.15%	Equity Europe Social/Environmental	4,842
Invesco EURO STOXX High Dividend Low Volatility UCITS ETF	1.69%	Equity Europe Dividend	491
Xtrackers MSCI EMU ESG UCITS ETF 1C	0.57%	Equity Europe Social/Environmental	34
State Street SPDR MSCI EMU UCITS ETF EUR	0.23%	Equity Europe	342
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.15%	Equity World Multi-Factor Strategy	492
State Street Europe Screened Enhanced Equity Fund UCITS ETF	0.21%	Equity Europe Social/Environmental	1
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,386
UBS ETF (LU) MSCI EMU UCITS ETF (EUR) A-UKdis	0.24%	Equity Europe	91
iShares MSCI EMU Mid Cap UCITS ETF	1.37%	Equity Europe Mid Cap	636
Xtrackers MSCI Europe UCITS ETF 2C USD hedged	0.12%	Equity Europe	267
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,096
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,202
iShares Edge MSCI Europe Size Factor UCITS ETF	0.53%	Equity Europe Mid Cap	33
iShares Euro Dividend UCITS ETF GBP Hedged (Dist)	2.95%	Equity Europe Dividend	6
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	1.07%	Equity World Infrastructure Social/Environmental	26
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	1.08%	Equity World Dividend	1,357
Xtrackers MSCI Europe Climate Transition UCITS ETF 1C	0.50%	Equity Europe Social/Environmental Climate Change	16
iShares MSCI Europe ex-UK UCITS ETF	0.16%	Equity Europe	1,368
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	222
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	96
iShares STOXX Europe 600 Utilities UCITS ETF (DE)	2.25%	Equity Europe Utilities	909
iShares MSCI EMU Climate Transition Aware UCITS ETF EUR (Acc)	0.29%	Equity Europe Social/Environmental Climate Change	4
Xtrackers MSCI Europe UCITS ETF 1D	0.12%	Equity Europe	129
Xtrackers MSCI EMU Screened UCITS ETF 1D	0.25%	Equity Europe Social/Environmental	12
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	102
UBS MSCI EMU Select Factor Mix UCITS ETF EUR acc	0.31%	Equity Europe Multi-Factor Strategy	16
Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF	0.41%	Equity Europe Social/Environmental Climate Change	33
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,144
First Trust Eurozone AlphaDEX UCITS ETF B Dist	0.23%	Equity Europe Multi-Factor Strategy	20
State Street SPDR MSCI Europe Utilities UCITS ETF EUR	2.33%	Equity Europe Utilities	775
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	18,337
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Acc)	0.33%	Equity Europe Social/Environmental	2,204
iShares World Equity High Income UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	14
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	523
Amundi MSCI EMU Value Factor UCITS ETF Dist	0.45%	Equity Europe Value	236
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	1,604
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core MSCI EMU UCITS ETF hUSD dis	0.24%	Equity Europe	18
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.11%	Equity World Social/Environmental Climate Change	1,123
UBS Core MSCI Europe UCITS ETF EUR acc	0.13%	Equity Europe	282
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.07%	Equity World Social/Environmental Catholic principles	157
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,844
State Street SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	0.54%	Equity World Social/Environmental	4
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.11%	Equity Europe	2,525
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.15%	Equity Europe Social/Environmental	448
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.03%	Equity World Social/Environmental	1,252
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	96
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.13%	Equity World Social/Environmental	14
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.20%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI Europe UCITS ETF 1C	0.12%	Equity Europe	7,502
Xtrackers MSCI EMU UCITS ETF 2C - GBP Hedged	0.23%	Equity Europe	22
State Street SPDR MSCI Europe UCITS ETF EUR	0.12%	Equity Europe	398
iShares Edge MSCI Europe Value Factor UCITS ETF EUR (Dist)	0.20%	Equity Europe Value	103
iShares MSCI EMU USD Hedged UCITS ETF (Acc)	0.23%	Equity Europe	241
Amundi Euro Stoxx Select Dividend 30 UCITS ETF Dist	2.90%	Equity Europe Dividend	119
iShares MSCI Europe ESG Enhanced CTB UCITS ETF EUR (Dist)	0.33%	Equity Europe Social/Environmental	4,575
UBS Core MSCI EMU UCITS ETF hGBP acc	0.24%	Equity Europe	37
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	40
UBS Core MSCI EMU UCITS ETF EUR acc	0.24%	Equity Europe	4,144
State Street SPDR MSCI World Utilities UCITS ETF USD	0.70%	Equity World Utilities	70
iShares MSCI EMU CHF Hedged UCITS ETF (Acc)	0.23%	Equity Europe	171
Amundi S&P Eurozone Climate Paris Aligned UCITS ETF Acc	0.17%	Equity Europe Social/Environmental Climate Change	2,585
Amundi Prime Eurozone UCITS ETF DR (C)	0.23%	Equity Europe	90
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.15%	Equity Europe	1,350
HSBC Developed World Screened Equity UCITS ETF USD	0.05%	Equity World Social/Environmental Climate Change	368
UBS MSCI EMU Value UCITS ETF EUR acc	0.45%	Equity Europe Value	87
iShares MSCI World ex-USA UCITS ETF USD (Acc)	0.07%	Equity World	2,786

Performance

Returns overview

YTD	+11.18%
1 month	-7.13%
3 months	+0.27%
6 months	+9.25%
1 year	+38.97%
3 years	-10.43%
5 years	-6.44%
Since inception (MAX)	+43.73%
2025	+31.78%
2024	-35.18%
2023	-4.33%
2022	+1.96%

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).