Albemarle

ISIN US0126531013

WKN 890167

Market cap (in EUR)

14,490 m

Country

United States

Sector

Non-Energy Materials

Dividend yield

1.14%

Overview

Quote

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Description

Albemarle Corp. engages in the development, manufacture, and marketing of chemicals for consumer electronics, petroleum refining, utilities, packaging, construction, transportation, pharmaceuticals, crop production, food-safety, and custom chemistry services. It operates through the following segments: Energy Storage, Specialties, and Ketjen. The Energy Storage segment develops and manufactures a broad range of basic lithium compounds, including lithium carbonate, lithium hydroxide, and lithium chloride. The Specialties segment focuses on optimizing a portfolio of bromine and specialized lithium solutions. The Ketjen segment consists of clean fuels technologies, fluidized catalytic cracking catalysts and additives, and performance catalyst solutions, which is primarily composed of organometallics and curatives. The company was founded in 1993 and is headquartered in Charlotte, NC.

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Non-Energy Materials Chemical, Plastic and Rubber Materials Specialty and Performance Chemicals United States

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Financials

Key metrics

Market capitalisation, EUR	14,490 m
EPS, EUR	-0.03
P/B ratio	2.1
P/E ratio	33.9
Dividend yield	1.14%

Income statement (2025)

Revenue, EUR	4,559 m
Net income, EUR	-453 m
Profit margin	-9.93%

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Capital at risk

What ETF is Albemarle in?

There are 205 ETFs which contain Albemarle. All of these ETFs are listed in the table below. The ETF with the largest weighting of Albemarle is the iShares Lithium & Battery Producers UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
Amundi MSCI World Small Cap ESG Broad Transition UCITS ETF Acc	0.16%	Equity World Small Cap Climate Change	479
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.04%	Equity United States Multi-Factor Strategy	8
Xtrackers S&P 500 Swap UCITS ETF 1C	0.02%	Equity United States	3,520
Xtrackers MSCI World Small Cap UCITS ETF 1D	0.13%	Equity World Small Cap	15
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.02%	Equity United States Social/Environmental Climate Change	332
Robeco 3D US Equity UCITS ETF A GBP Hedged	0.10%	Equity United States Social/Environmental	2
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.02%	Equity United States	13,082
Robeco Dynamic Theme Machine UCITS ETF A USD	0.30%	Equity World Social/Environmental	13
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.11%	Equity United States Social/Environmental	96
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.03%	Equity United States Social/Environmental	567
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.02%	Equity United States	16,156
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.02%	Equity United States	530
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.26%	Equity United States Equal Weighted	1,132
Xtrackers S&P 500 Swap UCITS ETF 1D	0.02%	Equity United States	4,256
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.02%	Equity United States	256
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.25%	Equity United States Dividend	21
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	0.52%	Equity United States Fundamental/Quality	10
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	1,160
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.02%	Equity United States Social/Environmental Climate Change	298
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity United States Social/Environmental	1,042
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.15%	Equity United States Equal Weighted	428
iShares MSCI USA Small Cap ESG Enhanced CTB UCITS ETF USD (Acc)	0.25%	Equity United States Small Cap	2,692
Xtrackers MSCI World Small Cap UCITS ETF 1C	0.13%	Equity World Small Cap	138
Invesco US Enhanced Equity UCITS ETF EUR Hdg Acc	0.11%	Equity United States Multi-Factor Strategy	1
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.02%	Equity United States	1,785
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity United States Social/Environmental	78
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Acc	0.10%	Equity United States Mid Cap	3
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF USD Acc	0.21%	Equity United States Small Cap	41
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.41%	Equity United States Value	17
HSBC NASDAQ Global Climate Tech UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental Climate Change	120
Robeco 3D US Equity UCITS ETF A USD	0.10%	Equity United States Social/Environmental	334
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity United States Social/Environmental	10,770
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.00%	Equity United States Covered Call Alternative Investments	45
Amundi MSCI Smart Mobility UCITS ETF Acc	1.28%	Equity World Technology Social/Environmental Future Mobility	164
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.06%	Equity United States Social/Environmental	0
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.02%	Equity United States	2,134
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.26%	Equity United States Equal Weighted	1,558
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.02%	Equity United States	463
State Street World Small Cap Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.08%	Equity World Small Cap	164
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.00%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.15%	Equity United States Equal Weighted	242
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.02%	Equity United States	60
Xtrackers World Small Cap Green Tech Innovators UCITS ETF 1C	0.35%	Equity World Small Cap Innovation	74
Xtrackers MSCI Innovation UCITS ETF 1C	0.03%	Equity World Social/Environmental Innovation	6
WisdomTree Megatrends UCITS ETF USD	0.10%	Equity World Social/Environmental Innovation	59
Xtrackers MSCI World Small Cap ESG UCITS ETF 1C	0.20%	Equity World Small Cap	10
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.04%	Equity United States Multi-Factor Strategy	109
Invesco S&P 500 Scored & Screened UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	613
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.26%	Equity United States Equal Weighted	83
First Trust Indxx Future Economy Metals UCITS ETF Class A USD ACC	2.47%	Equity World Basic Materials	5
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	1
Amundi S&P 500 Swap UCITS ETF USD Acc	0.02%	Equity United States	3,251
UBS Core S&P 500 UCITS ETF hGBP dis	0.02%	Equity United States	70
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.24%	Equity United States Equal Weighted	2,648
iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETF USD (Acc)	0.19%	Equity World Small Cap	398
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.11%	Equity United States Social/Environmental	356
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	4,576
iShares Core S&P 500 UCITS ETF USD (Dist)	0.02%	Equity United States	19,700
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.15%	Equity United States Equal Weighted	158
UBS MSCI World Small Cap UCITS ETF USD acc	0.13%	Equity World Small Cap	38
Invesco S&P 500 Equal Weight UCITS ETF	0.15%	Equity United States Equal Weighted	1,158
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental	22
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.02%	Equity United States	2
First Trust Nasdaq Clean Edge Green Energy UCITS ETF Acc	3.59%	Equity World Utilities Clean Energy	39
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.04%	Equity United States Value	118
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.04%	Equity United States Multi-Factor Strategy	28
UBS Core S&P 500 UCITS ETF hEUR acc	0.02%	Equity United States	214
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	8
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	419
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Dist)	0.13%	Equity World Small Cap	46
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.01%	Equity World	556
iShares Essential Metals Producers UCITS ETF USD (Acc)	2.10%	Equity World Basic Materials Clean Energy	823
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental Climate Change	315
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	0
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.24%	Equity United States Equal Weighted	171
BNP Paribas Easy Alpha Enhanced US UCITS ETF USD Acc	0.09%	Equity United States Multi-Factor Strategy	19
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.15%	Equity United States Equal Weighted	34
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.04%	Equity United States Value	2
State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETF USD	0.13%	Equity United States Small Cap	916
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	89
WisdomTree S&P 500 EUR Daily Hedged	0.02%	Equity United States	5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.02%	Equity United States	1,121
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.02%	Equity United States	306
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.02%	Equity United States Social/Environmental	35
Invesco S&P 500 EUR Hedged UCITS ETF	0.02%	Equity United States	2,794
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	1,771
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.15%	Equity United States Equal Weighted	12
iShares Core S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	133,134
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.02%	Equity United States	2,503
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	404
Invesco S&P 500 UCITS ETF Dist	0.02%	Equity United States	8,842
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental	871
State Street SPDR MSCI World Small Cap UCITS ETF USD Unhedged (Acc)	0.13%	Equity World Small Cap	1,707
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.02%	Equity United States	3,161
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.01%	Equity World	23
Xtrackers S&P 500 UCITS ETF 4D	0.02%	Equity United States	3
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.10%	Equity United States Mid Cap	3
Amundi S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	3,770
UBS Core S&P 500 UCITS ETF USD dis	0.02%	Equity United States	1,222
State Street SPDR S&P U.S. Materials Select Sector UCITS ETF USD	1.22%	Equity United States Basic Materials	49
UBS Core S&P 500 UCITS ETF hCHF acc	0.02%	Equity United States	733
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.41%	Equity United States Value	234
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.03%	Equity United States Social/Environmental	374
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.15%	Equity United States Equal Weighted	11,177
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.52%	Equity United States Dividend	47
Xtrackers MSCI Global SDG 7 Affordable and Clean Energy UCITS ETF 1C	1.24%	Equity World Social/Environmental Clean Energy	28
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	131
Invesco RAFI All-World Fundamental Value UCITS ETF	0.02%	Equity World Value	283
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States	545
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.52%	Equity United States Dividend	3,270
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.02%	Equity United States	1,698
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	22
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.03%	Equity United States	227
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.15%	Equity United States Equal Weighted	628
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	7,487
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Lithium & Battery Producers UCITS ETF USD (Acc)	8.55%	Equity World Battery Technology	61
Amundi S&P 500 Swap UCITS ETF USD Dist	0.02%	Equity United States	8
Franklin S&P 500 Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	280
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.02%	Equity United States	18,044
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.03%	Equity United States	31
VanEck Rare Earth and Strategic Metals UCITS ETF A	8.17%	Equity World Basic Materials	1,149
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States Equal Weighted	432
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	215
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.01%	Equity World	9
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	1,680
WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Unhedged Acc	0.90%	Equity World Basic Materials Social/Environmental	820
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.04%	Equity United States Value	1,027
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.00%	Equity United States Covered Call Alternative Investments	16
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.00%	Equity United States Covered Call Alternative Investments	482
HSBC S&P 500 UCITS ETF USD	0.02%	Equity United States	8,503
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	678
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.15%	Equity United States Equal Weighted	80
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.15%	Equity United States Equal Weighted	1,514
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.03%	Equity United States Social/Environmental	2,006
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.15%	Equity United States Equal Weighted	11
First Trust US Momentum UCITS ETF Class A USD ACC	0.08%	Equity United States Momentum	84
iShares S&P 500 Materials Sector UCITS ETF USD (Acc)	1.16%	Equity United States Basic Materials	182
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.15%	Equity United States Equal Weighted	995
Invesco S&P 500 Scored & Screened UCITS ETF	0.04%	Equity United States Social/Environmental	3,055
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.02%	Equity United States	30,753
WisdomTree S&P 500	0.02%	Equity United States	174
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.15%	Equity United States Equal Weighted	348
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental	62
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States	121
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.15%	Equity United States Equal Weighted	0
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.02%	Equity United States	139
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.26%	Equity United States Equal Weighted	135
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.02%	Equity United States	21
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.02%	Equity United States	4,607
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	980
Xtrackers S&P 500 UCITS ETF 4C	0.02%	Equity United States	2,249
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity United States Social/Environmental	1,267
Amundi MSCI New Energy UCITS ETF Acc	1.40%	Equity World Utilities Social/Environmental Clean Energy	215
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.19%	Equity United States Small Cap	83
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental	1,336
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.41%	Equity United States Value	6
VanEck Morningstar US SMID Moat UCITS ETF A	0.95%	Equity United States Small Cap Moat	11
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.02%	Equity United States	1,406
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.02%	Equity United States	2,684
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.02%	Equity United States	8,849
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.02%	Equity United States	904
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	234
Amundi MSCI New Energy UCITS ETF Dist	1.40%	Equity World Utilities Social/Environmental Clean Energy	882
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.02%	Equity United States	133
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity United States Social/Environmental	72
iShares World Thematic Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	10
Invesco S&P 500 UCITS ETF	0.02%	Equity United States	36,980
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	124
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.03%	Equity United States Social/Environmental	469
UBS S&P 500 SF UCITS ETF USD acc	0.02%	Equity United States	195
HSBC S&P 500 UCITS ETF USD (Acc)	0.02%	Equity United States	569
L&G Battery Value-Chain UCITS ETF	1.80%	Equity World Industrials Battery Technology	703
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.15%	Equity United States Equal Weighted	22
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.04%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.02%	Equity United States	45,493
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.15%	Equity United States Equal Weighted	4,259
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,428
BNP Paribas Easy Alpha Enhanced US UCITS ETF EUR Acc	0.09%	Equity United States Multi-Factor Strategy	19
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.02%	Equity World Islamic Investing	961
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	0.02%	Equity World Private Equity	15
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	62
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.02%	Equity United States	63
Robeco NextGen Global Small-Cap Equity UCITS ETF Acc	0.70%	Equity World Small Cap	8
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	210
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.19%	Equity United States Small Cap	226
iShares MSCI World Small Cap UCITS ETF	0.13%	Equity World Small Cap	7,650
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	1,804
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	440
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.03%	Equity United States	1
Amundi Core S&P 500 Swap UCITS ETF Acc	0.02%	Equity United States	15,899
UBS Core S&P 500 UCITS ETF USD acc	0.02%	Equity United States	1,999
State Street SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	0.43%	Equity World Social/Environmental	4
BNP Paribas Easy MSCI USA Small Cap Min TE UCITS ETF EUR Acc	0.21%	Equity United States Small Cap	32
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	6
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.00%	Equity United States Technology Covered Call Alternative Investments	6
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.02%	Equity United States	2,812
Amundi S&P 500 Climate Transition UCITS ETF (Acc)	0.04%	Equity United States Social/Environmental Climate Change	95
Invesco US Enhanced Equity UCITS ETF Acc	0.11%	Equity United States Multi-Factor Strategy	179
WisdomTree Battery Solutions UCITS ETF USD Acc	0.34%	Equity World Technology Social/Environmental Battery Technology	160
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.02%	Equity United States	682
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	1,526
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.02%	Equity United States	12

Performance

Returns overview

YTD	-19.07%
1 month	-9.30%
3 months	-26.71%
6 months	-30.37%
1 year	+57.24%
3 years	-41.53%
5 years	-50.22%
Since inception (MAX)	+5.77%
2025	+54.11%
2024	-40.65%
2023	-34.77%
2022	+4.67%

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).