Berkshire Hathaway, Inc.

ISIN US0846707026

 | 

WKN A0YJQ2

 

Overview

Quote

Description

Berkshire Hathaway, Inc. engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through following segments: GEICO, Berkshire Hathaway Reinsurance Group, Berkshire Hathaway Primary Group, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy, McLane Company, Manufacturing, and Service and Retailing. The GEICO segment is involved in underwriting private passenger automobile insurance mainly by direct response methods. The Berkshire Hathaway Reinsurance Group segment consists of underwriting excess-of-loss and quota-share and facultative reinsurance worldwide. The Berkshire Hathaway Primary Group segment consists of underwriting multiple lines of property and casualty insurance policies for primarily commercial accounts. The BNSF segment operates railroad systems in North America. The Berkshire Hathaway Energy segment deals with regulated electric and gas utilities, including power generation and distribution activities, and real estate brokerage activities. The McLane Company segment offers wholesale distribution of groceries and non-food items. The Manufacturing segment includes industrial and end-user products, building products, and apparel. The Service and Retailing segment provides fractional aircraft ownership programs, aviation pilot training, electronic components distribution, and various retailing businesses, including automobile dealerships, and trailer and furniture leasing. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.
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Finance Insurance United States

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Financials

Key metrics

Market capitalisation, EUR 819,557.93 m
EPS, EUR 40.93
P/B ratio 1.59
P/E ratio 9.31
Dividend yield 0.00%

Income statement (2023)

Revenue, EUR 337,139.77 m
Net income, EUR 89,004.67 m
Profit margin 26.40%

What ETF is Berkshire Hathaway, Inc. in?

There are 205 ETFs which contain Berkshire Hathaway, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Berkshire Hathaway, Inc. is the SPDR S&P US Financials Select Sector UCITS ETF.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc 0.13%
Equity
United States
Multi-Factor Strategy
1,998.00 0.28% 8 +17.03%
Xtrackers MSCI USA ESG Screened UCITS ETF 1C 1.29%
Equity
United States
Social/Environmental
548.00 0.07% 119 +28.63%
Deka MSCI USA Climate Change ESG UCITS ETF 0.99%
Equity
United States
Social/Environmental
Climate Change
487.00 0.25% 929 +36.69%
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis 0.80%
Equity
United States
Low Volatility/Risk Weighted
184.00 0.18% 40 +10.14%
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc) 0.32%
Equity
World
Social/Environmental
Climate Change
545.00 0.15% 4 +22.93%
SPDR MSCI World Financials UCITS ETF 5.43%
Equity
World
Financials
234.00 0.30% 228 +12.07%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) 0.32%
Equity
United States
Social/Environmental
551.00 0.07% 7,598 +26.10%
Lyxor Core US Equity (DR) UCITS ETF - Dist 1.60%
Equity
United States
619.00 0.04% 23 +27.62%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 1.17%
Equity
United States
610.00 0.14% 20 +26.18%
SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 1.72%
Equity
United States
503.00 0.03% 2,620 -
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis 0.83%
Equity
World
1,473.00 0.10% 168 +22.57%
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc) 1.06%
Equity
World
Low Volatility/Risk Weighted
262.00 0.35% 38 +13.72%
iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) 0.32%
Equity
United States
Social/Environmental
551.00 0.10% 233 +26.05%
Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged 0.83%
Equity
World
Social/Environmental
2,042.00 0.37% 8 +21.92%
Deka MSCI World Climate Change ESG UCITS ETF 0.65%
Equity
World
Social/Environmental
Climate Change
1,227.00 0.26% 731 +29.76%
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis 2.39%
Equity
United States
Value
441.00 0.20% 647 +11.25%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 1.48%
Equity
United States
Social/Environmental
261.00 0.20% 15 +28.90%
Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc 1.19%
Equity
United States
Social/Environmental
226.00 0.30% 282 +29.00%
FlexShares Developed Markets Low Volatility Climate ESG UCITS ETF 0.55%
Equity
World
Low Volatility/Risk Weighted
Climate Change
180.00 0.25% 5 -
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.21%
Equity
United States
Equal Weighted
504.00 0.22% 535 +13.91%
Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.98%
Equity
United States
Multi-Factor Strategy
442.00 0.14% 53 +26.42%
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 1.71%
Equity
United States
504.00 0.20% 506 +27.95%
Invesco MSCI USA ESG Universal Screened UCITS ETF Dist 1.01%
Equity
United States
Social/Environmental
568.00 0.09% 23 +28.63%
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1.07%
Equity
World
Low Volatility/Risk Weighted
264.00 0.25% 392 +11.19%
JPMorgan Active US Value UCITS ETF USD (dist) 2.11%
Equity
United States
Value
148.00 0.49% 4 -
SPDR S&P US Financials Select Sector UCITS ETF 13.06%
Equity
United States
Financials
72.00 0.15% 301 +12.68%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.32%
Equity
World
Social/Environmental
Climate Change
601.00 0.20% 74 +22.88%
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.73%
Equity
World
2,377.00 0.45% 48 +21.00%
JPMorgan Global Equity Premium Income UCITS ETF USD (acc) 1.13%
Equity
World
Value
Alternative Investments
251.00 0.35% 11 -
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.69%
Equity
World
798.00 0.20% 1 -
Xtrackers MSCI World UCITS ETF 1D 0.83%
Equity
World
1,483.00 0.12% 2,378 +22.65%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 1.48%
Equity
United States
Social/Environmental
261.00 0.20% 5,579 +29.14%
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 1.16%
Equity
United States
Social/Environmental
Climate Change
432.00 0.12% 1,668 +29.88%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) 0.73%
Equity
World
Social/Environmental
710.00 0.25% 264 +29.29%
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (hedged to GBP) A-dis 0.05%
Equity
United States
Fundamental/Quality
101.00 0.28% 48 +43.23%
Xtrackers S&P 500 UCITS ETF 1C EUR hedged 1.70%
Equity
United States
502.00 0.20% 526 +26.82%
CSIF (IE) MSCI USA Blue UCITS ETF B USD 1.13%
Equity
United States
623.00 0.09% 2,696 +27.71%
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged 1.70%
Equity
United States
502.00 0.20% 32 +26.83%
Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged 0.21%
Equity
United States
Equal Weighted
503.00 0.30% 72 +13.89%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis 0.68%
Equity
World
Social/Environmental
2,009.00 0.23% 771 +20.60%
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.81%
Equity
World
1,413.00 0.18% 232 +23.61%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc 0.13%
Equity
United States
Multi-Factor Strategy
1,998.00 0.25% 105 +18.84%
SPDR S&P 500 Low Volatility UCITS ETF 1.27%
Equity
United States
Low Volatility/Risk Weighted
100.00 0.35% 131 +4.27%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis 1.70%
Equity
United States
504.00 0.12% 39 +30.88%
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (USD) A-dis 0.05%
Equity
United States
Fundamental/Quality
101.00 0.25% 861 +39.39%
iShares Core S&P 500 UCITS ETF USD (Dist) 1.71%
Equity
United States
504.00 0.07% 14,752 +27.40%
HSBC MSCI World Climate Paris Aligned UCITS ETF 0.32%
Equity
World
Social/Environmental
Climate Change
592.00 0.18% 462 +22.31%
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc) 1.06%
Equity
World
Low Volatility/Risk Weighted
262.00 0.30% 2,467 +11.07%
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 101 +10.46%
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) 4.55%
Equity
World
Financials
Social/Environmental
201.00 0.18% 2 +11.67%
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.48%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 40 +14.87%
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (hedged to EUR) A-acc 0.05%
Equity
United States
Fundamental/Quality
101.00 0.28% 69 +39.10%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis 0.13%
Equity
United States
Multi-Factor Strategy
1,998.00 0.25% 28 +18.81%
HSBC MSCI World UCITS ETF USD 0.81%
Equity
World
1,413.00 0.15% 8,177 +22.82%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc 1.70%
Equity
United States
504.00 0.12% 24 +26.59%
L&G Global Equity UCITS ETF 0.84%
Equity
World
Social/Environmental
1,241.00 0.10% 80 +23.17%
VanEck Morningstar Global Wide Moat UCITS ETF 1.05%
Equity
World
Moat
66.00 0.52% 60 +7.22%
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 0.64%
Equity
World
Social/Environmental
1,368.00 0.19% 154 +23.76%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis 0.68%
Equity
World
Social/Environmental
2,009.00 0.26% 46 +23.36%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc 0.68%
Equity
World
Social/Environmental
2,009.00 0.26% 593 +23.36%
Xtrackers MSCI USA UCITS ETF 1C 1.16%
Equity
United States
609.00 0.07% 6,742 +27.66%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis 1.17%
Equity
United States
610.00 0.10% 115 +26.01%
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc 1.22%
Equity
World
Social/Environmental
384.00 0.35% 43 +21.73%
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.82%
Equity
World
1,483.00 0.30% 932 +27.61%
UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc 1.17%
Equity
United States
610.00 0.10% 200 +28.26%
Amundi MSCI World UCITS ETF Acc (C) 0.80%
Equity
World
1,472.00 0.12% 1,125 -
Deka MSCI USA UCITS ETF 1.18%
Equity
United States
602.00 0.30% 291 +27.46%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) 0.23%
Equity
World
Multi-Factor Strategy
1,111.00 0.40% 34 +11.72%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) 0.73%
Equity
World
Social/Environmental
710.00 0.25% 3,160 +24.17%
iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist) 1.36%
Equity
World
Financials
Social/Environmental
232.00 0.18% 19 +10.74%
UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc 0.31%
Equity
World
Social/Environmental
Climate Change
592.00 0.15% 7 +23.06%
UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc 1.17%
Equity
United States
610.00 0.10% 54 +31.24%
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1.16%
Equity
United States
Social/Environmental
Climate Change
489.00 0.09% 10 +26.40%
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.83%
Equity
World
1,483.00 0.17% 134 +27.65%
iShares Core MSCI World UCITS ETF USD (Acc) 0.82%
Equity
World
1,483.00 0.20% 64,334 +22.55%
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 1.71%
Equity
United States
503.00 0.10% 2,431 +31.28%
iShares Core S&P 500 UCITS ETF (Acc) 1.71%
Equity
United States
503.00 0.07% 71,863 +27.40%
L&G US Equity UCITS ETF 1.23%
Equity
United States
Social/Environmental
474.00 0.05% 612 +28.32%
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.82%
Equity
World
1,456.00 0.17% 134 -
Amundi Prime USA UCITS ETF DR (D) 1.19%
Equity
United States
475.00 0.05% 66 +28.30%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis 1.17%
Equity
United States
610.00 0.07% 962 +27.57%
Vanguard FTSE All-World UCITS ETF Distributing 0.72%
Equity
World
3,643.00 0.22% 12,380 +20.50%
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc 1.17%
Equity
United States
Social/Environmental
Climate Change
540.00 0.07% 5 +28.95%
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc 1.01%
Equity
United States
Social/Environmental
568.00 0.12% 2 +32.93%
SPDR MSCI ACWI UCITS ETF 0.73%
Equity
World
2,377.00 0.40% 2,616 +20.49%
iShares MSCI USA UCITS ETF (Acc) 1.17%
Equity
United States
610.00 0.07% 1,154 +27.77%
Amundi MSCI World V UCITS ETF Acc 0.81%
Equity
World
1,474.00 0.12% 4,287 +22.54%
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating 0.13%
Equity
World
Multi-Factor Strategy
510.00 0.20% 151 +12.49%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 0.23%
Equity
World
Social/Environmental
1,292.00 0.20% 343 +20.56%
UBS ETF (IE) Factor MSCI USA Quality UCITS ETF (hedged to CHF) A-acc 0.05%
Equity
United States
Fundamental/Quality
101.00 0.28% 29 -
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD 0.34%
Equity
World
Social/Environmental
Climate Change
791.00 0.20% 4 +19.77%
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis 1.70%
Equity
United States
504.00 0.09% 518 +27.34%
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc) 1.06%
Equity
World
Low Volatility/Risk Weighted
262.00 0.35% 103 +12.77%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc 1.70%
Equity
United States
504.00 0.12% 51 +27.56%
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 1.16%
Equity
United States
609.00 0.12% 476 +27.29%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc 0.83%
Equity
World
1,473.00 0.10% 40 +22.53%
JPMorgan Active US Value UCITS ETF USD (acc) 2.11%
Equity
United States
Value
148.00 0.49% 4 -
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) 0.42%
Equity
World
Social/Environmental
Climate Change
419.00 0.19% 1,119 +22.19%
iShares Core MSCI World UCITS ETF USD (Dist) 0.82%
Equity
World
1,483.00 0.20% 220 -
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.21%
Equity
United States
Equal Weighted
503.00 0.20% 5,086 +10.56%
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc 1.01%
Equity
United States
Social/Environmental
568.00 0.09% 1,241 +29.00%
Invesco FTSE RAFI All World 3000 UCITS ETF 1.23%
Equity
World
Fundamental/Quality
1,206.00 0.39% 53 +12.59%
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.69%
Equity
World
798.00 0.20% 1 -
UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (hedged to EUR) A-acc 0.80%
Equity
United States
Low Volatility/Risk Weighted
184.00 0.21% 6 +9.43%
HSBC MSCI USA UCITS ETF USD 1.16%
Equity
United States
620.00 0.30% 43 +27.36%
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D 1.52%
Equity
United States
Low Volatility/Risk Weighted
165.00 0.20% 4 +14.71%
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis 0.82%
Equity
World
1,481.00 0.30% 1,120 +22.28%
Vanguard FTSE Developed World UCITS ETF Acc 0.81%
Equity
World
2,120.00 0.12% 1,890 +22.07%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 0.73%
Equity
World
Social/Environmental
710.00 0.25% 220 +23.20%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD 0.23%
Equity
World
Multi-Factor Strategy
1,111.00 0.40% 3 +10.58%
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.21%
Equity
United States
Equal Weighted
503.00 0.20% 56 -
SPDR MSCI ACWI IMI UCITS ETF 0.64%
Equity
World
3,022.00 0.17% 1,116 +18.95%
VanEck Morningstar US Wide Moat UCITS ETF A 1.30%
Equity
United States
Equal Weighted
Moat
49.00 0.46% 13 -
JPMorgan Global Equity Premium Income UCITS ETF USD (dist) 1.13%
Equity
World
Value
Alternative Investments
251.00 0.35% 27 -
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 2.15%
Equity
United States
Low Volatility/Risk Weighted
76.00 0.25% 52 +15.71%
iShares MSCI USA ESG Screened UCITS ETF USD (Dist) 1.27%
Equity
United States
Social/Environmental
552.00 0.07% 530 +30.37%
SPDR S&P 500 UCITS ETF 1.72%
Equity
United States
503.00 0.03% 7,613 +27.35%
SPDR MSCI World UCITS ETF 0.82%
Equity
World
1,456.00 0.12% 4,582 +22.64%
Deka MSCI World UCITS ETF Distribution 0.83%
Equity
World
1,471.00 0.31% 2,290 +22.34%
Vanguard FTSE Developed World UCITS ETF Distributing 0.81%
Equity
World
2,120.00 0.12% 2,402 +22.45%
Invesco FTSE RAFI US 1000 UCITS ETF 2.93%
Equity
United States
Fundamental/Quality
1,004.00 0.39% 452 +15.99%
Vanguard FTSE North America UCITS ETF (USD) Accumulating 1.60%
Equity
North America
623.00 0.10% 960 +26.87%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc 0.68%
Equity
World
Social/Environmental
2,009.00 0.26% 317 +21.36%
HSBC S&P 500 UCITS ETF USD 1.72%
Equity
United States
502.00 0.09% 5,398 +27.41%
HSBC USA Sustainable Equity UCITS ETF USD 0.01%
Equity
United States
Social/Environmental
426.00 0.12% 827 +22.95%
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.21%
Equity
United States
Equal Weighted
503.00 0.30% 257 +9.95%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc 1.17%
Equity
United States
610.00 0.10% 322 +26.59%
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.83%
Equity
World
1,483.00 0.17% 19 -
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.82%
Equity
World
1,456.00 0.17% 37 -
Xtrackers MSCI World ESG Screened UCITS ETF 1D 0.89%
Equity
World
Social/Environmental
1,303.00 0.19% 81 +22.35%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 0.83%
Equity
World
Social/Environmental
2,042.00 0.25% 3,508 +21.16%
Invesco FTSE All-World UCITS ETF Acc 0.69%
Equity
World
798.00 0.15% 101 -
Xtrackers MSCI World Climate Transition UCITS ETF 0.83%
Equity
World
Social/Environmental
Climate Change
1,116.00 0.19% 31 -
Vanguard S&P 500 UCITS ETF (USD) Accumulating 1.71%
Equity
United States
501.00 0.07% 9,028 +27.05%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc 1.17%
Equity
United States
610.00 0.07% 888 +27.35%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 0.90%
Equity
World
Social/Environmental
1,357.00 0.20% 422 +24.68%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.32%
Equity
World
Social/Environmental
Climate Change
601.00 0.20% 52 +21.53%
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 64 +10.45%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) 0.32%
Equity
United States
Social/Environmental
551.00 0.07% 5,780 +26.41%
HSBC MSCI World UCITS ETF CHF hedged 0.81%
Equity
World
1,413.00 0.18% 15 -
HSBC USA Sustainable Equity UCITS ETF USD (Dist) 0.01%
Equity
United States
Social/Environmental
426.00 0.12% 0 +23.43%
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 0.90%
Equity
World
Social/Environmental
1,357.00 0.20% 1,967 +24.74%
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.81%
Equity
World
1,481.00 0.55% 961 +24.12%
Amundi MSCI World UCITS ETF USD Dist (D) 0.80%
Equity
World
1,472.00 0.12% 820 +22.53%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc 0.68%
Equity
World
Social/Environmental
2,009.00 0.26% 104 +25.90%
JPMorgan Carbon Transition Global Equity UCITS ETF EUR Hedged (acc) 0.42%
Equity
World
Social/Environmental
Climate Change
419.00 0.19% 3 +23.17%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc 0.68%
Equity
World
Social/Environmental
2,009.00 0.26% 46 +5.07%
iShares Russell 1000 Value UCITS ETF USD (Acc) 3.47%
Equity
United States
Value
835.00 0.18% 10 -
Vanguard FTSE North America UCITS ETF Distributing 1.60%
Equity
North America
623.00 0.10% 2,046 +26.92%
L&G Global Brands UCITS ETF USD Acc 4.14%
Equity
World
Fundamental/Quality
Moat
81.00 0.39% 7 -
Xtrackers S&P 500 UCITS ETF 4C 1.70%
Equity
United States
502.00 0.06% 85 +27.22%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) 1.48%
Equity
United States
Social/Environmental
261.00 0.20% 363 +29.20%
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) 0.73%
Equity
World
Social/Environmental
710.00 0.25% 464 +24.86%
Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged 1.29%
Equity
United States
Social/Environmental
548.00 0.12% 2 +28.21%
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc) 1.06%
Equity
World
Low Volatility/Risk Weighted
262.00 0.35% 79 +16.82%
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 2.15%
Equity
United States
Low Volatility/Risk Weighted
76.00 0.20% 1,832 +16.28%
iShares MSCI World UCITS ETF (Dist) 0.82%
Equity
World
1,482.00 0.50% 6,280 +22.26%
JPMorgan Active US Value UCITS ETF EUR Hedged (acc) 2.11%
Equity
United States
Value
148.00 0.49% 2 -
Invesco S&P 500 QVM UCITS ETF 4.97%
Equity
United States
Multi-Factor Strategy
100.00 0.35% 21 +18.62%
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.82%
Equity
World
1,483.00 0.30% 989 +23.16%
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 1.71%
Equity
United States
504.00 0.20% 785 +30.86%
SPDR S&P 500 EUR Hedged UCITS ETF 1.72%
Equity
United States
503.00 0.05% 558 +26.66%
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 1.71%
Equity
United States
505.00 0.20% 5,714 +26.40%
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.72%
Equity
World
3,643.00 0.22% 9,320 +20.57%
Deka MSCI USA Large Cap UCITS ETF 1.36%
Equity
United States
Large Cap
272.00 0.30% 89 +30.21%
HSBC MSCI World UCITS ETF USD (Acc) 0.81%
Equity
World
1,413.00 0.15% 92 +22.88%
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A) 4.55%
Equity
World
Financials
Social/Environmental
201.00 0.18% 227 +11.69%
Xtrackers MSCI USA UCITS ETF 1D 1.16%
Equity
United States
609.00 0.07% 125 +27.61%
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 0.23%
Equity
World
Social/Environmental
1,292.00 0.20% 3,824 +20.79%
iShares MSCI North America UCITS ETF 1.12%
Equity
North America
698.00 0.40% 1,060 +26.33%
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) 1.48%
Equity
United States
Social/Environmental
261.00 0.20% 23 +30.46%
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.83%
Equity
World
1,483.00 0.17% 6 -
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 1.65%
Equity
United States
571.00 0.05% 1 +27.46%
Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged 0.83%
Equity
World
Social/Environmental
2,042.00 0.37% 2 +21.94%
Amundi Prime Global UCITS ETF DR (C) 0.83%
Equity
World
1,475.00 0.05% 280 +23.02%
iShares MSCI ACWI UCITS ETF USD (Acc) 0.74%
Equity
World
2,496.00 0.20% 11,019 +20.76%
HSBC S&P 500 UCITS ETF USD (Acc) 1.72%
Equity
United States
502.00 0.09% 61 +27.42%
Vanguard S&P 500 UCITS ETF 1.71%
Equity
United States
501.00 0.07% 36,974 +27.35%
UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc 0.13%
Equity
United States
Multi-Factor Strategy
1,998.00 0.28% 24 +19.03%
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.73%
Equity
World
2,377.00 0.45% 389 +20.86%
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.21%
Equity
United States
Equal Weighted
504.00 0.20% 1,111 +10.69%
Xtrackers MSCI USA Financials UCITS ETF 1D 9.09%
Equity
United States
Financials
88.00 0.12% 1,026 +14.28%
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.82%
Equity
World
1,482.00 0.55% 3,431 +22.47%
Invesco FTSE All-World UCITS ETF Dist 0.69%
Equity
World
798.00 0.15% 16 -
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 2.15%
Equity
United States
Low Volatility/Risk Weighted
76.00 0.20% 88 +16.10%
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 1.65%
Equity
United States
571.00 0.05% 17 +27.46%
Amundi Prime Global UCITS ETF DR (D) 0.83%
Equity
World
1,475.00 0.05% 662 +22.90%
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.48%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 47 +14.90%
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 1.70%
Equity
United States
502.00 0.20% 11 +28.24%
iShares MSCI USA ESG Screened UCITS ETF USD (Acc) 1.27%
Equity
United States
Social/Environmental
552.00 0.07% 5,851 +30.44%
Invesco S&P 500 Low Volatility UCITS ETF Acc 1.27%
Equity
United States
Low Volatility/Risk Weighted
100.00 0.25% 14 +4.34%
Xtrackers MSCI World UCITS ETF 1C 0.83%
Equity
World
1,483.00 0.19% 10,346 +22.56%
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.82%
Equity
World
1,480.00 0.55% 302 +26.95%
UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc 0.35%
Equity
World
Social/Environmental
Climate Change
840.00 0.18% 7 +20.11%
Amundi Prime USA UCITS ETF DR (C) 1.19%
Equity
United States
475.00 0.05% 36 +28.32%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc 0.68%
Equity
World
Social/Environmental
2,009.00 0.26% 530 +21.62%
iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) 1.27%
Equity
United States
Social/Environmental
552.00 0.10% 139 +28.67%
HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF USD (Acc) 0.19%
Equity
World
Multi-Factor Strategy
447.00 0.25% 2 +19.11%
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 1.16%
Equity
United States
609.00 0.12% 77 +28.67%
Xtrackers MSCI World Financials UCITS ETF 1C 5.44%
Equity
World
Financials
234.00 0.25% 351 +12.45%
iShares S&P 500 Financials Sector UCITS ETF (Acc) 13.02%
Equity
United States
Financials
73.00 0.15% 971 +12.64%
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist) 1.06%
Equity
World
Low Volatility/Risk Weighted
262.00 0.30% 12 +11.08%
Xtrackers S&P 500 UCITS ETF 2C GBP hedged 1.70%
Equity
United States
502.00 0.09% 395 +31.30%
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 1.72%
Equity
United States
502.00 0.12% 1 -
UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis 1.17%
Equity
United States
610.00 0.14% 419 +27.15%

Performance

Returns overview

YTD +15.37%
1 month +7.55%
3 months +14.69%
6 months +14.79%
1 year +27.93%
3 years +86.38%
5 years +113.14%
Since inception (MAX) +228.95%
2023 +9.86%
2022 +14.89%
2021 +31.63%
2020 -1.77%

Monthly returns in a heat map

Risk

Risk metrics in this section:
 
  • Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
  • Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
  • Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
ETF returns include dividend payments (if applicable).
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Risk overview

Volatility 1 year 14.61%
Volatility 3 years 17.51%
Volatility 5 years 20.86%
Return per risk 1 year 1.91
Return per risk 3 years 1.32
Return per risk 5 years 0.78
Maximum drawdown 1 year -8.69%
Maximum drawdown 3 years -20.61%
Maximum drawdown 5 years -21.82%
Maximum drawdown since inception -21.82%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.