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Cardinal Health

ISIN US14149Y1082

WKN 880206

Market cap (in EUR)

32,845 m

Country

United States

Sector

Healthcare

Dividend yield

1.27%

Overview

Quote

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Description

Cardinal Health, Inc. is a healthcare services and products company, which engages in the provision of customized solutions for hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, and physician offices. It also provides medical products and pharmaceuticals and cost-effective solutions that enhance supply chain efficiency. The firm operates through the Pharmaceutical and Medical segments. The Pharmaceutical segment distributes branded and generic pharmaceutical, specialty pharmaceutical and over-the-counter healthcare and consumer products. The Medical segment manufactures, sources and distributes Cardinal Health branded medical, surgical, and laboratory products. The company was founded by Robert D. Walter in 1979 and is headquartered in Dublin, OH.

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Healthcare Healthcare Services Healthcare Support Services United States

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Financials

Key metrics

Market capitalisation, EUR	32,845 m
EPS, EUR	5.96
P/B ratio	-
P/E ratio	24.9
Dividend yield	1.27%

Income statement (2024)

Revenue, EUR	209,738 m
Net income, EUR	788 m
Profit margin	0.38%

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What ETF is Cardinal Health in?

There are 315 ETFs which contain Cardinal Health. All of these ETFs are listed in the table below. The ETF with the largest weighting of Cardinal Health is the iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.19%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	398
Xtrackers MSCI USA Screened UCITS ETF 1C	0.08%	Equity United States Social/Environmental	143
SPDR MSCI World Health Care UCITS ETF	0.52%	Equity World Health Care	416
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.55%	Equity United States Low Volatility/Risk Weighted	36
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.51%	Equity World Value	263
Deka MSCI USA Climate Change ESG UCITS ETF	0.03%	Equity United States Social/Environmental Climate Change	648
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	2.52%	Equity World Health Care Social/Environmental	84
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.37%	Equity United States Social/Environmental Climate Change	431
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	444
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.74%	Equity United States Value	116
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.50%	Equity World Low Volatility/Risk Weighted	245
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	9,850
BNP Paribas Easy Sustainable US UCITS ETF USD Acc	0.44%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.07%	Equity United States	49
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental	343
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.11%	Equity United States Social/Environmental	496
SPDR S&P 500 UCITS ETF (Acc)	0.07%	Equity United States	8,781
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	931
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	53
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	460
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	20
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	613
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.88%	Equity United States Dividend	27
Deka MSCI World Climate Change ESG UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	1,216
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	43
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.38%	Equity United States Social/Environmental Climate Change	478
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.37%	Equity United States Social/Environmental Climate Change	1,945
UBS MSCI USA Value UCITS ETF USD dis	0.16%	Equity United States Value	447
Amundi MSCI USA UCITS ETF Acc	0.08%	Equity United States	1,651
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing Shares	0.05%	Equity World Social/Environmental	441
Franklin U.S. Equity UCITS ETF	0.12%	Equity United States Multi-Factor Strategy	37
iShares World Equity High Income UCITS ETF USD (Dist)	0.23%	Equity World Social/Environmental	85
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	584
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	155
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.07%	Equity United States	762
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	0.74%	Equity United States Dividend	600
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.37%	Equity United States Social/Environmental	29
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.13%	Equity United States Social/Environmental	32
HSBC MSCI USA ISLAMIC SCREENED UCITS ETF USD (Acc)	0.57%	Equity United States Social/Environmental Islamic Investing	11
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.11%	Equity World Social/Environmental	1,673
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.22%	Equity World Low Volatility/Risk Weighted	644
JPMorgan Active US Value UCITS ETF USD (dist)	0.44%	Equity United States Value	5
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.31%	Equity United States Dividend	10
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	2.52%	Equity World Health Care Social/Environmental	383
Fidelity Global Quality Income UCITS ETF ACC-USD	0.45%	Equity World Dividend	-
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	60
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	11
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,087
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.09%	Equity United States Social/Environmental Climate Change	155
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,010
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.07%	Equity United States	533
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.16%	Equity United States Multi-Factor Strategy Climate Change	20
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	166
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.07%	Equity United States	37
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	0.77%	Equity United States Health Care	1,841
UBS MSCI ACWI Universal UCITS ETF USD dis	0.06%	Equity World Social/Environmental	1,958
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	409
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,396
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.19%	Equity United States Multi-Factor Strategy	85
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.17%	Equity United States	39
SPDR S&P 500 Low Volatility UCITS ETF	0.93%	Equity United States Low Volatility/Risk Weighted	119
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	2
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.11%	Equity World Dividend	5,292
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	27
UBS Core S&P 500 UCITS ETF hGBP dis	0.08%	Equity United States	64
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.34%	Equity United States Equal Weighted	2,325
BNP Paribas Easy Sustainable US UCITS ETF EUR Acc	0.44%	Equity United States Social/Environmental	153
iShares Core S&P 500 UCITS ETF USD (Dist)	0.07%	Equity United States	16,607
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.54%	Equity World Low Volatility/Risk Weighted Climate Change	52
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.16%	Equity United States Multi-Factor Strategy Climate Change	0
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	2,619
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.24%	Equity United States Equal Weighted	687
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	2
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.20%	Equity World Low Volatility/Risk Weighted Climate Change	-
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.11%	Equity United States Social/Environmental	17
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.23%	Equity World Social/Environmental Climate Change	261
Amundi Prime Global UCITS ETF Acc	0.05%	Equity World	820
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.19%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	10,771
UBS Core S&P 500 UCITS ETF hEUR acc	0.08%	Equity United States	93
Amundi Russell 1000 Growth UCITS ETF Acc	0.08%	Equity United States Growth	569
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	650
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.11%	Equity World Dividend	1,084
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	230
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.06%	Equity World Social/Environmental	62
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	69
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	1,197
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.32%	Equity United States Social/Environmental Climate Change	562
Xtrackers MSCI USA UCITS ETF 1C	0.07%	Equity United States	8,950
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	0.50%	Equity World Low Volatility/Risk Weighted	22
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.07%	Equity World Multi-Factor Strategy	233
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	126
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.07%	Equity United States	106
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.05%	Equity World	8
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	917
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.34%	Equity United States Equal Weighted	47
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.09%	Equity World Social/Environmental	103
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	2
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.07%	Equity United States	331
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing Shares	0.08%	Equity North America Social/Environmental	24
Amundi MSCI World UCITS ETF Acc	0.05%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.07%	Equity United States	341
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	0.77%	Equity United States Health Care	279
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	6
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.31%	Equity United States Dividend	1
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.17%	Equity United States Social/Environmental	710
Deka MSCI USA MC UCITS ETF	0.57%	Equity United States Mid Cap	47
UBS Core MSCI USA UCITS ETF hGBP acc	0.07%	Equity United States	49
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	446
iShares Core MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	94,580
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.07%	Equity United States	2,811
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.34%	Equity North America Dividend	104
iShares Core S&P 500 UCITS ETF USD (Acc)	0.07%	Equity United States	103,608
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	0.77%	Equity United States Health Care	85
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating Shares	0.08%	Equity North America Social/Environmental	296
L&G US Equity UCITS ETF	0.07%	Equity United States Social/Environmental	835
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	508
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States Social/Environmental	233
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 1C	0.20%	Equity World Social/Environmental	3
UBS Core MSCI USA UCITS ETF USD dis	0.07%	Equity United States	1,053
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares	0.05%	Equity World	16,765
UBS MSCI USA Universal UCITS ETF USD acc	0.11%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	684
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.13%	Equity United States Social/Environmental	3
SPDR MSCI All Country World UCITS ETF (Acc)	0.04%	Equity World	3,952
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.51%	Equity World	102
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA UCITS ETF (Acc)	0.07%	Equity United States	1,877
Fidelity Global Quality Income UCITS ETF INC-USD	0.45%	Equity World Dividend	613
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental Islamic Investing	56
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.36%	Equity World Multi-Factor Strategy	174
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	882
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.54%	Equity World Low Volatility/Risk Weighted Climate Change	4
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.23%	Equity United States Social/Environmental Climate Change	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating Shares	0.05%	Equity World Social/Environmental	571
Amundi S&P 500 Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental	3,924
Xtrackers MSCI World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	67
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	370
UBS Core S&P 500 UCITS ETF USD dis	0.08%	Equity United States	744
UBS Core S&P 500 UCITS ETF hCHF acc	0.08%	Equity United States	332
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.07%	Equity United States	438
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.10%	Equity United States Social/Environmental Climate Change	542
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	2,644
JPMorgan Active US Value UCITS ETF USD (acc)	0.44%	Equity United States Value	38
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.11%	Equity United States Social/Environmental	228
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.40%	Equity United States Mid Cap	273
Fidelity US Quality Income UCITS ETF Acc	0.68%	Equity United States Dividend	215
iShares Core MSCI World UCITS ETF USD (Dist)	0.06%	Equity World	401
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	8,116
Xtrackers MSCI World Health Care UCITS ETF 1C	0.52%	Equity World Health Care	2,210
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.68%	Equity United States Dividend	43
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental	2,670
Invesco FTSE RAFI All World 3000 UCITS ETF	0.24%	Equity World Fundamental/Quality	90
SPDR S&P US Dividend Aristocrats UCITS ETF	0.68%	Equity United States Dividend	2,972
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.26%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	-
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.14%	Equity United States Social/Environmental	0
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.08%	Equity United States	2,546
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.55%	Equity United States Low Volatility/Risk Weighted	5
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.32%	Equity United States Social/Environmental Climate Change	30
Ossiam US Minimum Variance ESG UCITS ETF 1A (EUR)	0.51%	Equity United States Low Volatility/Risk Weighted	12
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF CHF Hedged (Acc)	0.50%	Equity World Low Volatility/Risk Weighted	182
Amundi Prime All Country World UCITS ETF Acc	0.05%	Equity World	229
BNP Paribas Easy Sustainable US UCITS ETF EUR R Acc	0.44%	Equity United States Social/Environmental	305
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.23%	Equity United States Social/Environmental Climate Change	1
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.06%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,253
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	3,947
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.09%	Equity United States	-
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.10%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	379
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	362
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.06%	Equity World Social/Environmental Climate Change	27
Fidelity US Quality Income UCITS ETF	0.68%	Equity United States Dividend	1,037
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.02%	Equity World	2,579
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.12%	Equity United States Social/Environmental	9
Fidelity US Quality Income UCITS ETF Acc (GBP Hedged)	0.68%	Equity United States Dividend	7
Franklin S&P 500 Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	-
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental	1,205
SPDR S&P 500 UCITS ETF (Dist)	0.07%	Equity United States	13,603
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.11%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.05%	Equity World	11,238
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	1
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.14%	Equity United States Social/Environmental	635
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.02%	Equity World	38
Deka MSCI World UCITS ETF Distribution	0.05%	Equity World	3,597
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD)	0.51%	Equity United States Low Volatility/Risk Weighted	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	3,194
Fidelity Global Quality Income UCITS ETF (CHF Hedged)	0.45%	Equity World Dividend	18
Invesco FTSE RAFI US 1000 UCITS ETF	0.35%	Equity United States Fundamental/Quality	469
Vanguard FTSE North America UCITS ETF (USD) Accumulating Shares	0.07%	Equity North America	1,694
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	596
HSBC S&P 500 UCITS ETF USD	0.08%	Equity United States	6,394
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.37%	Equity United States Social/Environmental Climate Change	2,221
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	34
HSBC USA SCREENED EQUITY UCITS ETF USD	0.04%	Equity United States Social/Environmental	623
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	915
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	1,631
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.07%	Equity United States	326
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	248
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	185
Xtrackers MSCI World Screened UCITS ETF 1D	0.06%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	4,124
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.14%	Equity United States Social/Environmental	188
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	1,463
Xtrackers MSCI USA Health Care UCITS ETF 1D	0.74%	Equity United States Health Care	553
Xtrackers MSCI World Climate Transition UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	26
Vanguard S&P 500 UCITS ETF (USD) Accumulating Shares	0.07%	Equity United States	21,525
UBS Core MSCI USA UCITS ETF USD acc	0.07%	Equity United States	1,693
iShares MSCI World Screened UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	716
Deka S&P 500 UCITS ETF	0.08%	Equity United States	80
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.24%	Equity United States Equal Weighted	281
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	7,160
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	44
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	0
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	263
iShares MSCI World Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	3,890
Amundi MSCI World UCITS ETF DR - USD (D)	0.05%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.05%	Equity World	1,453
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.06%	Equity World Social/Environmental	281
Amundi MSCI USA UCITS ETF Dist	0.08%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.02%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	0.07%	Equity United States	5
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.50%	Equity World Low Volatility/Risk Weighted	476
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.07%	Equity World Multi-Factor Strategy	826
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.06%	Equity World Social/Environmental	102
Vanguard FTSE North America UCITS ETF Distributing	0.07%	Equity North America	2,157
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.06%	Equity United States Value	156
Xtrackers S&P 500 UCITS ETF 4C	0.07%	Equity United States	285
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.51%	Equity World Health Care Social/Environmental	200
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.22%	Equity World Low Volatility/Risk Weighted	112
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.08%	Equity United States Social/Environmental	4
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.11%	Equity United States Social/Environmental	932
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	6,983
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.44%	Equity United States Value	3
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	55
Fidelity Global Quality Income UCITS ETF (EUR Hedged)	0.45%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.06%	Equity World	1,229
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.07%	Equity United States	1,120
Fidelity US Quality Income UCITS ETF Acc (EUR Hedged)	0.68%	Equity United States Dividend	55
SPDR S&P 500 EUR Hedged UCITS ETF	0.07%	Equity United States	1,353
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.07%	Equity United States	7,236
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares	0.05%	Equity World	20,191
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	934
Xtrackers MSCI USA UCITS ETF 1D	0.07%	Equity United States	230
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.07%	Equity World Social/Environmental Climate Change	98
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	98
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,932
iShares MSCI North America UCITS ETF	0.07%	Equity North America	1,099
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	47
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.18%	Equity World Social/Environmental	173
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.07%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	2
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.07%	Equity United States Growth	350
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (EUR)	0.20%	Equity United States Sector Strategy Value	94
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.11%	Equity United States Social/Environmental	74
First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation	0.54%	Equity United States Dividend	179
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	40
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.11%	Equity United States Social/Environmental	533
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	18,158
HSBC S&P 500 UCITS ETF USD (Acc)	0.08%	Equity United States	381
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.10%	Equity United States Social/Environmental Climate Change	8
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.19%	Equity United States Multi-Factor Strategy	30
Vanguard S&P 500 UCITS ETF (USD) Distributing Shares	0.07%	Equity United States	40,598
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	415
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,328
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	587
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.05%	Equity World	4,362
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.08%	Equity World Islamic Investing	832
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.13%	Equity United States Social/Environmental	4,357
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	135
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.07%	Equity United States	40
Fidelity Global Quality Income UCITS ETF (GBP Hedged)	0.45%	Equity World Dividend	62
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.11%	Equity United States Social/Environmental	26
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	10,765
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.07%	Equity United States	52
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.51%	Equity World Health Care Social/Environmental	43
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental	181
Invesco S&P 500 Low Volatility UCITS ETF Acc	0.93%	Equity United States Low Volatility/Risk Weighted	29
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (USD)	0.20%	Equity United States Sector Strategy Value	27
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	14,476
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.37%	Equity United States Social/Environmental	1
iShares World Equity High Income UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental	2
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.56%	Equity World Social/Environmental Climate Change	13
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	399
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	313
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	1,225
Amundi Prime All Country World UCITS ETF Dist	0.05%	Equity World	2,193
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.63%	Equity United States	83
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.08%	Equity World Social/Environmental	14
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.06%	Equity World Social/Environmental	1,093
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.06%	Equity World Social/Environmental	69
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	139
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.18%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental	260
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.02%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.15%	Equity United States Low Volatility/Risk Weighted	209
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.15%	Equity North America Social/Environmental	1,103
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.07%	Equity United States	229
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	98
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	7
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.23%	Equity United States Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.22%	Equity World Low Volatility/Risk Weighted	15
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.07%	Equity World Social/Environmental Climate Change	2
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental	204
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.07%	Equity United States	443
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.07%	Equity World Multi-Factor Strategy	43
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.08%	Equity United States	4
UBS MSCI USA UCITS ETF USD dis	0.07%	Equity United States	479

Performance

Returns overview

YTD	+26.68%
1 month	-3.48%
3 months	+16.94%
6 months	+14.59%
1 year	+61.57%
3 years	+160.58%
5 years	+181.29%
Since inception (MAX)	+115.96%
2024	+19.08%
2023	+22.31%
2022	+66.43%
2021	-1.97%

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).