Caterpillar Inc /US

ISIN US1491231015

WKN 850598

Market cap (in EUR)

303,751 m

Country

United States

Sector

Industrials

Dividend yield

0.77%

Overview

Quote

Description

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

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Industrials Industrial Manufacturing Machinery Manufacturing United States

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Financials

Key metrics

Market capitalisation, EUR	303,751 m
EPS, EUR	16.68
P/B ratio	16.8
P/E ratio	40.9
Dividend yield	0.77%

Income statement (2025)

Revenue, EUR	59,912 m
Net income, EUR	7,875 m
Profit margin	13.14%

What ETF is Caterpillar Inc /US in?

There are 393 ETFs which contain Caterpillar Inc /US. All of these ETFs are listed in the table below. The ETF with the largest weighting of Caterpillar Inc /US is the iShares Dow Jones Industrial Average UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.41%	Equity World	915
Xtrackers MSCI USA Screened UCITS ETF 1C	0.63%	Equity United States Social/Environmental	457
Xtrackers Portfolio UCITS ETF 1C	0.08%	Equity World Multi-Asset Strategy	702
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.31%	Equity United States Social/Environmental	14,035
Amundi MSCI USA Screened UCITS ETF Acc	0.66%	Equity United States Social/Environmental	651
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.44%	Equity United States Equal Weighted	937
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	23
iShares MSCI ACWI UCITS ETF USD (Dist)	0.36%	Equity World	6
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.44%	Equity United States Dividend	14
UBS MSCI USA Value UCITS ETF USD dis	0.71%	Equity United States Value	473
Amundi Core MSCI USA UCITS ETF Acc	0.60%	Equity United States	2,935
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.16%	Equity United States Social/Environmental	1,087
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	1.13%	Equity United States Fundamental/Quality	29
iShares World Equity High Income UCITS ETF USD (Dist)	0.21%	Equity World Social/Environmental	280
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	399
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.30%	Equity World	521
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2.65%	Equity United States Social/Environmental Climate Change	672
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.60%	Equity United States Social/Environmental	48
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.41%	Equity World Multi-Factor Strategy	2
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.38%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.99%	Equity United States	2
Amundi MSCI World Momentum Advanced UCITS ETF Acc	1.88%	Equity World Momentum Climate Change	578
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.37%	Equity World	43
Xtrackers MSCI World UCITS ETF 1D	0.40%	Equity World	4,309
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.16%	Equity United States Social/Environmental	9,431
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.04%	Equity United States Covered Call Alternative Investments	35
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.13%	Equity World Social/Environmental	508
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	3.12%	Equity United States Fundamental/Quality Climate Change	34
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.44%	Equity United States Equal Weighted	1,381
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.60%	Equity United States	496
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	2.64%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	248
UBS MSCI ACWI Universal UCITS ETF USD dis	0.49%	Equity World Social/Environmental	2,213
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.42%	Equity World	665
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.17%	Equity United States Social/Environmental Climate Change	1,880
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental	1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.90%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	74
UBS MSCI World Socially Responsible UCITS ETF USD acc	1.83%	Equity World Social/Environmental Climate Change	1,238
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.23%	Equity United States Multi-Factor Strategy	77
Xtrackers MSCI World Industrials UCITS ETF 1C	3.36%	Equity World Industrials	787
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	2.64%	Equity United States Social/Environmental Climate Change	114
UBS Core S&P 500 UCITS ETF hGBP dis	0.59%	Equity United States	60
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	3.12%	Equity United States Fundamental/Quality Climate Change	788
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.66%	Equity United States Social/Environmental	371
iShares Core S&P 500 UCITS ETF USD (Dist)	0.60%	Equity United States	17,547
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	57
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.93%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.87%	Equity United States Social/Environmental	18
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.12%	Equity World Social/Environmental Climate Change	239
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	3.12%	Equity United States Fundamental/Quality Climate Change	28
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	23
HSBC MSCI World UCITS ETF USD	0.42%	Equity World	12,698
UBS Core S&P 500 UCITS ETF hEUR acc	0.59%	Equity United States	231
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.99%	Equity United States Social/Environmental Multi-Asset Strategy	7
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.49%	Equity World Social/Environmental	43
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.49%	Equity World Social/Environmental	1,407
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.83%	Equity World Social/Environmental Climate Change	312
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental	181
Xtrackers MSCI USA UCITS ETF 1C	0.59%	Equity United States	9,837
UBS Core MSCI World UCITS ETF hEUR acc	0.41%	Equity World	612
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.58%	Equity United States	182
UBS MSCI World Selection UCITS ETF hEUR dis	0.79%	Equity World Social/Environmental	296
UBS MSCI World Socially Responsible UCITS ETF USD acc	1.82%	Equity World Social/Environmental Climate Change	1,610
UBS MSCI World Selection UCITS ETF hCHF acc	0.79%	Equity World Social/Environmental	276
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.39%	Equity United States Equal Weighted	136
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.42%	Equity World	115,215
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.86%	Equity World Fundamental/Quality	3
iShares Core S&P 500 UCITS ETF USD (Acc)	0.60%	Equity United States	118,117
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	84
Invesco S&P 500 Quality UCITS ETF Dist	3.32%	Equity United States Fundamental/Quality	1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.46%	Equity United States	164
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.41%	Equity World	708
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.87%	Equity United States Social/Environmental	281
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.58%	Equity United States	1,163
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.87%	Equity United States Social/Environmental	905
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.02%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.90%	Equity World Fundamental/Quality	622
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.58%	Equity World Social/Environmental	369
iShares MSCI USA UCITS ETF (Acc)	0.59%	Equity United States	3,627
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.50%	Equity World Social/Environmental Climate Change	305
Fidelity Global Quality Income UCITS ETF INC-USD	0.74%	Equity World Dividend	714
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.34%	Equity World Multi-Factor Strategy	219
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.65%	Equity World	35
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Social/Environmental Climate Change	3
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	3.12%	Equity United States Fundamental/Quality Climate Change	36
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.78%	Equity United States Social/Environmental	-
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.98%	Equity United States Value Climate Change	4
Amundi S&P 500 Screened UCITS ETF Acc	0.89%	Equity United States Social/Environmental	3,243
Amundi MSCI World Screened UCITS ETF Acc	0.47%	Equity World Social/Environmental	1,220
L&G S&P 100 UCITS ETF USD Acc	0.87%	Equity United States Large Cap	4
Xtrackers S&P 500 GARP UCITS ETF 1C	3.22%	Equity United States Multi-Factor Strategy	4
iShares Core MSCI World UCITS ETF USD (Dist)	0.42%	Equity World	517
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	8,814
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.49%	Equity United States Dividend	45
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	0.49%	Equity United States Dividend	3,074
Franklin S&P World Screened UCITS ETF Acc	0.44%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental	3
WisdomTree US Quality Dividend Growth UCITS ETF USD	1.33%	Equity United States Fundamental/Quality	153
UBS MSCI World UCITS ETF USD dis	0.41%	Equity World	1,364
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.73%	Equity United States	289
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	828
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	429
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.37%	Equity World	4,785
UBS MSCI USA Selection UCITS ETF USD acc	1.11%	Equity United States Social/Environmental	2,176
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	1.29%	Equity United States Dividend	6
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.63%	Equity United States Social/Environmental	1,334
Franklin S&P 500 Screened UCITS ETF Acc	0.62%	Equity United States Social/Environmental Climate Change	3
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.59%	Equity United States	268
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.59%	Equity United States	16,250
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.83%	Equity World Social/Environmental	82
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.37%	Equity World	96
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	285
Vanguard FTSE Developed World UCITS ETF Distributing	0.38%	Equity World	3,653
Invesco FTSE RAFI US 1000 UCITS ETF	0.62%	Equity United States Fundamental/Quality	648
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.04%	Equity United States Covered Call Alternative Investments	15
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.49%	Equity World Social/Environmental	659
HSBC S&P 500 UCITS ETF USD	0.60%	Equity United States	7,461
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	85
HSBC USA Screened Equity UCITS ETF USD	0.03%	Equity United States Social/Environmental Climate Change	629
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,492
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.39%	Equity World Social/Environmental	4,947
Invesco FTSE All-World UCITS ETF Acc	0.37%	Equity World	2,727
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.98%	Equity United States Value Climate Change	17
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.59%	Equity United States	26,861
iShares MSCI World Screened UCITS ETF USD (Dist)	0.45%	Equity World Social/Environmental	1,055
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.24%	Equity United States Equal Weighted	310
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.37%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	83
iShares MSCI World Screened UCITS ETF USD (Acc)	0.45%	Equity World Social/Environmental	4,609
Amundi Core MSCI World UCITS ETF USD Dist	0.42%	Equity World	1,434
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.49%	Equity World Social/Environmental	282
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	1.51%	Equity World Social/Environmental Climate Change	735
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental	437
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.16%	Equity North America Social/Environmental Climate Change	423
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.55%	Equity North America	2,620
Xtrackers S&P 500 UCITS ETF 4C	0.60%	Equity United States	1,211
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.16%	Equity United States Social/Environmental	1,028
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	865
UBS MSCI World Selection UCITS ETF USD acc	0.79%	Equity World Social/Environmental	687
Xtrackers MSCI USA Industrials UCITS ETF 1D	6.18%	Equity United States Industrials	298
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.63%	Equity United States Social/Environmental	102
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.58%	Equity United States Low Volatility/Risk Weighted	1,334
VanEck World Equal Weight Screened UCITS ETF A	0.70%	Equity World Equal Weighted	1,241
Invesco S&P 500 QVM UCITS ETF	2.82%	Equity United States Multi-Factor Strategy	57
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.74%	Equity World Dividend	41
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.42%	Equity World	1,664
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.29%	Equity United States Dividend	54
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.59%	Equity United States	2,218
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.34%	Equity World	34,578
iShares Dow Jones Industrial Average UCITS ETF (Acc)	9.32%	Equity United States	1,497
HSBC MSCI World UCITS ETF USD (Acc)	0.42%	Equity World	1,637
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental	3,787
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.40%	Equity World	46
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.16%	Equity United States Social/Environmental	58
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.14%	Equity United States Growth	676
HSBC S&P 500 UCITS ETF USD (Acc)	0.60%	Equity United States	513
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	5.95%	Equity World Industrials Social/Environmental	853
iShares S&P 500 Industrials Sector UCITS ETF	6.48%	Equity United States Industrials	606
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	1.51%	Equity World Social/Environmental Climate Change	377
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.18%	Equity World Multi-Factor Strategy	470
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.53%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.59%	Equity United States	41,924
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.35%	Equity World	1,250
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,774
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.30%	Equity World Multi-Factor Strategy	1,072
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.42%	Equity World	5,024
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	1.15%	Equity United States Social/Environmental	4,416
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.58%	Equity United States Low Volatility/Risk Weighted	98
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	96
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.74%	Equity World Dividend	57
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.87%	Equity United States Social/Environmental	53
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.43%	Equity United States Multi-Factor Strategy	99
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.63%	Equity United States Social/Environmental	13,872
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.60%	Equity United States	57
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	2,632
Xtrackers MSCI World UCITS ETF 1C	0.40%	Equity World	17,782
iShares World Equity High Income UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental	15
iShares MSCI USA Leaders UCITS ETF USD (Dist)	1.22%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.73%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	954
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.49%	Equity World Social/Environmental	1,225
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.45%	Equity World Social/Environmental	92
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.31%	Equity United States Social/Environmental	423
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.41%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.63%	Equity United States Social/Environmental	727
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.16%	Equity North America Social/Environmental Climate Change	36
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	0.04%	Equity United States Technology Covered Call Alternative Investments	1
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	1.83%	Equity World Social/Environmental Climate Change	314
Franklin Core US Enhanced Equity UCITS ETF Acc	0.31%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.37%	Equity World	38
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	2.64%	Equity United States Social/Environmental Climate Change	29
Fidelity US Quality Value UCITS ETF ACC-USD	1.30%	Equity United States Multi-Factor Strategy	1
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.53%	Equity United States Multi-Factor Strategy	8
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	1,296
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	40
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	1.65%	Equity World Fundamental/Quality	4,233
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.60%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	25
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.66%	Equity United States Social/Environmental	53
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.58%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	1.15%	Equity United States Social/Environmental	214
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.87%	Equity United States Social/Environmental	393
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.59%	Equity United States	13,171
UBS Core MSCI World UCITS ETF USD dis	0.41%	Equity World	1,706
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.90%	Equity World Fundamental/Quality	12
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.31%	Equity United States Social/Environmental	1,487
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	37
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.39%	Equity World Social/Environmental	87
L&G Global Quality Dividends UCITS ETF USD Acc	0.30%	Equity World Dividend	21
Franklin U.S. Equity UCITS ETF	1.72%	Equity United States Multi-Factor Strategy	59
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.78%	Equity United States Social/Environmental	1,092
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.16%	Equity United States Social/Environmental	12
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.02%	Equity United States Social/Environmental	26
Amundi MSCI World ESG Selection UCITS ETF Acc	0.83%	Equity World Social/Environmental	1,803
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.34%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	15
Fidelity Global Quality Income UCITS ETF ACC-USD	0.74%	Equity World Dividend	14
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.35%	Equity World	69
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.99%	Equity United States Social/Environmental Multi-Asset Strategy	0
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.04%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.60%	Equity United States	52
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	2.65%	Equity United States Social/Environmental Climate Change	12
Xtrackers MSCI World Quality UCITS ETF 1C	1.66%	Equity World Fundamental/Quality	2,535
iShares MSCI USA Leaders UCITS ETF USD (Acc)	1.22%	Equity United States Social/Environmental	13
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.53%	Equity United States Multi-Factor Strategy	102
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	214
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.44%	Equity United States Equal Weighted	3
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	2.78%	Equity World Momentum	189
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2.64%	Equity United States Social/Environmental Climate Change	378
Xtrackers World Green Tech Innovators UCITS ETF 1C	0.78%	Equity World Social/Environmental Innovation	14
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	34
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.41%	Equity World Social/Environmental	84
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.39%	Equity United States Equal Weighted	2,104
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.37%	Equity World Social/Environmental	25
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.24%	Equity United States Equal Weighted	1,054
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.13%	Equity World Multi-Asset Strategy	994
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.04%	Equity United States Multi-Factor Strategy	2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.43%	Equity United States Multi-Factor Strategy	37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.60%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.44%	Equity World	1,636
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	3.48%	Equity World Industrials Social/Environmental	105
Fidelity Global Quality Value UCITS ETF ACC-USD	0.74%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.53%	Equity United States Multi-Factor Strategy	26
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	1.33%	Equity United States Fundamental/Quality	1
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.82%	Equity World Social/Environmental Climate Change	3,887
Amundi Russell 1000 Growth UCITS ETF Acc	0.16%	Equity United States Growth	533
L&G Global Equity UCITS ETF	0.43%	Equity World Social/Environmental	1,044
Invesco MSCI World Universal Screened UCITS ETF Acc	0.63%	Equity World Social/Environmental	233
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.90%	Equity World Fundamental/Quality	219
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	6.41%	Equity United States Industrials	651
UBS Core MSCI World UCITS ETF hGBP dis	0.41%	Equity World	96
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	75
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	1.83%	Equity World Social/Environmental Climate Change	2
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.41%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.61%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.42%	Equity World	1,031
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.43%	Equity World Social/Environmental	433
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.58%	Equity United States	529
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.60%	Equity United States	57
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.20%	Equity United States Large Cap	36
Amundi Core MSCI World UCITS ETF Acc	0.42%	Equity World	12,842
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	5,210
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.82%	Equity United States Momentum	11
Amundi MSCI USA ESG Selection UCITS ETF Acc	1.15%	Equity United States Social/Environmental	423
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	0.58%	Equity United States	37
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	1.05%	Equity World Momentum	3,777
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	765
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.40%	Equity World	432
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.60%	Equity United States	1,994
ODDO BHF US Equity Active UCITS ETF (Acc)	0.19%	Equity United States Social/Environmental	63
L&G US Equity UCITS ETF	0.62%	Equity United States Social/Environmental	1,156
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.42%	Equity World	57
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.34%	Equity World	20,389
L&G Global Quality Dividends UCITS ETF USD Dist	0.30%	Equity World Dividend	100
UBS MSCI USA Universal UCITS ETF USD acc	0.89%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	1.51%	Equity World Social/Environmental Climate Change	465
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.35%	Equity World	9,263
Xtrackers MSCI World Momentum UCITS ETF 1C	1.06%	Equity World Momentum	1,654
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	741
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.11%	Equity World Social/Environmental	237
Xtrackers S&P 500 UCITS ETF 4D	0.60%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD dis	0.59%	Equity United States	1,056
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	1.33%	Equity United States Fundamental/Quality	51
UBS Core S&P 500 UCITS ETF hCHF acc	0.59%	Equity United States	599
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	96
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.59%	Equity United States	532
UBS Core MSCI World UCITS ETF USD acc	0.41%	Equity World	7,673
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.87%	Equity United States Social/Environmental	437
Fidelity US Quality Income UCITS ETF ACC-USD	1.29%	Equity United States Dividend	261
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.02%	Equity United States Social/Environmental	2,392
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.51%	Equity World Social/Environmental Multi-Asset Strategy	149
Invesco FTSE RAFI All World 3000 UCITS ETF	0.34%	Equity World Fundamental/Quality	191
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.03%	Equity United States Large Cap	11
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.37%	Equity World	19
UBS MSCI USA NSL UCITS ETF USD acc	0.59%	Equity United States	2,774
HSBC MSCI USA Quality UCITS ETF USD	2.19%	Equity United States Fundamental/Quality	331
Amundi Prime All Country World UCITS ETF Acc	0.38%	Equity World	1,378
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.13%	Equity World Social/Environmental	25
Vanguard FTSE Developed World UCITS ETF Acc	0.38%	Equity World	5,396
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,584
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.43%	Equity World Social/Environmental	442
Fidelity US Quality Income UCITS ETF INC-USD	1.29%	Equity United States Dividend	1,228
iShares Edge MSCI USA Quality Factor UCITS ETF	2.15%	Equity United States Fundamental/Quality	1,524
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	1.51%	Equity World Social/Environmental Climate Change	29
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.58%	Equity United States Low Volatility/Risk Weighted	39
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.41%	Equity World	14,987
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.74%	Equity World Dividend	22
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	2.65%	Equity United States Social/Environmental Climate Change	202
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	1.51%	Equity World Social/Environmental Climate Change	657
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.55%	Equity North America	2,358
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.04%	Equity United States Covered Call Alternative Investments	310
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.87%	Equity United States Social/Environmental	1,832
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.58%	Equity United States	684
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.40%	Equity World	370
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.41%	Equity World	271
Xtrackers MSCI World Screened UCITS ETF 1D	0.45%	Equity World Social/Environmental	121
First Trust US Momentum UCITS ETF Class A Accumulation	2.46%	Equity United States Momentum	74
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	1.51%	Equity World Social/Environmental Climate Change	36
UBS MSCI World Selection UCITS ETF hEUR acc	0.79%	Equity World Social/Environmental	43
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.25%	Equity World Social/Environmental Climate Change	20
UBS Core MSCI USA UCITS ETF USD acc	0.58%	Equity United States	2,343
State Street SPDR MSCI World Industrials UCITS ETF USD	3.30%	Equity World Industrials	186
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.51%	Equity World Social/Environmental Multi-Asset Strategy	45
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.31%	Equity United States Social/Environmental	7,273
HSBC MSCI World UCITS ETF CHF hedged	0.42%	Equity World	62
Invesco S&P 500 Quality UCITS ETF Acc	3.32%	Equity United States Fundamental/Quality	16
Amundi Core MSCI USA UCITS ETF Dist	0.60%	Equity United States	962
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.61%	Equity United States	21
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.44%	Equity United States Equal Weighted	123
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.49%	Equity World Social/Environmental	106
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.95%	Equity United States Value	424
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	1.51%	Equity World Social/Environmental Climate Change	410
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.89%	Equity United States Social/Environmental	1,095
iShares MSCI World UCITS ETF (Dist)	0.41%	Equity World	7,581
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.04%	Equity United States Multi-Factor Strategy	83
UBS MSCI USA Socially Responsible UCITS ETF USD acc	2.64%	Equity United States Social/Environmental Climate Change	464
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.60%	Equity United States	1,290
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.60%	Equity United States	8,243
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	2.15%	Equity United States Fundamental/Quality	295
Xtrackers MSCI USA UCITS ETF 1D	0.59%	Equity United States	253
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.30%	Equity World Multi-Factor Strategy	183
iShares MSCI North America UCITS ETF	0.56%	Equity North America	1,191
Franklin US Mega Cap 100 UCITS ETF Acc	0.83%	Equity United States Large Cap	100
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.46%	Equity United States	1
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.41%	Equity World Social/Environmental	479
Invesco Global Enhanced Equity UCITS ETF Acc	0.41%	Equity World Multi-Factor Strategy	497
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	5.95%	Equity World Industrials Social/Environmental	16
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.59%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.39%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.87%	Equity United States Social/Environmental	99
UBS Core MSCI World UCITS ETF hGBP acc	0.41%	Equity World	46
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	60
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.87%	Equity United States Social/Environmental	503
iShares MSCI ACWI UCITS ETF USD (Acc)	0.36%	Equity World	24,922
L&G Battery Value-Chain UCITS ETF	2.49%	Equity World Industrials Battery Technology	754
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental	18
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	1.33%	Equity United States Fundamental/Quality	552
Invesco FTSE All-World UCITS ETF Dist	0.37%	Equity World	216
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.59%	Equity United States	74
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.98%	Equity United States Value Climate Change	186
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	1.83%	Equity World Social/Environmental Climate Change	197
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.43%	Equity World Social/Environmental	102
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.87%	Equity United States Social/Environmental	145
Amundi Prime Global UCITS ETF Dist	0.44%	Equity World	1,141
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.41%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.60%	Equity United States Social/Environmental	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.31%	Equity World Social/Environmental Multi-Asset Strategy	51
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.42%	Equity World	491
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.51%	Equity World Social/Environmental Multi-Asset Strategy	1,586
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.87%	Equity United States Social/Environmental	446
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.59%	Equity United States	1,361
Amundi Prime All Country World UCITS ETF Dist	0.38%	Equity World	3,691
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.79%	Equity United States Social/Environmental	348
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.82%	Equity United States Momentum	447
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.59%	Equity United States	320
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	2.84%	Equity World Fundamental/Quality	58
Invesco US Enhanced Equity UCITS ETF Acc	0.56%	Equity United States Multi-Factor Strategy	65
HSBC Developed World Screened Equity UCITS ETF USD	0.03%	Equity World Social/Environmental Climate Change	255
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.60%	Equity United States	611
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.99%	Equity United States Social/Environmental Multi-Asset Strategy	1,043
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.60%	Equity United States	8
UBS MSCI USA UCITS ETF USD dis	0.58%	Equity United States	462

Performance

Returns overview

YTD	+37.03%
1 month	+15.27%
3 months	+25.93%
6 months	+48.85%
1 year	+165.95%
3 years	+231.25%
5 years	+261.76%
Since inception (MAX)	+932.65%
2025	+49.79%
2024	+23.38%
2023	+17.23%
2022	+29.81%

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).