Caterpillar

ISIN US1491231015

WKN 850598

Market cap (in EUR)

252,285 m

Country

United States

Sector

Industrials

Dividend yield

0.93%

Overview

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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, Energy and Transportation, Financial Products, 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 Energy and Transportation 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 Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. 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	252,285 m
EPS, EUR	17.65
P/B ratio	14.3
P/E ratio	32.3
Dividend yield	0.93%

Income statement (2024)

Revenue, EUR	59,914 m
Net income, EUR	9,977 m
Profit margin	16.65%

What ETF is Caterpillar in?

There are 377 ETFs which contain Caterpillar. All of these ETFs are listed in the table below. The ETF with the largest weighting of Caterpillar is the iShares Dow Jones Industrial Average UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.24%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.33%	Equity World	720
Xtrackers MSCI USA Screened UCITS ETF 1C	0.48%	Equity United States Social/Environmental	230
Xtrackers Portfolio UCITS ETF 1C	0.08%	Equity World Multi-Asset Strategy	684
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	759
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	36
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	1.34%	Equity World Fundamental/Quality	3,792
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.24%	Equity United States Social/Environmental	13,564
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	16
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.48%	Equity United States Social/Environmental	31
Amundi MSCI USA Screened UCITS ETF Acc	0.49%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.46%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.87%	Equity United States Social/Environmental	367
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.68%	Equity United States Social/Environmental	545
SPDR S&P 500 UCITS ETF (Acc)	0.46%	Equity United States	11,765
UBS Core MSCI World UCITS ETF USD dis	0.33%	Equity World	1,335
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.72%	Equity World Fundamental/Quality	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.48%	Equity United States Equal Weighted	629
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Social/Environmental	1,695
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.29%	Equity World	0
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.91%	Equity United States Dividend	15
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.33%	Equity World Social/Environmental	64
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	2.74%	Equity United States Fundamental/Quality	5
UBS MSCI USA Value UCITS ETF USD dis	0.59%	Equity United States Value	435
Amundi Core MSCI USA UCITS ETF Acc	0.46%	Equity United States	2,752
Franklin U.S. Equity UCITS ETF	1.27%	Equity United States Multi-Factor Strategy	60
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.22%	Equity United States Social/Environmental	1,072
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.51%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	165
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.26%	Equity United States Equal Weighted	325
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.30%	Equity World	387
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	156
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2.04%	Equity United States Social/Environmental Climate Change	720
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.22%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental	34
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.80%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.63%	Equity World Social/Environmental	1,727
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.39%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	14
Fidelity Global Quality Income UCITS ETF ACC-USD	0.72%	Equity World Dividend	11
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.38%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.81%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.30%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.30%	Equity World	33
Xtrackers MSCI World UCITS ETF 1D	0.34%	Equity World	4,569
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.22%	Equity United States Social/Environmental	9,127
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.03%	Equity United States Covered Call Alternative Investments	25
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.17%	Equity World Social/Environmental	444
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	2.45%	Equity United States Fundamental/Quality Climate Change	48
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.48%	Equity United States Equal Weighted	1,071
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.46%	Equity United States	510
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	2.05%	Equity United States Social/Environmental Climate Change	20
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.03%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.46%	Equity United States	48
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.27%	Equity United States Equal Weighted	213
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	2.04%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.40%	Equity World Social/Environmental	1,914
Xtrackers MSCI World Quality UCITS ETF 1C 1C	1.34%	Equity World Fundamental/Quality	2,299
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.34%	Equity World	647
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.13%	Equity United States Social/Environmental Climate Change	2,427
WisdomTree Megatrends UCITS ETF USD	0.05%	Equity World Social/Environmental Innovation	27
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.95%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.15%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.24%	Equity United States Multi-Factor Strategy	96
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.72%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.17%	Equity World Social/Environmental	328
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	1.08%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	193
UBS MSCI World Socially Responsible UCITS ETF USD acc	1.46%	Equity World Social/Environmental Climate Change	1,198
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.48%	Equity United States Equal Weighted	3
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	2.35%	Equity World Momentum	214
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2.05%	Equity United States Social/Environmental Climate Change	395
Xtrackers World Green Tech Innovators UCITS ETF 1C	0.61%	Equity World Social/Environmental Innovation	13
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.23%	Equity United States Multi-Factor Strategy	75
Xtrackers MSCI World Industrials UCITS ETF 1C	3.01%	Equity World Industrials	526
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	2.05%	Equity United States Social/Environmental Climate Change	146
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.46%	Equity United States	64
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	2.45%	Equity United States Fundamental/Quality Climate Change	790
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.42%	Equity United States Equal Weighted	2,065
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.48%	Equity United States Social/Environmental	237
iShares Core S&P 500 UCITS ETF USD (Dist)	0.46%	Equity United States	17,698
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	60
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.30%	Equity United States Equal Weighted	677
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.29%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.13%	Equity World Multi-Asset Strategy	896
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.68%	Equity United States Social/Environmental	20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.32%	Equity United States Multi-Factor Strategy	35
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	2.45%	Equity United States Fundamental/Quality Climate Change	77
Amundi Prime Global UCITS ETF Acc	0.34%	Equity World	1,018
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	3.03%	Equity World Industrials Social/Environmental	89
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.72%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.24%	Equity United States Multi-Factor Strategy	26
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	1.23%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.34%	Equity World	12,785
UBS Core S&P 500 UCITS ETF hEUR acc	0.46%	Equity United States	261
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	1
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.46%	Equity World Social/Environmental Climate Change	4,013
Amundi Russell 1000 Growth UCITS ETF Acc	0.09%	Equity United States Growth	659
L&G Global Equity UCITS ETF	0.34%	Equity World Social/Environmental	959
VanEck Morningstar Global Wide Moat UCITS ETF	1.54%	Equity World Moat	140
Invesco MSCI World Universal Screened UCITS ETF Acc	0.50%	Equity World Social/Environmental	208
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.72%	Equity World Fundamental/Quality	284
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.40%	Equity World Social/Environmental	61
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	5.75%	Equity United States Industrials	405
UBS Core MSCI World UCITS ETF hGBP dis	0.33%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.40%	Equity World Social/Environmental	1,398
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.46%	Equity World Social/Environmental Climate Change	308
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental	164
Xtrackers MSCI USA UCITS ETF 1C	0.45%	Equity United States	9,274
UBS Core MSCI World UCITS ETF hEUR acc	0.33%	Equity World	360
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.46%	Equity United States	270
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	1.46%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.64%	Equity World Social/Environmental	294
UBS MSCI World Socially Responsible UCITS ETF USD acc	1.46%	Equity World Social/Environmental Climate Change	1,599
UBS MSCI World Selection UCITS ETF hCHF acc	0.64%	Equity World Social/Environmental	331
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.27%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.44%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.33%	Equity World	981
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.42%	Equity United States Equal Weighted	121
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.34%	Equity World Social/Environmental	118
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.46%	Equity United States	477
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.26%	Equity United States Equal Weighted	17
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.32%	Equity United States Large Cap	20
Amundi Core MSCI World UCITS ETF Acc	0.33%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.17%	Equity World Social/Environmental	5,206
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	1.41%	Equity United States Momentum	11
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.87%	Equity United States Social/Environmental	464
UBS Core MSCI USA UCITS ETF hGBP acc	0.46%	Equity United States	57
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.86%	Equity World Momentum	3,356
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	683
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.34%	Equity World	348
iShares Core MSCI World UCITS ETF USD (Acc)	0.33%	Equity World	111,521
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.46%	Equity United States	3,017
iShares Core S&P 500 UCITS ETF USD (Acc)	0.46%	Equity United States	116,709
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	74
Invesco S&P 500 Quality UCITS ETF Dist	3.10%	Equity United States Fundamental/Quality	1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.46%	Equity United States	98
L&G US Equity UCITS ETF	0.47%	Equity United States Social/Environmental	1,007
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.33%	Equity World	705
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.33%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.68%	Equity United States Social/Environmental	319
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental	51
UBS Core MSCI USA UCITS ETF USD dis	0.46%	Equity United States	1,201
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.28%	Equity World	19,153
UBS MSCI USA Universal UCITS ETF USD acc	0.68%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.68%	Equity United States Social/Environmental	924
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	1.21%	Equity World Social/Environmental Climate Change	462
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.80%	Equity United States Social/Environmental	6
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.72%	Equity World Fundamental/Quality	640
SPDR MSCI All Country World UCITS ETF (Acc)	0.30%	Equity World	7,585
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 1C	0.45%	Equity World	204
Xtrackers MSCI World Momentum UCITS ETF 1C	0.86%	Equity World Momentum	1,615
iShares MSCI USA UCITS ETF (Acc)	0.45%	Equity United States	2,856
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental Climate Change	305
Fidelity Global Quality Income UCITS ETF INC-USD	0.72%	Equity World Dividend	687
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.39%	Equity World Multi-Factor Strategy	194
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.55%	Equity World	24
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	987
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	2.45%	Equity United States Fundamental/Quality Climate Change	41
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	2.43%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	0.46%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	0.67%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.36%	Equity World Social/Environmental	917
UBS Core S&P 500 UCITS ETF USD dis	0.46%	Equity United States	1,075
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	1.23%	Equity United States Fundamental/Quality	41
UBS Core S&P 500 UCITS ETF hCHF acc	0.46%	Equity United States	515
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	89
L&G S&P 100 UCITS ETF USD Acc	0.64%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.45%	Equity United States	533
Xtrackers S&P 500 GARP UCITS ETF 1C	2.74%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF USD acc	0.33%	Equity World	5,954
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.68%	Equity United States Social/Environmental	307
Fidelity US Quality Income UCITS ETF ACC-USD	1.24%	Equity United States Dividend	231
iShares Core MSCI World UCITS ETF USD (Dist)	0.33%	Equity World	518
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.27%	Equity United States Equal Weighted	7,570
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.64%	Equity United States Dividend	42
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.80%	Equity United States Social/Environmental	2,878
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.40%	Equity World Social/Environmental Multi-Asset Strategy	187
Invesco FTSE RAFI All World 3000 UCITS ETF	0.30%	Equity World Fundamental/Quality	144
SPDR S&P US Dividend Aristocrats UCITS ETF	0.64%	Equity United States Dividend	2,893
Franklin S&P World Screened UCITS ETF Acc	0.36%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.15%	Equity World Social/Environmental	2
WisdomTree US Quality Dividend Growth UCITS ETF USD	1.23%	Equity United States Fundamental/Quality	156
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.30%	Equity World	6
UBS MSCI USA NSL UCITS ETF USD acc	0.45%	Equity United States	2,828
First Trust Growth Strength UCITS ETF Class A Accumulation	2.20%	Equity United States Multi-Factor Strategy Moat	0
HSBC MSCI USA Quality UCITS ETF USD	1.74%	Equity United States Fundamental/Quality	329
Amundi Prime All Country World UCITS ETF Acc	0.30%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.33%	Equity World	1,366
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.17%	Equity World Social/Environmental	19
Vanguard FTSE Developed World UCITS ETF Acc	0.31%	Equity World	4,895
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.56%	Equity United States	329
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.17%	Equity World Social/Environmental	1,936
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	811
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.27%	Equity United States Equal Weighted	375
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.34%	Equity World Social/Environmental	405
Fidelity US Quality Income UCITS ETF INC-USD	1.24%	Equity United States Dividend	1,226
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.31%	Equity World	4,166
iShares Edge MSCI USA Quality Factor UCITS ETF	1.70%	Equity United States Fundamental/Quality	1,406
VanEck Morningstar US Wide Moat UCITS ETF A	1.83%	Equity United States Equal Weighted Moat	39
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	1.21%	Equity World Social/Environmental Climate Change	36
UBS MSCI USA Selection UCITS ETF USD acc	0.86%	Equity United States Social/Environmental	2,167
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	1.24%	Equity United States Dividend	6
Franklin S&P 500 Screened UCITS ETF Acc	0.53%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.48%	Equity United States Social/Environmental	1,366
SPDR S&P 500 UCITS ETF (Dist)	0.46%	Equity United States	15,392
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.63%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.33%	Equity World	14,066
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.31%	Equity World	74
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.26%	Equity United States Equal Weighted	69
Vanguard FTSE Developed World UCITS ETF Distributing	0.31%	Equity World	3,556
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.72%	Equity World Dividend	19
Invesco FTSE RAFI US 1000 UCITS ETF	0.50%	Equity United States Fundamental/Quality	583
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	2.04%	Equity United States Social/Environmental Climate Change	320
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	1.21%	Equity World Social/Environmental Climate Change	583
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.43%	Equity North America	2,180
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.03%	Equity United States Covered Call Alternative Investments	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.03%	Equity United States Covered Call Alternative Investments	229
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.40%	Equity World Social/Environmental	677
HSBC S&P 500 UCITS ETF USD	0.46%	Equity United States	7,245
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.27%	Equity United States Equal Weighted	45
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	699
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.27%	Equity United States Equal Weighted	1,097
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.68%	Equity United States Social/Environmental	1,725
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.46%	Equity United States	500
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.34%	Equity World	330
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.33%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.35%	Equity World Social/Environmental	122
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.33%	Equity World Social/Environmental	5,065
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	1.21%	Equity World Social/Environmental Climate Change	31
Invesco FTSE All-World UCITS ETF Acc	0.30%	Equity World	2,260
UBS MSCI World Selection UCITS ETF hEUR acc	0.64%	Equity World Social/Environmental	53
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	2.43%	Equity United States Value Climate Change	18
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	0.19%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.46%	Equity United States	26,159
UBS Core MSCI USA UCITS ETF USD acc	0.46%	Equity United States	2,122
iShares MSCI World Screened UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	963
SPDR MSCI World Industrials UCITS ETF	2.99%	Equity World Industrials	120
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.40%	Equity World Social/Environmental Multi-Asset Strategy	2
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.30%	Equity United States Equal Weighted	287
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.24%	Equity United States Social/Environmental	7,182
HSBC MSCI World UCITS ETF CHF hedged	0.34%	Equity World	51
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.29%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	109
iShares MSCI World Screened UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	4,751
Amundi Core MSCI World UCITS ETF USD Dist	0.33%	Equity World	1,309
Invesco S&P 500 Quality UCITS ETF Acc	3.10%	Equity United States Fundamental/Quality	4
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.40%	Equity World Social/Environmental	294
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	1.21%	Equity World Social/Environmental Climate Change	659
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.31%	Equity World Social/Environmental	145
Amundi Core MSCI USA UCITS ETF Dist	0.46%	Equity United States	772
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.12%	Equity North America Social/Environmental Climate Change	620
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.46%	Equity United States	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.40%	Equity World Social/Environmental	108
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.78%	Equity United States Value	262
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.43%	Equity North America	2,524
Xtrackers S&P 500 UCITS ETF 4C	0.46%	Equity United States	938
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.22%	Equity United States Social/Environmental	956
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.17%	Equity World Social/Environmental	807
UBS MSCI World Selection UCITS ETF USD acc	0.64%	Equity World Social/Environmental	657
Xtrackers MSCI USA Industrials UCITS ETF 1D	5.47%	Equity United States Industrials	300
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.48%	Equity United States Social/Environmental	15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	1.21%	Equity World Social/Environmental Climate Change	349
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.67%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.33%	Equity World	7,500
VanEck World Equal Weight Screened UCITS ETF A	0.60%	Equity World Equal Weighted	1,191
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	68
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.72%	Equity World Dividend	37
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.33%	Equity World	1,557
UBS MSCI USA Socially Responsible UCITS ETF USD acc	2.05%	Equity United States Social/Environmental Climate Change	479
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.46%	Equity United States	1,272
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.24%	Equity United States Dividend	53
SPDR S&P 500 EUR Hedged UCITS ETF	0.46%	Equity United States	2,498
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.45%	Equity United States	8,116
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.70%	Equity United States Fundamental/Quality	140
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.28%	Equity World	27,964
iShares Dow Jones Industrial Average UCITS ETF (Acc)	7.41%	Equity United States	1,460
HSBC MSCI World UCITS ETF USD (Acc)	0.34%	Equity World	1,482
Xtrackers MSCI USA UCITS ETF 1D	0.45%	Equity United States	255
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.24%	Equity World Multi-Factor Strategy	153
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	4,493
iShares MSCI North America UCITS ETF	0.43%	Equity North America	1,117
Franklin US Mega Cap 100 UCITS ETF Acc	0.54%	Equity United States Large Cap	99
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.46%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.34%	Equity World	40
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.22%	Equity United States Social/Environmental	56
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.32%	Equity World Social/Environmental	395
Invesco Global Enhanced Equity UCITS ETF Acc	0.30%	Equity World Multi-Factor Strategy	329
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	5.08%	Equity World Industrials Social/Environmental	14
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.46%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.33%	Equity World Social/Environmental	2
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.10%	Equity United States Growth	476
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.68%	Equity United States Social/Environmental	95
UBS Core MSCI World UCITS ETF hGBP acc	0.33%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.68%	Equity United States Social/Environmental	541
iShares MSCI ACWI UCITS ETF USD (Acc)	0.29%	Equity World	22,087
HSBC S&P 500 UCITS ETF USD (Acc)	0.46%	Equity United States	421
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	5.08%	Equity World Industrials Social/Environmental	337
L&G Battery Value-Chain UCITS ETF	2.21%	Equity World Industrials Battery Technology	631
iShares S&P 500 Industrials Sector UCITS ETF	5.72%	Equity United States Industrials	465
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	1.21%	Equity World Social/Environmental Climate Change	151
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.18%	Equity World Multi-Factor Strategy	635
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.24%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.46%	Equity United States	43,551
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.30%	Equity World	1,022
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.15%	Equity World Social/Environmental	9
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.26%	Equity United States Equal Weighted	3,349
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.24%	Equity World Multi-Factor Strategy	830
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.33%	Equity World	4,935
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.91%	Equity United States Social/Environmental	4,437
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	1.23%	Equity United States Fundamental/Quality	565
Invesco FTSE All-World UCITS ETF Dist	0.30%	Equity World	193
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.46%	Equity United States	73
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	87
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.72%	Equity World Dividend	55
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.68%	Equity United States Social/Environmental	52
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.32%	Equity United States Multi-Factor Strategy	90
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.48%	Equity United States Social/Environmental	14,008
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.46%	Equity United States	63
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	2.43%	Equity United States Value Climate Change	157
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	1.46%	Equity World Social/Environmental Climate Change	247
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.68%	Equity United States Social/Environmental	124
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.13%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.34%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.34%	Equity World	16,615
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.30%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	12
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.31%	Equity World Social/Environmental Multi-Asset Strategy	43
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.32%	Equity World	481
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental Multi-Asset Strategy	1,306
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.95%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.68%	Equity United States Social/Environmental	396
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.56%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.46%	Equity United States	920
Amundi Prime All Country World UCITS ETF Dist	0.30%	Equity World	2,634
Xtrackers US Equity Enhanced Active UCITS ETF 1C 1C	0.62%	Equity United States	145
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.40%	Equity World Social/Environmental	1,219
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.35%	Equity World Social/Environmental	84
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.24%	Equity United States Social/Environmental	535
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.32%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.48%	Equity United States Social/Environmental	946
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.12%	Equity North America Social/Environmental Climate Change	43
iShares Edge MSCI USA Momentum Factor UCITS ETF	1.41%	Equity United States Momentum	501
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.63%	Equity World Multi-Factor Strategy	1
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.47%	Equity United States Social/Environmental	1,357
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.45%	Equity United States	275
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	2.33%	Equity World Fundamental/Quality	92
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	1.46%	Equity World Social/Environmental Climate Change	262
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.30%	Equity World	16
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	2.05%	Equity United States Social/Environmental Climate Change	31
Invesco US Enhanced Equity UCITS ETF Acc	0.40%	Equity United States Multi-Factor Strategy	49
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	251
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.46%	Equity United States	531
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.72%	Equity United States Social/Environmental Multi-Asset Strategy	1,012
Fidelity US Quality Value UCITS ETF ACC-USD	1.31%	Equity United States Multi-Factor Strategy	1
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.46%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.45%	Equity United States	456

Performance

Returns overview

YTD	+10.19%
1 month	+5.98%
3 months	+25.31%
6 months	+57.97%
1 year	+59.38%
3 years	+123.48%
5 years	+229.63%
Since inception (MAX)	+730.36%
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).