Caterpillar

ISIN US1491231015

WKN 850598

Market cap (in EUR)

231,938 m

Country

United States

Sector

Industrials

Dividend yield

1.00%

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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	231,938 m
EPS, EUR	17.65
P/B ratio	13.2
P/E ratio	30.0
Dividend yield	1.00%

Income statement (2024)

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

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What ETF is Caterpillar in?

There are 363 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	1.20%	Equity United States Multi-Factor Strategy	9
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	688
Xtrackers MSCI USA Screened UCITS ETF 1C	0.41%	Equity United States Social/Environmental	213
Xtrackers Portfolio UCITS ETF 1C	0.08%	Equity World Multi-Asset Strategy	670
Invesco MSCI World Equal Weight UCITS ETF Acc	0.10%	Equity World Equal Weighted	722
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	1.36%	Equity World Fundamental/Quality	3,672
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	13,364
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi MSCI USA Screened UCITS ETF Acc	0.46%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.45%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.81%	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	540
SPDR S&P 500 UCITS ETF (Acc)	0.46%	Equity United States	11,481
UBS Core MSCI World UCITS ETF USD dis	0.33%	Equity World	1,287
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.66%	Equity World Fundamental/Quality	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.40%	Equity United States Equal Weighted	597
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.13%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.13%	Equity United States Social/Environmental	1,662
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	34
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)	0.94%	Equity United States Dividend	15
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.28%	Equity World Social/Environmental	66
UBS MSCI USA Value UCITS ETF USD dis	1.03%	Equity United States Value	428
Amundi Core MSCI USA UCITS ETF Acc	0.42%	Equity United States	2,653
Franklin U.S. Equity UCITS ETF	1.27%	Equity United States Multi-Factor Strategy	59
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.31%	Equity United States Social/Environmental	1,054
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.51%	Equity United States Social/Environmental	1,088
iShares World Equity High Income UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	153
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.27%	Equity United States Equal Weighted	310
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.30%	Equity World	348
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	153
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	1.01%	Equity United States Dividend	546
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2.00%	Equity United States Social/Environmental Climate Change	712
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.31%	Equity United States Social/Environmental	7
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.84%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.59%	Equity World Social/Environmental	1,727
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.40%	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	0.73%	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)	0.31%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.25%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.27%	Equity World	4,457
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.31%	Equity United States Social/Environmental	8,993
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.03%	Equity United States Covered Call Alternative Investments	21
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.18%	Equity World Social/Environmental	434
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	3.33%	Equity United States Fundamental/Quality Climate Change	47
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.74%	Equity United States Social/Environmental Multi-Asset Strategy	1
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.40%	Equity United States Equal Weighted	1,015
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.39%	Equity United States	576
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	1.99%	Equity United States Social/Environmental Climate Change	20
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.39%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	203
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	2.00%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.41%	Equity World Social/Environmental	1,866
Xtrackers MSCI World Quality UCITS ETF 1C 1C	1.13%	Equity World Fundamental/Quality	2,220
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.34%	Equity World	678
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.11%	Equity United States Social/Environmental Climate Change	2,427
WisdomTree Megatrends UCITS ETF USD	0.05%	Equity World Social/Environmental Innovation	24
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.96%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.16%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.20%	Equity United States Multi-Factor Strategy	93
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.66%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.18%	Equity World Social/Environmental	322
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.99%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	186
UBS MSCI World Socially Responsible UCITS ETF USD acc	1.42%	Equity World Social/Environmental Climate Change	1,167
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.40%	Equity United States Equal Weighted	2
UBS MSCI USA Socially Responsible UCITS ETF USD dis	1.99%	Equity United States Social/Environmental Climate Change	379
Xtrackers World Green Tech Innovators UCITS ETF 1C	0.64%	Equity World Social/Environmental Innovation	13
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.23%	Equity United States Multi-Factor Strategy	74
Xtrackers MSCI World Industrials UCITS ETF 1C	2.52%	Equity World Industrials	485
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	1.99%	Equity United States Social/Environmental Climate Change	143
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.13%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.46%	Equity United States	62
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	3.33%	Equity United States Fundamental/Quality Climate Change	766
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.38%	Equity United States Equal Weighted	2,010
iShares Core S&P 500 UCITS ETF USD (Dist)	0.47%	Equity United States	17,419
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.26%	Equity United States Equal Weighted	640
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.13%	Equity World Multi-Asset Strategy	865
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	14
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.08%	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	34
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	3.33%	Equity United States Fundamental/Quality Climate Change	82
Amundi Prime Global UCITS ETF Acc	0.31%	Equity World	1,018
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	2.93%	Equity World Industrials Social/Environmental	86
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	0.74%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.20%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	1.12%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.34%	Equity World	12,514
UBS Core S&P 500 UCITS ETF hEUR acc	0.46%	Equity United States	257
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.74%	Equity United States Social/Environmental Multi-Asset Strategy	1
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.43%	Equity World Social/Environmental Climate Change	3,945
Amundi Russell 1000 Growth UCITS ETF Acc	0.09%	Equity United States Growth	659
L&G Global Equity UCITS ETF	0.29%	Equity World Social/Environmental	941
VanEck Morningstar Global Wide Moat UCITS ETF	1.52%	Equity World Moat	132
Invesco MSCI World Universal Screened UCITS ETF Acc	0.54%	Equity World Social/Environmental	204
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.66%	Equity World Fundamental/Quality	291
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.41%	Equity World Social/Environmental	47
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	5.71%	Equity United States Industrials	379
UBS Core MSCI World UCITS ETF hGBP dis	0.33%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.41%	Equity World Social/Environmental	1,375
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.42%	Equity World Social/Environmental Climate Change	307
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.16%	Equity World Social/Environmental	165
Xtrackers MSCI USA UCITS ETF 1C	0.39%	Equity United States	9,141
UBS Core MSCI World UCITS ETF hEUR acc	0.33%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.45%	Equity United States	328
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	1.42%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.64%	Equity World Social/Environmental	290
UBS MSCI World Socially Responsible UCITS ETF USD acc	1.43%	Equity World Social/Environmental Climate Change	1,564
UBS MSCI World Selection UCITS ETF hCHF acc	0.64%	Equity World Social/Environmental	221
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	197
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.34%	Equity World	965
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.38%	Equity United States Equal Weighted	113
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.36%	Equity World Social/Environmental	114
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.45%	Equity United States	472
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.27%	Equity United States Equal Weighted	16
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.14%	Equity United States Large Cap	19
Amundi Core MSCI World UCITS ETF Acc	0.30%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.18%	Equity World Social/Environmental	5,121
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.81%	Equity United States Social/Environmental	464
UBS Core MSCI USA UCITS ETF hGBP acc	0.45%	Equity United States	56
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	662
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	0.27%	Equity World	405
iShares Core MSCI World UCITS ETF USD (Acc)	0.34%	Equity World	108,821
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.47%	Equity United States	2,981
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	1.86%	Equity North America Dividend	109
iShares Core S&P 500 UCITS ETF USD (Acc)	0.47%	Equity United States	114,668
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	71
Invesco S&P 500 Quality UCITS ETF Dist	2.87%	Equity United States Fundamental/Quality	1
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.47%	Equity United States	89
L&G US Equity UCITS ETF	0.42%	Equity United States Social/Environmental	1,004
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.34%	Equity World	669
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.30%	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)	0.16%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.45%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.28%	Equity World	18,591
UBS MSCI USA Universal UCITS ETF USD acc	0.72%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.47%	Equity United States Dividend	6
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.68%	Equity United States Social/Environmental	926
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	1.19%	Equity World Social/Environmental Climate Change	570
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.84%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.66%	Equity World Fundamental/Quality	625
SPDR MSCI All Country World UCITS ETF (Acc)	0.31%	Equity World	7,085
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	0.39%	Equity World	200
iShares MSCI USA UCITS ETF (Acc)	0.46%	Equity United States	2,763
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental Climate Change	306
Fidelity Global Quality Income UCITS ETF INC-USD	0.73%	Equity World Dividend	672
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.40%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.57%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	960
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	3.33%	Equity United States Fundamental/Quality Climate Change	32
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	3.68%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	0.39%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	0.63%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.31%	Equity World Social/Environmental	917
UBS Core S&P 500 UCITS ETF USD dis	0.46%	Equity United States	1,050
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	1.12%	Equity United States Fundamental/Quality	37
UBS Core S&P 500 UCITS ETF hCHF acc	0.46%	Equity United States	398
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	87
L&G S&P 100 UCITS ETF USD Acc	0.59%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.39%	Equity United States	528
UBS Core MSCI World UCITS ETF USD acc	0.33%	Equity World	5,308
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.68%	Equity United States Social/Environmental	319
Fidelity US Quality Income UCITS ETF ACC-USD	1.26%	Equity United States Dividend	228
iShares Core MSCI World UCITS ETF USD (Dist)	0.34%	Equity World	507
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	7,308
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.65%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.84%	Equity United States Social/Environmental	2,820
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.40%	Equity World Social/Environmental Multi-Asset Strategy	182
Invesco FTSE RAFI All World 3000 UCITS ETF	0.32%	Equity World Fundamental/Quality	136
SPDR S&P US Dividend Aristocrats UCITS ETF	0.65%	Equity United States Dividend	2,813
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)	0.16%	Equity World Social/Environmental	2
WisdomTree US Quality Dividend Growth UCITS ETF USD	1.12%	Equity United States Fundamental/Quality	153
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.25%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.46%	Equity United States	2,773
First Trust Growth Strength UCITS ETF Class A Accumulation	2.18%	Equity United States Multi-Factor Strategy Moat	0
HSBC MSCI USA Quality UCITS ETF USD	1.57%	Equity United States Fundamental/Quality	321
Amundi Prime All Country World UCITS ETF Acc	0.27%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.33%	Equity World	1,337
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.18%	Equity World Social/Environmental	17
Vanguard FTSE Developed World UCITS ETF Acc	0.31%	Equity World	4,756
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.58%	Equity United States	323
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.18%	Equity World Social/Environmental	1,907
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.63%	Equity World Multi-Factor Strategy	774
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	370
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.36%	Equity World Social/Environmental	387
Fidelity US Quality Income UCITS ETF INC-USD	1.26%	Equity United States Dividend	1,208
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.31%	Equity World	3,921
iShares Edge MSCI USA Quality Factor UCITS ETF	1.57%	Equity United States Fundamental/Quality	1,371
VanEck Morningstar US Wide Moat UCITS ETF A	1.86%	Equity United States Equal Weighted Moat	37
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	1.19%	Equity World Social/Environmental Climate Change	35
UBS MSCI USA Selection UCITS ETF USD acc	0.86%	Equity United States Social/Environmental	2,238
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	1.26%	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)	0.49%	Equity United States Social/Environmental	1,350
SPDR S&P 500 UCITS ETF (Dist)	0.46%	Equity United States	15,205
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.59%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.34%	Equity World	13,761
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.31%	Equity World	71
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.27%	Equity United States Equal Weighted	58
Vanguard FTSE Developed World UCITS ETF Distributing	0.31%	Equity World	3,486
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.73%	Equity World Dividend	19
Invesco FTSE RAFI US 1000 UCITS ETF	0.53%	Equity United States Fundamental/Quality	567
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	2.00%	Equity United States Social/Environmental Climate Change	317
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	1.19%	Equity World Social/Environmental Climate Change	565
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.43%	Equity North America	2,118
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.03%	Equity United States Covered Call Alternative Investments	221
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.41%	Equity World Social/Environmental	782
HSBC S&P 500 UCITS ETF USD	0.47%	Equity United States	7,042
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	44
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	698
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,089
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.68%	Equity United States Social/Environmental	1,690
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.45%	Equity United States	477
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.27%	Equity World	316
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.34%	Equity World	246
Xtrackers MSCI World Screened UCITS ETF 1D	0.32%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.28%	Equity World Social/Environmental	4,912
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	1.19%	Equity World Social/Environmental Climate Change	31
Invesco FTSE All-World UCITS ETF Acc	0.25%	Equity World	2,133
UBS MSCI World Selection UCITS ETF hEUR acc	0.64%	Equity World Social/Environmental	45
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	3.68%	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	0.18%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.46%	Equity United States	25,467
UBS Core MSCI USA UCITS ETF USD acc	0.45%	Equity United States	2,053
iShares MSCI World Screened UCITS ETF USD (Dist)	0.36%	Equity World Social/Environmental	946
SPDR MSCI World Industrials UCITS ETF	2.98%	Equity World Industrials	115
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	0.26%	Equity United States Equal Weighted	279
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	7,075
iShares MSCI USA Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	1.01%	Equity United States Dividend	3
HSBC MSCI World UCITS ETF CHF hedged	0.34%	Equity World	51
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	108
iShares MSCI World Screened UCITS ETF USD (Acc)	0.36%	Equity World Social/Environmental	4,491
Amundi Core MSCI World UCITS ETF USD Dist	0.30%	Equity World	1,309
Invesco S&P 500 Quality UCITS ETF Acc	2.87%	Equity United States Fundamental/Quality	4
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.41%	Equity World Social/Environmental	286
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	1.19%	Equity World Social/Environmental Climate Change	763
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	0.42%	Equity United States	772
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.11%	Equity North America Social/Environmental Climate Change	620
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.43%	Equity United States	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.41%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.81%	Equity United States Value	239
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.43%	Equity North America	2,482
Xtrackers S&P 500 UCITS ETF 4C	0.39%	Equity United States	911
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.31%	Equity United States Social/Environmental	933
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.18%	Equity World Social/Environmental	791
UBS MSCI World Selection UCITS ETF USD acc	0.64%	Equity World Social/Environmental	661
Xtrackers MSCI USA Industrials UCITS ETF 1D	4.57%	Equity United States Industrials	286
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.41%	Equity United States Social/Environmental	15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	1.19%	Equity World Social/Environmental Climate Change	456
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.63%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.34%	Equity World	7,372
VanEck World Equal Weight Screened UCITS ETF A	0.60%	Equity World Equal Weighted	1,144
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	67
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.73%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.34%	Equity World	1,527
UBS MSCI USA Socially Responsible UCITS ETF USD acc	1.99%	Equity United States Social/Environmental Climate Change	470
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.48%	Equity United States	1,244
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.26%	Equity United States Dividend	53
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.47%	Equity United States	8,019
SPDR S&P 500 EUR Hedged UCITS ETF	0.46%	Equity United States	2,429
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.57%	Equity United States Fundamental/Quality	137
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.28%	Equity World	26,565
iShares Dow Jones Industrial Average UCITS ETF (Acc)	7.51%	Equity United States	1,409
HSBC MSCI World UCITS ETF USD (Acc)	0.34%	Equity World	1,439
Xtrackers MSCI USA UCITS ETF 1D	0.39%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.23%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	4,430
iShares MSCI North America UCITS ETF	0.44%	Equity North America	1,093
Franklin US Mega Cap 100 UCITS ETF Acc	0.54%	Equity United States Large Cap	96
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.47%	Equity United States	0
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.31%	Equity United States Social/Environmental	56
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.27%	Equity World	37
Invesco Global Enhanced Equity UCITS ETF Acc	0.34%	Equity World Multi-Factor Strategy	267
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	4.62%	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	0.28%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.10%	Equity United States Growth	453
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.58%	Equity United States Social/Environmental	94
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	49
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.68%	Equity United States Social/Environmental	535
iShares MSCI ACWI UCITS ETF USD (Acc)	0.29%	Equity World	21,304
HSBC S&P 500 UCITS ETF USD (Acc)	0.47%	Equity United States	455
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	4.62%	Equity World Industrials Social/Environmental	337
iShares S&P 500 Industrials Sector UCITS ETF	5.76%	Equity United States Industrials	423
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	1.19%	Equity World Social/Environmental Climate Change	147
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.18%	Equity World Multi-Factor Strategy	621
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.20%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.46%	Equity United States	42,628
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.31%	Equity World	971
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.16%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.27%	Equity United States Equal Weighted	3,227
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.23%	Equity World Multi-Factor Strategy	778
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.33%	Equity World	4,857
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.91%	Equity United States Social/Environmental	4,346
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	1.12%	Equity United States Fundamental/Quality	550
Invesco FTSE All-World UCITS ETF Dist	0.25%	Equity World	182
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.46%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	86
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.73%	Equity World Dividend	53
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.68%	Equity United States Social/Environmental	51
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.32%	Equity United States Multi-Factor Strategy	87
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.49%	Equity United States Social/Environmental	13,999
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.39%	Equity United States	62
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	3.68%	Equity United States Value Climate Change	152
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	1.42%	Equity World Social/Environmental Climate Change	208
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.68%	Equity United States Social/Environmental	118
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.31%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.27%	Equity World	16,176
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.34%	Equity World Multi-Factor Strategy	0
iShares World Equity High Income UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.31%	Equity World Social/Environmental Multi-Asset Strategy	40
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.34%	Equity World	456
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.40%	Equity World Social/Environmental Multi-Asset Strategy	980
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.96%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.68%	Equity United States Social/Environmental	391
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)	0.58%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.46%	Equity United States	894
Amundi Prime All Country World UCITS ETF Dist	0.27%	Equity World	2,634
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.53%	Equity United States	134
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.41%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.36%	Equity World Social/Environmental	83
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.13%	Equity United States Social/Environmental	525
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.49%	Equity United States Social/Environmental	934
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.11%	Equity North America Social/Environmental Climate Change	43
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	0.49%	Equity United States Social/Environmental	1,324
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.39%	Equity United States	265
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	3.39%	Equity World Fundamental/Quality	95
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	1.42%	Equity World Social/Environmental Climate Change	242
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.25%	Equity World	15
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	1.99%	Equity United States Social/Environmental Climate Change	31
Invesco US Enhanced Equity UCITS ETF Acc	0.40%	Equity United States Multi-Factor Strategy	49
WisdomTree Battery Solutions UCITS ETF USD Acc	0.51%	Equity World Technology Social/Environmental Battery Technology	133
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	247
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.39%	Equity United States	521
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.74%	Equity United States Social/Environmental Multi-Asset Strategy	1,004
Fidelity US Quality Value UCITS ETF ACC-USD	1.33%	Equity United States Multi-Factor Strategy	1
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.47%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.45%	Equity United States	449

Performance

Returns overview

YTD	+50.17%
1 month	+2.64%
3 months	+23.77%
6 months	+59.40%
1 year	+48.13%
3 years	+116.91%
5 years	+224.10%
Since inception (MAX)	+655.50%
2024	+23.38%
2023	+17.23%
2022	+29.81%
2021	+16.30%

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).