Charter Communications, Inc.

ISIN US16119P1084

WKN A2AJX9

Market cap (in EUR)

16,921 m

Country

United States

Sector

Telecommunications

Dividend yield

0.00%

Overview

Quote

Description

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

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Telecommunications Wireless and Wireline Telecommunications Services United States

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Financials

Key metrics

Market capitalisation, EUR	16,921 m
EPS, EUR	31.95
P/B ratio	1.1
P/E ratio	3.9
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	48,553 m
Net income, EUR	4,421 m
Profit margin	9.10%

What ETF is Charter Communications, Inc. in?

There are 331 ETFs which contain Charter Communications, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Charter Communications, Inc. is the Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.29%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	966
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	574
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.22%	Equity World Value	420
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	719
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,221
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	43
Xtrackers MSCI World Value UCITS ETF 1C	0.25%	Equity World Value	4,435
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.06%	Equity World Social/Environmental	171
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.32%	Equity United States Value	186
State Street SPDR S&P U.S. Communication Services Select Sector UCITS ETF USD	0.63%	Equity United States Telecommunication	289
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	14,190
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	829
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	51
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.21%	Equity United States Social/Environmental	200
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.03%	Equity United States	14,770
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.15%	Equity United States Buffer Alternative Investments	10
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,776
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.15%	Equity United States	782
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	1,547
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	39
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	5
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist)	0.15%	Equity United States Covered Call Alternative Investments	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	84
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	0.32%	Equity United States Fundamental/Quality	5
UBS MSCI USA Value UCITS ETF USD dis	0.06%	Equity United States Value	470
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	3,175
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	525
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity United States Social/Environmental	990
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	362
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.18%	Equity United States Multi-Factor Strategy	115
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	581
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity United States Social/Environmental	46
Invesco NASDAQ-100 ESG UCITS ETF EUR Hedged Acc	0.13%	Equity United States Social/Environmental	5
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	29
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,755
JPMorgan Active US Value UCITS ETF USD (dist)	0.15%	Equity United States Value	6
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.22%	Equity World Value Climate Change	487
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	398
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.07%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.06%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	92
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	48
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,164
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity United States Social/Environmental	9,840
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	35
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.08%	Equity World Social/Environmental	528
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.03%	Equity United States Social/Environmental Climate Change	10
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.01%	Equity United States Social/Environmental Climate Change	172
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	428
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.01%	Equity United States Covered Call Alternative Investments	40
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	252
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.04%	Equity United States	55
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,255
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,021
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	724
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	77
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.24%	Equity World Value	329
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.07%	Equity United States	27
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	220
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.15%	Equity United States Covered Call Alternative Investments	4
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	65
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,141
BNP Paribas Easy II NASDAQ 100 UCITS ETF USD Acc	0.16%	Equity United States	2,319
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	18,395
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Climate Change	322
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	451
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	951
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	58
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.21%	Equity United States Multi-Factor Strategy	2
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,049
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.03%	Equity United States Social/Environmental Climate Change	504
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.05%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	247
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.45%	Equity United States Multi-Factor Strategy	38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.03%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,773
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	24
Xtrackers Nasdaq 100 UCITS ETF 1C	0.17%	Equity United States	1,967
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,001
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	219
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,136
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,257
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	240
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	41
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	100
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,423
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	78
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	195
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.03%	Equity United States Social/Environmental Climate Change	153
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	10,433
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	808
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	191
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.14%	Equity World Mid Cap	6
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	305
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	1,040
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	286
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	18
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.15%	Equity World Value	166
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,096
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	115
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	449
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	22
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	574
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	78
iShares Edge MSCI World Value Factor UCITS ETF	0.24%	Equity World Value	6,044
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	13,335
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.15%	Equity United States	565
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.15%	Equity United States Buffer Alternative Investments	8
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	5,320
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.21%	Equity United States Social/Environmental	442
iShares Nasdaq 100 UCITS ETF (Acc)	0.15%	Equity United States	22,200
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	1.02%	Equity United States Equal Weighted	86
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	7
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	802
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.03%	Equity United States Social/Environmental Climate Change	8
UBS Nasdaq-100 UCITS ETF GBP Hedged acc	0.15%	Equity United States	2
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Leverage Shares -5x Short Nasdaq 100 ETP	0.48%	Equity United States	5
iShares MSCI World Communication Services Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Telecommunication Social/Environmental	126
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	118,221
Xtrackers MSCI USA Communication Services UCITS ETF 1D	0.65%	Equity United States Telecommunication	800
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	2,144
State Street SPDR MSCI USA Value UCITS ETF USD	0.15%	Equity United States Value	176
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.15%	Equity United States Covered Call Alternative Investments	105
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	124,696
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	89
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	237
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	162
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.03%	Equity United States Social/Environmental Climate Change	26
L&G US Equity UCITS ETF	0.03%	Equity United States Social/Environmental	1,269
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	734
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,216
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,204
UBS MSCI USA Universal UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	3
UBS Nasdaq-100 UCITS ETF CHF Hedged acc	0.15%	Equity United States	68
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	10,254
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.10%	Equity World Social/Environmental	396
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.25%	Equity World Multi-Factor Strategy	26
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	3,892
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	36
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	245
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	744
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.04%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	854
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,372
Xtrackers MSCI USA ESG UCITS ETF 1C	0.08%	Equity United States Social/Environmental	7,148
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,134
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	630
Invesco Nasdaq-100 Income Advantage UCITS ETF Dist	0.15%	Equity United States Covered Call Alternative Investments	6
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	99
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	561
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.10%	Equity United States Social/Environmental Climate Change	363
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.05%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	8,354
JPMorgan Active US Value UCITS ETF USD (acc)	0.15%	Equity United States Value	62
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental Climate Change	36
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	275
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.15%	Equity United States	3,639
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	472
Invesco Nasdaq-100 ESG UCITS ETF Acc	0.13%	Equity United States Social/Environmental	2,106
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	680
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,721
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,552
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	1.77%	Equity United States Sector Strategy Value Climate Change	9
Invesco RAFI All-World Fundamental Value UCITS ETF	0.10%	Equity World Value	198
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	6
Invesco Global Buyback Achievers UCITS ETF	0.46%	Equity World Buyback	133
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	21
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,901
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,638
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.08%	Equity World Social/Environmental	26
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,407
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,660
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1,615
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	211
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	434
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	477
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)	0.15%	Equity United States Covered Call Alternative Investments	2,708
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	115
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	5,131
UBS MSCI USA Selection UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	2,288
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,409
Franklin S&P 500 Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	294
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.03%	Equity United States	17,079
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	85
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	15,808
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	176
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	104
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,772
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.23%	Equity United States Value	698
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,531
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.01%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	324
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	665
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	7,763
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	69
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,370
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	737
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	291
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	126
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,477
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,992
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	28,539
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,515
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,106
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.08%	Equity United States Social/Environmental	259
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	122
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	311
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	7,394
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	17
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	387
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,859
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,494
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	1,434
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	1,017
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	418
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.03%	Equity United States	20
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.06%	Equity United States Value	462
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,746
L&G Global Brands UCITS ETF USD Acc	0.12%	Equity World Fundamental/Quality Moat	40
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	1,308
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	866
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity United States Social/Environmental	1,074
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	731
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.25%	Equity United States Value	355
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	6
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.24%	Equity World Value	232
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	128
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,824
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.15%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.21%	Equity United States Multi-Factor Strategy	86
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,709
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.03%	Equity United States	1,345
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.03%	Equity United States	2,371
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	8,597
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	37,131
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,758
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	270
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	195
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	3,875
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,284
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	1
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity United States Social/Environmental	61
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.03%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	26,560
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	558
UBS Nasdaq-100 UCITS ETF USD acc	0.15%	Equity United States	164
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	43,834
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,418
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	1.77%	Equity United States Sector Strategy Value Climate Change	10
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	21
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)	0.66%	Equity United States Telecommunication	1,062
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,425
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,136
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,143
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	230
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	78
Invesco EQQQ Nasdaq-100 UCITS ETF	0.15%	Equity United States	10,679
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	96
iShares Edge MSCI USA Value Factor UCITS ETF	0.25%	Equity United States Value	4,273
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.45%	Equity United States Multi-Factor Strategy	101
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	62
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	14,434
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	104
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,873
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,174
Xtrackers MSCI USA ESG UCITS ETF 1D	0.08%	Equity United States Social/Environmental	294
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.09%	Equity World Social/Environmental Multi-Asset Strategy	57
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	521
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1
UBS Nasdaq-100 UCITS ETF USD dis	0.15%	Equity United States	19
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.04%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	976
State Street SPDR MSCI World Communication Services UCITS ETF USD	0.36%	Equity World Telecommunication	98
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	77
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	1,428
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,946
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.25%	Equity World Multi-Factor Strategy	689
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity World Social/Environmental	17
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States Social/Environmental	423
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	96
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,247
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	770
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D	1.11%	Equity United States Equal Weighted	37
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	38
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	337
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.02%	Equity United States Social/Environmental	1,115
Amundi Core Nasdaq-100 UCITS ETF Acc	0.15%	Equity United States	4
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	0.01%	Equity United States Technology Covered Call Alternative Investments	3
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0.15%	Equity United States	2,195
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	47
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.26%	Equity United States Social/Environmental	264
Leverage Shares 5x Long Nasdaq 100 ETP	0.48%	Equity United States	33
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	2
Xtrackers MSCI World Communication Services UCITS ETF 1C	0.41%	Equity World Telecommunication	498
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	0.64%	Equity United States	8
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.04%	Equity United States	624
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.04%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	482
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.03%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	-31.35%
1 month	-36.85%
3 months	-39.56%
6 months	-31.79%
1 year	-65.76%
3 years	-60.93%
5 years	-78.35%
Since inception (MAX)	-56.52%
2025	-44.14%
2024	-10.38%
2023	+9.85%
2022	-42.32%

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).