Charter Communications, Inc.

ISIN US16119P1084

WKN A2AJX9

Market cap (in EUR)

25,511 m

Country

United States

Sector

Telecommunications

Dividend yield

0.00%

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Overview

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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	25,511 m
EPS, EUR	32.85
P/B ratio	1.7
P/E ratio	5.6
Dividend yield	0.00%

Income statement (2024)

Revenue, EUR	50,925 m
Net income, EUR	4,699 m
Profit margin	9.23%

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What ETF is Charter Communications, Inc. in?

There are 315 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)	0.28%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	664
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	214
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	666
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	683
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.16%	Equity World Value	2,750
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	10
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.06%	Equity World Social/Environmental Climate Change	24
SPDR S&P U.S. Communication Services Select Sector UCITS ETF USD	0.70%	Equity United States Telecommunication	228
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	13,492
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Amundi MSCI USA Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	-
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	49
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.15%	Equity United States Social/Environmental	343
SPDR S&P 500 UCITS ETF (Acc)	0.04%	Equity United States	11,279
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,248
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.16%	Equity United States Technology	630
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	1,626
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	33
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	420
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,498
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	485
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.15%	Equity United States Social/Environmental	1,043
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.17%	Equity United States Equal Weighted	303
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	167
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	333
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.15%	Equity United States Social/Environmental	7
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	36
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,673
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.25%	Equity World Value Climate Change	-
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	328
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.07%	Equity United States Social/Environmental Multi-Asset Strategy	22
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.07%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	65
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	29
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.15%	Equity United States Social/Environmental	9,162
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,846
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.02%	Equity United States Covered Call Alternative Investments	15
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.14%	Equity United States Social/Environmental Climate Change	8
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.11%	Equity World Social/Environmental	427
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.05%	Equity United States Social/Environmental Climate Change	164
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.05%	Equity United States	572
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	196
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.05%	Equity United States	47
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,897
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	680
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,396
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	320
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.13%	Equity World Value	170
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.08%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
UBS Core S&P 500 UCITS ETF hGBP dis	0.04%	Equity United States	61
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.29%	Equity United States Equal Weighted	2,020
AXA IM NASDAQ 100 UCITS ETF USD Acc	0.18%	Equity United States Technology	1,547
iShares Core S&P 500 UCITS ETF USD (Dist)	0.04%	Equity United States	17,444
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.12%	Equity World Social/Environmental Climate Change	259
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	487
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.05%	Equity World Low Volatility/Risk Weighted Climate Change	58
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	599
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.21%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	860
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.14%	Equity United States Social/Environmental Climate Change	531
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.30%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.04%	Equity World Multi-Factor Strategy	9
Xtrackers Nasdaq 100 UCITS ETF 1C	0.20%	Equity United States Technology	1,628
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,506
UBS Core S&P 500 UCITS ETF hEUR acc	0.04%	Equity United States	254
SPDR MSCI USA Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.03%	Equity United States Social/Environmental Climate Change	1
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	943
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	1,466
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	203
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,359
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	165
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.14%	Equity United States Social/Environmental Climate Change	125
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	9,294
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	279
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	325
UBS MSCI World Selection UCITS ETF hEUR dis	0.05%	Equity World Social/Environmental	284
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	848
UBS MSCI World Selection UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	215
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	949
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.29%	Equity United States Equal Weighted	107
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.17%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	462
iShares Edge MSCI World Value Factor UCITS ETF	0.13%	Equity World Value	3,917
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	8,682
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.16%	Equity United States Technology	465
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	5,201
iShares Nasdaq 100 UCITS ETF (Acc)	0.16%	Equity United States Technology	19,087
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.15%	Equity United States Social/Environmental	710
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	0.86%	Equity United States Technology Equal Weighted	125
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	44
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	646
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.05%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
Leverage Shares -5x Short Nasdaq 100 ETP	0.48%	Equity United States Technology	6
iShares MSCI World Communication Services Sector Advanced UCITS ETF USD (Dist)	0.09%	Equity World Telecommunication Social/Environmental	91
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	107,938
Xtrackers MSCI USA Communication Services UCITS ETF 1D	0.72%	Equity United States Telecommunication	931
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	2,981
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.16%	Equity United States Covered Call Alternative Investments	52
iShares Core S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	114,527
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.04%	Equity North America Social/Environmental	313
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.14%	Equity United States Social/Environmental Climate Change	66
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	104
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,051
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	628
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	52
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.03%	Equity United States Social/Environmental Climate Change	34
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,652
UBS MSCI USA Universal UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.03%	Equity World	6,817
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Multi-Factor Strategy	75
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,684
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.05%	Equity United States Social/Environmental Climate Change	18
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.06%	Equity World Multi-Factor Strategy	184
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	5
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	179
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	954
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.05%	Equity World Low Volatility/Risk Weighted Climate Change	4
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	0.05%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	706
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.04%	Equity World Social/Environmental Climate Change	5
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	-
Xtrackers MSCI USA ESG UCITS ETF 1C	0.09%	Equity United States Social/Environmental	8,171
UBS Core S&P 500 UCITS ETF USD dis	0.04%	Equity United States	1,045
UBS Core S&P 500 UCITS ETF hCHF acc	0.04%	Equity United States	478
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	505
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.09%	Equity United States Social/Environmental Climate Change	417
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	4,839
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.12%	Equity World Social/Environmental Climate Change	43
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.16%	Equity United States Technology	3,381
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.12%	Equity World Social/Environmental Climate Change	191
Invesco Nasdaq-100 ESG UCITS ETF Acc	0.14%	Equity United States Technology Social/Environmental	2,172
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	410
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,349
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,844
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	1.46%	Equity United States Sector Strategy Value Climate Change	11
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	126
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	6
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	2,751
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	0.23%	Equity United States Social/Environmental	5
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	485
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.11%	Equity World Social/Environmental	17
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	0.03%	Equity World	1,335
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,713
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	1,673
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.05%	Equity United States	322
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.12%	Equity World Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	377
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	459
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.16%	Equity United States Covered Call Alternative Investments	2,113
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	37
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.03%	Equity World	3,868
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.09%	Equity United States Social/Environmental	10
UBS MSCI USA Selection UCITS ETF USD acc	0.07%	Equity United States Social/Environmental	2,223
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	81
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,364
Franklin S&P 500 Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.04%	Equity United States	15,202
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.03%	Equity World	13,267
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Equal Weighted	39
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.03%	Equity World	67
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,507
Invesco FTSE RAFI US 1000 UCITS ETF	0.13%	Equity United States Fundamental/Quality	565
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,028
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.02%	Equity United States Covered Call Alternative Investments	215
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	666
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	7,085
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	34
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	800
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	470
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	242
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,831
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,057
UBS MSCI World Selection UCITS ETF hEUR acc	0.05%	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	0.03%	Equity World Social/Environmental Climate Change	29
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.04%	Equity United States	25,356
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,062
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	876
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.09%	Equity United States Social/Environmental	130
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	131
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	282
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	7,169
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	48
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	287
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,427
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	286
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	5
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	163
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	106
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	227
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,471
L&G Global Brands UCITS ETF USD Acc	0.14%	Equity World Fundamental/Quality Moat	52
Xtrackers S&P 500 UCITS ETF 4C	0.05%	Equity United States	907
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.15%	Equity United States Social/Environmental	936
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	763
UBS MSCI World Selection UCITS ETF USD acc	0.05%	Equity World Social/Environmental	709
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.12%	Equity World Social/Environmental Climate Change	1
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.10%	Equity United States Value	109
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.30%	Equity World Value	197
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	90
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,397
VanEck Morningstar US SMID Moat UCITS ETF A	0.38%	Equity United States Small Cap Moat	11
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.21%	Equity United States Multi-Factor Strategy	68
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,483
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,227
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.04%	Equity United States	7,769
SPDR S&P 500 EUR Hedged UCITS ETF	0.04%	Equity United States	2,314
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	26,003
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,409
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	244
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	140
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,482
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,106
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.15%	Equity United States Social/Environmental	51
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	0
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	242
UBS Nasdaq-100 ESG Enhanced UCITS ETF USD acc	0.10%	Equity United States Technology Social/Environmental	2
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.04%	Equity United States	2
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	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,039
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	450
UBS Nasdaq-100 UCITS ETF USD acc	0.16%	Equity United States Technology	29
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.04%	Equity United States	43,079
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	938
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	1.46%	Equity United States Sector Strategy Value Climate Change	5
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	1
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)	0.66%	Equity United States Telecommunication	710
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.17%	Equity United States Equal Weighted	3,101
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	753
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,667
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	178
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.04%	Equity United States	72
Invesco EQQQ Nasdaq-100 UCITS ETF	0.16%	Equity United States Technology	9,783
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	84
iShares Edge MSCI USA Value Factor UCITS ETF	0.10%	Equity United States Value	2,236
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.30%	Equity United States Multi-Factor Strategy	88
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.05%	Equity United States	61
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	13,767
JPMorgan Active US Equity UCITS ETF USD (dist)	0.23%	Equity United States Social/Environmental	7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,339
Xtrackers MSCI USA ESG UCITS ETF 1D	0.09%	Equity United States Social/Environmental	197
JPMorgan Active US Equity UCITS ETF USD (acc)	0.23%	Equity United States Social/Environmental	48
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	0
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.09%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	450
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental	1
UBS Nasdaq-100 UCITS ETF USD dis	0.16%	Equity United States Technology	8
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.05%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,225
SPDR MSCI World Telecommunications UCITS ETF	0.38%	Equity World Telecommunication	117
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	29
UBS Core S&P 500 UCITS ETF USD acc	0.04%	Equity United States	885
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,193
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.15%	Equity World Multi-Factor Strategy	629
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.06%	Equity World Social/Environmental	15
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Social/Environmental	520
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	78
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,206
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	874
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D	0.58%	Equity United States Technology Equal Weighted	32
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	26
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	256
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.02%	Equity United States Social/Environmental	1,349
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0.16%	Equity United States Technology	1,799
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	13
Leverage Shares 5x Long Nasdaq 100 ETP	0.48%	Equity United States Technology	32
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	1
Xtrackers MSCI World Communication Services UCITS ETF 1C	0.45%	Equity World Telecommunication	411
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	0.71%	Equity United States Technology	8
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.05%	Equity United States	519
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.14%	Equity United States Social/Environmental Climate Change	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.04%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	457

Performance

Returns overview

YTD	-44.10%
1 month	-7.59%
3 months	-20.77%
6 months	-47.00%
1 year	-46.29%
3 years	-50.36%
5 years	-68.02%
Since inception (MAX)	-36.62%
2024	-10.38%
2023	+9.85%
2022	-42.32%
2021	-1.25%

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).