Charter Communications

ISIN US16119P1084

WKN A2AJX9

Market cap (in EUR)

15,862 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	15,862 m
EPS, EUR	31.95
P/B ratio	1.0
P/E ratio	3.6
Dividend yield	0.00%

Income statement (2025)

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

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Capital at risk

What ETF is Charter Communications in?

There are 335 ETFs which contain Charter Communications. All of these ETFs are listed in the table below. The ETF with the largest weighting of Charter Communications 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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	970
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	725
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.22%	Equity World Value	439
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	733
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,280
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	45
Xtrackers MSCI World Value UCITS ETF 1C	0.25%	Equity World Value	4,430
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.06%	Equity World Social/Environmental	217
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	253
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	14,452
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	942
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	44
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	14,948
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.15%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,841
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.15%	Equity United States	832
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	1,532
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	11
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0.15%	Equity United States Covered Call Alternative Investments	4
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	87
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	532
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	3,512
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	534
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity United States Social/Environmental	1,028
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	357
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.18%	Equity United States Multi-Factor Strategy	132
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	622
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity United States Social/Environmental	50
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	37
Amundi MSCI World ESG Selection UCITS ETF Acc	0.09%	Equity World Social/Environmental	1,760
JPMorgan US Value Equity Active 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	471
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	406
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	90
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,146
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity United States Social/Environmental	10,178
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	544
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.03%	Equity United States Social/Environmental Climate Change	14
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.01%	Equity United States Social/Environmental Climate Change	173
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	431
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	267
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	2,236
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,069
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	716
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	2
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	68
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.24%	Equity World Value	386
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.07%	Equity United States	28
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	224
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	2,243
BNP Paribas Easy II NASDAQ 100 UCITS ETF USD Acc	0.16%	Equity United States	2,459
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	18,756
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental Climate Change	292
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.04%	Equity World Social/Environmental Climate Change	447
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,005
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	59
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	1,103
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.03%	Equity United States Social/Environmental Climate Change	514
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	179
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.45%	Equity United States Multi-Factor Strategy	39
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	1,997
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	26
Xtrackers Nasdaq 100 UCITS ETF 1C	0.17%	Equity United States	1,970
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,196
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	225
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,307
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,246
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	245
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	65
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	103
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,415
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	81
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	215
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.03%	Equity United States Social/Environmental Climate Change	142
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	10,860
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	798
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	190
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.14%	Equity World Mid Cap	7
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	307
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	1,044
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	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.15%	Equity World Value	185
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,125
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	127
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	439
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	23
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	584
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	85
iShares Edge MSCI World Value Factor UCITS ETF	0.24%	Equity World Value	6,442
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	13,512
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.15%	Equity United States	608
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 Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	5,459
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.21%	Equity United States Social/Environmental	454
iShares Nasdaq 100 UCITS ETF (Acc)	0.15%	Equity United States	23,176
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	1.02%	Equity United States Equal Weighted	94
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.02%	Equity United States Social/Environmental	26
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	842
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.03%	Equity United States Social/Environmental Climate Change	9
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	6
iShares MSCI World Communication Services Sector Advanced UCITS ETF USD (Dist)	0.07%	Equity World Telecommunication Social/Environmental	124
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	120,798
Xtrackers MSCI USA Communication Services UCITS ETF 1D	0.65%	Equity United States Telecommunication	733
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	2,146
State Street SPDR MSCI USA Value UCITS ETF USD	0.15%	Equity United States Value	200
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.15%	Equity United States Covered Call Alternative Investments	111
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	127,512
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	94
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	241
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	131
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.03%	Equity United States Social/Environmental Climate Change	17
L&G US Equity UCITS ETF	0.03%	Equity United States Social/Environmental	1,298
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	762
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	57
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,250
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,817
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	70
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	13,058
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.10%	Equity World Social/Environmental	412
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	4,085
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	8
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	254
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	771
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	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	930
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,507
Xtrackers MSCI USA ESG UCITS ETF 1C	0.08%	Equity United States Social/Environmental	7,553
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,161
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	673
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	109
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	569
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.10%	Equity United States Social/Environmental Climate Change	354
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.05%	Equity United States Buffer Alternative Investments	7
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	9,057
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.15%	Equity United States Value	65
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental Climate Change	37
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	250
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.15%	Equity United States	3,793
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental Climate Change	486
Invesco Nasdaq-100 ESG UCITS ETF Acc	0.13%	Equity United States Social/Environmental	2,217
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	733
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	9,081
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,537
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	1.77%	Equity United States Sector Strategy Value Climate Change	10
Invesco RAFI All-World Fundamental Value UCITS ETF	0.10%	Equity World Value	215
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental	4
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	12
Invesco Global Buyback Achievers UCITS ETF	0.46%	Equity World Buyback	136
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	23
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,974
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.02%	Equity World	77
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,883
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.08%	Equity World Social/Environmental	27
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	1,426
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	5,381
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1,641
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	180
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active 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	466
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	502
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.15%	Equity United States Covered Call Alternative Investments	2,814
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity World Social/Environmental Climate Change	117
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	5,549
UBS MSCI USA Selection UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	2,338
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,404
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	295
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.03%	Equity United States	17,767
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	89
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	16,209
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	222
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.03%	Equity World	126
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,970
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.23%	Equity United States Value	729
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,654
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	337
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	668
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	8,101
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	64
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,260
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	655
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	295
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	136
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.02%	Equity World	144
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,727
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	3,231
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	43
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	28,744
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,618
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,125
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.08%	Equity United States Social/Environmental	257
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	179
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	328
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	7,616
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	84
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	21
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	390
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,139
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,533
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	271
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,625
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	1,040
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	439
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.03%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.03%	Equity United States	21
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.03%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	111
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.06%	Equity United States Value	477
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,828
L&G Global Brands UCITS ETF USD Acc	0.12%	Equity World Fundamental/Quality Moat	42
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	1,294
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	893
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity United States Social/Environmental	1,107
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	712
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.25%	Equity United States Value	415
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI World Value ESG UCITS ETF 1C	0.24%	Equity World Value	272
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	163
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,976
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.15%	Equity United States Value	3
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.21%	Equity United States Multi-Factor Strategy	89
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,733
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.03%	Equity United States	1,354
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.03%	Equity United States	2,426
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	8,589
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	40,215
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,846
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	273
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	201
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,178
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,287
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	17
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity United States Social/Environmental	64
JPMorgan BetaBuilders US Equity UCITS ETF USD (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	54
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	28,220
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	630
UBS Nasdaq-100 UCITS ETF USD acc	0.15%	Equity United States	335
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	44,527
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,529
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	1.77%	Equity United States Sector Strategy Value Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	25
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)	0.66%	Equity United States Telecommunication	1,104
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,679
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,208
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	5,190
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	244
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.03%	Equity United States	79
Invesco EQQQ Nasdaq-100 UCITS ETF	0.15%	Equity United States	11,538
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	98
iShares Edge MSCI USA Value Factor UCITS ETF	0.25%	Equity United States Value	4,271
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.45%	Equity United States Multi-Factor Strategy	104
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	65
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	15,247
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.02%	Equity World Social/Environmental	105
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,874
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,527
Xtrackers MSCI USA ESG UCITS ETF 1D	0.08%	Equity United States Social/Environmental	300
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.09%	Equity World Social/Environmental Multi-Asset Strategy	63
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	528
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	24
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	965
State Street SPDR MSCI World Communication Services UCITS ETF USD	0.36%	Equity World Telecommunication	96
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.04%	Equity World Social/Environmental Climate Change	78
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	1,514
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,220
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.25%	Equity World Multi-Factor Strategy	699
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	416
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	97
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,261
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	720
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D	1.11%	Equity United States Equal Weighted	40
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	39
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	348
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.02%	Equity United States Social/Environmental	1,130
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	2,054
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	57
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.26%	Equity United States Social/Environmental	268
Leverage Shares 5x Long Nasdaq 100 ETP	0.48%	Equity United States	30
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	443
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	649
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	490
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.03%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	-34.38%
1 month	-11.03%
3 months	-38.89%
6 months	-34.42%
1 year	-65.24%
3 years	-61.44%
5 years	-78.89%
Since inception (MAX)	-58.44%
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).