Charter Communications, Inc.

ISIN US16119P1084

WKN A2AJX9

Market cap (in EUR)

26,049 m

Country

United States

Sector

Telecommunications

Dividend yield

0.00%

Overview

Quote

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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	26,049 m
EPS, EUR	32.85
P/B ratio	1.8
P/E ratio	5.8
Dividend yield	0.00%

Income statement (2024)

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

What ETF is Charter Communications, Inc. in?

There are 314 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)	0.30%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	707
Xtrackers MSCI USA Screened UCITS ETF 1C	0.03%	Equity United States Social/Environmental	229
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.21%	Equity World Value	311
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	681
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	757
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI World Value UCITS ETF 1C	0.24%	Equity World Value	3,057
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.29%	Equity United States Value	101
SPDR S&P U.S. Communication Services Select Sector UCITS ETF USD	0.59%	Equity United States Telecommunication	230
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	13,624
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	48
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.13%	Equity United States Social/Environmental	367
SPDR S&P 500 UCITS ETF (Acc)	0.03%	Equity United States	11,772
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.14%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,322
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.10%	Equity United States Technology	639
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	1,697
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist)	0.14%	Equity United States Covered Call Alternative Investments	1
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	64
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	0.30%	Equity United States Fundamental/Quality	5
UBS MSCI USA Value UCITS ETF USD dis	0.06%	Equity United States Value	433
Amundi Core MSCI USA UCITS ETF Acc	0.03%	Equity United States	2,699
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	497
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.12%	Equity United States Social/Environmental	1,072
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.15%	Equity United States Equal Weighted	319
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	156
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	375
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.12%	Equity United States Social/Environmental	7
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,727
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.21%	Equity World Value Climate Change	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.05%	Equity World Multi-Factor Strategy	0
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	325
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.07%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.05%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	66
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,531
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.12%	Equity United States Social/Environmental	9,150
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,840
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.02%	Equity United States Covered Call Alternative Investments	25
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.10%	Equity World Social/Environmental	444
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.03%	Equity United States Social/Environmental Climate Change	159
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.03%	Equity United States Social/Environmental Climate Change	8
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.03%	Equity United States	582
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.02%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.15%	Equity United States Equal Weighted	211
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.03%	Equity United States	47
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,902
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	642
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,427
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental	329
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.23%	Equity World Value	214
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.07%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.14%	Equity United States Covered Call Alternative Investments	1
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	63
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.25%	Equity United States Equal Weighted	2,063
AXA IM NASDAQ 100 UCITS ETF USD Acc	0.15%	Equity United States Technology	1,610
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	17,745
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.10%	Equity World Social/Environmental Climate Change	253
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	480
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.10%	Equity United States Equal Weighted	679
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	24
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.18%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	896
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.03%	Equity United States Social/Environmental Climate Change	511
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.14%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.25%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	1,018
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	4
Xtrackers Nasdaq 100 UCITS ETF 1C	0.14%	Equity United States Technology	1,619
HSBC MSCI World UCITS ETF USD	0.02%	Equity World	12,697
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	259
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	961
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,477
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	60
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	93
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,385
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	167
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.03%	Equity United States Social/Environmental Climate Change	129
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	9,317
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	306
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	329
UBS MSCI World Selection UCITS ETF hEUR dis	0.04%	Equity World Social/Environmental	292
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	895
UBS MSCI World Selection UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	223
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
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.15%	Equity World Value	107
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	979
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.25%	Equity United States Equal Weighted	120
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	117
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.15%	Equity United States Equal Weighted	17
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	471
iShares Edge MSCI World Value Factor UCITS ETF	0.23%	Equity World Value	4,307
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.02%	Equity World	11,849
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.10%	Equity United States Technology	478
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.14%	Equity United States Buffer Alternative Investments	7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental	5,235
iShares Nasdaq 100 UCITS ETF (Acc)	0.14%	Equity United States Technology	19,177
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.13%	Equity United States Social/Environmental	464
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	0.80%	Equity United States Technology Equal Weighted	125
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	40
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	683
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.03%	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)	0.08%	Equity World Telecommunication Social/Environmental	82
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	344
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	111,710
Xtrackers MSCI USA Communication Services UCITS ETF 1D	0.53%	Equity United States Telecommunication	926
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	3,017
SPDR MSCI USA Value Weighted UCITS ETF	0.15%	Equity United States Value	158
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.14%	Equity United States Covered Call Alternative Investments	56
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	116,972
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	74
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	303
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	94
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.03%	Equity United States Social/Environmental Climate Change	67
L&G US Equity UCITS ETF	0.03%	Equity United States Social/Environmental	1,009
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	692
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.02%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	54
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	19,168
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	7,475
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)	0.13%	Equity World Multi-Factor Strategy	72
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	2,864
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.03%	Equity United States Social/Environmental Climate Change	12
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.05%	Equity World Multi-Factor Strategy	195
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.03%	Equity World	18
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	987
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.02%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.03%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	744
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	917
Xtrackers MSCI USA ESG UCITS ETF 1C	0.07%	Equity United States Social/Environmental	8,378
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,067
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	406
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	89
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	534
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.14%	Equity United States Buffer Alternative Investments	7
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.08%	Equity United States Social/Environmental Climate Change	426
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	5,829
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental Climate Change	44
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.30%	Equity United States Mid Cap	267
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.10%	Equity United States Technology	3,280
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.10%	Equity World Social/Environmental Climate Change	209
Invesco Nasdaq-100 ESG UCITS ETF Acc	0.10%	Equity United States Technology Social/Environmental	2,219
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	519
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.15%	Equity United States Equal Weighted	7,508
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	1.36%	Equity United States Sector Strategy Value Climate Change	10
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	144
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.08%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	6
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,810
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	814
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.10%	Equity World Social/Environmental	19
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.02%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,356
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.10%	Equity World Social/Environmental	1,941
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	330
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.15%	Equity United States Equal Weighted	373
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	399
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.14%	Equity United States Covered Call Alternative Investments	2,198
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.02%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.03%	Equity World	4,171
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.07%	Equity United States Social/Environmental	10
UBS MSCI USA Selection UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	2,160
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.04%	Equity World Social/Environmental Catholic principles	79
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	1,372
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)	0.03%	Equity United States	15,468
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.02%	Equity World	14,103
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States Equal Weighted	69
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.03%	Equity World	74
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,563
Invesco FTSE RAFI US 1000 UCITS ETF	0.10%	Equity United States Fundamental/Quality	586
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,168
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.02%	Equity United States Covered Call Alternative Investments	2
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.02%	Equity United States Covered Call Alternative Investments	230
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	672
HSBC S&P 500 UCITS ETF USD	0.03%	Equity United States	7,161
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.15%	Equity United States Equal Weighted	45
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.15%	Equity United States Equal Weighted	1,111
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	496
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	325
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	252
Xtrackers MSCI World Screened UCITS ETF 1D	0.02%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,031
UBS MSCI World Selection UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	45
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	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	26,312
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,085
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	965
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	133
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	135
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.10%	Equity United States Equal Weighted	288
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	7,180
HSBC MSCI World UCITS ETF CHF hedged	0.02%	Equity World	51
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	283
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	362
iShares MSCI World Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,761
Amundi Core MSCI World UCITS ETF USD Dist	0.02%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	291
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	145
Amundi Core MSCI USA UCITS ETF Dist	0.03%	Equity United States	772
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	620
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.03%	Equity United States	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	108
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.06%	Equity United States Value	257
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,530
L&G Global Brands UCITS ETF USD Acc	0.11%	Equity World Fundamental/Quality Moat	52
Xtrackers S&P 500 UCITS ETF 4C	0.03%	Equity United States	925
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.12%	Equity United States Social/Environmental	958
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.10%	Equity World Social/Environmental	806
UBS MSCI World Selection UCITS ETF USD acc	0.04%	Equity World Social/Environmental	653
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.24%	Equity United States Value	115
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.10%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.22%	Equity World Value	216
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity United States Social/Environmental	15
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	7,513
VanEck Morningstar US SMID Moat UCITS ETF A	0.32%	Equity United States Small Cap Moat	12
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.18%	Equity United States Multi-Factor Strategy	68
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,556
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.03%	Equity United States	1,270
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	8,184
SPDR S&P 500 EUR Hedged UCITS ETF	0.03%	Equity United States	2,489
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	27,971
HSBC MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	1,470
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	253
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	152
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,504
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,112
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.12%	Equity United States Social/Environmental	56
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	37
UBS Nasdaq-100 ESG Enhanced UCITS ETF USD acc	0.09%	Equity United States Technology Social/Environmental	2
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.03%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	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	22,108
HSBC S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	460
UBS Nasdaq-100 UCITS ETF USD acc	0.14%	Equity United States Technology	75
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	43,800
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,017
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	1.36%	Equity United States Sector Strategy Value Climate Change	5
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	4
iShares S&P 500 Communication Sector UCITS ETF USD (Acc)	0.59%	Equity United States Telecommunication	973
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.15%	Equity United States Equal Weighted	3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	831
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,927
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	73
Invesco EQQQ Nasdaq-100 UCITS ETF	0.10%	Equity United States Technology	9,729
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
iShares Edge MSCI USA Value Factor UCITS ETF	0.24%	Equity United States Value	2,523
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.25%	Equity United States Multi-Factor Strategy	89
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.03%	Equity United States	63
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	14,118
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,002
Xtrackers MSCI USA ESG UCITS ETF 1D	0.07%	Equity United States Social/Environmental	203
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	16,473
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.09%	Equity World Social/Environmental Multi-Asset Strategy	41
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	480
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1
UBS Nasdaq-100 UCITS ETF USD dis	0.14%	Equity United States Technology	9
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)	0.04%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,207
SPDR MSCI World Telecommunications UCITS ETF	0.34%	Equity World Telecommunication	118
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	29
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	913
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	2,634
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.13%	Equity World Multi-Factor Strategy	650
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.04%	Equity World Social/Environmental	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States Social/Environmental	535
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.02%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,211
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States Social/Environmental	944
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D	0.79%	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	43
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	271
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.02%	Equity United States Social/Environmental	1,345
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0.14%	Equity United States Technology	1,697
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	0.02%	Equity United States Social/Environmental Climate Change	2
Xtrackers MSCI World Communication Services UCITS ETF 1C	0.34%	Equity World Telecommunication	425
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	0.63%	Equity United States Technology	8
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.03%	Equity United States	525
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.03%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	453
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	+1.88%
1 month	+1.82%
3 months	-21.15%
6 months	-47.09%
1 year	-44.62%
3 years	-47.80%
5 years	-66.33%
Since inception (MAX)	-35.47%
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).