Comfort Systems USA

ISIN US1999081045

WKN 907784

Market cap (in EUR)

57,105 m

Country

United States

Sector

Industrials

Dividend yield

0.14%

Overview

Quote

Description

Comfort Systems USA, Inc. engages in the provision of mechanical and electrical contracting services. It operates through the Mechanical and Electrical Services segments. The Mechanical Services segment includes heating, ventilation, air conditioning, plumbing, piping, and controls, as well as off-site construction, monitoring, and fire protection. The Electrical services segment focuses on installation and servicing electrical systems. The company was founded by Alfred J. Giardinelli, Jr. And William George III on December 12, 1996 and is headquartered in Houston, TX.

Show more Show less

Industrials Industrial Services Facilities and Construction Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	57,105 m
EPS, EUR	29.90
P/B ratio	23.5
P/E ratio	54.2
Dividend yield	0.14%

Income statement (2025)

Revenue, EUR	8,068 m
Net income, EUR	906 m
Profit margin	11.23%

JPM Equity Premium Income Active ETFs

Upgrade your income.

Explore

Capital at risk

What ETF is Comfort Systems USA in?

There are 318 ETFs which contain Comfort Systems USA. All of these ETFs are listed in the table below. The ETF with the largest weighting of Comfort Systems USA is the Franklin ClearBridge US Smaller Companies UCITS ETF Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.16%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.07%	Equity World	954
Xtrackers MSCI USA Screened UCITS ETF 1C	0.10%	Equity United States Social/Environmental	709
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.18%	Equity United States Social/Environmental Climate Change	308
Invesco MSCI World Equal Weight UCITS ETF Acc	0.14%	Equity World Equal Weighted	1,295
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.04%	Equity World Social/Environmental	214
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.33%	Equity World Fundamental/Quality	4,616
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental	14,177
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.10%	Equity United States Social/Environmental	52
Amundi MSCI USA Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental	927
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.10%	Equity United States	44
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.11%	Equity United States	14,699
UBS Core MSCI World UCITS ETF USD dis	0.07%	Equity World	1,827
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.03%	Equity World Fundamental/Quality	12
CT QR Series Global Equity Active UCITS ETF USD Dist	0.32%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.13%	Equity World Equal Weighted	23
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States Social/Environmental	1,508
iShares MSCI ACWI UCITS ETF USD (Dist)	0.06%	Equity World	11
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity World Social/Environmental	85
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.19%	Equity United States Social/Environmental Climate Change	380
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.18%	Equity United States Social/Environmental Climate Change	1,319
Amundi Core MSCI USA UCITS ETF Acc	0.10%	Equity United States	3,472
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.07%	Equity World Social/Environmental	525
Franklin U.S. Equity UCITS ETF	0.40%	Equity United States Multi-Factor Strategy	64
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity United States Social/Environmental	1,012
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.18%	Equity United States Fundamental/Quality	35
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.16%	Equity United States Social/Environmental	1,331
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.25%	Equity United States Equal Weighted	370
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.22%	Equity United States Multi-Factor Strategy	130
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	615
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	214
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity United States Social/Environmental	48
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental	54
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.22%	Equity United States Social/Environmental	36
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.29%	Equity World Multi-Factor Strategy	3
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.16%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.05%	Equity World	90
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.70%	Equity World Momentum Climate Change	507
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.07%	Equity World	4,690
Xtrackers MSCI World ESG UCITS ETF 1C	0.15%	Equity World Social/Environmental	5,092
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity United States Social/Environmental	10,046
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	35
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.62%	Equity United States Growth	10
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.08%	Equity World Social/Environmental	541
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	1.04%	Equity United States Fundamental/Quality Climate Change	39
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.11%	Equity United States	423
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	0.23%	Equity United States Equal Weighted	266
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.11%	Equity United States	54
UBS MSCI ACWI Universal UCITS ETF USD dis	0.09%	Equity World Social/Environmental	2,180
Xtrackers MSCI World Quality UCITS ETF 1C	0.30%	Equity World Fundamental/Quality	2,469
WisdomTree Megatrends UCITS ETF USD	0.20%	Equity World Social/Environmental Innovation	55
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.17%	Equity United States Social/Environmental Climate Change	2,030
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	705
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.16%	Equity United States Multi-Factor Strategy	109
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	70
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.03%	Equity World Fundamental/Quality	2
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.26%	Equity United States	28
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.73%	Equity World Momentum	203
Xtrackers MSCI World Industrials UCITS ETF 1C	0.60%	Equity World Industrials	812
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.13%	Equity World Equal Weighted	36
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.30%	Equity World Dividend	3
UBS Core S&P 500 UCITS ETF hGBP dis	0.10%	Equity United States	64
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	1.04%	Equity United States Fundamental/Quality Climate Change	829
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	103
iShares Core S&P 500 UCITS ETF USD (Dist)	0.10%	Equity United States	18,414
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.10%	Equity United States Social/Environmental	397
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.27%	Equity World Low Volatility/Risk Weighted Climate Change	61
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.28%	Equity United States Equal Weighted	1,014
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.07%	Equity World Social/Environmental	59
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.14%	Equity United States Multi-Factor Strategy	2
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.24%	Equity World Social/Environmental	105
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.16%	Equity World Social/Environmental Climate Change	177
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.55%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.10%	Equity United States	1
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	1.04%	Equity United States Fundamental/Quality Climate Change	47
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.71%	Equity World Industrials Social/Environmental	104
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.16%	Equity United States Multi-Factor Strategy	27
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.18%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	13,012
UBS Core S&P 500 UCITS ETF hEUR acc	0.10%	Equity United States	221
CT QR Series Global Equity Active UCITS ETF USD Acc	0.32%	Equity World Fundamental/Quality	-
Amundi Russell 1000 Growth UCITS ETF Acc	0.20%	Equity United States Growth	540
Invesco MSCI World Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	241
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.03%	Equity World Fundamental/Quality	220
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.09%	Equity World Social/Environmental	65
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	1.19%	Equity United States Industrials	759
UBS Core MSCI World UCITS ETF hGBP dis	0.07%	Equity World	102
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.09%	Equity World Social/Environmental	1,374
Franklin ClearBridge US Smaller Companies UCITS ETF Acc	3.49%	Equity United States Small Cap	5
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.62%	Equity United States Growth	322
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	211
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.20%	Equity United States Social/Environmental Climate Change	318
Xtrackers MSCI USA UCITS ETF 1C	0.10%	Equity United States	10,687
Xtrackers MSCI World Momentum ESG UCITS ETF	0.69%	Equity World Momentum	256
UBS Core MSCI World UCITS ETF hEUR acc	0.07%	Equity World	787
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.10%	Equity United States	184
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.46%	Equity World Mid Cap	7
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.15%	Equity World Social/Environmental	1,025
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.05%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.11%	Equity World Social/Environmental	234
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.07%	Equity World	1,125
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.08%	Equity World Social/Environmental	423
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.25%	Equity United States Equal Weighted	22
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.10%	Equity United States	570
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States	84
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.11%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	13,328
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	5,354
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.51%	Equity United States Momentum	13
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.11%	Equity World Social/Environmental Climate Change	7
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.08%	Equity United States Social/Environmental	27
UBS Core MSCI USA UCITS ETF hGBP acc	0.10%	Equity United States	34
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.36%	Equity World Momentum	4,343
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.12%	Equity United States Social/Environmental Climate Change	8
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.07%	Equity World	455
iShares Core MSCI World UCITS ETF USD (Acc)	0.07%	Equity World	118,613
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.10%	Equity World Fundamental/Quality	4
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.10%	Equity United States	2,118
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental Climate Change	5
ODDO BHF US Equity Active UCITS ETF (Acc)	1.12%	Equity United States Social/Environmental	81
iShares Core S&P 500 UCITS ETF USD (Acc)	0.10%	Equity United States	125,396
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.11%	Equity North America Social/Environmental	236
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.08%	Equity World	751
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	62
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Social/Environmental	371
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	56
UBS Core MSCI USA UCITS ETF USD dis	0.10%	Equity United States	1,226
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.06%	Equity World	21,595
UBS MSCI USA Universal UCITS ETF USD acc	0.15%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.22%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.03%	Equity World Fundamental/Quality	619
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	13,120
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.16%	Equity United States Social/Environmental Climate Change	5
Xtrackers MSCI World Momentum UCITS ETF 1C	0.28%	Equity World Momentum	1,823
iShares MSCI USA UCITS ETF (Acc)	0.10%	Equity United States	4,025
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Multi-Factor Strategy	25
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.13%	Equity World	8
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	760
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Social/Environmental	251
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.27%	Equity World Low Volatility/Risk Weighted Climate Change	3
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.20%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	1.04%	Equity United States Fundamental/Quality Climate Change	39
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.16%	Equity United States Social/Environmental	104
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.07%	Equity World	10
First Trust SMID Rising Dividend Achievers UCITS ETF Class B USD DIST	1.87%	Equity United States Dividend	1
Xtrackers S&P 500 UCITS ETF 4D	0.11%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.07%	Equity World Social/Environmental	921
Amundi MSCI World Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,481
Xtrackers MSCI USA ESG UCITS ETF 1C	0.22%	Equity United States Social/Environmental	7,414
UBS Core S&P 500 UCITS ETF USD dis	0.10%	Equity United States	1,140
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.18%	Equity United States Fundamental/Quality	14
UBS Core S&P 500 UCITS ETF hCHF acc	0.10%	Equity United States	658
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.10%	Equity United States	587
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.11%	Equity United States Social/Environmental Climate Change	347
UBS Core MSCI World UCITS ETF USD acc	0.07%	Equity World	8,929
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.58%	Equity United States Mid Cap	248
iShares Core MSCI World UCITS ETF USD (Dist)	0.07%	Equity World	728
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	9,171
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.22%	Equity United States Social/Environmental	2,528
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	144
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.07%	Equity World Social/Environmental	4
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.18%	Equity United States Fundamental/Quality	174
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	23
UBS MSCI USA NSL UCITS ETF USD acc	0.10%	Equity United States	2,917
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.20%	Equity United States Social/Environmental Climate Change	20
HSBC MSCI USA Quality UCITS ETF USD	0.62%	Equity United States Fundamental/Quality	207
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.07%	Equity World	76
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.20%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.08%	Equity World Social/Environmental	26
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,403
Vanguard FTSE Developed World UCITS ETF Acc	0.07%	Equity World	5,327
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.12%	Equity United States	177
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	1,620
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	464
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	496
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	5,577
iShares Edge MSCI USA Quality Factor UCITS ETF	0.54%	Equity United States Fundamental/Quality	1,481
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.23%	Equity World Social/Environmental Catholic principles	100
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.11%	Equity United States Social/Environmental	1,395
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.11%	Equity United States	291
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.11%	Equity United States	17,482
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.12%	Equity United States	30
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.08%	Equity World	15,992
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.25%	Equity United States Equal Weighted	221
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.05%	Equity World	128
Vanguard FTSE Developed World UCITS ETF Distributing	0.07%	Equity World	3,899
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.16%	Equity World Islamic Investing	43
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.10%	Equity North America	2,600
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.62%	Equity United States Growth	1
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	338
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.09%	Equity World Social/Environmental	644
HSBC S&P 500 UCITS ETF USD	0.11%	Equity United States	7,967
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.18%	Equity United States Social/Environmental Climate Change	1,979
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	63
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,252
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.10%	Equity United States	667
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.07%	Equity World	390
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.08%	Equity World	298
Xtrackers MSCI World Screened UCITS ETF 1D	0.08%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.07%	Equity World	151
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	5,642
First Trust US Momentum UCITS ETF Class A USD ACC	0.41%	Equity United States Momentum	78
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	3,204
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.73%	Equity World Fundamental/Quality	173
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.10%	Equity United States	28,263
UBS Core MSCI USA UCITS ETF USD acc	0.10%	Equity United States	2,566
iShares MSCI World Screened UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental	1,106
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.22%	Equity United States Social/Environmental	252
State Street SPDR MSCI World Industrials UCITS ETF USD	0.63%	Equity World Industrials	183
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.28%	Equity United States Equal Weighted	326
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	53
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	7,474
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	83
Xtrackers MSCI World ESG UCITS ETF 1D	0.15%	Equity World Social/Environmental	21
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.23%	Equity World Mid Cap	389
iShares MSCI World Screened UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	5,050
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	1,513
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.09%	Equity World Social/Environmental	268
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	2,589
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.15%	Equity North America Social/Environmental Climate Change	498
Amundi Core MSCI USA UCITS ETF Dist	0.10%	Equity United States	1,022
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.10%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.10%	Equity United States	21
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.10%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.09%	Equity World Social/Environmental	109
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.10%	Equity North America	2,780
Xtrackers S&P 500 UCITS ETF 4C	0.11%	Equity United States	1,286
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	1,092
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	882
Xtrackers MSCI USA Industrials UCITS ETF 1D	1.13%	Equity United States Industrials	261
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.10%	Equity United States Social/Environmental	159
iShares MSCI World UCITS ETF (Dist)	0.07%	Equity World	7,854
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.14%	Equity United States Multi-Factor Strategy	88
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.07%	Equity World	1,708
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.10%	Equity United States	1,319
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.11%	Equity United States	2,383
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.10%	Equity United States	8,390
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.54%	Equity United States Fundamental/Quality	311
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.06%	Equity World	40,005
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,824
Xtrackers MSCI USA UCITS ETF 1D	0.10%	Equity United States	270
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.06%	Equity World Multi-Factor Strategy	201
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental	4,114
iShares MSCI North America UCITS ETF	0.10%	Equity North America	1,187
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.08%	Equity United States Social/Environmental	63
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.07%	Equity World	49
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	389
Invesco Global Enhanced Equity UCITS ETF Acc	0.29%	Equity World Multi-Factor Strategy	615
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.10%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.06%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.20%	Equity United States Growth	953
UBS Core MSCI World UCITS ETF hGBP acc	0.07%	Equity World	53
First Trust SMID Rising Dividend Achievers UCITS ETF Class A USD ACC	1.87%	Equity United States Dividend	312
iShares MSCI ACWI UCITS ETF USD (Acc)	0.06%	Equity World	27,994
HSBC S&P 500 UCITS ETF USD (Acc)	0.11%	Equity United States	618
iShares S&P 500 Industrials Sector UCITS ETF	1.19%	Equity United States Industrials	596
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.16%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.10%	Equity United States	43,781
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	1,530
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	26
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.25%	Equity United States Equal Weighted	3,774
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.06%	Equity World Multi-Factor Strategy	1,202
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.07%	Equity World	5,110
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.08%	Equity World Islamic Investing	932
Xtrackers FTSE All-World UCITS ETF 1C	0.07%	Equity World	21
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.18%	Equity United States Fundamental/Quality	567
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	244
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.10%	Equity United States	78
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.55%	Equity United States Multi-Factor Strategy	115
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.30%	Equity World Dividend	120
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.11%	Equity United States Social/Environmental	14,971
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.11%	Equity United States	65
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	102
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	2,829
State Street SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.31%	Equity United States Fundamental/Quality	730
Xtrackers MSCI USA ESG UCITS ETF 1D	0.22%	Equity United States Social/Environmental	294
Xtrackers MSCI World UCITS ETF 1C	0.07%	Equity World	18,689
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.29%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	3
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.07%	Equity World	520
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Multi-Asset Strategy	1,788
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.17%	Equity United States Social/Environmental	415
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.12%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	967
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.24%	Equity World Social/Environmental Catholic principles	155
UBS Core S&P 500 UCITS ETF USD acc	0.10%	Equity United States	1,487
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.10%	Equity United States Social/Environmental	410
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.09%	Equity World Social/Environmental	1,241
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.08%	Equity World Social/Environmental	96
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	690
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.09%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.11%	Equity United States Social/Environmental	700
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.15%	Equity North America Social/Environmental Climate Change	44
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.51%	Equity United States Momentum	494
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.12%	Equity United States Social/Environmental	1,130
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.10%	Equity United States	339
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.01%	Equity United States Technology Covered Call Alternative Investments	3
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.72%	Equity World Fundamental/Quality	60
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	56
Invesco US Enhanced Equity UCITS ETF Acc	0.16%	Equity United States Multi-Factor Strategy	84
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.20%	Equity United States Social/Environmental Climate Change	4
WisdomTree Tech Megatrends UCITS ETF USD Acc	0.58%	Equity World Technology Social/Environmental Innovation	8
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.11%	Equity United States	637
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.11%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	0.10%	Equity United States	481

Performance

Returns overview

YTD	+93.82%
1 month	-7.71%
3 months	+31.54%
6 months	+78.87%
1 year	+274.88%
3 years	+989.99%
5 years	-
Since inception (MAX)	+1,031.07%
2025	+110.03%
2024	+107.80%
2023	-
2022	-

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).