Comfort Systems USA

ISIN US1999081045

WKN 907784

Market cap (in EUR)

55,728 m

Country

United States

Sector

Industrials

Dividend yield

0.12%

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.

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Industrials Industrial Services Facilities and Construction Services United States

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Financials

Key metrics

Market capitalisation, EUR	55,728 m
EPS, EUR	29.90
P/B ratio	22.9
P/E ratio	53.0
Dividend yield	0.12%

Income statement (2025)

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

What ETF is Comfort Systems USA in?

There are 310 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	0.13%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	978
Xtrackers MSCI USA Screened UCITS ETF 1C	0.09%	Equity United States Social/Environmental	638
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental Climate Change	318
Invesco MSCI World Equal Weight UCITS ETF Acc	0.12%	Equity World Equal Weighted	1,246
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.04%	Equity World Social/Environmental	205
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.26%	Equity World Fundamental/Quality	4,428
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental	14,496
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.09%	Equity United States Social/Environmental	56
Amundi MSCI USA Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental	846
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.08%	Equity United States	50
Jupiter Origin Global Smaller Companies Active UCITS ETF (Acc)	0.09%	Equity World Small Cap	17
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.09%	Equity United States	15,235
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,807
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	0.28%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental	1,556
iShares MSCI ACWI UCITS ETF USD (Dist)	0.05%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	86
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	1,374
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.16%	Equity United States Social/Environmental Climate Change	383
Amundi Core MSCI USA UCITS ETF Acc	0.09%	Equity United States	3,280
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.06%	Equity World Social/Environmental	531
Franklin U.S. Equity UCITS ETF	0.33%	Equity United States Multi-Factor Strategy	61
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.09%	Equity United States Social/Environmental	1,036
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.16%	Equity United States Fundamental/Quality	32
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.13%	Equity United States Social/Environmental	1,313
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	359
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.20%	Equity United States Multi-Factor Strategy	117
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	587
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.03%	Equity World Multi-Factor Strategy	228
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.09%	Equity United States Social/Environmental	47
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	53
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.20%	Equity United States Social/Environmental	37
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.25%	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	0.13%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	89
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.61%	Equity World Momentum Climate Change	614
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	50
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,821
Xtrackers MSCI World ESG UCITS ETF 1C	0.13%	Equity World Social/Environmental	5,213
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.09%	Equity United States Social/Environmental	10,018
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)	0.53%	Equity United States Growth	10
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	542
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.86%	Equity United States Fundamental/Quality Climate Change	37
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.09%	Equity United States	430
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.01%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.18%	Equity United States Equal Weighted	257
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.09%	Equity United States	55
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	2,270
Xtrackers MSCI World Quality UCITS ETF 1C	0.24%	Equity World Fundamental/Quality	2,425
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.15%	Equity United States Social/Environmental Climate Change	2,081
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	730
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.13%	Equity United States Multi-Factor Strategy	108
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	68
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.03%	Equity World Fundamental/Quality	3
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.23%	Equity United States	27
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.59%	Equity World Momentum	206
Xtrackers MSCI World Industrials UCITS ETF 1C	0.48%	Equity World Industrials	866
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
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	0.08%	Equity United States	66
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.86%	Equity United States Fundamental/Quality Climate Change	831
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	104
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.09%	Equity United States Social/Environmental	399
iShares Core S&P 500 UCITS ETF USD (Dist)	0.09%	Equity United States	18,700
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.23%	Equity World Low Volatility/Risk Weighted Climate Change	61
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.24%	Equity United States Equal Weighted	991
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.05%	Equity World Social/Environmental	59
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.12%	Equity United States Multi-Factor Strategy	2
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.19%	Equity World Social/Environmental	104
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.14%	Equity World Social/Environmental Climate Change	138
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.64%	Equity United States Multi-Factor Strategy	38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.09%	Equity United States	1
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.86%	Equity United States Fundamental/Quality Climate Change	47
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.59%	Equity World Industrials Social/Environmental	105
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.13%	Equity United States Multi-Factor Strategy	27
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.14%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	13,125
UBS Core S&P 500 UCITS ETF hEUR acc	0.08%	Equity United States	220
CT QR Series Global Equity Active UCITS ETF USD Acc	0.28%	Equity World Fundamental/Quality	-
Amundi Russell 1000 Growth UCITS ETF Acc	0.18%	Equity United States Growth	585
Invesco MSCI World Universal Screened UCITS ETF Acc	0.08%	Equity World Social/Environmental	244
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.03%	Equity World Fundamental/Quality	221
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	48
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.96%	Equity United States Industrials	712
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	101
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,424
Franklin ClearBridge US Smaller Companies UCITS ETF Acc	3.50%	Equity United States Small Cap	5
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.53%	Equity United States Growth	344
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	198
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.16%	Equity United States Social/Environmental Climate Change	323
Xtrackers MSCI USA UCITS ETF 1C	0.08%	Equity United States	10,645
Xtrackers MSCI World Momentum ESG UCITS ETF	0.59%	Equity World Momentum	221
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	1.18%	Equity World Multi-Factor Strategy	364
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	809
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.08%	Equity United States	190
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.39%	Equity World Mid Cap	6
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.13%	Equity World Social/Environmental	1,045
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.09%	Equity World Social/Environmental	231
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.19%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	1,119
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	457
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	22
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.08%	Equity United States	578
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States	81
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.09%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.07%	Equity World	13,358
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,414
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.46%	Equity United States Momentum	13
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	7
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.09%	Equity United States Social/Environmental	23
UBS Core MSCI USA UCITS ETF hGBP acc	0.08%	Equity United States	35
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.26%	Equity World Momentum	4,299
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.10%	Equity United States Social/Environmental Climate Change	9
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	458
iShares Core MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	120,075
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.08%	Equity World Fundamental/Quality	3
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.09%	Equity United States	2,161
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	5
ODDO BHF US Equity Active UCITS ETF (Acc)	0.79%	Equity United States Social/Environmental	79
iShares Core S&P 500 UCITS ETF USD (Acc)	0.09%	Equity United States	126,399
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.09%	Equity North America Social/Environmental	241
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	742
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.07%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,231
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	21,525
UBS MSCI USA Universal UCITS ETF USD acc	0.12%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.20%	Equity United States Social/Environmental	5
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.03%	Equity World Fundamental/Quality	621
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	10,970
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental Climate Change	5
Xtrackers MSCI World Momentum UCITS ETF 1C	0.24%	Equity World Momentum	1,809
iShares MSCI USA UCITS ETF (Acc)	0.08%	Equity United States	4,025
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.05%	Equity World Multi-Factor Strategy	26
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.10%	Equity World	30
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.07%	Equity World Social/Environmental	255
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	750
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.23%	Equity World Low Volatility/Risk Weighted Climate Change	3
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.16%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.86%	Equity United States Fundamental/Quality Climate Change	39
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.13%	Equity United States Social/Environmental	78
First Trust SMID Rising Dividend Achievers UCITS ETF Class B USD DIST	1.51%	Equity United States Dividend	1
Xtrackers S&P 500 UCITS ETF 4D	0.09%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.06%	Equity World Social/Environmental	875
Amundi MSCI World Screened UCITS ETF Acc	0.07%	Equity World Social/Environmental	1,442
Xtrackers MSCI USA ESG UCITS ETF 1C	0.19%	Equity United States Social/Environmental	7,289
UBS Core S&P 500 UCITS ETF USD dis	0.08%	Equity United States	1,161
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.14%	Equity United States Fundamental/Quality	27
UBS Core S&P 500 UCITS ETF hCHF acc	0.08%	Equity United States	635
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.08%	Equity United States	567
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.09%	Equity United States Social/Environmental Climate Change	371
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	8,595
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.47%	Equity United States Mid Cap	272
iShares Core MSCI World UCITS ETF USD (Dist)	0.06%	Equity World	701
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.18%	Equity United States Equal Weighted	8,802
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.20%	Equity United States Social/Environmental	2,644
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	179
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.13%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	3
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.14%	Equity United States Fundamental/Quality	161
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	22
UBS MSCI USA NSL UCITS ETF USD acc	0.09%	Equity United States	2,954
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.16%	Equity United States Social/Environmental Climate Change	38
HSBC MSCI USA Quality UCITS ETF USD	0.50%	Equity United States Fundamental/Quality	344
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.16%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	26
UBS MSCI World UCITS ETF USD dis	0.06%	Equity World	1,429
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	5,776
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.10%	Equity United States	184
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,633
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.18%	Equity United States Equal Weighted	454
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	485
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	5,248
iShares Edge MSCI USA Quality Factor UCITS ETF	0.44%	Equity United States Fundamental/Quality	1,533
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.22%	Equity World Social/Environmental Catholic principles	101
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	1,378
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.09%	Equity United States	298
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.09%	Equity United States	17,546
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.06%	Equity World	16,057
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	179
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	107
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,852
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.14%	Equity World Islamic Investing	43
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.08%	Equity North America	2,599
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.53%	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	19
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	330
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	666
HSBC S&P 500 UCITS ETF USD	0.09%	Equity United States	7,928
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.17%	Equity United States Social/Environmental Climate Change	2,050
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.18%	Equity United States Equal Weighted	64
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.18%	Equity United States Equal Weighted	1,305
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.08%	Equity United States	734
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	390
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	293
Xtrackers MSCI World Screened UCITS ETF 1D	0.07%	Equity World Social/Environmental	128
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,527
First Trust US Momentum UCITS ETF Class A USD ACC	0.33%	Equity United States Momentum	78
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	3,091
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.60%	Equity World Fundamental/Quality	174
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.08%	Equity World Social/Environmental Climate Change	21
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.09%	Equity United States	29,304
UBS Core MSCI USA UCITS ETF USD acc	0.08%	Equity United States	2,613
iShares MSCI World Screened UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental	1,122
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.19%	Equity United States Social/Environmental	261
State Street SPDR MSCI World Industrials UCITS ETF USD	0.52%	Equity World Industrials	185
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.24%	Equity United States Equal Weighted	323
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	7,561
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	83
Xtrackers MSCI World ESG UCITS ETF 1D	0.13%	Equity World Social/Environmental	17
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.18%	Equity World Mid Cap	389
iShares MSCI World Screened UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	4,902
Amundi Core MSCI World UCITS ETF USD Dist	0.07%	Equity World	1,525
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	2,131
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.14%	Equity North America Social/Environmental Climate Change	429
Amundi Core MSCI USA UCITS ETF Dist	0.09%	Equity United States	1,035
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.09%	Equity United States	19
Invesco Global Active ESG Equity UCITS ETF Acc	1.18%	Equity World Multi-Factor Strategy	1,803
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	110
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.08%	Equity North America	2,804
Xtrackers S&P 500 UCITS ETF 4C	0.09%	Equity United States	1,336
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.09%	Equity United States Social/Environmental	1,091
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	879
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.91%	Equity United States Industrials	302
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity United States Social/Environmental	136
iShares MSCI World UCITS ETF (Dist)	0.06%	Equity World	7,948
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.12%	Equity United States Multi-Factor Strategy	88
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.06%	Equity World	1,728
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.09%	Equity United States	1,356
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.09%	Equity United States	8,650
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.09%	Equity United States	2,416
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.44%	Equity United States Fundamental/Quality	309
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	38,398
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,832
Xtrackers MSCI USA UCITS ETF 1D	0.08%	Equity United States	274
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	197
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental	3,962
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,306
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.09%	Equity United States Social/Environmental	62
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	48
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	407
Invesco Global Enhanced Equity UCITS ETF Acc	0.25%	Equity World Multi-Factor Strategy	575
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.09%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.16%	Equity United States Growth	934
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	49
First Trust SMID Rising Dividend Achievers UCITS ETF Class A USD ACC	1.51%	Equity United States Dividend	311
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	27,227
HSBC S&P 500 UCITS ETF USD (Acc)	0.09%	Equity United States	609
iShares S&P 500 Industrials Sector UCITS ETF	0.96%	Equity United States Industrials	597
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.13%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.09%	Equity United States	44,623
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,446
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	20
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,493
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	1,160
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.06%	Equity World	5,109
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.07%	Equity World Islamic Investing	942
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.14%	Equity United States Fundamental/Quality	568
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	237
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.09%	Equity United States	79
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.64%	Equity United States Multi-Factor Strategy	102
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.30%	Equity World Dividend	116
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	14,695
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.09%	Equity United States	62
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	105
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2,956
Xtrackers MSCI USA ESG UCITS ETF 1D	0.19%	Equity United States Social/Environmental	298
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	18,793
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.25%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	3
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.06%	Equity World	526
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.12%	Equity World Social/Environmental Multi-Asset Strategy	1,680
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.10%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.14%	Equity World Social/Environmental Climate Change	996
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.21%	Equity World Social/Environmental Catholic principles	164
UBS Core S&P 500 UCITS ETF USD acc	0.08%	Equity United States	1,455
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.08%	Equity United States Social/Environmental	425
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,258
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.07%	Equity World Social/Environmental	98
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	698
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental	771
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.14%	Equity North America Social/Environmental Climate Change	39
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.46%	Equity United States Momentum	519
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.10%	Equity United States Social/Environmental	1,137
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.08%	Equity United States	343
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)	0.59%	Equity World Fundamental/Quality	60
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	49
Invesco US Enhanced Equity UCITS ETF Acc	0.15%	Equity United States Multi-Factor Strategy	75
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.16%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.09%	Equity United States	635
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	1.18%	Equity World Multi-Factor Strategy	148
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.09%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	0.08%	Equity United States	489

Performance

Returns overview

YTD	+92.00%
1 month	+6.73%
3 months	+25.54%
6 months	+99.14%
1 year	+294.26%
3 years	-
5 years	-
Since inception (MAX)	+1,020.45%
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).