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Cummins, Inc.

ISIN US2310211063

WKN 853121

Market cap (in EUR)

41,391 m

Country

United States

Sector

Industrials

Dividend yield

2.09%

Overview

Quote

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Description

Cummins, Inc. engages in the design, manufacture, and distribution of diesel, natural gas, electric and hybrid powertrains and powertrain-related components including filtration, aftertreatment, turbochargers, fuel systems, valvetrain technologies, controls systems, air handling systems, automated transmissions, axles, drivelines, brakes, suspension systems, electric power generation systems, batteries, electrified power systems, hydrogen production technologies, and fuel cell products. It operates through the following segments: Engine, Distribution, Components, Power Systems, and Accelera. The Engine segment manufactures and markets diesel and natural gas-powered engines under the Cummins brand name, for the heavy- and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets. The Distribution segment includes power generation systems, high-horsepower engines, heavy-duty and medium-duty engines designed for on- and off-highway use, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair service. The Components segment supplies products including axles, drivelines, brakes and suspension systems for commercial diesel and natural gas applications, aftertreatment systems, turbochargers, fuel systems, valvetrain technologies, filtration products, automated transmissions, and electronics. The Power Systems segment engages in power generation, industrial, and generator technologies. The Accelera segment designs, manufactures, sells, and supports hydrogen production technologies, as well as electrified power systems, including battery, fuel cell, and electric powertrain technologies. The company was founded by Clessie Lyle Cummins and William Glanton Irwin on February 3, 1919 and is headquartered in Columbus, IN.

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Industrials Industrial Manufacturing Transportation Equipment Manufacturing United States

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Financials

Key metrics

Market capitalisation, EUR	41,391 m
EPS, EUR	18.72
P/B ratio	4.4
P/E ratio	17.3
Dividend yield	2.09%

Income statement (2024)

Revenue, EUR	31,526 m
Net income, EUR	3,648 m
Profit margin	11.57%

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What ETF is Cummins, Inc. in?

There are 364 ETFs which contain Cummins, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Cummins, Inc. is the L&G Hydrogen Economy UCITS ETF USD Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.28%	Equity United States Multi-Factor Strategy	8
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.14%	Equity World Fundamental/Quality	415
UBS Core MSCI World UCITS ETF hCHF acc	0.06%	Equity World	398
Xtrackers MSCI USA Screened UCITS ETF 1C	0.09%	Equity United States Social/Environmental	143
Xtrackers MSCI Global Circular Economy UCITS ETF 1C 1C	1.58%	Equity World Social/Environmental Circular Economy	4
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.60%	Equity World Value	263
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.36%	Equity United States Low Volatility/Risk Weighted	36
Deka MSCI USA Climate Change ESG UCITS ETF	0.01%	Equity United States Social/Environmental Climate Change	648
Invesco MSCI World Equal Weight UCITS ETF Acc	0.06%	Equity World Equal Weighted	444
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.19%	Equity World Fundamental/Quality	3,670
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.88%	Equity United States Value	116
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	9,850
BNP Paribas Easy Sustainable US UCITS ETF USD Acc	0.25%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.09%	Equity United States	49
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.20%	Equity United States Social/Environmental	343
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.13%	Equity United States Social/Environmental	496
SPDR S&P 500 UCITS ETF (Acc)	0.09%	Equity United States	8,781
Amundi Global Hydrogen UCITS ETF Acc	3.89%	Equity World Social/Environmental Hydrogen	66
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	931
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.14%	Equity World Fundamental/Quality	6
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	460
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	20
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	613
Amundi Global Gender Equality UCITS ETF Acc	0.65%	Equity World Social/Environmental Gender Equality	51
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity World Social/Environmental	43
Deka MSCI World Climate Change ESG UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	1,216
UBS MSCI USA Value UCITS ETF USD dis	0.18%	Equity United States Value	447
Amundi MSCI USA UCITS ETF Acc	0.09%	Equity United States	1,651
Franklin U.S. Equity UCITS ETF	0.30%	Equity United States Multi-Factor Strategy	37
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.09%	Equity United States Social/Environmental	385
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	584
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.18%	Equity United States Multi-Factor Strategy	155
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.09%	Equity United States	762
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	0.89%	Equity United States Dividend	600
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.40%	Equity United States Social/Environmental	1,072
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.09%	Equity United States Social/Environmental	4
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.43%	Equity United States Social/Environmental	29
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.15%	Equity United States Social/Environmental	32
HSBC MSCI USA ISLAMIC SCREENED UCITS ETF USD (Acc)	0.68%	Equity United States Social/Environmental Islamic Investing	11
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.13%	Equity World Social/Environmental	1,673
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.43%	Equity United States Social/Environmental	13
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.06%	Equity World	60
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.07%	Equity World	11
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,087
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.29%	Equity United States Alternative Investments	6
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.09%	Equity United States Social/Environmental	9,208
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.35%	Equity United States Social/Environmental	19
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.12%	Equity United States Social/Environmental Climate Change	155
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	386
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.87%	Equity United States Fundamental/Quality	32
UBS Global Gender Equality UCITS ETF USD dis	1.03%	Equity World Social/Environmental Gender Equality	38
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,010
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.09%	Equity United States	533
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.40%	Equity United States Social/Environmental	67
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	166
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.09%	Equity United States	37
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.40%	Equity United States Social/Environmental	11
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	1,958
Xtrackers MSCI World Quality UCITS ETF 1C 1C	0.19%	Equity World Fundamental/Quality	1,880
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	409
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,396
UBS Global Gender Equality UCITS ETF hUSD acc	1.03%	Equity World Social/Environmental Gender Equality	4
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.18%	Equity United States Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.28%	Equity United States Multi-Factor Strategy	85
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.14%	Equity World Fundamental/Quality	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	278
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.20%	Equity United States	39
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	2
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.26%	Equity World Social/Environmental	1,161
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.59%	Equity World Momentum	160
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.13%	Equity World Dividend	5,292
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.40%	Equity United States Social/Environmental	448
Xtrackers World Green Tech Innovators UCITS ETF 1C	0.14%	Equity World Social/Environmental Innovation	11
Xtrackers MSCI World Industrials UCITS ETF 1C	0.54%	Equity World Industrials	449
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.40%	Equity United States Social/Environmental	124
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	27
UBS Core S&P 500 UCITS ETF hGBP dis	0.09%	Equity United States	64
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.87%	Equity United States Fundamental/Quality	862
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.33%	Equity United States Equal Weighted	2,325
BNP Paribas Easy Sustainable US UCITS ETF EUR Acc	0.25%	Equity United States Social/Environmental	153
iShares Core S&P 500 UCITS ETF USD (Dist)	0.09%	Equity United States	16,607
BNP Paribas Easy ECPI Global ESG Hydrogen Economy UCITS ETF USD	1.98%	Equity World Social/Environmental Hydrogen	1
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.19%	Equity United States Equal Weighted	687
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.70%	Equity World Value	210
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.13%	Equity United States Social/Environmental	17
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.18%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.09%	Equity United States Multi-Factor Strategy	33
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.87%	Equity United States Fundamental/Quality	53
Amundi Prime Global UCITS ETF Acc	0.07%	Equity World	820
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	1.49%	Equity World Industrials Social/Environmental	55
Fidelity Global Quality Value UCITS ETF ACC-USD	0.35%	Equity World Multi-Factor Strategy	14
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.28%	Equity United States Multi-Factor Strategy	28
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.30%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	10,771
UBS Core S&P 500 UCITS ETF hEUR acc	0.09%	Equity United States	93
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.25%	Equity World Social/Environmental	3,927
L&G Global Equity UCITS ETF	0.06%	Equity World Social/Environmental	650
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.13%	Equity World Dividend	1,084
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.10%	Equity World Social/Environmental	230
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.14%	Equity World Fundamental/Quality	296
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	62
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	1.01%	Equity United States Industrials	360
UBS Core MSCI World UCITS ETF hGBP dis	0.06%	Equity World	69
Franklin Global Quality Dividend UCITS ETF	1.63%	Equity World Dividend	97
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.16%	Equity World Social/Environmental Climate Change	31
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,197
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.26%	Equity World Social/Environmental	293
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	20
Xtrackers MSCI USA UCITS ETF 1C	0.09%	Equity United States	8,950
WisdomTree Global Automotive Innovators UCITS ETF USD Unhedged Acc	2.27%	Equity World Automobile Social/Environmental Future Mobility	4
Xtrackers MSCI World Momentum ESG UCITS ETF	0.61%	Equity World Momentum	97
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.25%	Equity World Multi-Factor Strategy	233
UBS Core MSCI World UCITS ETF hEUR acc	0.06%	Equity World	126
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.09%	Equity United States	106
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.26%	Equity World Social/Environmental	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.12%	Equity World Social/Environmental	262
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.25%	Equity World Social/Environmental	1,469
UBS MSCI World Selection UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental	208
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.06%	Equity World	8
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	917
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	47
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	103
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.24%	Equity World Social/Environmental	94
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	2
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.09%	Equity United States	331
Amundi MSCI World UCITS ETF Acc	0.06%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.09%	Equity United States	341
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,710
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.20%	Equity United States Social/Environmental	710
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	20
UBS Core MSCI USA UCITS ETF hGBP acc	0.09%	Equity United States	49
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.15%	Equity World Momentum	2,653
UBS Global Gender Equality UCITS ETF USD acc	1.03%	Equity World Social/Environmental Gender Equality	94
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.06%	Equity World	446
iShares Core MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	94,580
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.43%	Equity United States Social/Environmental	534
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.09%	Equity United States	2,811
SPDR MSCI USA Value Weighted UCITS ETF	0.73%	Equity United States Value	122
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.40%	Equity North America Dividend	104
iShares Core S&P 500 UCITS ETF USD (Acc)	0.09%	Equity United States	103,608
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	0.60%	Equity World Dividend	193
L&G US Equity UCITS ETF	0.10%	Equity United States Social/Environmental	835
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	508
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.13%	Equity United States Social/Environmental	233
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.09%	Equity United States	1,053
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares	0.05%	Equity World	16,765
First Trust Value Line® Dividend Index UCITS ETF Acc	0.44%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.14%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.13%	Equity United States Social/Environmental	684
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.23%	Equity World Social/Environmental	566
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.15%	Equity United States Social/Environmental	3
iShares MSCI USA Momentum Factor Advanced UCITS ETF USD (Acc)	0.86%	Equity United States Momentum	5
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.14%	Equity World Fundamental/Quality	664
SPDR MSCI All Country World UCITS ETF (Acc)	0.06%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental Climate Change	4
Xtrackers MSCI World Momentum UCITS ETF 1C	0.15%	Equity World Momentum	1,427
iShares MSCI USA UCITS ETF (Acc)	0.09%	Equity United States	1,877
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental Islamic Investing	56
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.27%	Equity World Multi-Factor Strategy	174
Global X Hydrogen UCITS ETF USD Accumulating	1.91%	Equity World Social/Environmental Hydrogen	6
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	882
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.87%	Equity United States Fundamental/Quality	28
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.90%	Equity United States Value	4
Amundi S&P 500 Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental	3,924
Xtrackers MSCI World Screened UCITS ETF 1C	0.07%	Equity World Social/Environmental	67
UBS Core S&P 500 UCITS ETF USD dis	0.09%	Equity United States	744
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.30%	Equity United States Fundamental/Quality	17
UBS Core S&P 500 UCITS ETF hCHF acc	0.09%	Equity United States	332
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.09%	Equity United States	438
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	2,644
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.24%	Equity World Social/Environmental	98
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.13%	Equity United States Social/Environmental	228
iShares Core MSCI World UCITS ETF USD (Dist)	0.06%	Equity World	401
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,116
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.15%	Equity United States Social/Environmental	2,670
Invesco FTSE RAFI All World 3000 UCITS ETF	0.08%	Equity World Fundamental/Quality	90
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	1
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	-
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.30%	Equity United States Fundamental/Quality	132
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental	0
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.07%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.09%	Equity United States	2,546
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.36%	Equity United States Low Volatility/Risk Weighted	5
Amundi Prime All Country World UCITS ETF Acc	0.06%	Equity World	229
BNP Paribas Easy Sustainable US UCITS ETF EUR R Acc	0.25%	Equity United States Social/Environmental	305
UBS MSCI World UCITS ETF USD dis	0.07%	Equity World	1,253
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	4
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	3,947
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.10%	Equity United States	-
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,538
UBS Global Gender Equality UCITS ETF hGBP acc	1.03%	Equity World Social/Environmental Gender Equality	4
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.54%	Equity World Multi-Factor Strategy	1,240
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	379
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	362
L&G Hydrogen Economy UCITS ETF USD Acc	4.67%	Equity World Social/Environmental Hydrogen	310
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.09%	Equity World	2,579
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.23%	Equity World Social/Environmental	33
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	1,421
UBS MSCI USA Selection UCITS ETF USD acc	0.17%	Equity United States Social/Environmental	1,983
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	1,205
SPDR S&P 500 UCITS ETF (Dist)	0.09%	Equity United States	13,603
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.13%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.06%	Equity World	11,238
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	1
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.17%	Equity United States Social/Environmental	635
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.09%	Equity World	38
Deka MSCI World UCITS ETF Distribution	0.06%	Equity World	3,597
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,194
Invesco FTSE RAFI US 1000 UCITS ETF	0.11%	Equity United States Fundamental/Quality	469
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.40%	Equity United States Social/Environmental	276
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.23%	Equity World Social/Environmental	609
Vanguard FTSE North America UCITS ETF (USD) Accumulating Shares	0.08%	Equity North America	1,694
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.29%	Equity United States Alternative Investments	138
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	596
iShares MSCI World SRI UCITS ETF USD (Dist)	0.24%	Equity World Social/Environmental	1,334
HSBC S&P 500 UCITS ETF USD	0.09%	Equity United States	6,394
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	34
HSBC USA SCREENED EQUITY UCITS ETF USD	0.13%	Equity United States Social/Environmental	623
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	915
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.13%	Equity United States Social/Environmental	1,631
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.24%	Equity World Social/Environmental	50
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.09%	Equity United States	326
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.06%	Equity World	248
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	185
Xtrackers MSCI World Screened UCITS ETF 1D	0.07%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.06%	Equity World Social/Environmental	4,124
UBS Global Gender Equality UCITS ETF hEUR acc	1.03%	Equity World Social/Environmental Gender Equality	25
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.23%	Equity World Social/Environmental	32
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	76
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.17%	Equity United States Social/Environmental	188
Invesco FTSE All-World UCITS ETF Acc	0.07%	Equity World	1,463
UBS MSCI World Selection UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental	35
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.90%	Equity United States Value	17
Xtrackers MSCI World Quality ESG UCITS ETF 1C 1C	0.63%	Equity World Fundamental/Quality	132
Xtrackers MSCI World Climate Transition UCITS ETF	0.01%	Equity World Social/Environmental Climate Change	26
iShares MSCI World Islamic UCITS ETF	0.26%	Equity World Islamic Investing	676
Vanguard S&P 500 UCITS ETF (USD) Accumulating Shares	0.09%	Equity United States	21,525
UBS Core MSCI USA UCITS ETF USD acc	0.09%	Equity United States	1,693
iShares MSCI World Screened UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	716
Deka S&P 500 UCITS ETF	0.09%	Equity United States	80
SPDR MSCI World Industrials UCITS ETF	0.53%	Equity World Industrials	82
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	281
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	7,160
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	44
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.13%	Equity United States Social/Environmental	0
Amundi MSCI World UCITS ETF DR - USD (D)	0.06%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.06%	Equity World	1,453
iShares MSCI World Screened UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	3,890
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	281
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.23%	Equity World Social/Environmental	666
Amundi MSCI USA UCITS ETF Dist	0.09%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.02%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	0.09%	Equity United States	5
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.24%	Equity World Social/Environmental	432
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.25%	Equity World Multi-Factor Strategy	826
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	102
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.18%	Equity United States Value	156
Vanguard FTSE North America UCITS ETF Distributing	0.08%	Equity North America	2,157
Xtrackers S&P 500 UCITS ETF 4C	0.09%	Equity United States	285
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity United States Social/Environmental	857
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	704
UBS MSCI World Selection UCITS ETF USD acc	0.12%	Equity World Social/Environmental	450
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.96%	Equity United States Industrials	398
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.57%	Equity United States Value	93
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity United States Social/Environmental	4
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.23%	Equity World Social/Environmental	462
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.13%	Equity United States Social/Environmental	932
iShares MSCI World UCITS ETF (Dist)	0.06%	Equity World	6,983
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	55
Invesco S&P 500 QVM UCITS ETF	0.61%	Equity United States Multi-Factor Strategy	72
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.24%	Equity World Social/Environmental	6,591
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.06%	Equity World	1,229
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.40%	Equity United States Social/Environmental	399
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.09%	Equity United States	1,120
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.09%	Equity United States	7,236
SPDR S&P 500 EUR Hedged UCITS ETF	0.09%	Equity United States	1,353
iShares MSCI USA Islamic UCITS ETF	0.38%	Equity United States Islamic Investing	220
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares	0.05%	Equity World	20,191
Deka MSCI USA Large Cap UCITS ETF	0.10%	Equity United States Large Cap	113
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	934
Xtrackers MSCI USA UCITS ETF 1D	0.09%	Equity United States	230
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	98
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	3,932
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.43%	Equity United States Social/Environmental	56
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,099
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.09%	Equity United States Social/Environmental	45
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.06%	Equity World	47
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.16%	Equity World Social/Environmental	173
Invesco Global Enhanced Equity UCITS ETF Acc	0.13%	Equity World Multi-Factor Strategy	123
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	0.86%	Equity World Industrials Social/Environmental	11
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	0.60%	Equity World Dividend	1,006
UBS Global Gender Equality UCITS ETF hCHF acc	1.03%	Equity World Social/Environmental Gender Equality	55
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.08%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.06%	Equity World Social/Environmental	2
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.13%	Equity United States Social/Environmental	74
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	40
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.13%	Equity United States Social/Environmental	533
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	18,158
UBS Global Gender Equality UCITS ETF hCHF dis	1.03%	Equity World Social/Environmental Gender Equality	7
HSBC S&P 500 UCITS ETF USD (Acc)	0.09%	Equity United States	381
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	0.86%	Equity World Industrials Social/Environmental	342
iShares S&P 500 Industrials Sector UCITS ETF	1.02%	Equity United States Industrials	399
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.23%	Equity World Social/Environmental	315
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.28%	Equity United States Multi-Factor Strategy	30
Vanguard S&P 500 UCITS ETF (USD) Distributing Shares	0.09%	Equity United States	40,598
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	2
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,328
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	587
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.35%	Equity United States Social/Environmental	2,971
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.06%	Equity World	4,362
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.10%	Equity World Islamic Investing	832
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.17%	Equity United States Social/Environmental	4,357
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.30%	Equity United States Fundamental/Quality	436
Invesco FTSE All-World UCITS ETF Dist	0.07%	Equity World	135
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.08%	Equity United States	40
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.35%	Equity United States Social/Environmental	276
iShares Edge MSCI USA Value Factor UCITS ETF	0.57%	Equity United States Value	1,801
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.13%	Equity United States Social/Environmental	26
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	90
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.09%	Equity United States	52
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	10,765
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.90%	Equity United States Value	112
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.26%	Equity World Social/Environmental	134
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.43%	Equity United States Social/Environmental	11
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.13%	Equity United States Social/Environmental	181
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.07%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.06%	Equity World	14,476
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.13%	Equity World Multi-Factor Strategy	-
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.43%	Equity United States Social/Environmental	1
BNP Paribas Easy ECPI Global ESG Hydrogen Economy UCITS ETF EUR	1.98%	Equity World Social/Environmental Hydrogen	20
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.06%	Equity World	399
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.18%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.13%	Equity United States Social/Environmental	313
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.18%	Equity World Social/Environmental Climate Change	1,225
Amundi Prime All Country World UCITS ETF Dist	0.06%	Equity World	2,193
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,093
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.06%	Equity World Social/Environmental	69
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	139
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.16%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental	260
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.02%	Equity North America Social/Environmental Climate Change	26
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.54%	Equity World Multi-Factor Strategy	3
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.16%	Equity North America Social/Environmental	1,103
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.09%	Equity United States	229
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.62%	Equity World Fundamental/Quality	106
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.26%	Equity World Social/Environmental	166
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.07%	Equity World	7
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.40%	Equity United States Social/Environmental	29
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.09%	Equity World Social/Environmental	204
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.35%	Equity United States Social/Environmental	282
Franklin US Dividend Tilt UCITS ETF (Dis)	0.28%	Equity United States Dividend	2
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.09%	Equity United States	443
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.25%	Equity World Multi-Factor Strategy	43
Fidelity US Quality Value UCITS ETF ACC-USD	0.71%	Equity United States Multi-Factor Strategy	4
UBS MSCI USA UCITS ETF USD dis	0.09%	Equity United States	479
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.09%	Equity United States	4

Performance

Returns overview

YTD	-5.66%
1 month	+11.31%
3 months	+22.91%
6 months	-13.24%
1 year	+13.32%
3 years	+57.90%
5 years	+78.07%
Since inception (MAX)	+96.14%
2024	+46.07%
2023	-5.02%
2022	+23.36%
2021	-2.67%

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).