EMCOR Group

ISIN US29084Q1004

WKN 898814

Market cap (in EUR)

30,582 m

Country

United States

Sector

Industrials

Dividend yield

0.14%

Overview

Quote

Description

EMCOR Group, Inc. engages in the provision of electrical and mechanical construction, and facilities services. It operates through the following segments: United States Electrical Construction and Facilities Services, United States Mechanical Construction and Facilities Services, United States Building Services, United States Industrial Services, and United Kingdom Building Services. The United States Electrical Construction and Facilities Services segment offers systems for electrical power transmission and distribution. The United States Mechanical Construction and Facilities Services segment is involved in systems for heating, ventilation, air conditioning, refrigeration, and clean-room process ventilation. The United States Building Services segment is composed of operations which provide a portfolio of services needed to support the operation and maintenance of customers' facilities. The United States Industrial Services segment covers operations which provide industrial maintenance and services. The United Kingdom Building Services segment consists of commercial and government site-based operations and maintenance, and facility maintenance and services. The company was founded in 1987 and is headquartered in Norwalk, CT.

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Industrials Industrial Services Facilities and Construction Services United States

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Financials

Key metrics

Market capitalisation, EUR	30,582 m
EPS, EUR	22.52
P/B ratio	10.8
P/E ratio	32.3
Dividend yield	0.14%

Income statement (2024)

Revenue, EUR	13,466 m
Net income, EUR	931 m
Profit margin	6.91%

What ETF is EMCOR Group in?

There are 316 ETFs which contain EMCOR Group. All of these ETFs are listed in the table below. The ETF with the largest weighting of EMCOR Group is the Global X U.S. Infrastructure Development UCITS ETF USD Distributing.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.12%	Equity United States Multi-Factor Strategy	10
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	810
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	262
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	695
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,081
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	37
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.15%	Equity World Fundamental/Quality	4,086
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.46%	Equity United States Value	100
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	9
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	12,789
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.09%	Equity United States Social/Environmental	35
Amundi MSCI USA Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	451
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	46
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	200
SPDR S&P 500 UCITS ETF (Acc)	0.05%	Equity United States	11,763
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,359
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.01%	Equity World Fundamental/Quality	10
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.51%	Equity United States Large Cap	205
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,765
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	1
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	70
Amundi Core MSCI USA UCITS ETF Acc	0.05%	Equity United States	2,705
Franklin U.S. Equity UCITS ETF	0.17%	Equity United States Multi-Factor Strategy	57
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.03%	Equity United States Social/Environmental	1,081
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	359
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	439
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.71%	Equity World Multi-Factor Strategy	230
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.21%	Equity United States Social/Environmental Climate Change	680
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.03%	Equity United States Social/Environmental	8
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	27
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,781
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	0.09%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	66
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.36%	Equity World Momentum Climate Change	250
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,635
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,503
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.03%	Equity United States Social/Environmental	8,913
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.20%	Equity United States Social/Environmental	18
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.07%	Equity World Social/Environmental	459
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.06%	Equity United States Social/Environmental Climate Change	155
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.46%	Equity United States Fundamental/Quality Climate Change	46
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.05%	Equity United States	473
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.20%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	226
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.05%	Equity United States	48
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.21%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,020
Xtrackers MSCI World Quality UCITS ETF 1C	0.15%	Equity World Fundamental/Quality	2,368
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	1,633
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	699
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	13
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	0.12%	Equity United States Multi-Factor Strategy	99
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.07%	Equity World Social/Environmental	91
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.01%	Equity World Fundamental/Quality	3
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.11%	Equity United States	35
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,223
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.34%	Equity World Momentum	224
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.20%	Equity United States Social/Environmental Climate Change	360
Xtrackers MSCI World Industrials UCITS ETF 1C	0.30%	Equity World Industrials	745
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.21%	Equity United States Social/Environmental Climate Change	119
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	33
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	64
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.46%	Equity United States Fundamental/Quality Climate Change	749
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.09%	Equity United States Social/Environmental	261
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	17,088
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	59
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	60
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	971
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.03%	Equity World Social/Environmental	25
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.19%	Equity World Value	242
Rize USA Environmental Impact UCITS ETF USD Acc	1.01%	Equity United States Social/Environmental Climate Change	8
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.10%	Equity World Social/Environmental Climate Change	195
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.41%	Equity United States Multi-Factor Strategy	37
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.46%	Equity United States Fundamental/Quality Climate Change	56
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.48%	Equity World Industrials Social/Environmental	95
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.13%	Equity United States Multi-Factor Strategy	25
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.03%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,592
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	264
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.17%	Equity World Social/Environmental	237
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	3,870
Amundi Russell 1000 Growth UCITS ETF Acc	0.03%	Equity United States Growth	543
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.01%	Equity World Fundamental/Quality	275
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	61
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.59%	Equity United States Industrials	457
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,411
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	304
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	167
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	9,371
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	1.10%	Equity World Multi-Factor Strategy	353
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	403
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	266
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.15%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	291
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,585
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	931
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	270
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	994
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	126
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	35
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	492
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	12,412
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.07%	Equity World Social/Environmental	5,164
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.22%	Equity United States Momentum	11
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.09%	Equity United States Social/Environmental	435
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	24
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	53
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.12%	Equity World Momentum	3,466
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.03%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	365
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	112,575
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	3,093
SPDR MSCI USA Value Weighted UCITS ETF	0.34%	Equity United States Value	163
ODDO BHF US Equity Active UCITS ETF (Acc)	0.17%	Equity United States Social/Environmental	50
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	114,960
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	78
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.05%	Equity United States	144
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	689
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.17%	Equity World Social/Environmental	2,670
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	42
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,162
UBS MSCI USA Universal UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental Climate Change	594
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	6
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.01%	Equity World Fundamental/Quality	639
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	8,330
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.30%	Equity World Social/Environmental	368
Xtrackers MSCI World Momentum UCITS ETF 1C	0.12%	Equity World Momentum	1,619
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	3,035
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	32
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental	219
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.09%	Equity World Social/Environmental	989
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	3
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.46%	Equity United States Fundamental/Quality Climate Change	33
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.46%	Equity United States Value Climate Change	5
Xtrackers S&P 500 UCITS ETF 4D	0.05%	Equity United States	1
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,080
Xtrackers MSCI USA ESG UCITS ETF 1C	0.10%	Equity United States Social/Environmental	7,756
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,083
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	563
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.03%	Equity United States Fundamental/Quality	49
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	551
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	7,183
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.03%	Equity United States Social/Environmental Climate Change	407
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.15%	Equity World Social/Environmental	119
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.31%	Equity United States Mid Cap	287
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	499
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,673
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,811
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental	2
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.09%	Equity United States Social/Environmental	28
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.03%	Equity United States Fundamental/Quality	151
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	2,807
HSBC MSCI USA Quality UCITS ETF USD	0.29%	Equity United States Fundamental/Quality	325
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.07%	Equity World Social/Environmental	21
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,353
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.07%	Equity World Social/Environmental	1,744
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.06%	Equity United States	338
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	400
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	439
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	4,465
iShares Edge MSCI USA Quality Factor UCITS ETF	0.25%	Equity United States Fundamental/Quality	1,292
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental Climate Change	36
UBS MSCI USA Selection UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	2,098
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.11%	Equity World Social/Environmental Catholic principles	90
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,295
SPDR S&P 500 UCITS ETF (Dist)	0.05%	Equity United States	14,989
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	85
SPDR MSCI World UCITS ETF	0.03%	Equity World	14,384
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	1.83%	Equity United States Infrastructure	504
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	239
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.09%	Equity United States Social/Environmental	276
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	84
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.21%	Equity United States Social/Environmental Climate Change	235
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.13%	Equity World Social/Environmental Climate Change	580
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	787
iShares MSCI World SRI UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	1,451
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	7,299
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	74
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,495
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.15%	Equity World Social/Environmental	58
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.10%	Equity World Social/Environmental	104
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	682
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	365
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	265
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,188
First Trust US Momentum UCITS ETF Class A Accumulation	0.20%	Equity United States Momentum	73
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	84
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.13%	Equity World Social/Environmental Climate Change	31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.09%	Equity United States Social/Environmental	166
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	41
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.46%	Equity United States Value Climate Change	19
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.33%	Equity World Fundamental/Quality	133
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.17%	Equity World Social/Environmental	53
Xtrackers MSCI World Climate Transition UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,227
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.05%	Equity United States	26,117
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,006
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.10%	Equity United States Social/Environmental	264
SPDR MSCI World Industrials UCITS ETF	0.30%	Equity World Industrials	174
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	297
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	7,051
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	55
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.03%	Equity World Social/Environmental	15
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	192
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	374
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,861
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,378
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	379
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental Climate Change	788
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	191
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.10%	Equity North America Social/Environmental Climate Change	459
Amundi Core MSCI USA UCITS ETF Dist	0.05%	Equity United States	906
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	6
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.15%	Equity World Social/Environmental	274
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	1.10%	Equity World Multi-Factor Strategy	1,361
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	105
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.06%	Equity United States Value	365
Xtrackers S&P 500 UCITS ETF 4C	0.05%	Equity United States	943
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.07%	Equity World Social/Environmental	866
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.03%	Equity United States Social/Environmental	969
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	658
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.55%	Equity United States Industrials	310
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.17%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	40
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.13%	Equity World Social/Environmental Climate Change	493
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.45%	Equity United States Small Cap	65
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,466
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental	6,370
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,628
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.20%	Equity United States Social/Environmental Climate Change	467
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,253
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.05%	Equity United States	7,924
SPDR S&P 500 EUR Hedged UCITS ETF	0.05%	Equity United States	2,404
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.25%	Equity United States Fundamental/Quality	248
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,525
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	253
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	167
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	3,891
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,028
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.05%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	44
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.03%	Equity United States Social/Environmental	59
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.05%	Equity World Social/Environmental	421
Invesco Global Enhanced Equity UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	400
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Social/Environmental	6
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.03%	Equity United States Growth	572
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	38
First Trust SMID Rising Dividend Achievers UCITS ETF Class A Accumulation	1.02%	Equity United States Dividend	262
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	23,085
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	441
iShares S&P 500 Industrials Sector UCITS ETF	0.58%	Equity United States Industrials	578
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental Climate Change	216
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.12%	Equity United States Multi-Factor Strategy	33
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	41,972
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	1,059
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	16
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	4,606
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	946
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.20%	Equity United States Social/Environmental	2,542
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,885
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.10%	Equity World Islamic Investing	995
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.03%	Equity United States Fundamental/Quality	544
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.20%	Equity United States Social/Environmental	205
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.41%	Equity United States Multi-Factor Strategy	95
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.31%	Equity World Dividend	127
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	13,734
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.05%	Equity United States	59
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.46%	Equity United States Value Climate Change	181
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental Climate Change	205
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,626
Xtrackers MSCI USA ESG UCITS ETF 1D	0.10%	Equity United States Social/Environmental	268
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.45%	Equity United States Small Cap	193
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	1.84%	Equity United States Infrastructure	22
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	16,730
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	7
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	480
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.06%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	961
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.12%	Equity World Social/Environmental Catholic principles	150
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	1,382
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.47%	Equity United States Social/Environmental	159
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,198
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	85
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	528
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	941
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.10%	Equity North America Social/Environmental Climate Change	34
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.22%	Equity United States Momentum	430
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	304
iShares MSCI World Quality Factor Advanced UCITS ETF USD (Acc)	0.33%	Equity World Fundamental/Quality	94
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental Climate Change	315
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.20%	Equity United States Social/Environmental Climate Change	25
Invesco US Enhanced Equity UCITS ETF Acc	0.10%	Equity United States Multi-Factor Strategy	53
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.20%	Equity United States Social/Environmental	323
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.05%	Equity United States	520
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	1.10%	Equity World Multi-Factor Strategy	126
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	444
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	6

Performance

Returns overview

YTD	+30.64%
1 month	+17.66%
3 months	+28.68%
6 months	+33.96%
1 year	+80.12%
3 years	+378.42%
5 years	-
Since inception (MAX)	+368.50%
2025	+27.95%
2024	+112.15%
2023	+36.92%
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).