EMCOR Group

ISIN US29084Q1004

WKN 898814

Market cap (in EUR)

30,453 m

Country

United States

Sector

Industrials

Dividend yield

0.17%

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, and United States Industrial 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 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	30,453 m
EPS, EUR	25.79
P/B ratio	9.0
P/E ratio	26.2
Dividend yield	0.17%

Income statement (2025)

Revenue, EUR	15,057 m
Net income, EUR	1,128 m
Profit margin	7.49%

What ETF is EMCOR Group in?

There are 377 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	0.16%	Equity United States Multi-Factor Strategy	10
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.08%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	1,018
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	876
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	751
Invesco MSCI World Equal Weight UCITS ETF	0.06%	Equity World Equal Weighted	1,492
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.04%	Equity World Social/Environmental	255
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.16%	Equity World Fundamental/Quality	4,943
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	28
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	15,106
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.06%	Equity United States Social/Environmental	95
Amundi MSCI USA Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	1,022
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	42
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.11%	Equity United States Social/Environmental	205
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.06%	Equity United States	15,475
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,926
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.01%	Equity World Fundamental/Quality	12
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.44%	Equity United States Large Cap	132
CT QR Series Global Equity Active UCITS ETF USD Dist	0.15%	Equity World Fundamental/Quality	-
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	25
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,514
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	82
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	3,718
Franklin U.S. Equity UCITS ETF	0.20%	Equity United States Multi-Factor Strategy	67
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.07%	Equity United States Social/Environmental	1,075
WisdomTree US Quality Growth UCITS ETF USD Unhedged Acc	0.10%	Equity United States Fundamental/Quality	37
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	393
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.46%	Equity United States Multi-Factor Strategy	136
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	682
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.25%	Equity United States Social/Environmental Climate Change	714
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.07%	Equity United States Social/Environmental	56
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	50
Invesco MSCI USA Universal Screened UCITS ETF	0.10%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,811
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	3
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Climate Change	406
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.05%	Equity United States Social/Environmental Multi-Asset Strategy	18
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.10%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	94
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.41%	Equity World Momentum Climate Change	537
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.02%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.04%	Equity World	4,915
Xtrackers MSCI World ESG UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,089
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.07%	Equity United States Social/Environmental	10,932
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	36
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.23%	Equity United States Social/Environmental	20
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.05%	Equity World Social/Environmental	585
UBS Factor MSCI USA Quality Screened UCITS ETF hGBP dis	0.55%	Equity United States Fundamental/Quality Climate Change	54
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	444
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.24%	Equity United States Social/Environmental Climate Change	94
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.01%	Equity United States Covered Call Alternative Investments	42
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	276
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	56
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.25%	Equity United States Social/Environmental Climate Change	13
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,246
Xtrackers MSCI World Quality UCITS ETF 1C	0.15%	Equity World Fundamental/Quality	2,756
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	718
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,288
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	15
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	0.16%	Equity United States Multi-Factor Strategy	110
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	77
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	0.16%	Equity United States	132
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	1,243
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	0.22%	Equity World Momentum	247
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.24%	Equity United States Social/Environmental Climate Change	428
Xtrackers MSCI World Industrials UCITS ETF 1C	0.36%	Equity World Industrials	931
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.24%	Equity United States Social/Environmental Climate Change	146
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	37
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.35%	Equity World Dividend	3
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	91
UBS Factor MSCI USA Quality Screened UCITS ETF USD dis	0.55%	Equity United States Fundamental/Quality Climate Change	860
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	108
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	19,342
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.06%	Equity United States Social/Environmental	440
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	62
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF	0.19%	Equity United States Equal Weighted	1,051
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	61
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.00%	Equity World Value	271
Rize USA Environmental Impact UCITS ETF USD Acc	1.14%	Equity United States Social/Environmental Climate Change	7
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.13%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.10%	Equity World Social/Environmental Climate Change	309
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.45%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.06%	Equity United States	1
UBS Factor MSCI USA Quality Screened UCITS ETF hEUR acc	0.55%	Equity United States Fundamental/Quality Climate Change	65
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.49%	Equity World Industrials Social/Environmental	109
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.16%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	13,584
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	222
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.18%	Equity World Social/Environmental	213
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.18%	Equity World Social/Environmental Climate Change	4,197
CT QR Series Global Equity Active UCITS ETF USD Acc	0.15%	Equity World Fundamental/Quality	-
Amundi Russell 1000 Growth UCITS ETF Acc	0.04%	Equity United States Growth	581
Invesco MSCI World Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	251
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.01%	Equity World Fundamental/Quality	227
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	81
State Street SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.69%	Equity United States Industrials	860
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	143
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,741
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.18%	Equity World Social/Environmental Climate Change	347
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	217
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.19%	Equity United States Social/Environmental Climate Change	327
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	11,324
Xtrackers MSCI World Momentum ESG UCITS ETF	0.40%	Equity World Momentum	278
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	1,000
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	187
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.30%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.18%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	356
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	1,788
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.10%	Equity World Social/Environmental	1,064
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	362
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	19
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,188
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	436
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	30
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	588
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	86
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	14,094
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,583
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.25%	Equity United States Momentum	17
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.11%	Equity United States Social/Environmental	445
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	30
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.07%	Equity United States Social/Environmental	33
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	45
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.13%	Equity World Momentum	4,750
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.04%	Equity World	441
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	124,163
WisdomTree Global Quality Growth UCITS ETF USD Unhedged Acc	0.07%	Equity World Fundamental/Quality	4
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	2,149
ODDO BHF US Equity Active UCITS ETF (Acc)	0.21%	Equity United States Social/Environmental	87
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	131,788
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	99
Invesco S&P 500 Quality UCITS ETF Dist	0.41%	Equity United States Fundamental/Quality	2
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.05%	Equity United States	2,453
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	800
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.18%	Equity World Social/Environmental	3,087
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	59
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,278
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	22,638
UBS MSCI USA Universal UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental Climate Change	600
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.01%	Equity World Fundamental/Quality	640
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	14,246
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.38%	Equity World Social/Environmental	415
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental Climate Change	5
Xtrackers MSCI World Momentum UCITS ETF 1C	0.13%	Equity World Momentum	1,930
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	4,373
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.08%	Equity World	6
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	4
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Climate Change	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	269
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	589
Invesco Global Active Defensive ESG Equity UCITS ETF	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	50
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.10%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Quality Screened UCITS ETF hCHF acc	0.55%	Equity United States Fundamental/Quality Climate Change	51
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.59%	Equity United States Value Climate Change	6
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.05%	Equity World	12
First Trust SMID Rising Dividend Achievers UCITS ETF Class B USD DIST	1.13%	Equity United States Dividend	1
Xtrackers S&P 500 UCITS ETF 4D	0.06%	Equity United States	1
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,525
Xtrackers MSCI USA ESG UCITS ETF 1C	0.14%	Equity United States Social/Environmental	7,523
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,213
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	904
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	614
Xtrackers S&P 500 GARP UCITS ETF 1C	0.53%	Equity United States Multi-Factor Strategy	5
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.13%	Equity United States Buffer Alternative Investments	8
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	9,846
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.03%	Equity United States Social/Environmental Climate Change	355
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.17%	Equity World Social/Environmental	127
iShares FTSE All-World UCITS ETF USD (Acc)	0.03%	Equity World	26
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.32%	Equity United States Mid Cap	257
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	763
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	10,426
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,718
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	130
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.14%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	5
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.12%	Equity United States Social/Environmental	27
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.02%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,984
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.19%	Equity United States Social/Environmental Climate Change	20
First Trust Growth Strength UCITS ETF Class A USD ACC	1.98%	Equity United States Multi-Factor Strategy Moat	1
HSBC MSCI USA Quality UCITS ETF USD	0.37%	Equity United States Fundamental/Quality	211
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	79
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.10%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.05%	Equity World Social/Environmental	28
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,459
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,646
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.07%	Equity United States	209
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,739
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.03%	Equity World	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	526
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	536
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.02%	Equity World	6,355
iShares Edge MSCI USA Quality Factor UCITS ETF	0.31%	Equity United States Fundamental/Quality	1,538
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.14%	Equity World Social/Environmental Climate Change	45
UBS MSCI USA Selection UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	2,401
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.14%	Equity World Social/Environmental Catholic principles	101
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1,425
Franklin S&P 500 Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	4
CT QR Series US Equity Active UCITS ETF USD Acc	0.16%	Equity United States Fundamental/Quality	-
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	309
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.06%	Equity United States	18,378
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	82
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.07%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	17,223
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	2.00%	Equity United States Infrastructure	662
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	339
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0.17%	Equity United States Social/Environmental	0
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.12%	Equity United States Social/Environmental	367
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.02%	Equity World	161
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	4,063
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.07%	Equity World Islamic Investing	79
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.25%	Equity United States Social/Environmental Climate Change	251
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	747
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,743
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.01%	Equity United States Covered Call Alternative Investments	16
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	372
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	749
iShares MSCI World SRI UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	1,510
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	8,603
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	67
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,350
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.17%	Equity World Social/Environmental	64
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.12%	Equity World Social/Environmental	119
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	726
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.04%	Equity World	429
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	330
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	134
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	141
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,927
First Trust US Momentum UCITS ETF Class A USD ACC	0.27%	Equity United States Momentum	82
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	95
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	45
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.12%	Equity United States Social/Environmental	144
Invesco FTSE All-World UCITS ETF	0.02%	Equity World	3,540
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	39
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.59%	Equity United States Value Climate Change	21
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	0.41%	Equity World Fundamental/Quality	184
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.18%	Equity World Social/Environmental	67
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.05%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,756
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	29,474
iShares MSCI World Screened UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	1,141
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.14%	Equity United States Social/Environmental	256
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	172
State Street SPDR MSCI World Industrials UCITS ETF USD	0.37%	Equity World Industrials	188
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	346
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	55
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	8,009
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	16
Xtrackers MSCI World ESG UCITS ETF 1D	0.10%	Equity World Social/Environmental	13
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.13%	Equity World Mid Cap	386
iShares MSCI World Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	5,284
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,606
Invesco S&P 500 Quality UCITS ETF Acc	0.41%	Equity United States Fundamental/Quality	19
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	371
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental Climate Change	917
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,810
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.09%	Equity North America Social/Environmental Climate Change	441
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	1,066
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.06%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.06%	Equity United States	20
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.17%	Equity World Social/Environmental	268
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.06%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	1
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	656
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,914
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	2,063
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.07%	Equity United States Social/Environmental	1,228
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	885
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	722
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.63%	Equity United States Industrials	297
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	208
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.14%	Equity World Social/Environmental Climate Change	665
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,102
Invesco S&P 500 QVM UCITS ETF	0.38%	Equity United States Multi-Factor Strategy	62
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.17%	Equity World Social/Environmental	6,898
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,755
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.24%	Equity United States Social/Environmental Climate Change	512
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,384
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.06%	Equity United States	8,636
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.06%	Equity United States	2,427
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.31%	Equity United States Fundamental/Quality	413
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	44,325
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,920
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	282
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	215
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,272
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,244
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.07%	Equity United States Social/Environmental	68
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.05%	Equity United States	126
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.04%	Equity World	52
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	375
Invesco Global Enhanced Equity UCITS ETF Acc	0.06%	Equity World Multi-Factor Strategy	738
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Social/Environmental	19
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.06%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.04%	Equity United States Growth	1,024
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	78
First Trust SMID Rising Dividend Achievers UCITS ETF Class A USD ACC	1.13%	Equity United States Dividend	337
CT QR Series US Equity Active UCITS ETF USD Dist	0.16%	Equity United States Fundamental/Quality	-
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	29,487
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	648
iShares S&P 500 Industrials Sector UCITS ETF	0.68%	Equity United States Industrials	700
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.14%	Equity World Social/Environmental Climate Change	383
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.16%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	45,528
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,632
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	27
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	4,181
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,320
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.23%	Equity United States Social/Environmental	2,824
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,267
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.07%	Equity World Islamic Investing	941
Xtrackers FTSE All-World UCITS ETF 1C	0.03%	Equity World	52
Invesco FTSE All-World UCITS ETF	0.02%	Equity World	266
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.06%	Equity United States	82
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.23%	Equity United States Social/Environmental	235
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.45%	Equity United States Multi-Factor Strategy	137
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.35%	Equity World Dividend	138
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	15,471
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	61
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.59%	Equity United States Value Climate Change	133
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.18%	Equity World Social/Environmental Climate Change	248
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	105
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	3,017
Xtrackers MSCI USA ESG UCITS ETF 1D	0.14%	Equity United States Social/Environmental	314
UBS MSCI USA Selection UCITS ETF hEUR acc	0.11%	Equity United States Social/Environmental	0
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	2.00%	Equity United States Infrastructure	30
Xtrackers MSCI World UCITS ETF 1C	0.04%	Equity World	19,699
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.06%	Equity World Multi-Factor Strategy	9
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	4
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	542
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1,730
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.12%	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)	0.07%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	1,063
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.15%	Equity World Social/Environmental Catholic principles	162
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	1,700
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.57%	Equity United States Social/Environmental	512
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.04%	Equity World Social/Environmental	99
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,280
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	452
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)	0.06%	Equity United States Social/Environmental	704
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.09%	Equity North America Social/Environmental Climate Change	40
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.25%	Equity United States Momentum	661
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.08%	Equity United States Social/Environmental	1,072
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	359
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)	0.41%	Equity World Fundamental/Quality	63
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.18%	Equity World Social/Environmental Climate Change	406
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.02%	Equity World	63
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental Climate Change	37
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.17%	Equity United States Social/Environmental	306
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.10%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.23%	Equity United States Social/Environmental	287
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	665
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	11
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	504

Performance

Returns overview

YTD	+26.46%
1 month	-5.65%
3 months	-2.04%
6 months	+21.09%
1 year	+44.84%
3 years	+307.22%
5 years	-
Since inception (MAX)	+353.48%
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).