Emerson Electric Co.
ISIN US2910111044
|WKN 850981
Overview
Quote
Description
Emerson Electric Co. is a global technology and software company, which engages in the provision of solutions. It operates through the following segments: Final Control, Measurement and Analytical, Discrete Automation, Safety and Productivity, Intelligent Devices, and Software and Control. The Final Control segment focuses on providing control, isolation, shutoff, pressure relief, pressure safety valves, actuators, and regulators for process and hybrid industries. The Measurement and Analytical segment involves the instrumentation measuring the physical properties of liquids, gases, pressure, temperature, level, flow, acoustics, corrosion, pH, conductivity, water quality, toxic gases, and flame. The Discrete Automation segment includes solenoid, pneumatic, valve position indicators, pneumatic cylinders and actuators, air preparation equipment, pressure and temperature switches, electric linear motion solutions, programmable automation control systems and software, electrical distribution equipment, and materials joining solutions. The Safety and Productivity segment consists of pipe-working tools: pipe wrenches, pipe cutters, pipe threading and roll grooving equipment, battery hydraulic tools for press connections, drain cleaners, tubing tools and diagnostic systems, including sewer inspection cameras and locating equipment. The Software and Control segment processes by collecting and analyzing information from measurement devices in the plant and using that information to adjust valves, pumps, motors, drives, and other control hardware. The company was founded by Charles Meston and Alexander Meston on September 24, 1890, and is headquartered in St. Louis, MO.
Industrials Industrial Manufacturing Machinery Manufacturing United States of America
Chart
Financials
Key metrics
| Market capitalisation, EUR | 46,773.93 m |
| EPS, EUR | -0.28 |
| P/B ratio | 2.49 |
| P/E ratio | 3.78 |
| Dividend yield | 2.31% |
Income statement (2023)
| Revenue, EUR | 14,227.73 m |
| Net income, EUR | 2,012.97 m |
| Profit margin | 14.15% |
What ETF is Emerson Electric Co. in?
There are 264 ETFs which contain EMERSON ELECTRIC CO. All of these ETFs are listed in the table below. The ETF with the largest weighting of EMERSON ELECTRIC CO is the Global X U.S. Infrastructure Development UCITS ETF USD Distributing.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y |
|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to EUR) A-acc | 0.16% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.30% | 8 | +2.78% |
| Xtrackers MSCI USA ESG Screened UCITS ETF 1C | 0.15% | Equity United States Social/Environmental | 562.00 | 0.07% | 75 | +11.05% |
| UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (USD) A-dis | 0.42% | Equity United States Low Volatility/Risk Weighted | 218.00 | 0.25% | 40 | -3.44% |
| Deka MSCI USA Climate Change ESG UCITS ETF | 0.05% | Equity United States Social/Environmental Climate Change | 510.00 | 0.25% | 844 | +17.26% |
| Xtrackers Portfolio UCITS ETF 1C | 0.03% | Equity World Multi-Asset Strategy | 12,549.00 | 0.70% | 529 | +3.23% |
| BlackRock ESG Multi-Asset Moderate Portfolio UCITS ETF EUR (Acc) | 0.01% | Equity World Social/Environmental Multi-Asset Strategy | 13,574.00 | 0.25% | 21 | +1.92% |
| Amundi MSCI USA ESG Universal Select UCITS ETF DR (C) | 0.15% | Equity United States Social/Environmental | 561.00 | 0.15% | 3 | +10.70% |
| iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) | 0.15% | Equity United States Social/Environmental | 564.00 | 0.07% | 7,153 | +9.10% |
| BlackRock ESG Multi-Asset Moderate Portfolio UCITS ETF GBP Hedged (Acc) | 0.01% | Equity World Social/Environmental Multi-Asset Strategy | 13,574.00 | 0.25% | 10 | +2.76% |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.14% | Equity United States | 656.00 | 0.04% | 21 | +9.60% |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis | 0.14% | Equity United States | 627.00 | 0.14% | 20 | +8.05% |
| BNP Paribas Easy S&P 500 ESG UCITS ETF EUR Capitalisation | 0.19% | Equity United States Social/Environmental | 318.00 | 0.12% | 160 | - |
| SPDR S&P 500 UCITS ETF USD Unhedged (Acc) | 0.14% | Equity United States | 503.00 | 0.03% | 901 | - |
| Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged | 0.00% | Equity United States Social/Environmental | 305.00 | 0.17% | 297 | +11.11% |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.09% | Equity World | 1,498.00 | 0.30% | 168 | +8.33% |
| Xtrackers S&P 500 Equal Weight ESG UCITS ETF 2C EUR Hedged | 0.34% | Equity United States Equal Weighted | 291.00 | 0.22% | 165 | - |
| CSIF (IE) MSCI USA Tech 125 ESG Universal Blue UCITS ETF B USD | 0.29% | Equity United States Social/Environmental Innovation | 123.00 | 0.18% | 27 | +28.09% |
| iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) | 0.15% | Equity United States Social/Environmental | 564.00 | 0.10% | 99 | +9.62% |
| Vanguard LifeStrategy 40% Equity UCITS ETF Distributing | 0.02% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 19 | +2.42% |
| SPDR S&P US Dividend Aristocrats ESG UCITS ETF (Dist) | 1.42% | Equity United States Dividend | 84.00 | 0.35% | 28 | -10.11% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged | 0.09% | Equity World Social/Environmental | 2,018.00 | 0.37% | 6 | +10.30% |
| Deka MSCI World Climate Change ESG UCITS ETF | 0.04% | Equity World Social/Environmental Climate Change | 1,273.00 | 0.26% | 628 | +13.44% |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 0.29% | Equity United States Value | 428.00 | 0.20% | 647 | -3.93% |
| Franklin U.S. Equity UCITS ETF | 1.01% | Equity United States Multi-Factor Strategy | 249.00 | 0.25% | 126 | +1.42% |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.03% | Equity United States Social/Environmental | 268.00 | 0.20% | 18 | +11.79% |
| First Trust Capital Strength UCITS ETF Acc | 1.96% | Equity United States Fundamental/Quality | 50.00 | 0.60% | 17 | -3.29% |
| Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc | 0.00% | Equity United States Social/Environmental | 228.00 | 0.30% | 206 | +11.95% |
| iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) | 0.19% | Equity United States Equal Weighted | 504.00 | 0.22% | 370 | +0.00% |
| Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) | 0.11% | Equity United States Multi-Factor Strategy | 442.00 | 0.14% | 50 | +8.60% |
| iShares S&P 500 CHF Hedged UCITS ETF (Acc) | 0.14% | Equity United States | 504.00 | 0.20% | 446 | +12.55% |
| Invesco MSCI USA ESG Universal Screened UCITS ETF Dist | 0.14% | Equity United States Social/Environmental | 576.00 | 0.09% | 16 | +9.83% |
| Amundi MSCI World ESG Leaders UCITS ETF Acc | 0.20% | Equity World Social/Environmental | 736.00 | 0.18% | 686 | +9.11% |
| Vanguard LifeStrategy 20% Equity UCITS ETF Distributing | 0.02% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 9 | +0.56% |
| WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc | 0.00% | Equity United States Social/Environmental Multi-Asset Strategy | 446.00 | 0.20% | 1 | - |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.10% | Equity World | 2,392.00 | 0.45% | 45 | +7.51% |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.00% | Equity World | 1,945.00 | 0.20% | 1 | - |
| Xtrackers MSCI World UCITS ETF 1D | 0.09% | Equity World | 1,528.00 | 0.12% | 1,945 | +8.52% |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.03% | Equity United States Social/Environmental | 268.00 | 0.20% | 3,997 | +10.68% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 227 | +11.97% |
| Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C | 0.34% | Equity United States Equal Weighted | 291.00 | 0.17% | 129 | - |
| Xtrackers S&P 500 UCITS ETF 1C EUR hedged | 0.14% | Equity United States | 502.00 | 0.20% | 501 | +10.30% |
| CSIF (IE) MSCI USA Blue UCITS ETF B USD | 0.15% | Equity United States | 623.00 | 0.09% | 2,487 | +10.23% |
| Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD) | 0.00% | Equity United States Multi-Factor Strategy Climate Change | 306.00 | 0.45% | 124 | -2.29% |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged | 0.19% | Equity United States Equal Weighted | 503.00 | 0.30% | 60 | -0.99% |
| Xtrackers S&P 500 UCITS ETF 1D EUR Hedged | 0.00% | Equity United States | 502.00 | 0.20% | 39 | +10.35% |
| Amundi Index MSCI World UCITS ETF DR EUR (D) | 0.10% | Equity World | 1,510.00 | 0.18% | 592 | +8.24% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0.09% | Equity World Social/Environmental | 2,017.00 | 0.25% | 771 | +7.40% |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.10% | Equity World | 1,388.00 | 0.18% | 210 | - |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-acc | 0.16% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.25% | 105 | +1.88% |
| Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating | 0.02% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 99 | +2.44% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.21% | Equity World Dividend | 1,846.00 | 0.29% | 3,600 | +0.11% |
| Xtrackers MSCI World Industrials UCITS ETF 1C | 0.90% | Equity World Industrials | 272.00 | 0.25% | 170 | +7.70% |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis | 0.14% | Equity United States | 504.00 | 0.22% | 39 | +10.55% |
| Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF UCITS ETF DR – USD Capitalisation | 0.53% | Equity United States Equal Weighted | 184.00 | 0.18% | 469 | -2.44% |
| iShares Core S&P 500 UCITS ETF USD (Dist) | 0.14% | Equity United States | 504.00 | 0.07% | 13,282 | +9.86% |
| Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR) | 0.04% | Equity United States Multi-Factor Strategy Climate Change | 306.00 | 0.45% | 6 | -2.10% |
| Xtrackers Portfolio Income UCITS ETF 1D | 0.02% | Equity World Multi-Asset Strategy | 8,829.00 | 0.65% | 68 | +2.84% |
| Invesco S&P 500 Equal Weight UCITS ETF Acc | 0.00% | Equity United States Equal Weighted | 503.00 | 0.20% | 85 | -2.57% |
| iShares Edge MSCI USA Multifactor UCITS ETF USD (Dist) | 1.37% | Equity United States Multi-Factor Strategy | 193.00 | 0.35% | 1 | +2.44% |
| Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating | 0.06% | Equity World Multi-Asset Strategy | 14,571.00 | 0.25% | 315 | +5.89% |
| UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis | 0.19% | Equity United States Social/Environmental | 318.00 | 0.17% | 8 | +12.22% |
| iShares MSCI World Industrials Sector ESG UCITS ETF USD (Dist) | 0.27% | Equity World Industrials Social/Environmental | 242.00 | 0.25% | 22 | +6.85% |
| BlackRock ESG Multi-Asset Growth Portfolio UCITS ETF GBP Hedged (Acc) | 0.05% | Equity World Social/Environmental Multi-Asset Strategy | 6,016.00 | 0.25% | 13 | +3.84% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (USD) A-dis | 0.16% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.25% | 28 | +1.26% |
| WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged | 0.43% | Equity United States Fundamental/Quality | 285.00 | 0.35% | 1 | - |
| HSBC MSCI World UCITS ETF USD | 0.10% | Equity World | 1,388.00 | 0.15% | 6,091 | +7.96% |
| Lyxor MSCI World Climate Change (DR) UCITS ETF - Acc | 0.00% | Equity World Social/Environmental Climate Change | 1,323.00 | 0.20% | 205 | +12.48% |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc | 0.14% | Equity United States | 504.00 | 0.22% | 24 | +10.33% |
| L&G Global Equity UCITS ETF | 0.13% | Equity World Social/Environmental | 1,271.00 | 0.10% | 60 | +8.97% |
| VanEck Morningstar Global Wide Moat UCITS ETF | 2.11% | Equity World Moat | 68.00 | 0.52% | 60 | -2.63% |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.21% | Equity World Dividend | 1,846.00 | 0.29% | 503 | -0.10% |
| Invesco MSCI World ESG Universal Screened UCITS ETF Acc | 0.00% | Equity World Social/Environmental | 1,384.00 | 0.19% | 132 | +9.08% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0.09% | Equity World Social/Environmental | 2,017.00 | 0.33% | 46 | +11.78% |
| SPDR S&P US Industrials Select Sector UCITS ETF | 1.74% | Equity United States Industrials | 77.00 | 0.15% | 196 | +3.66% |
| Franklin Global Quality Dividend UCITS ETF | 2.24% | Equity World Dividend | 99.00 | 0.30% | 36 | -2.01% |
| BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc | 0.39% | Equity World Social/Environmental Climate Change | 301.00 | 0.30% | 21 | +15.15% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0.09% | Equity World Social/Environmental | 2,017.00 | 0.33% | 593 | +11.79% |
| Vanguard LifeStrategy 80% Equity UCITS ETF Distributing | 0.06% | Equity World Multi-Asset Strategy | 14,571.00 | 0.25% | 25 | +6.00% |
| Xtrackers MSCI USA UCITS ETF 1C | 0.14% | Equity United States | 626.00 | 0.07% | 6,041 | +9.90% |
| Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc | 0.08% | Equity World Multi-Factor Strategy | 199.00 | 0.30% | 111 | +10.31% |
| UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis | 0.00% | Equity United States | 627.00 | 0.19% | 115 | +10.69% |
| BlackRock ESG Multi-Asset Conservative Portfolio UCITS ETF EUR (Acc) | 0.01% | Equity World Social/Environmental Multi-Asset Strategy | 13,652.00 | 0.25% | 13 | +0.21% |
| Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc | 0.33% | Equity World Social/Environmental | 412.00 | 0.35% | 39 | +7.98% |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.10% | Equity World | 1,515.00 | 0.30% | 895 | +11.33% |
| BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc | 0.16% | Equity World Social/Environmental | 1,005.00 | 0.15% | 0 | - |
| Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF Acc EUR Hedged | 0.00% | Equity United States Equal Weighted | 184.00 | 0.20% | 2 | - |
| UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc | 0.14% | Equity United States | 627.00 | 0.19% | 200 | +11.65% |
| Deka MSCI USA UCITS ETF | 0.14% | Equity United States | 620.00 | 0.30% | 257 | +9.85% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 2,313 | +9.61% |
| Amundi MSCI USA ESG Leaders UCITS ETF Acc | 0.00% | Equity United States Social/Environmental | 305.00 | 0.15% | 2,265 | +9.91% |
| Amundi MSCI World Climate Transition CTB UCITS ETF DR USD (C) | 0.04% | Equity World Social/Environmental Climate Change | 1,247.00 | 0.25% | 30 | +12.31% |
| UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc | 0.14% | Equity United States | 627.00 | 0.19% | 54 | +10.98% |
| VanEck Morningstar US Sustainable Wide Moat UCITS ETF | 2.72% | Equity United States Moat | 62.00 | 0.49% | 467 | +1.80% |
| Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating | 0.04% | Equity World Multi-Asset Strategy | 14,555.00 | 0.25% | 245 | +4.38% |
| Xtrackers MSCI USA Climate Transition UCITS ETF 1D | 0.22% | Equity United States Social/Environmental Climate Change | 476.00 | 0.09% | 8 | - |
| BlackRock ESG Multi-Asset Moderate Portfolio UCITS ETF USD Hedged (Acc) | 0.01% | Equity World Social/Environmental Multi-Asset Strategy | 13,574.00 | 0.25% | 2 | +0.44% |
| Global X Internet of Things UCITS ETF USD Accumulating | 2.43% | Equity World Technology Digitalisation | 54.00 | 0.60% | 3 | +3.14% |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.09% | Equity World | 1,528.00 | 0.17% | 124 | +10.71% |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.10% | Equity World | 1,515.00 | 0.20% | 55,447 | +8.48% |
| iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) | 0.14% | Equity United States | 504.00 | 0.10% | 2,126 | +11.55% |
| Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C | 0.54% | Equity North America Dividend | 179.00 | 0.39% | 135 | -5.73% |
| iShares Core S&P 500 UCITS ETF (Acc) | 0.14% | Equity United States | 504.00 | 0.07% | 60,409 | +9.84% |
| BlackRock ESG Multi-Asset Growth Portfolio UCITS ETF EUR (Acc) | 0.05% | Equity World Social/Environmental Multi-Asset Strategy | 6,016.00 | 0.25% | 41 | +3.08% |
| L&G US Equity UCITS ETF | 0.15% | Equity United States Social/Environmental | 488.00 | 0.05% | 573 | +10.60% |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.10% | Equity World | 1,473.00 | 0.17% | 15 | - |
| Amundi Prime USA UCITS ETF DR (D) | 0.17% | Equity United States | 492.00 | 0.05% | 58 | +11.04% |
| iShares S&P 500 ESG UCITS ETF EUR Hedged (Acc) | 0.19% | Equity United States Social/Environmental | 319.00 | 0.10% | 110 | +12.04% |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.14% | Equity United States | 627.00 | 0.14% | 829 | +9.88% |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.08% | Equity World | 3,633.00 | 0.22% | 10,884 | +7.37% |
| First Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Acc | 0.00% | Equity World Infrastructure | 99.00 | 0.63% | 81 | +1.54% |
| First Trust Value Line® Dividend Index UCITS ETF Acc | 0.60% | Equity United States Dividend | 162.00 | 0.70% | 15 | -7.13% |
| UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc | 0.16% | Equity United States Social/Environmental Climate Change | 545.00 | 0.12% | 5 | +10.15% |
| UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to EUR) A-acc | 0.00% | Equity United States Social/Environmental | 318.00 | 0.17% | 505 | +11.95% |
| Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc | 0.14% | Equity United States Social/Environmental | 576.00 | 0.12% | 3 | +11.20% |
| SPDR MSCI ACWI UCITS ETF | 0.10% | Equity World | 2,392.00 | 0.40% | 2,211 | +7.15% |
| BlackRock ESG Multi-Asset Growth Portfolio UCITS ETF USD Hedged (Acc) | 0.05% | Equity World Social/Environmental Multi-Asset Strategy | 6,016.00 | 0.25% | 0 | +1.33% |
| iShares Edge MSCI World Multifactor UCITS ETF EUR Hedged (Acc) | 0.95% | Equity World Multi-Factor Strategy | 470.00 | 0.55% | 10 | +3.46% |
| iShares MSCI USA UCITS ETF (Acc) | 0.14% | Equity United States | 626.00 | 0.07% | 632 | +10.25% |
| Fidelity Global Quality Income UCITS ETF | 0.45% | Equity World Dividend | 254.00 | 0.40% | 419 | +4.17% |
| Lyxor Core MSCI World (DR) UCITS ETF - Acc | 0.10% | Equity World | 1,498.00 | 0.12% | 3,238 | +8.34% |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) | 0.03% | Equity World Social/Environmental | 1,322.00 | 0.20% | 332 | +7.14% |
| UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis | 0.14% | Equity United States | 504.00 | 0.12% | 518 | +9.47% |
| WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc | 0.43% | Equity United States Fundamental/Quality | 285.00 | 0.35% | 0 | - |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc | 0.14% | Equity United States | 504.00 | 0.22% | 51 | +12.23% |
| Vanguard LifeStrategy 60% Equity UCITS ETF Distributing | 0.04% | Equity World Multi-Asset Strategy | 14,555.00 | 0.25% | 35 | +4.26% |
| Xtrackers MSCI USA UCITS ETF 2C EUR Hedged | 0.14% | Equity United States | 626.00 | 0.12% | 396 | +10.83% |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.09% | Equity World | 1,498.00 | 0.30% | 40 | +8.30% |
| UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to CHF) A-acc | 0.19% | Equity United States Social/Environmental | 318.00 | 0.17% | 224 | +13.86% |
| Fidelity US Quality Income UCITS ETF Acc | 0.88% | Equity United States Dividend | 118.00 | 0.25% | 241 | +4.11% |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.10% | Equity World | 1,515.00 | 0.20% | 116 | - |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 0.19% | Equity United States Equal Weighted | 503.00 | 0.20% | 4,415 | -1.97% |
| SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist) | 1.00% | Equity United States Dividend | 121.00 | 0.40% | 58 | -9.39% |
| Invesco MSCI USA ESG Universal Screened UCITS ETF Acc | 0.14% | Equity United States Social/Environmental | 576.00 | 0.09% | 953 | +10.11% |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.10% | Equity World Fundamental/Quality | 1,209.00 | 0.39% | 49 | +3.54% |
| SPDR S&P US Dividend Aristocrats UCITS ETF | 1.00% | Equity United States Dividend | 121.00 | 0.35% | 3,365 | -9.88% |
| WisdomTree US Quality Dividend Growth UCITS ETF USD | 0.43% | Equity United States Fundamental/Quality | 285.00 | 0.33% | 62 | +3.84% |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.08% | Equity World | 1,945.00 | 0.20% | 0 | - |
| UBS ETF (IE) Factor MSCI USA Low Volatility UCITS ETF (hedged to EUR) A-acc | 0.42% | Equity United States Low Volatility/Risk Weighted | 218.00 | 0.35% | 6 | -2.81% |
| HSBC MSCI USA UCITS ETF USD | 0.15% | Equity United States | 620.00 | 0.30% | 39 | +9.03% |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.10% | Equity World | 1,512.00 | 0.30% | 1,011 | +8.10% |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.09% | Equity World | 2,124.00 | 0.12% | 1,313 | +8.23% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.06% | Equity World Social/Environmental | 708.00 | 0.25% | 48 | +8.86% |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 0.19% | Equity United States Equal Weighted | 503.00 | 0.20% | 54 | - |
| BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc | 0.16% | Equity World Social/Environmental | 1,005.00 | 0.15% | 111 | - |
| Fidelity US Quality Income UCITS ETF | 0.88% | Equity United States Dividend | 118.00 | 0.25% | 934 | +4.08% |
| SPDR MSCI ACWI IMI UCITS ETF | 0.12% | Equity World | 2,610.00 | 0.17% | 795 | +6.26% |
| Fidelity US Quality Income UCITS ETF Acc (GBP Hedged) | 0.88% | Equity United States Dividend | 118.00 | 0.30% | 6 | +5.79% |
| iShares MSCI USA ESG Screened UCITS ETF USD (Dist) | 0.15% | Equity United States Social/Environmental | 566.00 | 0.07% | 472 | +12.25% |
| SPDR S&P 500 UCITS ETF | 0.14% | Equity United States | 503.00 | 0.03% | 5,286 | +9.47% |
| SPDR MSCI World UCITS ETF | 0.10% | Equity World | 1,473.00 | 0.12% | 3,455 | +8.54% |
| Global X U.S. Infrastructure Development UCITS ETF USD Accumulating | 3.00% | Equity United States Infrastructure | 98.00 | 0.47% | 222 | +11.05% |
| Deka MSCI World UCITS ETF Distribution | 0.10% | Equity World | 1,504.00 | 0.31% | 1,924 | +8.58% |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.09% | Equity World | 2,124.00 | 0.12% | 2,010 | +8.49% |
| Fidelity Global Quality Income UCITS ETF (CHF Hedged) | 0.45% | Equity World Dividend | 254.00 | 0.45% | 23 | +8.33% |
| Invesco FTSE RAFI US 1000 UCITS ETF | 0.17% | Equity United States Fundamental/Quality | 1,008.00 | 0.39% | 407 | +0.94% |
| Amundi MSCI World Climate Transition CTB UCITS ETF DR EUR (C) | 0.04% | Equity World Social/Environmental Climate Change | 1,247.00 | 0.25% | 853 | +12.90% |
| Vanguard FTSE North America UCITS ETF (USD) Accumulating | 0.13% | Equity North America | 636.00 | 0.10% | 770 | +9.45% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0.09% | Equity World Social/Environmental | 2,017.00 | 0.33% | 317 | +10.56% |
| HSBC S&P 500 UCITS ETF USD | 0.15% | Equity United States | 499.00 | 0.09% | 4,682 | +8.99% |
| iShares Edge MSCI World Multifactor CHF Hedged UCITS ETF (Acc) | 0.95% | Equity World Multi-Factor Strategy | 470.00 | 0.55% | 73 | +5.54% |
| HSBC USA Sustainable Equity UCITS ETF USD | 0.00% | Equity United States Social/Environmental | 460.00 | 0.12% | 683 | +6.73% |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged | 0.19% | Equity United States Equal Weighted | 503.00 | 0.30% | 160 | -1.37% |
| UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-Acc | 0.19% | Equity United States Social/Environmental | 318.00 | 0.12% | 1,657 | +11.07% |
| UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc | 0.14% | Equity United States | 627.00 | 0.19% | 322 | +11.15% |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.09% | Equity World | 1,528.00 | 0.17% | 1 | - |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.10% | Equity World | 1,473.00 | 0.17% | 21 | - |
| Xtrackers MSCI World ESG Screened UCITS ETF 1D | 0.11% | Equity World Social/Environmental | 1,334.00 | 0.19% | 84 | +8.55% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | 0.09% | Equity World Social/Environmental | 2,018.00 | 0.25% | 2,800 | +8.49% |
| Invesco FTSE All-World UCITS ETF Acc | 0.08% | Equity World | 1,945.00 | 0.15% | 28 | - |
| BlackRock ESG Multi-Asset Conservative Portfolio UCITS ETF USD Hedged (Acc) | 0.01% | Equity World Social/Environmental Multi-Asset Strategy | 13,652.00 | 0.25% | 0 | -1.30% |
| Xtrackers MSCI World Climate Transition UCITS ETF | 0.00% | Equity World Social/Environmental Climate Change | 1,131.00 | 0.19% | 28 | - |
| iShares MSCI World Islamic UCITS ETF | 0.37% | Equity World Islamic Investing | 376.00 | 0.30% | 470 | +8.58% |
| Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.14% | Equity United States | 501.00 | 0.07% | 7,093 | +9.24% |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc | 0.14% | Equity United States | 627.00 | 0.14% | 888 | +9.84% |
| iShares MSCI World ESG Screened UCITS ETF USD (Dist) | 0.10% | Equity World Social/Environmental | 1,391.00 | 0.20% | 429 | +10.01% |
| SPDR MSCI World Industrials UCITS ETF | 0.89% | Equity World Industrials | 271.00 | 0.30% | 56 | +7.26% |
| Invesco S&P 500 Equal Weight UCITS ETF Dist | 0.19% | Equity United States Equal Weighted | 503.00 | 0.20% | 60 | -2.57% |
| iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) | 0.15% | Equity United States Social/Environmental | 564.00 | 0.07% | 5,128 | +9.12% |
| HSBC MSCI World UCITS ETF CHF hedged | 0.10% | Equity World | 1,388.00 | 0.18% | 21 | - |
| HSBC USA Sustainable Equity UCITS ETF USD (Dist) | 0.05% | Equity United States Social/Environmental | 460.00 | 0.12% | 0 | +6.68% |
| iShares MSCI World ESG Screened UCITS ETF USD (Acc) | 0.10% | Equity World Social/Environmental | 1,391.00 | 0.20% | 1,979 | +9.91% |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.09% | Equity World | 1,512.00 | 0.55% | 832 | +11.93% |
| Amundi MSCI World UCITS ETF DR USD (D) | 0.00% | Equity World | 1,406.00 | 0.12% | 151 | +8.03% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0.09% | Equity World Social/Environmental | 2,017.00 | 0.33% | 104 | +12.01% |
| Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc | 0.08% | Equity World Multi-Factor Strategy | 199.00 | 0.30% | 88 | +7.84% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0.00% | Equity World Social/Environmental | 2,017.00 | 0.33% | 46 | -2.94% |
| Vanguard FTSE North America UCITS ETF Distributing | 0.13% | Equity North America | 636.00 | 0.10% | 1,806 | +9.45% |
| iShares Russell 1000 Value UCITS ETF USD (Acc) | 0.00% | Equity United States Value | 837.00 | 0.18% | 9 | - |
| Xtrackers S&P 500 UCITS ETF 4C | 0.14% | Equity United States | 502.00 | 0.06% | 63 | +9.52% |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.03% | Equity United States Social/Environmental | 268.00 | 0.20% | 273 | +10.69% |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.00% | Equity World Social/Environmental | 708.00 | 0.25% | 444 | +11.36% |
| L&G ROBO Global Robotics and Automation UCITS ETF | 1.52% | Equity World Technology Robotics & Automation | 78.00 | 0.80% | 808 | +2.49% |
| Xtrackers MSCI USA Industrials UCITS ETF 1D | 0.00% | Equity United States Industrials | 96.00 | 0.12% | 240 | +5.69% |
| Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged | 0.15% | Equity United States Social/Environmental | 562.00 | 0.12% | 1 | +11.89% |
| iShares MSCI World UCITS ETF (Dist) | 0.09% | Equity World | 1,513.00 | 0.50% | 5,738 | +8.19% |
| VanEck Sustainable World Equal Weight UCITS ETF A | 0.45% | Equity World Equal Weighted | 256.00 | 0.20% | 607 | +6.55% |
| iShares Edge MSCI USA Multifactor UCITS ETF | 1.37% | Equity United States Multi-Factor Strategy | 193.00 | 0.35% | 63 | +2.59% |
| VanEck Multi-Asset Conservative Allocation UCITS ETF | 0.25% | Equity World Social/Environmental Multi-Asset Strategy | 277.00 | 0.28% | 20 | +1.86% |
| Fidelity Global Quality Income UCITS ETF (EUR Hedged) | 0.45% | Equity World Dividend | 254.00 | 0.45% | 25 | +6.07% |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.10% | Equity World | 1,515.00 | 0.30% | 957 | +10.12% |
| Amundi Index MSCI World UCITS ETF DR (C) | 0.00% | Equity World | 1,510.00 | 0.18% | 1,143 | +7.58% |
| Amundi MSCI Robotics & AI ESG Screened UCITS ETF Acc | 2.22% | Equity World Technology Social/Environmental Robotics & Automation | 155.00 | 0.35% | 848 | +10.11% |
| iShares S&P 500 GBP Hedged UCITS ETF (Acc) | 0.14% | Equity United States | 504.00 | 0.20% | 744 | +11.90% |
| Fidelity US Quality Income UCITS ETF Acc (EUR Hedged) | 0.88% | Equity United States Dividend | 118.00 | 0.30% | 39 | +4.66% |
| SPDR S&P 500 EUR Hedged UCITS ETF | 0.14% | Equity United States | 503.00 | 0.05% | 468 | +10.40% |
| iShares S&P 500 EUR Hedged UCITS ETF (Acc) | 0.14% | Equity United States | 504.00 | 0.20% | 5,528 | +11.12% |
| iShares MSCI USA Islamic UCITS ETF | 0.53% | Equity United States Islamic Investing | 136.00 | 0.30% | 171 | +9.94% |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.08% | Equity World | 3,633.00 | 0.22% | 7,844 | +7.39% |
| Deka MSCI USA Large Cap UCITS ETF | 0.16% | Equity United States Large Cap | 286.00 | 0.30% | 77 | +11.39% |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.10% | Equity World | 1,388.00 | 0.15% | 45 | +8.62% |
| Xtrackers MSCI USA UCITS ETF 1D | 0.14% | Equity United States | 626.00 | 0.07% | 83 | +9.91% |
| Amundi MSCI World ESG Universal Select UCITS ETF DR (C) | 0.12% | Equity World Social/Environmental | 1,311.00 | 0.18% | 3 | +9.41% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing | 0.04% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 23 | - |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 0.03% | Equity World Social/Environmental | 1,322.00 | 0.20% | 3,361 | +7.13% |
| iShares MSCI North America UCITS ETF | 0.13% | Equity North America | 715.00 | 0.40% | 892 | +9.35% |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.09% | Equity World | 1,528.00 | 0.17% | 4 | - |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) | 0.03% | Equity United States Social/Environmental | 268.00 | 0.20% | 13 | +14.10% |
| Amundi S&P Global Industrials ESG UCITS ETF EUR (D) | 1.36% | Equity World Industrials Social/Environmental | 207.00 | 0.18% | 3 | +6.36% |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged | 0.09% | Equity World Social/Environmental | 2,018.00 | 0.37% | 1 | +8.51% |
| JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.00% | Equity United States | 590.00 | 0.05% | 1 | +9.76% |
| Xtrackers S&P 500 ESG UCITS ETF 1C | 0.19% | Equity United States Social/Environmental | 318.00 | 0.08% | 9 | - |
| Amundi Prime Global UCITS ETF DR (C) | 0.00% | Equity World | 1,520.00 | 0.05% | 246 | +8.67% |
| HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) | 0.03% | Equity World Social/Environmental | 948.00 | 0.18% | 21 | +5.36% |
| iShares MSCI ACWI UCITS ETF (Acc) | 0.09% | Equity World | 2,474.00 | 0.20% | 9,049 | +7.50% |
| UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis | 0.00% | Equity United States Social/Environmental | 318.00 | 0.12% | 492 | +11.07% |
| HSBC S&P 500 UCITS ETF USD (Acc) | 0.15% | Equity United States | 499.00 | 0.09% | 9 | +9.02% |
| Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A) | 1.36% | Equity World Industrials Social/Environmental | 207.00 | 0.18% | 122 | +7.54% |
| iShares S&P 500 Industrials Sector UCITS ETF | 1.73% | Equity United States Industrials | 77.00 | 0.15% | 195 | +4.19% |
| UBS ETF (IE) MSCI USA Select Factor Mix UCITS ETF (hedged to CHF) A-acc | 0.16% | Equity United States Multi-Factor Strategy | 2,089.00 | 0.30% | 24 | +4.03% |
| Vanguard S&P 500 UCITS ETF | 0.14% | Equity United States | 501.00 | 0.07% | 32,148 | +9.48% |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.10% | Equity World | 2,392.00 | 0.45% | 336 | +8.71% |
| iShares S&P 500 Equal Weight UCITS ETF USD (Acc) | 0.19% | Equity United States Equal Weighted | 504.00 | 0.20% | 699 | -1.63% |
| L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating | 0.04% | Equity World Multi-Factor Strategy | 2,532.00 | 0.50% | 95 | - |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.09% | Equity World | 1,511.00 | 0.55% | 3,299 | +10.49% |
| Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc | 0.14% | Equity World Islamic Investing | 1,796.00 | 0.40% | - | +11.31% |
| SPDR S&P 500 ESG Leaders UCITS ETF (Acc) | 0.25% | Equity United States Social/Environmental | 208.00 | 0.03% | 1,347 | +13.50% |
| WisdomTree US Quality Dividend Growth UCITS ETF USD Acc | 0.43% | Equity United States Fundamental/Quality | 285.00 | 0.33% | 384 | +3.94% |
| Invesco FTSE All-World UCITS ETF Dist | 0.08% | Equity World | 1,945.00 | 0.15% | 7 | - |
| JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.14% | Equity United States | 590.00 | 0.05% | 18 | +9.78% |
| Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating | 0.02% | Equity World Multi-Asset Strategy | 14,545.00 | 0.25% | 47 | +0.58% |
| Fidelity Global Quality Income UCITS ETF (GBP Hedged) | 0.45% | Equity World Dividend | 254.00 | 0.45% | 36 | +7.10% |
| Amundi Prime Global UCITS ETF DR (D) | 0.11% | Equity World | 1,520.00 | 0.05% | 567 | +9.12% |
| Xtrackers S&P 500 UCITS ETF 3C CHF hedged | 0.14% | Equity United States | 502.00 | 0.20% | 9 | +12.63% |
| iShares MSCI USA ESG Screened UCITS ETF USD (Acc) | 0.00% | Equity United States Social/Environmental | 566.00 | 0.07% | 4,984 | +12.12% |
| VanEck Multi-Asset Growth Allocation UCITS ETF | 0.45% | Equity World Social/Environmental Multi-Asset Strategy | 247.00 | 0.32% | 24 | +1.77% |
| First Trust Global Capital Strength ESG Leaders UCITS ETF Class A Accumulation | 2.21% | Equity World Fundamental/Quality | 50.00 | 0.75% | 27 | -0.53% |
| BNP Paribas Easy S&P 500 ESG UCITS ETF Capitalisation | 0.19% | Equity United States Social/Environmental | 318.00 | 0.12% | 252 | - |
| Global X U.S. Infrastructure Development UCITS ETF USD Distributing | 3.00% | Equity United States Infrastructure | 98.00 | 0.47% | 15 | +10.65% |
| Xtrackers MSCI World UCITS ETF 1C | 0.09% | Equity World | 1,528.00 | 0.19% | 9,122 | +8.46% |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.09% | Equity World | 1,504.00 | 0.55% | 278 | +11.30% |
| iShares S&P 500 ESG UCITS ETF USD (Acc) | 0.00% | Equity United States Social/Environmental | 319.00 | 0.07% | 60 | +11.53% |
| BlackRock ESG Multi-Asset Conservative Portfolio UCITS ETF GBP Hedged (Acc) | 0.01% | Equity World Social/Environmental Multi-Asset Strategy | 13,652.00 | 0.25% | 2 | +1.44% |
| iShares Dow Jones US Select Dividend UCITS ETF (DE) | 0.93% | Equity United States Dividend | 99.00 | 0.31% | 324 | -10.90% |
| Amundi Prime USA UCITS ETF DR (C) | 0.17% | Equity United States | 492.00 | 0.05% | 33 | +10.42% |
| iShares Edge MSCI World Multifactor UCITS ETF USD (Acc) | 0.95% | Equity World Multi-Factor Strategy | 470.00 | 0.50% | 471 | +1.67% |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0.09% | Equity World Social/Environmental | 2,017.00 | 0.33% | 530 | +7.50% |
| iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) | 0.15% | Equity United States Social/Environmental | 566.00 | 0.10% | 92 | +12.83% |
| BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF | 0.18% | Equity North America Social/Environmental | 513.00 | 0.15% | 233 | +7.35% |
| Xtrackers MSCI USA UCITS ETF 3C CHF Hedged | 0.14% | Equity United States | 626.00 | 0.12% | 70 | +13.16% |
| HSBC Developed World Sustainable Equity UCITS ETF USD | 0.00% | Equity World Social/Environmental | 948.00 | 0.18% | 106 | +6.45% |
| Xtrackers S&P 500 UCITS ETF 2C GBP hedged | 0.14% | Equity United States | 502.00 | 0.09% | 324 | +10.74% |
| Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Dist | 0.08% | Equity World Multi-Factor Strategy | 199.00 | 0.30% | - | +10.25% |
| HSBC S&P 500 UCITS ETF CHF Hedged (Acc) | 0.14% | Equity United States | 502.00 | 0.12% | 0 | - |
| UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis | 0.13% | Equity United States | 627.00 | 0.14% | 373 | +9.54% |
Performance
Returns overview
| YTD | -11.12% |
| 1 month | -3.81% |
| 3 months | -9.77% |
| 6 months | +12.20% |
| 1 year | -9.08% |
| 3 years | +25.17% |
| 5 years | +33.97% |
| Since inception (MAX) | +80.20% |
| 2022 | +15.84% |
| 2021 | +18.07% |
| 2020 | -0.05% |
| 2019 | +24.41% |
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%.
Risk overview
| Volatility 1 year | 23.47% |
| Volatility 3 years | 23.89% |
| Volatility 5 years | 30.95% |
| Return per risk 1 year | -0.39 |
| Return per risk 3 years | 0.25 |
| Return per risk 5 years | 0.34 |
| Maximum drawdown 1 year | -22.92% |
| Maximum drawdown 3 years | -22.92% |
| Maximum drawdown 5 years | -44.40% |
| Maximum drawdown since inception | -44.81% |
Rolling 1 year volatility
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— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.