Equity Residential

ISIN US29476L1070

WKN 985334

Market cap (in EUR)

22,533 m

Country

United States

Sector

Finance

Dividend yield

4.06%

Overview

Quote

Description

Equity Residential is a real estate investment trust, which engages in the acquisition, development, and management of rental apartment properties, which includes the generation of rental and other related income through the leasing of apartment units to residents. The company was founded by Robert H. Lurie and Sam Zell in March 1993 and is headquartered in Chicago, IL.

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Finance Real Estate Real Estate Investment Trusts (REITs) United States

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Financials

Key metrics

Market capitalisation, EUR	22,533 m
EPS, EUR	2.14
P/B ratio	2.4
P/E ratio	27.7
Dividend yield	4.06%

Income statement (2025)

Revenue, EUR	2,716 m
Net income, EUR	993 m
Profit margin	36.56%

What ETF is Equity Residential in?

There are 338 ETFs which contain Equity Residential. All of these ETFs are listed in the table below. The ETF with the largest weighting of Equity Residential is the HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.13%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,028
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	882
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.63%	Equity United States Low Volatility/Risk Weighted	36
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	757
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental Climate Change	322
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,503
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	46
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.11%	Equity World Fundamental/Quality	5,026
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	2.46%	Real Estate World	36
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	3
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	15,256
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	28
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	1,036
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	43
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.06%	Equity United States Social/Environmental	539
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.03%	Equity United States	15,617
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,935
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.33%	Equity United States Equal Weighted	1,146
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,526
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	18
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	82
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	592
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	1,210
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.05%	Equity United States Social/Environmental Climate Change	298
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	3,744
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	1.23%	Real Estate World	1,852
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D	0.34%	Equity United States Dividend	8
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	600
iShares Developed Markets Property Yield UCITS ETF	1.42%	Real Estate World	1,068
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	1.36%	Real Estate World	50
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	399
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.14%	Equity United States Multi-Factor Strategy	138
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	696
Invesco MSCI USA Universal Screened UCITS ETF	0.03%	Equity United States Social/Environmental	38
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.22%	Equity World Multi-Factor Strategy	0
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.19%	Equity United States Social/Environmental	518
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental Climate Change	410
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	0.07%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	96
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,813
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.01%	Equity United States Social/Environmental Climate Change	151
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.33%	Equity United States Equal Weighted	1,356
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.03%	Equity United States	448
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	2.41%	Real Estate World	11
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	277
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.03%	Equity United States	57
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	2.41%	Real Estate World	27
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,259
Xtrackers MSCI World Quality UCITS ETF 1C	0.11%	Equity World Fundamental/Quality	2,778
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	723
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.02%	Equity United States Social/Environmental Climate Change	2,288
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.13%	Equity United States Multi-Factor Strategy	110
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.10%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	235
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	0.93%	Equity United States Low Volatility/Risk Weighted	100
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.33%	Equity United States Equal Weighted	2
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.15%	Equity United States Multi-Factor Strategy	94
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	1.51%	Real Estate World	13
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.24%	Equity World Dividend	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	69
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	109
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,413
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	19,584
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.05%	Equity World Social/Environmental Climate Change	488
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Climate Change	314
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 Equal Weight UCITS ETF	0.21%	Equity United States Equal Weighted	1,074
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	61
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,183
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.06%	Equity United States Social/Environmental Climate Change	6
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.06%	Equity United States Social/Environmental	21
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	311
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.44%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.04%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.02%	Equity World	2,770
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.13%	Equity United States Multi-Factor Strategy	28
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,661
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	196
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,495
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	1,352
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	258
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	66
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	108
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	1.42%	Real Estate World	223
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,419
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	90
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Climate Change	333
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	11,430
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	883
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	189
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.18%	Equity World Mid Cap	7
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.08%	Equity World Value	197
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	1,204
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	141
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	31
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	592
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.03%	Equity United States	87
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	14,249
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	7
iShares US Property Yield UCITS ETF	2.17%	Real Estate United States	586
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	903
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.09%	Equity United States Social/Environmental Climate Change	7
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.02%	Equity World	445
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.69%	Equity United States Social/Environmental Climate Change	1
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	125,409
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.19%	Equity United States Social/Environmental	545
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	2,185
State Street SPDR MSCI USA Value UCITS ETF USD	0.14%	Equity United States Value	203
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	5
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	132,712
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	100
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.04%	Equity North America Social/Environmental	255
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	2,467
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,258
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	812
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	59
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	387
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.69%	Equity United States Social/Environmental Climate Change	32
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,286
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	22,865
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	8
UBS MSCI USA Universal UCITS ETF USD acc	0.04%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.06%	Equity United States Social/Environmental	910
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	14,588
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	5
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C	0.47%	Real Estate World	10
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	4,415
iShares US Property Yield UCITS ETF USD (Acc)	2.17%	Real Estate United States	16
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.16%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.22%	Equity World Multi-Factor Strategy	237
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	272
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	599
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.12%	Equity United States Social/Environmental Climate Change	1
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.03%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	984
Amundi S&P 500 Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	3,883
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,556
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,220
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	738
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	117
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	1.42%	Real Estate World	100
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	620
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.19%	Equity United States Social/Environmental Climate Change	342
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,906
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.06%	Equity United States Social/Environmental	449
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental Climate Change	38
iShares FTSE All-World UCITS ETF USD (Acc)	0.02%	Equity World	26
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.33%	Equity United States Mid Cap	260
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental Climate Change	549
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	780
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	10,518
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,683
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	238
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	13
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	3,000
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.63%	Equity United States Low Volatility/Risk Weighted	3
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	20
HSBC MSCI USA Quality UCITS ETF USD	0.14%	Equity United States Fundamental/Quality	227
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	80
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	2,289
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.12%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,467
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,717
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	217
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	16
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.01%	Equity World	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	527
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	1.25%	Real Estate World	371
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	121
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	6,459
iShares Edge MSCI USA Quality Factor UCITS ETF	0.14%	Equity United States Fundamental/Quality	1,564
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.08%	Equity United States Social/Environmental	11
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	1,823
Franklin S&P 500 Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	4
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.04%	Equity World Social/Environmental Catholic principles	102
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,441
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	313
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.03%	Equity United States	18,601
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.04%	Equity United States	31
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.02%	Equity World	17,406
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	424
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	164
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,098
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.06%	Equity United States Value	890
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,780
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	661
HSBC S&P 500 UCITS ETF USD	0.03%	Equity United States	8,662
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.05%	Equity United States Social/Environmental Climate Change	676
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	68
HSBC USA Screened Equity UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	742
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,368
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	1,969
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	733
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.02%	Equity World	432
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	333
Franklin US Dividend Tilt UCITS ETF (Acc)	0.11%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	135
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	142
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental	17
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	5,962
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	1.23%	Real Estate World	839
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	3,596
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.24%	Equity World Fundamental/Quality	185
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,774
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	29,858
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,150
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental Climate Change	188
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	349
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	8,083
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	79
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	17
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	103
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	388
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,618
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,345
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	279
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	2,859
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	1,071
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	443
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.04%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.33%	Equity United States Equal Weighted	134
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	20
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	117
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.04%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	119
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	1.67%	Real Estate World	181
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	669
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,933
Xtrackers S&P 500 UCITS ETF 4C	0.03%	Equity United States	2,087
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.09%	Equity United States Value	254
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	210
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental	1,215
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,179
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.17%	Equity World Social/Environmental Multi-Asset Strategy	21
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	92
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,775
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,406
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.03%	Equity United States	2,454
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	8,718
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.14%	Equity United States Fundamental/Quality	418
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	44,969
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,930
HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc)	3.23%	Real Estate World	12
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	284
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	217
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,352
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.19%	Equity United States Social/Environmental	233
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,256
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	1.42%	Real Estate World	82
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	127
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.02%	Equity World	53
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	377
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.03%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	118
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	59
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.30%	Equity World Social/Environmental Multi-Asset Strategy	41
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	54
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.06%	Equity United States Social/Environmental	513
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	29,825
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	1.36%	Real Estate World	325
HSBC S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	648
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.13%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	45,963
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,648
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	4,251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	1,340
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,324
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF	0.04%	Equity World Islamic Investing	954
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.08%	Equity United States Social/Environmental	4,459
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	52
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	270
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.03%	Equity United States	82
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
iShares Edge MSCI USA Value Factor UCITS ETF	0.09%	Equity United States Value	3,365
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.44%	Equity United States Multi-Factor Strategy	138
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.06%	Equity United States Social/Environmental	54
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	15,777
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.03%	Equity United States	61
VanEck Multi-Asset Growth Allocation UCITS ETF	0.33%	Equity World Social/Environmental Multi-Asset Strategy	34
VanEck Global Real Estate UCITS ETF	1.67%	Real Estate World	417
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.19%	Equity United States Social/Environmental	11
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	201
Invesco S&P 500 Low Volatility UCITS ETF Acc	0.93%	Equity United States Low Volatility/Risk Weighted	121
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	3,031
Amundi Prime Global UCITS ETF Dist	0.02%	Equity World	1,583
Xtrackers MSCI World UCITS ETF 1C	0.02%	Equity World	19,846
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.02%	Equity World	550
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	433
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.04%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,056
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	165
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	81
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	1,711
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	4,588
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.04%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	100
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,286
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	470
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.09%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	714
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	40
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	362
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	1.25%	Real Estate World	62
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	63
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.12%	Equity United States Social/Environmental Climate Change	5
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	430
Franklin US Dividend Tilt UCITS ETF (Dis)	0.11%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.03%	Equity United States	669
UBS MSCI USA UCITS ETF USD dis	0.04%	Equity United States	482
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.03%	Equity United States	11

Performance

Returns overview

YTD	+9.72%
1 month	+1.50%
3 months	+13.28%
6 months	+14.34%
1 year	+4.14%
3 years	-1.00%
5 years	-12.74%
Since inception (MAX)	+17.69%
2025	-17.26%
2024	+16.74%
2023	-1.56%
2022	-26.68%

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).