Equity Residential

ISIN US29476L1070

WKN 985334

Market cap (in EUR)

21,252 m

Country

United States

Sector

Finance

Dividend yield

4.23%

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	21,252 m
EPS, EUR	2.14
P/B ratio	2.3
P/E ratio	26.5
Dividend yield	4.23%

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 322 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	0.14%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.04%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	978
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	638
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.55%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	723
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental Climate Change	318
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,246
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	43
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.09%	Equity World Fundamental/Quality	4,428
BNP Paribas Easy FTSE EPRA Nareit Global Developed Green CTB UCITS ETF EUR Acc	2.36%	Real Estate World	34
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	3
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	14,496
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	26
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	846
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	50
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.05%	Equity United States Social/Environmental	531
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.04%	Equity United States	15,235
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,807
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	1,022
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,556
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	40
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	86
UBS MSCI USA Value UCITS ETF USD dis	0.07%	Equity United States Value	482
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	1,374
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.05%	Equity United States Social/Environmental Climate Change	383
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	3,280
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD	1.19%	Real Estate World	1,947
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D	0.36%	Equity United States Dividend	9
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	531
iShares Developed Markets Property Yield UCITS ETF	1.37%	Real Estate World	1,055
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Acc)	1.31%	Real Estate World	46
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	359
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.16%	Equity United States Multi-Factor Strategy	117
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	587
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	37
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	478
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)	0.07%	Equity World Social/Environmental Climate Change	405
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)	0.04%	Equity World	89
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	50
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.02%	Equity United States Social/Environmental Climate Change	174
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,226
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	430
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Dist)	2.35%	Real Estate World	11
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	257
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.04%	Equity United States	55
HSBC FTSE EPRA Nareit Developed Climate Paris Aligned UCITS ETF USD (Acc)	2.35%	Real Estate World	41
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	2,270
Xtrackers MSCI World Quality UCITS ETF 1C	0.09%	Equity World Fundamental/Quality	2,425
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	730
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,081
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.14%	Equity United States Multi-Factor Strategy	108
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.09%	Equity United States	27
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	222
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	0.84%	Equity United States Low Volatility/Risk Weighted	98
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	3
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.15%	Equity United States Multi-Factor Strategy	80
iShares Global Real Estate Environmental Tilt UCITS ETF USD (Dist)	1.45%	Real Estate World	13
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.26%	Equity World Dividend	28
UBS Core S&P 500 UCITS ETF hGBP dis	0.04%	Equity United States	66
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.09%	Equity World Social/Environmental	104
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,156
iShares Core S&P 500 UCITS ETF USD (Dist)	0.04%	Equity United States	18,700
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.07%	Equity World Social/Environmental Climate Change	457
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Climate Change	327
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	991
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.02%	Equity World Social/Environmental	59
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	1,060
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	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.06%	Equity United States Social/Environmental	27
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	138
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.32%	Equity United States Multi-Factor Strategy	38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.04%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,864
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	24
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.14%	Equity United States Multi-Factor Strategy	27
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,125
UBS Core S&P 500 UCITS ETF hEUR acc	0.04%	Equity United States	220
L&G Global Equity UCITS ETF	0.02%	Equity World Social/Environmental	1,218
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	1,242
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	244
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	48
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	101
iShares Developed Markets Property Yield UCITS ETF USD (Acc)	1.37%	Real Estate World	220
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,424
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	80
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Climate Change	323
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	10,645
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	809
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	190
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.18%	Equity World Mid Cap	6
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	18
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.08%	Equity World Value	170
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,119
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	116
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	22
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	578
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	81
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	26
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	13,358
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	7
iShares US Property Yield UCITS ETF	2.11%	Real Estate United States	577
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	814
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.10%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	7
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental Climate Change	1
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	120,075
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.19%	Equity United States Social/Environmental	361
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	2,161
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	5
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	152
iShares Core S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	126,399
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	90
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.04%	Equity North America Social/Environmental	241
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	158
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,290
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	742
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	63
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	350
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.08%	Equity United States Social/Environmental Climate Change	33
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,231
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	21,525
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
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	897
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	10,970
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)	0.05%	Equity United States Social/Environmental Climate Change	5
Xtrackers Developed Green Real Estate ESG UCITS ETF 1C	0.57%	Real Estate World	10
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	4,025
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	62
iShares US Property Yield UCITS ETF USD (Acc)	2.11%	Real Estate United States	19
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.18%	Equity United States Social/Environmental Climate Change	11
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.22%	Equity World Multi-Factor Strategy	222
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	30
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	255
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	750
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.12%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.04%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	875
Amundi S&P 500 Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	3,543
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,442
UBS Core S&P 500 UCITS ETF USD dis	0.04%	Equity United States	1,161
UBS Core S&P 500 UCITS ETF hCHF acc	0.04%	Equity United States	635
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	101
iShares Developed Markets Property Yield UCITS ETF GBP Hedged (Dist)	1.37%	Real Estate World	99
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	567
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.23%	Equity United States Social/Environmental Climate Change	371
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	8,595
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.06%	Equity United States Social/Environmental	591
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental Climate Change	37
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.34%	Equity United States Mid Cap	272
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental Climate Change	480
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	701
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	8,661
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,644
Invesco RAFI All-World Fundamental Value UCITS ETF	0.03%	Equity World Value	206
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	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	22
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	2,954
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.55%	Equity United States Low Volatility/Risk Weighted	4
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	38
HSBC MSCI USA Quality UCITS ETF USD	0.11%	Equity United States Fundamental/Quality	344
Amundi Prime All Country World UCITS ETF Acc	0.02%	Equity World	1,721
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	1,429
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,776
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	184
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	454
Amundi FTSE EPRA NAREIT Global UCITS ETF Acc	1.18%	Real Estate World	365
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	117
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	5,248
iShares Edge MSCI USA Quality Factor UCITS ETF	0.10%	Equity United States Fundamental/Quality	1,533
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.08%	Equity United States Social/Environmental	10
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental	1,733
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	0.05%	Equity World Social/Environmental Catholic principles	101
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,378
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	298
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.04%	Equity United States	17,546
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	16,057
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	179
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.04%	Equity World	107
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,852
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.06%	Equity United States Value	710
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,599
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	666
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	7,928
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.05%	Equity United States Social/Environmental Climate Change	2,050
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	64
HSBC USA Screened Equity UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	689
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,305
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.06%	Equity United States Social/Environmental	1,912
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	734
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	293
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	128
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	5,527
HSBC FTSE EPRA NAREIT Developed UCITS ETF USD (Acc)	1.19%	Real Estate World	745
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	3,091
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	0.28%	Equity World Fundamental/Quality	174
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,613
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.04%	Equity United States	29,304
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,122
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	125
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	323
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,561
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	83
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	16
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	98
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	389
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,902
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,525
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	278
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,131
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	1,035
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	429
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.37%	Equity United States Equal Weighted	126
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	19
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	108
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	110
UBS FTSE EPRA Nareit Developed Green UCITS ETF USD dis	1.61%	Real Estate World	194
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	470
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,804
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	1,336
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	6
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	136
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental	1,217
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,948
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	88
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,728
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,356
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.04%	Equity United States	2,416
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.04%	Equity United States	8,650
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.10%	Equity United States Fundamental/Quality	309
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	38,398
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,832
HSBC FTSE EPRA NAREIT Developed Islamic UCITS ETF USD (Acc)	3.12%	Real Estate World	10
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	274
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	197
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	3,962
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.19%	Equity United States Social/Environmental	201
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,306
iShares Developed Markets Property Yield UCITS ETF EUR Hedged (Acc)	1.37%	Real Estate World	76
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	1
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.09%	Equity World Social/Environmental	407
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.04%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	141
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	49
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.30%	Equity World Social/Environmental Multi-Asset Strategy	40
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	64
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	27,227
State Street SPDR Dow Jones Global Real Estate UCITS ETF USD Unhedged (Dist)	1.31%	Real Estate World	300
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	609
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.14%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.04%	Equity United States	44,623
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,446
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,493
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	1,160
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,109
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	942
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.07%	Equity United States Social/Environmental	4,591
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	237
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.04%	Equity United States	79
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	97
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.32%	Equity United States Multi-Factor Strategy	102
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.05%	Equity United States Social/Environmental	55
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	14,695
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	62
VanEck Multi-Asset Growth Allocation UCITS ETF	0.33%	Equity World Social/Environmental Multi-Asset Strategy	33
VanEck Global Real Estate UCITS ETF	1.58%	Real Estate World	426
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.19%	Equity United States Social/Environmental	10
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	164
Invesco S&P 500 Low Volatility UCITS ETF Acc	0.84%	Equity United States Low Volatility/Risk Weighted	21
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,956
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,548
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	526
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	420
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	996
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.04%	Equity World Social/Environmental Catholic principles	164
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	78
UBS Core S&P 500 UCITS ETF USD acc	0.04%	Equity United States	1,455
Amundi Prime All Country World UCITS ETF Dist	0.02%	Equity World	3,999
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	98
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,258
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	425
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	771
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	39
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	343
Amundi FTSE EPRA NAREIT Global UCITS ETF Dist	1.18%	Real Estate World	59
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	49
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.12%	Equity United States Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	369
Franklin US Dividend Tilt UCITS ETF (Dis)	0.11%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.04%	Equity United States	635
UBS MSCI USA UCITS ETF USD dis	0.04%	Equity United States	489
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.04%	Equity United States	12

Performance

Returns overview

YTD	+4.62%
1 month	+6.85%
3 months	+5.52%
6 months	+5.63%
1 year	-4.51%
3 years	-1.09%
5 years	-7.45%
Since inception (MAX)	+12.22%
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).