Essential Utilities

ISIN US29670G1022

WKN A2PZEK

Market cap (in EUR)

9,266 m

Country

United States

Sector

Utilities

Dividend yield

3.46%

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Overview

Quote

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Description

Essential Utilities, Inc. is a holding company, which engages in providing water, wastewater, and natural gas services through its subsidiaries. It operates through the Regulated Water and Regulated Natural Gas segments. The Regulated Water segment includes water and wastewater regulated utility companies. The Regulated Natural Gas segment refers to natural gas utility companies, which provide natural gas distribution services. The company was founded in 1968 and is headquartered in Bryn Mawr, PA.

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Utilities Water Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	9,266 m
EPS, EUR	2.18
P/B ratio	1.6
P/E ratio	16.0
Dividend yield	3.46%

Income statement (2024)

Revenue, EUR	1,929 m
Net income, EUR	550 m
Profit margin	28.54%

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What ETF is Essential Utilities in?

There are 222 ETFs which contain Essential Utilities. All of these ETFs are listed in the table below. The ETF with the largest weighting of Essential Utilities is the iShares Global Water UCITS ETF USD (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.09%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.05%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.01%	Equity World	688
Xtrackers MSCI USA Screened UCITS ETF 1C	0.02%	Equity United States Social/Environmental	213
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.55%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.00%	Equity World Multi-Asset Strategy	670
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	722
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Global Water UCITS ETF	4.27%	Equity World Water	1,960
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	13,364
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	15
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF	0.10%	Equity World Infrastructure Multi-Asset Strategy	1,349
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.02%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.04%	Equity United States Social/Environmental	367
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.27%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.01%	Equity World	1,287
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	0.76%	Equity World Utilities Social/Environmental	7
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	1,662
iShares MSCI ACWI UCITS ETF USD (Dist)	0.01%	Equity World	0
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.59%	Equity United States Dividend	15
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.01%	Equity World Social/Environmental	66
UBS MSCI USA Value UCITS ETF USD dis	0.04%	Equity United States Value	428
Amundi Core MSCI USA UCITS ETF Acc	0.02%	Equity United States	2,653
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.01%	Equity World Social/Environmental	486
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.01%	Equity World	348
iShares Global Infrastructure UCITS ETF USD (Dist)	0.37%	Equity World Infrastructure	1,480
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.08%	Equity United States Social/Environmental Climate Change	712
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,727
Franklin Future Of Food UCITS ETF	1.30%	Equity World Social/Environmental Future of Food	4
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF USD dis	2.57%	Equity United States Dividend	8
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.03%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.01%	Equity World	65
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,457
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental Climate Change	20
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,866
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.11%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	678
WisdomTree US Equity Income UCITS ETF Acc	0.27%	Equity United States Dividend	79
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.09%	Equity United States Multi-Factor Strategy	93
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.05%	Equity United States	34
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.06%	Equity World Social/Environmental Climate Change	1,167
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.08%	Equity United States Social/Environmental Climate Change	379
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental Climate Change	143
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	29
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.27%	Equity United States Dividend	1
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Dist)	0.35%	Equity United States Mid Cap	16
SPDR S&P 400 U.S. Mid Cap UCITS ETF EUR Hedged (Dist)	0.35%	Equity United States Mid Cap	7
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Climate Change	247
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.04%	Equity World Low Volatility/Risk Weighted Climate Change	4
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.00%	Equity World Social/Environmental Climate Change	269
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.09%	Equity United States Multi-Factor Strategy	29
iShares Global Infrastructure UCITS ETF USD (Acc)	0.37%	Equity World Infrastructure	72
HSBC MSCI World UCITS ETF USD	0.01%	Equity World	12,514
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.07%	Equity World Social/Environmental	282
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.05%	Equity World Social/Environmental Climate Change	3,945
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	204
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.01%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,375
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.06%	Equity World Social/Environmental Climate Change	307
Xtrackers MSCI USA UCITS ETF 1C	0.02%	Equity United States	9,141
UBS Core MSCI World UCITS ETF hEUR acc	0.01%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.02%	Equity United States	328
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.06%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.03%	Equity World Social/Environmental	290
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	1,564
UBS MSCI World Selection UCITS ETF hCHF acc	0.03%	Equity World Social/Environmental	221
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.01%	Equity World	965
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	114
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.02%	Equity United States	472
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.02%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.01%	Equity World	11,849
UBS S&P USA Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	2.57%	Equity United States Dividend	1
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.04%	Equity United States Social/Environmental	464
UBS Core MSCI USA UCITS ETF hGBP acc	0.02%	Equity United States	56
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.10%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	405
iShares Core MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	108,821
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.09%	Equity North America Dividend	109
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	71
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.02%	Equity North America Social/Environmental	306
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	669
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental	3,039
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.01%	Equity World	21
UBS Core MSCI USA UCITS ETF USD dis	0.02%	Equity United States	1,178
Xtrackers Global Infrastructure ESG UCITS ETF 1C 1C	0.67%	Equity World Infrastructure Social/Environmental	7
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental Climate Change	570
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.03%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.01%	Equity World	7,085
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.02%	Equity United States	2,763
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.02%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.00%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	960
SPDR S&P 400 U.S. Mid Cap UCITS ETF USD Unhedged (Acc)	0.35%	Equity United States Mid Cap	3,748
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.01%	Equity World Social/Environmental	720
Amundi MSCI World Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	917
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.02%	Equity United States	528
UBS Core MSCI World UCITS ETF USD acc	0.01%	Equity World	5,308
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental Climate Change	43
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.31%	Equity United States Mid Cap	259
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental Climate Change	205
iShares Core MSCI World UCITS ETF USD (Dist)	0.01%	Equity World	507
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.52%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,820
Xtrackers MSCI World Utilities UCITS ETF 1C	0.52%	Equity World Utilities	488
Invesco FTSE RAFI All World 3000 UCITS ETF	0.05%	Equity World Fundamental/Quality	136
SPDR S&P US Dividend Aristocrats UCITS ETF	0.52%	Equity United States Dividend	2,813
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental	29
UBS MSCI USA NSL UCITS ETF USD acc	0.02%	Equity United States	2,773
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.55%	Equity United States Low Volatility/Risk Weighted	5
HSBC MSCI USA Quality UCITS ETF USD	0.14%	Equity United States Fundamental/Quality	321
UBS MSCI World UCITS ETF USD dis	0.01%	Equity World	1,337
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	3
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.02%	Equity World Social/Environmental	387
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	3,921
iShares Edge MSCI USA Quality Factor UCITS ETF	0.14%	Equity United States Fundamental/Quality	1,371
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental Climate Change	35
UBS MSCI USA Selection UCITS ETF USD acc	0.04%	Equity United States Social/Environmental	2,238
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	79
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	1,350
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.03%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.02%	Equity World	13,761
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.04%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	71
WisdomTree US Equity Income UCITS ETF	0.27%	Equity United States Dividend	50
Invesco FTSE RAFI US 1000 UCITS ETF	0.03%	Equity United States Fundamental/Quality	567
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.08%	Equity United States Social/Environmental Climate Change	317
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.05%	Equity World Social/Environmental Climate Change	565
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	0.37%	Equity World Infrastructure	41
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	782
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	316
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.02%	Equity United States	477
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	246
Xtrackers MSCI World Screened UCITS ETF 1D	0.01%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.01%	Equity World Social/Environmental	4,912
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.05%	Equity World Social/Environmental Climate Change	31
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.04%	Equity United States Social/Environmental	189
UBS MSCI World Selection UCITS ETF hEUR acc	0.03%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.07%	Equity World Social/Environmental	48
Xtrackers MSCI World Climate Transition UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.02%	Equity United States	2,053
iShares MSCI World Screened UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	946
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	7,075
HSBC MSCI World UCITS ETF CHF hedged	0.01%	Equity World	51
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	337
Amundi Core MSCI World UCITS ETF USD Dist	0.01%	Equity World	1,309
iShares MSCI World Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,491
iShares Global Water UCITS ETF USD (Acc)	4.27%	Equity World Water	46
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	286
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental Climate Change	763
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	133
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.08%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.02%	Equity United States	772
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.04%	Equity United States Value	239
UBS MSCI World Selection UCITS ETF USD acc	0.03%	Equity World Social/Environmental	661
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.05%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity United States Social/Environmental	15
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.05%	Equity World Social/Environmental Climate Change	456
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)	0.16%	Equity United States Small Cap	53
iShares MSCI World UCITS ETF (Dist)	0.01%	Equity World	7,372
VanEck Morningstar US SMID Moat UCITS ETF A	1.38%	Equity United States Small Cap Moat	11
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	67
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.01%	Equity World	1,527
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Climate Change	470
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.14%	Equity United States Fundamental/Quality	137
HSBC MSCI World UCITS ETF USD (Acc)	0.01%	Equity World	1,439
Xtrackers MSCI USA UCITS ETF 1D	0.02%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,430
iShares MSCI North America UCITS ETF	0.02%	Equity North America	1,093
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.02%	Equity World Social/Environmental	385
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.01%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.01%	Equity World	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.01%	Equity World	21,304
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental Climate Change	147
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.09%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.01%	Equity World	971
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	778
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.01%	Equity World	4,857
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	13,999
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental Climate Change	208
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	2,996
JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (dist)	0.16%	Equity United States Small Cap	178
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	16,176
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.01%	Equity World	456
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.00%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.05%	Equity World Social/Environmental Catholic principles	143
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States Social/Environmental	525
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.01%	Equity World Social/Environmental	83
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.02%	Equity World Social/Environmental	9
SPDR S&P 400 U.S. Mid Cap Leaders UCITS ETF USD Unhedged (Acc)	0.69%	Equity United States Mid Cap	4
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	934
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.08%	Equity North America Social/Environmental Climate Change	43
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.05%	Equity United States Social/Environmental	1,324
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.02%	Equity United States	265
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental Climate Change	242
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental Climate Change	31
SPDR MSCI World Utilities UCITS ETF USD	0.50%	Equity World Utilities	47
UBS MSCI USA UCITS ETF USD dis	0.01%	Equity United States	449

Performance

Returns overview

YTD	-1.11%
1 month	-7.02%
3 months	+2.60%
6 months	+1.21%
1 year	-1.66%
3 years	-27.73%
5 years	-16.10%
Since inception (MAX)	-7.36%
2024	-3.23%
2023	-26.46%
2022	+2.74%
2021	+15.90%

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).