Eversource Energy

ISIN US30040W1080

WKN A14NE5

Market cap (in EUR)

21,909 m

Country

United States

Sector

Utilities

Dividend yield

4.43%

Overview

Quote

Description

Eversource Energy engages in the generation, transmission, and distribution of natural gas and electricity. It operates through the following segments: Electric Distribution, Electric Transmission, Natural Gas Distribution, Water Distribution, and Other. The Electric Distribution segment distributes electricity to retail customers. The Electric Transmission segment owns and maintains transmission facilities through CL&P, NSTAR Electric, PSNH, and WMECO. The Natural Gas Distribution segment transmits and distributes natural gas to retail customers. The Water Distribution segment operates five separate regulated water utilities in Connecticut, Massachusetts, and New Hampshire. The company was founded on July 1, 1966, and is headquartered in Springfield, MA.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	21,909 m
EPS, EUR	4.04
P/B ratio	1.6
P/E ratio	15.1
Dividend yield	4.43%

Income statement (2025)

Revenue, EUR	12,008 m
Net income, EUR	1,500 m
Profit margin	12.49%

What ETF is Eversource Energy in?

There are 366 ETFs which contain Eversource Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Eversource Energy is the Xtrackers Global Infrastructure ESG UCITS ETF 1C.

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	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	905
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	410
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.52%	Equity United States Low Volatility/Risk Weighted	35
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.31%	Equity World Value	405
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	698
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.12%	Equity United States Social/Environmental Climate Change	300
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,296
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	40
Xtrackers MSCI World Value UCITS ETF 1C	0.09%	Equity World Value	3,826
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.43%	Equity United States Value	177
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.25%	Equity United States Social/Environmental	14,035
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Low Volatility/Risk Weighted	54
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	25
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	0.55%	Equity World Low Volatility/Risk Weighted	237
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.42%	Equity United States Social/Environmental	49
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	0.26%	Equity World Infrastructure Multi-Asset Strategy	1,331
Amundi MSCI USA Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	638
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	209
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.07%	Equity United States Social/Environmental	388
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States	13,171
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.73%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,684
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	3.59%	Equity World Utilities Social/Environmental	11
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.38%	Equity United States Equal Weighted	916
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	1.94%	Equity United States Utilities	994
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.25%	Equity United States Social/Environmental	1,487
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	37
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	6
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.73%	Equity United States Dividend	14
L&G Global Quality Dividends UCITS ETF USD Acc	0.18%	Equity World Dividend	21
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	86
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.12%	Equity United States Social/Environmental Climate Change	364
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	1,347
UBS MSCI USA Value UCITS ETF USD dis	0.09%	Equity United States Value	469
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,899
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity United States Social/Environmental	1,087
iShares World Equity High Income UCITS ETF USD (Dist)	0.39%	Equity World Social/Environmental	280
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	399
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	517
iShares Global Infrastructure UCITS ETF USD (Dist)	0.84%	Equity World Infrastructure	1,967
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.22%	Equity United States Social/Environmental Climate Change	673
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity United States Social/Environmental	12
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.23%	Equity United States Social/Environmental	48
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.08%	Equity United States Social/Environmental	26
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,777
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.28%	Equity World Value Climate Change	451
State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.16%	Equity World Dividend	20
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	15
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	20
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.08%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	69
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	43
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,264
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity United States Social/Environmental	9,431
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.38%	Equity United States Equal Weighted	1,372
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.05%	Equity United States	500
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.21%	Equity United States Social/Environmental Climate Change	19
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	242
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.05%	Equity United States	51
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.22%	Equity United States Social/Environmental Climate Change	12
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,191
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.25%	Equity United States Social/Environmental Climate Change	1,866
WisdomTree Megatrends UCITS ETF USD	0.06%	Equity World Social/Environmental Innovation	38
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	657
WisdomTree US Equity Income UCITS ETF Acc	0.73%	Equity United States Dividend	87
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	13
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.09%	Equity United States Multi-Factor Strategy	101
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.11%	Equity United States	36
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.09%	Equity World Value	280
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	214
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	1.89%	Equity World Utilities Social/Environmental	169
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.38%	Equity United States Equal Weighted	3
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,222
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.07%	Equity World Dividend	7,909
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.21%	Equity United States Social/Environmental Climate Change	373
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.21%	Equity United States Social/Environmental Climate Change	112
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	34
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	59
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.20%	Equity World Social/Environmental	83
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.73%	Equity United States Dividend	2
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.34%	Equity United States Equal Weighted	2,104
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.42%	Equity United States Social/Environmental	367
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	17,547
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Climate Change	306
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	57
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	1.90%	Equity United States Low Volatility/Risk Weighted	251
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.21%	Equity United States Equal Weighted	1,054
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	25
HSBC MSCI World Value Screened UCITS ETF USD (Acc)	0.19%	Equity World Value	245
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	994
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	0.07%	Equity United States Social/Environmental Climate Change	5
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.07%	Equity United States Social/Environmental	18
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.18%	Equity World Social/Environmental Climate Change	237
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.37%	Equity United States Multi-Factor Strategy	37
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	1,600
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	23
Fidelity Global Quality Value UCITS ETF ACC-USD	0.38%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.09%	Equity United States Multi-Factor Strategy	26
iShares Global Infrastructure UCITS ETF USD (Acc)	0.84%	Equity World Infrastructure	120
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,562
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	228
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.19%	Equity World Social/Environmental	222
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	3,834
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,044
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.07%	Equity World Dividend	2,100
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	233
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	42
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	95
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,390
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	308
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	75
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental Climate Change	348
Xtrackers MSCI USA UCITS ETF 1C	0.05%	Equity United States	9,837
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	592
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	180
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.21%	Equity World Mid Cap	6
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.15%	Equity World Social/Environmental Climate Change	2
UBS MSCI World Selection UCITS ETF hEUR dis	0.06%	Equity World Social/Environmental	292
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,588
UBS MSCI World Selection UCITS ETF hCHF acc	0.06%	Equity World Social/Environmental	270
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	18
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	1,031
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.34%	Equity United States Equal Weighted	134
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	430
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	23
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	523
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	57
iShares Edge MSCI World Value Factor UCITS ETF	0.09%	Equity World Value	5,231
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	12,670
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.09%	Equity United States Social/Environmental	419
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	37
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	765
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.19%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	427
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	115,215
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	1,994
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	1.95%	Equity United States Utilities	185
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	118,117
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	84
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	162
L&G US Equity UCITS ETF	0.05%	Equity United States Social/Environmental	1,156
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	708
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.19%	Equity World Social/Environmental	2,681
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	55
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	281
L&G Global Quality Dividends UCITS ETF USD Dist	0.18%	Equity World Dividend	100
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,151
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	20,389
Xtrackers Global Infrastructure ESG UCITS ETF 1C	4.56%	Equity World Infrastructure Social/Environmental	12
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.07%	Equity United States Social/Environmental	893
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	458
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.08%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.04%	Equity World	9,263
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	3,627
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	35
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.18%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental	741
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.18%	Equity World Social/Environmental	237
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.17%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.05%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	3,212
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,185
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,045
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	587
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	96
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.05%	Equity United States	525
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	7,556
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.07%	Equity United States Social/Environmental	429
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental Climate Change	35
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.31%	Equity United States Mid Cap	288
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental Climate Change	464
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	517
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,946
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.22%	Equity United States Dividend	45
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	2,392
Xtrackers MSCI World Utilities UCITS ETF 1C	1.16%	Equity World Utilities	794
Invesco FTSE RAFI All World 3000 UCITS ETF	0.12%	Equity World Fundamental/Quality	191
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	149
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.97%	Equity World Social/Environmental	359
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.22%	Equity United States Dividend	3,074
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.35%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.09%	Equity United States Social/Environmental	25
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	19
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	2,736
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.52%	Equity United States Low Volatility/Risk Weighted	4
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental Climate Change	36
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	1,378
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.17%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,350
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,396
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.06%	Equity United States	289
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	424
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	437
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.00%	Equity World	4,785
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental Climate Change	28
UBS MSCI USA Selection UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	2,148
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.11%	Equity World Social/Environmental Catholic principles	93
Franklin S&P 500 Screened UCITS ETF Acc	0.11%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,334
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	268
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.05%	Equity United States	16,250
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	81
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	14,987
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	285
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.09%	Equity United States Social/Environmental	296
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.00%	Equity World	96
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,653
WisdomTree US Equity Income UCITS ETF	0.73%	Equity United States Dividend	47
Invesco FTSE RAFI US 1000 UCITS ETF	0.11%	Equity United States Fundamental/Quality	648
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.22%	Equity United States Social/Environmental Climate Change	198
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	649
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,358
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	0.84%	Equity World Infrastructure	61
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	652
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	7,381
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.12%	Equity United States Social/Environmental Climate Change	2,222
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	83
HSBC USA Screened Equity UCITS ETF USD	0.14%	Equity United States Social/Environmental Climate Change	629
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,471
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.07%	Equity United States Social/Environmental	1,808
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.11%	Equity World Social/Environmental	104
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	676
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	366
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	271
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,803
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	1.89%	Equity World Utilities Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	36
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.09%	Equity United States Social/Environmental	150
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	2,705
UBS MSCI World Selection UCITS ETF hEUR acc	0.06%	Equity World Social/Environmental	42
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.19%	Equity World Social/Environmental	54
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.10%	Equity World Social/Environmental Climate Change	20
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.05%	Equity United States	26,861
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,318
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,055
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.21%	Equity United States Equal Weighted	310
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	45
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.25%	Equity United States Social/Environmental	7,273
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	78
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.14%	Equity United States Social/Environmental Climate Change	82
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Mid Cap	388
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,609
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,422
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	279
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	726
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	437
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.24%	Equity North America Social/Environmental Climate Change	426
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	952
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.38%	Equity United States Equal Weighted	121
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.05%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.23%	Equity World Low Volatility/Risk Weighted	214
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	104
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.09%	Equity United States Value	424
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,620
Xtrackers S&P 500 UCITS ETF 4C	0.05%	Equity United States	1,188
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity United States Social/Environmental	1,028
UBS MSCI World Selection UCITS ETF USD acc	0.06%	Equity World Social/Environmental	678
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.23%	Equity United States Value	138
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.06%	Equity World Social/Environmental Climate Change	6
Amundi MSCI World Ex USA Screened UCITS ETF Acc	0.18%	Equity World Social/Environmental Climate Change	4
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	100
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	405
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.07%	Equity United States Social/Environmental	1,083
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,581
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	83
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,664
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.21%	Equity United States Social/Environmental Climate Change	458
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,290
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.05%	Equity United States	8,243
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.05%	Equity United States	2,218
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	34,578
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,614
Xtrackers MSCI USA UCITS ETF 1D	0.05%	Equity United States	250
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	183
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental	3,787
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,191
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity United States Social/Environmental	58
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	46
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.20%	Equity World Social/Environmental	473
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.05%	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	0.07%	Equity United States Social/Environmental	98
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	46
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental Climate Change	59
WisdomTree Renewable Energy UCITS ETF USD Unhedged Acc	0.49%	Equity World Social/Environmental Clean Energy	28
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.07%	Equity United States Social/Environmental	497
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	24,922
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	507
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	373
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.09%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	41,924
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	1,250
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,774
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	1,072
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	5,024
State Street SPDR S&P Global Dividend Aristocrats UCITS ETF USD	0.99%	Equity World Dividend	1,330
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	213
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.05%	Equity United States	74
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	96
iShares Edge MSCI USA Value Factor UCITS ETF	0.23%	Equity United States Value	3,519
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.37%	Equity United States Multi-Factor Strategy	98
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.07%	Equity United States Social/Environmental	52
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	13,872
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.05%	Equity United States	56
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental Climate Change	194
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	99
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	143
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	2,611
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,129
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	17,593
iShares World Equity High Income UCITS ETF USD (Acc)	0.39%	Equity World Social/Environmental	15
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.23%	Equity United States Social/Environmental	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	51
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	491
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	1,586
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	446
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.06%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.18%	Equity World Social/Environmental Climate Change	946
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.12%	Equity World Social/Environmental Catholic principles	131
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	1,346
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	3,691
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.25%	Equity United States Social/Environmental	423
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,215
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	92
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.20%	Equity World Social/Environmental	13
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	727
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.24%	Equity North America Social/Environmental Climate Change	35
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.51%	Equity United States Low Volatility/Risk Weighted	90
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.05%	Equity United States	314
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental Climate Change	309
Franklin Core US Enhanced Equity UCITS ETF Acc	0.09%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	36
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.21%	Equity United States Social/Environmental Climate Change	28
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.17%	Equity United States Social/Environmental Climate Change	2
State Street SPDR MSCI World Utilities UCITS ETF USD	1.19%	Equity World Utilities	70
HSBC Developed World Screened Equity UCITS ETF USD	0.28%	Equity World Social/Environmental Climate Change	253
Franklin US Dividend Tilt UCITS ETF (Dis)	0.14%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.05%	Equity United States	602
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	457
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	10

Performance

Returns overview

YTD	+2.75%
1 month	-5.55%
3 months	-1.86%
6 months	-5.60%
1 year	+17.79%
3 years	-19.47%
5 years	-
Since inception (MAX)	-21.56%
2025	+10.33%
2024	-7.53%
2023	-30.24%
2022	-

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).