Global Payments

ISIN US37940X1028

WKN 603111

Market cap (in EUR)

16,123 m

Country

United States

Sector

Finance

Dividend yield

1.25%

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Overview

Quote

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Description

Global Payments, Inc. engages in the provision of payment technology and software solutions. It operates through the Merchant Solutions and Issuer Solutions segments. The Merchant Solutions segment offers payments technology and software solutions globally to primarily small- and-medium sized businesses and select mid-market and enterprise customers. The Issuer Solutions segment is involved in comprehensive commerce solutions supporting the payment ecosystem for issuers. The company was founded by George W. Thorpe in 1967 and is headquartered in Atlanta, GA.

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Finance Specialty Finance and Services Specialty Finance United States

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Financials

Key metrics

Market capitalisation, EUR	16,123 m
EPS, EUR	6.46
P/B ratio	0.8
P/E ratio	11.2
Dividend yield	1.25%

Income statement (2024)

Revenue, EUR	9,343 m
Net income, EUR	1,452 m
Profit margin	15.54%

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What ETF is Global Payments in?

There are 277 ETFs which contain Global Payments. All of these ETFs are listed in the table below. The ETF with the largest weighting of Global Payments is the Global X FinTech UCITS ETF USD Distributing.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.10%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.04%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF hCHF acc	0.02%	Equity World	688
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	213
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.23%	Equity World Value	292
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	669
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.03%	Equity United States Social/Environmental Climate Change	481
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	721
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.10%	Equity World Value	2,946
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	24
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.33%	Equity United States Value	95
SPDR MSCI World Financials UCITS ETF	0.15%	Equity World Financials	298
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	13,326
Amundi MSCI USA Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.03%	Equity United States	48
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.05%	Equity United States Social/Environmental	535
SPDR S&P 500 UCITS ETF (Acc)	0.03%	Equity United States	11,438
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	1,287
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,656
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.02%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.07%	Equity United States Value	428
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,653
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.03%	Equity United States Social/Environmental Climate Change	415
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2,066
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	485
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	309
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.11%	Equity United States Multi-Factor Strategy	153
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	348
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.03%	Equity United States Social/Environmental	34
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.24%	Equity World Value Climate Change	2
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.25%	Equity United States Financials	788
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Climate Change	320
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.06%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	65
Xtrackers MSCI Next Generation Internet Innovation UCITS ETF 1C 1C	0.08%	Equity World Technology Social/Environmental Digitalisation	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.03%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,457
Xtrackers MSCI Fintech Innovation UCITS ETF 1C 1C	0.50%	Equity World Technology Social/Environmental Fintech	11
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.03%	Equity United States Social/Environmental Climate Change	157
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	575
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	206
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.04%	Equity United States	47
Xtrackers MSCI Innovation UCITS ETF 1C 1C	0.21%	Equity World Social/Environmental Innovation	7
UBS MSCI ACWI Universal UCITS ETF USD dis	0.02%	Equity World Social/Environmental	1,866
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	700
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,427
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.04%	Equity United States Multi-Factor Strategy	93
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.09%	Equity World Value	177
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.09%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	186
UBS Core S&P 500 UCITS ETF hGBP dis	0.03%	Equity United States	62
iShares Core S&P 500 UCITS ETF USD (Dist)	0.03%	Equity United States	17,364
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	475
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	59
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	635
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	864
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.05%	Equity United States Social/Environmental	14
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.41%	Equity United States Multi-Factor Strategy	34
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.04%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,514
UBS Core S&P 500 UCITS ETF hEUR acc	0.03%	Equity United States	257
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	939
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,442
Invesco MSCI World Universal Screened UCITS ETF Acc	0.02%	Equity World Social/Environmental	203
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.02%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.02%	Equity World Social/Environmental	1,375
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	64
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental Climate Change	457
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	9,121
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.03%	Equity United States	328
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	17
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.12%	Equity World Value	103
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.02%	Equity World	962
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.01%	Equity World Social/Environmental	114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	16
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.03%	Equity United States	472
iShares Edge MSCI World Value Factor UCITS ETF	0.09%	Equity World Value	4,065
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.03%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	11,849
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.05%	Equity World Financials Social/Environmental	537
UBS Core MSCI USA UCITS ETF hGBP acc	0.03%	Equity United States	56
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	662
Global X FinTech UCITS ETF USD Accumulating	3.01%	Equity World Technology Fintech	4
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.06%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.05%	Equity World	404
iShares Core MSCI World UCITS ETF USD (Acc)	0.02%	Equity World	108,583
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.03%	Equity United States	2,966
SPDR MSCI USA Value Weighted UCITS ETF	0.25%	Equity United States Value	154
iShares Core S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	114,310
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	71
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.03%	Equity North America Social/Environmental	305
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.03%	Equity United States	89
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,001
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	665
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	318
UBS Core MSCI USA UCITS ETF USD dis	0.03%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,562
UBS MSCI USA Universal UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.05%	Equity United States Social/Environmental	926
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)	0.03%	Equity World	7,078
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA UCITS ETF (Acc)	0.03%	Equity United States	2,755
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.05%	Equity United States Social/Environmental Climate Change	11
L&G Digital Payments UCITS ETF	2.66%	Equity World Technology Social/Environmental Digitalisation	10
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.04%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	957
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	4
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.36%	Equity United States Value Climate Change	6
Xtrackers S&P 500 UCITS ETF 4D	0.04%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.02%	Equity World Social/Environmental	718
Amundi S&P 500 Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	917
UBS Core S&P 500 UCITS ETF USD dis	0.03%	Equity United States	1,050
UBS Core S&P 500 UCITS ETF hCHF acc	0.03%	Equity United States	398
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	87
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	527
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.09%	Equity United States Social/Environmental Climate Change	427
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	5,308
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.05%	Equity United States Social/Environmental	319
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.33%	Equity United States Mid Cap	258
iShares Core MSCI World UCITS ETF USD (Dist)	0.02%	Equity World	506
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,308
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	2,811
Invesco FTSE RAFI All World 3000 UCITS ETF	0.03%	Equity World Fundamental/Quality	136
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.07%	Equity United States Social/Environmental	29
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.03%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.03%	Equity United States	2,773
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	814
UBS MSCI World UCITS ETF USD dis	0.02%	Equity World	1,337
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	4,742
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.04%	Equity United States	322
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	370
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.01%	Equity World Social/Environmental	383
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.03%	Equity World Social/Environmental Climate Change	139
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.03%	Equity World	3,911
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.07%	Equity United States Social/Environmental	10
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.05%	Equity World Social/Environmental Catholic principles	79
Franklin S&P 500 Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,347
SPDR S&P 500 UCITS ETF (Dist)	0.03%	Equity United States	15,166
SPDR MSCI World UCITS ETF	0.03%	Equity World	13,733
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	56
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.07%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.03%	Equity World	70
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	3,479
Invesco FTSE RAFI US 1000 UCITS ETF	0.07%	Equity United States Fundamental/Quality	565
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.03%	Equity North America	2,108
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.02%	Equity World Social/Environmental	782
HSBC S&P 500 UCITS ETF USD	0.03%	Equity United States	7,042
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.03%	Equity United States Social/Environmental Climate Change	2,372
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	42
HSBC USA SCREENED EQUITY UCITS ETF USD	0.07%	Equity United States Social/Environmental Climate Change	698
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,048
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.05%	Equity United States Social/Environmental	1,690
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.05%	Equity World	314
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.03%	Equity United States	477
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	245
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	4,892
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.07%	Equity United States Social/Environmental	189
Invesco FTSE All-World UCITS ETF Acc	0.03%	Equity World	2,119
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.36%	Equity United States Value Climate Change	18
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.03%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.03%	Equity United States	2,053
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.03%	Equity United States	25,377
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	943
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental Climate Change	133
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	280
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,053
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	50
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	108
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	0.03%	Equity World	1,309
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,481
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.02%	Equity World Social/Environmental	286
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	133
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	772
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	620
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.02%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	238
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.03%	Equity North America	2,478
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	909
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.20%	Equity United States Value	108
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	0.25%	Equity World Value	203
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	15
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.06%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,356
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.02%	Equity World	1,523
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.03%	Equity United States	1,241
SPDR S&P 500 EUR Hedged UCITS ETF	0.03%	Equity United States	2,423
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.03%	Equity United States	7,994
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	26,469
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,439
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,421
iShares MSCI North America UCITS ETF	0.03%	Equity North America	1,090
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.05%	Equity World	37
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.03%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.00%	Equity World Social/Environmental	379
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.03%	Equity United States	2
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 1C	0.05%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.02%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	49
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.05%	Equity United States Social/Environmental	535
iShares MSCI ACWI UCITS ETF USD (Acc)	0.02%	Equity World	21,254
HSBC S&P 500 UCITS ETF USD (Acc)	0.03%	Equity United States	455
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.02%	Equity World Multi-Factor Strategy	621
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.04%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.03%	Equity United States	42,491
iShares Digitalisation UCITS ETF	0.97%	Equity World Technology Social/Environmental Digitalisation	692
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	959
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	3,217
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	770
Xtrackers MSCI USA Financials UCITS ETF 1D	0.27%	Equity United States Financials	852
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.02%	Equity World	4,849
Invesco FTSE All-World UCITS ETF Dist	0.03%	Equity World	180
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.03%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	85
iShares Edge MSCI USA Value Factor UCITS ETF	0.20%	Equity United States Value	2,345
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.41%	Equity United States Multi-Factor Strategy	87
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.05%	Equity United States Social/Environmental	51
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	62
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13,897
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.36%	Equity United States Value Climate Change	152
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	118
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.05%	Equity World	16,176
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	456
Global X FinTech UCITS ETF USD Distributing	3.01%	Equity World Technology Fintech	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	390
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.04%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.05%	Equity World Social/Environmental Catholic principles	143
UBS Core S&P 500 UCITS ETF USD acc	0.03%	Equity United States	894
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.03%	Equity World Social/Environmental Climate Change	28
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	2,634
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.05%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	83
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.02%	Equity World Social/Environmental	1,188
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	520
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.00%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	931
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	43
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	264
Xtrackers MSCI World Financials UCITS ETF 1C	0.15%	Equity World Financials	2,560
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.25%	Equity United States Financials	2,115
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.03%	Equity World	15
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.05%	Equity World Social/Environmental Climate Change	247
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.04%	Equity United States	520
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.03%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.03%	Equity United States	449

Performance

Returns overview

YTD	-32.84%
1 month	+5.86%
3 months	-6.72%
6 months	+5.24%
1 year	-33.45%
3 years	-25.94%
5 years	-60.16%
Since inception (MAX)	-55.67%
2024	-12.08%
2023	+22.26%
2022	-17.13%
2021	-35.68%

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).