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HCA Healthcare

ISIN US40412C1018

WKN A1JFMW

Market cap (in EUR)

75,281 m

Country

United States

Sector

Healthcare

Dividend yield

0.76%

Overview

Quote

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Description

HCA Healthcare, Inc. is a health care services company engaged in operating hospitals, freestanding surgery centers and emergency care facilities, urgent care facilities, walk-in clinics, diagnostic and imaging centers, radiation and oncology therapy centers, comprehensive rehabilitation and physical therapy centers, physician practices, home health, hospice, outpatient physical therapy home and community-based services providers, and various other facilities. The firm operates general and acute care hospitals that offer medical and surgical services, including inpatient care, intensive care, cardiac care, diagnostic, and emergency services, and outpatient services, such as outpatient surgery, laboratory, radiology, respiratory therapy, cardiology, and physical therapy. The company was founded by Dr. Thomas F. Frist, Jr in 1968 and is headquartered in Nashville, TN.

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Healthcare Healthcare Services Patient Care United States

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Financials

Key metrics

Market capitalisation, EUR	75,281 m
EPS, EUR	20.96
P/B ratio	-
P/E ratio	16.1
Dividend yield	0.76%

Income statement (2024)

Revenue, EUR	65,271 m
Net income, EUR	5,325 m
Profit margin	8.16%

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What ETF is HCA Healthcare in?

There are 339 ETFs which contain HCA Healthcare. All of these ETFs are listed in the table below. The ETF with the largest weighting of HCA Healthcare is the Franklin Future Of Health And Wellness UCITS ETF .

ETF	Weight	Investment focus	Fund size (in m EUR)
WisdomTree Global Quality Dividend Growth UCITS ETF USD (Inst) Dist	0.13%	Equity World Fundamental/Quality	415
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.11%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.10%	Equity World	398
Xtrackers MSCI USA Screened UCITS ETF 1C	0.15%	Equity United States Social/Environmental	143
SPDR MSCI World Health Care UCITS ETF	0.99%	Equity World Health Care	416
Deka MSCI USA Climate Change ESG UCITS ETF	0.14%	Equity United States Social/Environmental Climate Change	648
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	0.26%	Equity World Health Care Social/Environmental	84
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	444
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.07%	Equity World Social/Environmental Climate Change	20
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	9,850
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.14%	Equity United States	49
Amundi MSCI USA ESG Leaders UCITS ETF Acc EUR Hedged	0.33%	Equity United States Social/Environmental	343
SPDR S&P 500 UCITS ETF (Acc)	0.14%	Equity United States	8,781
UBS Core MSCI World UCITS ETF USD dis	0.10%	Equity World	931
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.13%	Equity World Fundamental/Quality	6
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	20
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	613
Deka MSCI World Climate Change ESG UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	1,216
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.09%	Equity World Social/Environmental	43
UBS MSCI USA Value UCITS ETF USD dis	0.30%	Equity United States Value	447
Amundi MSCI USA UCITS ETF Acc	0.14%	Equity United States	1,651
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing Shares	0.10%	Equity World Social/Environmental	441
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity United States Social/Environmental	385
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.21%	Equity United States Social/Environmental	697
iShares World Equity High Income UCITS ETF USD (Dist)	0.00%	Equity World Social/Environmental	85
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	584
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.04%	Equity United States Multi-Factor Strategy	155
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.14%	Equity United States	762
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.65%	Equity United States Social/Environmental	1,072
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.08%	Equity United States Social/Environmental	4
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.09%	Equity United States Social/Environmental	32
Amundi MSCI World ESG Leaders UCITS ETF Acc	0.21%	Equity World Social/Environmental	1,673
BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.28%	Equity United States Social/Environmental	101
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	0.26%	Equity World Health Care Social/Environmental	383
Fidelity Global Quality Income UCITS ETF ACC-USD	0.48%	Equity World Dividend	-
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	60
Amundi MSCI World Momentum Advanced UCITS ETF Acc	0.96%	Equity World Momentum Climate Change	-
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	11
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,087
Xtrackers MSCI World ESG UCITS ETF 1C	0.22%	Equity World Social/Environmental	5,416
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity United States Social/Environmental	9,208
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Alternative Investments	6
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.56%	Equity United States Social/Environmental	19
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.13%	Equity United States Social/Environmental Climate Change	155
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.06%	Equity World Social/Environmental	386
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.13%	Equity United States	533
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.65%	Equity United States Social/Environmental	67
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.24%	Equity United States Equal Weighted	166
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.13%	Equity United States	37
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.65%	Equity United States Social/Environmental	11
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	1.40%	Equity United States Health Care	1,841
UBS MSCI ACWI Universal UCITS ETF USD dis	0.07%	Equity World Social/Environmental	1,958
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	409
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	2,396
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.29%	Equity United States Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	2
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.13%	Equity World Fundamental/Quality	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.11%	Equity United States Multi-Factor Strategy	85
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental	278
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.31%	Equity United States	39
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.42%	Equity World Social/Environmental	1,161
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.65%	Equity United States Social/Environmental	448
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.65%	Equity United States Social/Environmental	124
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	27
UBS Core S&P 500 UCITS ETF hGBP dis	0.14%	Equity United States	64
iShares Core S&P 500 UCITS ETF USD (Dist)	0.13%	Equity United States	16,607
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental Climate Change	265
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.17%	Equity World Low Volatility/Risk Weighted Climate Change	52
Rize Global Sustainable Infrastructure UCITS ETF USD Dist	1.58%	Equity World Infrastructure Social/Environmental	74
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.29%	Equity World Social/Environmental	25
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.24%	Equity United States Equal Weighted	687
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.31%	Equity World Social/Environmental	99
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.03%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.19%	Equity United States Multi-Factor Strategy	33
Amundi Prime Global UCITS ETF Acc	0.10%	Equity World	820
Fidelity Global Quality Value UCITS ETF ACC-USD	0.38%	Equity World Multi-Factor Strategy	14
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.11%	Equity United States Multi-Factor Strategy	28
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.31%	Equity World Social/Environmental	955
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.30%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	10,771
UBS Core S&P 500 UCITS ETF hEUR acc	0.14%	Equity United States	93
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.34%	Equity World Social/Environmental	350
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.42%	Equity World Social/Environmental	3,927
Amundi Russell 1000 Growth UCITS ETF Acc	0.06%	Equity United States Growth	569
L&G Global Equity UCITS ETF	0.09%	Equity World Social/Environmental	650
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	230
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.13%	Equity World Fundamental/Quality	296
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.07%	Equity World Social/Environmental	62
UBS Core MSCI World UCITS ETF hGBP dis	0.10%	Equity World	69
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	1,197
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.42%	Equity World Social/Environmental	293
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF EUR Capitalisation	1.11%	Equity World Infrastructure Social/Environmental	267
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	20
Xtrackers MSCI USA UCITS ETF 1C	0.14%	Equity United States	8,950
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	1.10%	Equity World Multi-Factor Strategy	233
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	0.18%	Equity World Low Volatility/Risk Weighted	22
UBS Core MSCI World UCITS ETF hEUR acc	0.10%	Equity World	126
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.14%	Equity United States	106
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.42%	Equity World Social/Environmental	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.19%	Equity World Social/Environmental	262
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.42%	Equity World Social/Environmental	1,469
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.22%	Equity World Social/Environmental	520
UBS MSCI World Selection UCITS ETF hCHF acc	0.19%	Equity World Social/Environmental	208
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.10%	Equity World	8
Franklin Future Of Health And Wellness UCITS ETF	1.84%	Equity World Health Care Social/Environmental	2
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.31%	Equity World Social/Environmental	49
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	917
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	103
iShares MSCI World SRI UCITS ETF CHF Hedged (Dist)	0.39%	Equity World Social/Environmental	94
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	2
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.14%	Equity United States	331
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing Shares	0.15%	Equity North America Social/Environmental	24
Amundi MSCI World UCITS ETF Acc	0.10%	Equity World	8,682
Deka MSCI USA UCITS ETF	0.14%	Equity United States	341
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	1.42%	Equity United States Health Care	279
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.06%	Equity World Social/Environmental	5,710
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.43%	Equity United States Momentum	12
Amundi MSCI USA ESG Leaders UCITS ETF Acc	0.33%	Equity United States Social/Environmental	710
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	20
UBS Core MSCI USA UCITS ETF hGBP acc	0.14%	Equity United States	49
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.23%	Equity World Momentum	2,653
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.14%	Equity United States Social/Environmental Climate Change	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	446
iShares Core MSCI World UCITS ETF USD (Acc)	0.10%	Equity World	94,580
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.13%	Equity United States	2,811
iShares Core S&P 500 UCITS ETF USD (Acc)	0.13%	Equity United States	103,608
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	1.40%	Equity United States Health Care	85
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating Shares	0.15%	Equity North America Social/Environmental	296
L&G US Equity UCITS ETF	0.13%	Equity United States Social/Environmental	835
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	508
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.34%	Equity World Social/Environmental	3,068
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.14%	Equity United States	1,053
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares	0.08%	Equity World	16,765
UBS MSCI USA Universal UCITS ETF USD acc	0.13%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.37%	Equity World Social/Environmental	566
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.09%	Equity United States Social/Environmental	3
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.13%	Equity World Fundamental/Quality	664
SPDR MSCI All Country World UCITS ETF (Acc)	0.11%	Equity World	3,952
Xtrackers MSCI World Momentum UCITS ETF 1C	0.23%	Equity World Momentum	1,427
iShares MSCI USA UCITS ETF (Acc)	0.14%	Equity United States	1,877
Fidelity Global Quality Income UCITS ETF INC-USD	0.48%	Equity World Dividend	613
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.14%	Equity United States Social/Environmental Climate Change	15
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.33%	Equity World Multi-Factor Strategy	174
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	882
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.17%	Equity World Low Volatility/Risk Weighted Climate Change	4
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating Shares	0.10%	Equity World Social/Environmental	571
Xtrackers MSCI World Screened UCITS ETF 1C	0.10%	Equity World Social/Environmental	67
Xtrackers MSCI USA ESG UCITS ETF 1C	0.32%	Equity United States Social/Environmental	7,044
UBS Core S&P 500 UCITS ETF USD dis	0.14%	Equity United States	744
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.30%	Equity United States Fundamental/Quality	17
UBS Core S&P 500 UCITS ETF hCHF acc	0.14%	Equity United States	332
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.14%	Equity United States	438
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.17%	Equity United States Social/Environmental Climate Change	542
UBS Core MSCI World UCITS ETF USD acc	0.10%	Equity World	2,644
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.39%	Equity World Social/Environmental	98
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental Climate Change	30
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental Climate Change	144
Fidelity US Quality Income UCITS ETF Acc	0.71%	Equity United States Dividend	215
iShares Core MSCI World UCITS ETF USD (Dist)	0.10%	Equity World	401
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.24%	Equity United States Equal Weighted	8,116
Xtrackers MSCI World Health Care UCITS ETF 1C	1.01%	Equity World Health Care	2,210
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	2,670
Invesco FTSE RAFI All World 3000 UCITS ETF	0.10%	Equity World Fundamental/Quality	90
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	1
Invesco Global Buyback Achievers UCITS ETF	1.58%	Equity World Buyback	77
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.30%	Equity United States Fundamental/Quality	132
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.28%	Equity United States Social/Environmental	0
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.14%	Equity United States	2,546
Amundi Prime All Country World UCITS ETF Acc	0.08%	Equity World	229
UBS MSCI World UCITS ETF USD dis	0.10%	Equity World	1,253
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.06%	Equity World Social/Environmental	4
Vanguard FTSE Developed World UCITS ETF Acc	0.09%	Equity World	3,947
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.16%	Equity United States	-
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.06%	Equity World Social/Environmental	1,538
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	1
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.17%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.24%	Equity United States Equal Weighted	379
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	362
BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped UCITS ETF EUR Dis	0.28%	Equity United States Social/Environmental	128
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.10%	Equity World Social/Environmental Climate Change	27
Fidelity US Quality Income UCITS ETF	0.71%	Equity United States Dividend	1,037
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.07%	Equity World	2,579
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.22%	Equity United States Social/Environmental	9
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.37%	Equity World Social/Environmental	33
UBS MSCI USA Selection UCITS ETF USD acc	0.27%	Equity United States Social/Environmental	1,983
Fidelity US Quality Income UCITS ETF Acc (GBP Hedged)	0.71%	Equity United States Dividend	7
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.15%	Equity United States Social/Environmental	1,205
Franklin S&P 500 Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	-
SPDR S&P 500 UCITS ETF (Dist)	0.14%	Equity United States	13,603
Amundi MSCI World ESG Leaders UCITS ETF Hedged EUR Acc	0.21%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.10%	Equity World	11,238
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.28%	Equity United States Social/Environmental	635
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	1
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.07%	Equity World	38
Deka MSCI World UCITS ETF Distribution	0.10%	Equity World	3,597
Vanguard FTSE Developed World UCITS ETF Distributing	0.09%	Equity World	3,194
Fidelity Global Quality Income UCITS ETF (CHF Hedged)	0.48%	Equity World Dividend	18
Invesco FTSE RAFI US 1000 UCITS ETF	0.19%	Equity United States Fundamental/Quality	469
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.65%	Equity United States Social/Environmental	276
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.37%	Equity World Social/Environmental	609
Vanguard FTSE North America UCITS ETF (USD) Accumulating Shares	0.13%	Equity North America	1,694
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Alternative Investments	138
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	596
iShares MSCI World SRI UCITS ETF USD (Dist)	0.39%	Equity World Social/Environmental	1,334
HSBC S&P 500 UCITS ETF USD	0.14%	Equity United States	6,394
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.24%	Equity United States Equal Weighted	34
HSBC USA SCREENED EQUITY UCITS ETF USD	0.01%	Equity United States Social/Environmental	623
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.24%	Equity United States Equal Weighted	915
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.39%	Equity World Social/Environmental	50
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.30%	Equity World Social/Environmental	96
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.14%	Equity United States	326
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	248
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.10%	Equity World	185
Xtrackers MSCI World Screened UCITS ETF 1D	0.10%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.09%	Equity World Social/Environmental	4,124
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.37%	Equity World Social/Environmental	32
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	76
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.28%	Equity United States Social/Environmental	188
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	1,463
UBS MSCI World Selection UCITS ETF hEUR acc	0.19%	Equity World Social/Environmental	35
Xtrackers MSCI USA Health Care UCITS ETF 1D	1.44%	Equity United States Health Care	553
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.34%	Equity World Social/Environmental	44
Xtrackers MSCI World Climate Transition UCITS ETF	0.10%	Equity World Social/Environmental Climate Change	26
UBS Core MSCI USA UCITS ETF USD acc	0.14%	Equity United States	1,693
Vanguard S&P 500 UCITS ETF (USD) Accumulating Shares	0.14%	Equity United States	21,525
iShares MSCI World Screened UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	716
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.32%	Equity United States Social/Environmental	86
Deka S&P 500 UCITS ETF	0.14%	Equity United States	80
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.24%	Equity United States Equal Weighted	281
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	7,160
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.13%	Equity United States Social/Environmental Innovation	31
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR C	0.29%	Equity World Social/Environmental	15
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	44
Xtrackers MSCI World ESG UCITS ETF 1D	0.22%	Equity World Social/Environmental	304
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	0
iShares MSCI World Screened UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	3,890
Amundi MSCI World UCITS ETF DR - USD (D)	0.10%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.10%	Equity World	1,453
iShares Ageing Population UCITS ETF	0.54%	Equity World Health Care Social/Environmental Ageing Population	476
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.07%	Equity World Social/Environmental	281
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.37%	Equity World Social/Environmental	666
Amundi MSCI USA UCITS ETF Dist	0.14%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.04%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	0.13%	Equity United States	5
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.39%	Equity World Social/Environmental	432
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	1.10%	Equity World Multi-Factor Strategy	826
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.07%	Equity World Social/Environmental	102
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.22%	Equity United States Value	156
Vanguard FTSE North America UCITS ETF Distributing	0.13%	Equity North America	2,157
Xtrackers S&P 500 UCITS ETF 4C	0.13%	Equity United States	285
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.89%	Equity World Health Care Social/Environmental	200
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	857
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.06%	Equity World Social/Environmental	704
UBS MSCI World Selection UCITS ETF USD acc	0.19%	Equity World Social/Environmental	450
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.09%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.34%	Equity World Social/Environmental Climate Change	89
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.15%	Equity United States Social/Environmental	4
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.37%	Equity World Social/Environmental	462
iShares MSCI World UCITS ETF (Dist)	0.10%	Equity World	6,983
Fidelity Global Quality Income UCITS ETF (EUR Hedged)	0.48%	Equity World Dividend	36
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.39%	Equity World Social/Environmental	6,591
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.10%	Equity World	1,229
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.65%	Equity United States Social/Environmental	399
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.13%	Equity United States	1,120
Fidelity US Quality Income UCITS ETF Acc (EUR Hedged)	0.71%	Equity United States Dividend	55
SPDR S&P 500 EUR Hedged UCITS ETF	0.14%	Equity United States	1,353
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.14%	Equity United States	7,236
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares	0.08%	Equity World	20,191
Deka MSCI USA Large Cap UCITS ETF	0.16%	Equity United States Large Cap	113
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	934
Xtrackers MSCI USA UCITS ETF 1D	0.14%	Equity United States	230
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.16%	Equity World Social/Environmental Climate Change	98
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	98
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	3,932
iShares MSCI North America UCITS ETF	0.13%	Equity North America	1,099
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	47
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.08%	Equity United States Social/Environmental	45
Invesco Global Enhanced Equity UCITS ETF Acc	0.19%	Equity World Multi-Factor Strategy	123
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.13%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.09%	Equity World Social/Environmental	2
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.06%	Equity United States Growth	350
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (EUR)	0.34%	Equity United States Sector Strategy Value	94
iShares MSCI ACWI UCITS ETF USD (Acc)	0.09%	Equity World	18,158
HSBC S&P 500 UCITS ETF USD (Acc)	0.14%	Equity United States	381
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.17%	Equity United States Social/Environmental Climate Change	8
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.37%	Equity World Social/Environmental	315
BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.28%	Equity United States Social/Environmental	84
Vanguard S&P 500 UCITS ETF (USD) Distributing Shares	0.14%	Equity United States	40,598
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.11%	Equity United States Multi-Factor Strategy	30
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	415
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	2
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,328
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	587
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.56%	Equity United States Social/Environmental	2,971
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.10%	Equity World	4,362
BNP Paribas Easy ECPI Global ESG Infrastructure UCITS ETF USD Capitalisation	1.11%	Equity World Infrastructure Social/Environmental	1
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.30%	Equity United States Fundamental/Quality	436
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	135
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.13%	Equity United States	40
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.56%	Equity United States Social/Environmental	276
Fidelity Global Quality Income UCITS ETF (GBP Hedged)	0.48%	Equity World Dividend	62
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.19%	Equity United States Multi-Factor Strategy	90
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.15%	Equity United States Social/Environmental	10,765
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.13%	Equity United States	52
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.42%	Equity World Social/Environmental	134
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.89%	Equity World Health Care Social/Environmental	43
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (USD)	0.34%	Equity United States Sector Strategy Value	27
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.10%	Equity World	1,339
Xtrackers MSCI USA ESG UCITS ETF 1D	0.32%	Equity United States Social/Environmental	143
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	14,476
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.19%	Equity World Multi-Factor Strategy	-
iShares World Equity High Income UCITS ETF USD (Acc)	0.00%	Equity World Social/Environmental	2
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.09%	Equity World	399
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.03%	Equity World Social/Environmental Climate Change	1,225
Amundi Prime All Country World UCITS ETF Dist	0.08%	Equity World	2,193
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.15%	Equity World Social/Environmental	14
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.10%	Equity World Social/Environmental	69
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.07%	Equity World Social/Environmental	1,093
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States Social/Environmental	139
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.15%	Equity United States Social/Environmental	260
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.04%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.43%	Equity United States Momentum	478
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.14%	Equity North America Social/Environmental	1,103
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.14%	Equity United States	229
Amundi MSCI World Climate Paris Aligned Umweltzeichen UCITS ETF	0.11%	Equity World Social/Environmental Climate Change	98
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.42%	Equity World Social/Environmental	166
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	7
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.65%	Equity United States Social/Environmental	29
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.16%	Equity World Social/Environmental Climate Change	2
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.56%	Equity United States Social/Environmental	282
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.13%	Equity United States	443
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	1.10%	Equity World Multi-Factor Strategy	43
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.14%	Equity United States	4
UBS MSCI USA UCITS ETF USD dis	0.14%	Equity United States	479

Performance

Returns overview

YTD	+12.28%
1 month	-4.24%
3 months	+6.65%
6 months	+5.44%
1 year	+8.33%
3 years	+87.66%
5 years	-
Since inception (MAX)	+50.41%
2024	+12.78%
2023	+6.33%
2022	+4.40%
2021	-

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).