Halliburton

ISIN US4062161017

WKN 853986

Market cap (in EUR)

29,871 m

Country

United States

Sector

Energy

Dividend yield

1.64%

Overview

Quote

Description

Halliburton Co. engages in the provision of products and services to the energy industry. It operates through the Completion and Production, and Drilling and Evaluation segments. The Completion and Production segment focuses on cementing, stimulation, specialty chemicals, intervention, pressure control, artificial lift, and completion products and services. The Drilling and Evaluation segment provides field and reservoir modeling, drilling, fluids, evaluation, and wellbore placement solutions that enable customers to model, measure, drill, and optimize well construction activities. The company was founded by Erle P. Halliburton in 1919 and is headquartered in Houston, TX.

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Energy Upstream Energy Support Activities for Oil and Gas Operations United States

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Financials

Key metrics

Market capitalisation, EUR	29,871 m
EPS, EUR	1.57
P/B ratio	3.2
P/E ratio	22.8
Dividend yield	1.64%

Income statement (2025)

Revenue, EUR	19,664 m
Net income, EUR	1,137 m
Profit margin	5.78%

What ETF is Halliburton in?

There are 309 ETFs which contain Halliburton. All of these ETFs are listed in the table below. The ETF with the largest weighting of Halliburton is the VanEck Oil Services UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.19%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Equal Weighted	19
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	978
Xtrackers MSCI USA Screened UCITS ETF 1C	0.07%	Equity United States Social/Environmental	660
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	733
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	1,254
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	44
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.11%	Equity World Social/Environmental	206
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.37%	Equity World Fundamental/Quality	4,599
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.32%	Equity United States Social/Environmental	14,575
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	27
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	45
Amundi MSCI USA Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	857
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.09%	Equity United States Social/Environmental	532
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.06%	Equity United States	14,939
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,828
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.42%	Equity United States Equal Weighted	1,034
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.32%	Equity United States Social/Environmental	1,563
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	87
Xtrackers S&P 500 Defensive Shareholder Yield UCITS ETF 1C	0.60%	Equity United States Fundamental/Quality	5
UBS MSCI USA Value UCITS ETF USD dis	0.11%	Equity United States Value	486
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	3,319
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.22%	Equity United States Equal Weighted	360
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	609
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.05%	Equity United States Social/Environmental	37
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	3
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.10%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.05%	Equity World	90
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	50
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.01%	Equity World Social/Environmental	544
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.42%	Equity United States Equal Weighted	1,227
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	433
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.17%	Equity World Social/Environmental Climate Change	137
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.23%	Equity United States Equal Weighted	262
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	55
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,284
Xtrackers MSCI World Quality UCITS ETF 1C	0.38%	Equity World Fundamental/Quality	2,458
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.31%	Equity United States Social/Environmental Climate Change	2,099
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	730
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.20%	Equity United States Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.19%	Equity United States Multi-Factor Strategy	109
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental	67
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.14%	Equity United States	27
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	221
WisdomTree US Value UCITS ETF USD (Acc)	0.83%	Equity United States Value	8
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.42%	Equity United States Equal Weighted	3
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.08%	Equity World Dividend	8,267
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	80
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	35
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	66
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	18,821
Xtrackers Portfolio Income UCITS ETF 1D	0.00%	Equity World Multi-Asset Strategy	58
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	1,006
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.08%	Equity World Social/Environmental	60
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,078
VanEck Oil Services UCITS ETF A	10.31%	Equity United States Energy	314
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.09%	Equity United States Social/Environmental	20
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.23%	Equity World Social/Environmental Climate Change	140
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.48%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.06%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	1,947
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	26
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.19%	Equity United States Multi-Factor Strategy	27
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	13,152
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	221
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	1,279
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.08%	Equity World Dividend	2,295
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	238
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	50
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	102
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,442
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	79
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	200
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	10,806
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	798
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	191
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.28%	Equity World Mid Cap	7
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	309
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	290
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	19
State Street SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.09%	Equity World Value	174
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,129
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	461
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.22%	Equity United States Equal Weighted	23
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	581
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States	82
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	13,464
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.01%	Equity World Social/Environmental	5,456
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.10%	Equity United States Momentum	13
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.08%	Equity World Social/Environmental Climate Change	7
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	35
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	826
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.62%	Equity United States Social/Environmental Climate Change	9
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	121,014
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	2,174
State Street SPDR MSCI USA Value UCITS ETF USD	0.31%	Equity United States Value	184
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.08%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.26%	Equity North America Dividend	125
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	127,250
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	93
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	159
L&G US Equity UCITS ETF	0.06%	Equity United States Social/Environmental	1,302
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	747
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	63
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental	366
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,239
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	21,747
UBS MSCI USA Universal UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.09%	Equity United States Social/Environmental	894
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.05%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.05%	Equity World	11,234
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.08%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.22%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	4,069
iShares MSCI World Energy Sector Advanced UCITS ETF USD (Dist)	0.83%	Equity World Energy Social/Environmental	153
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.22%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	10
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.22%	Equity World Social/Environmental	257
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	756
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.14%	Equity United States Social/Environmental Climate Change	1
UBS Factor MSCI USA Prime Value Screened UCITS ETF hGBP dis	0.57%	Equity United States Value Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	0.06%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	3,549
Amundi MSCI World Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	1,454
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,164
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	664
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	104
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	572
Xtrackers S&P 500 GARP UCITS ETF 1C	0.35%	Equity United States Multi-Factor Strategy	4
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	8,722
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.09%	Equity United States Social/Environmental	465
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.48%	Equity United States Mid Cap	276
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.17%	Equity World Social/Environmental Climate Change	287
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	703
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.23%	Equity United States Equal Weighted	8,922
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.05%	Equity United States Social/Environmental	2,669
Invesco RAFI All-World Fundamental Value UCITS ETF	0.07%	Equity World Value	208
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	169
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.01%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	23
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,970
iShares MSCI World Energy Sector UCITS ETF USD (Dist)	0.87%	Equity World Energy	1,156
HSBC MSCI USA Quality UCITS ETF USD	0.59%	Equity United States Fundamental/Quality	345
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.04%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	1,761
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.14%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,440
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.01%	Equity World Social/Environmental	27
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	5,841
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.07%	Equity United States	186
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,643
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.23%	Equity United States Equal Weighted	460
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.10%	Equity World Social/Environmental	498
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	5,328
iShares Edge MSCI USA Quality Factor UCITS ETF	0.59%	Equity United States Fundamental/Quality	1,544
iShares Dow Jones Global Leaders Screened UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	1,755
UBS MSCI USA Selection UCITS ETF USD acc	0.12%	Equity United States Social/Environmental	2,323
Franklin S&P 500 Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,422
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.06%	Equity World Social/Environmental Catholic principles	103
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	300
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.06%	Equity United States	17,709
State Street SPDR S&P U.S. Energy Select Sector UCITS ETF USD	1.46%	Equity United States Energy	896
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.04%	Equity World	16,183
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States Equal Weighted	182
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.08%	Equity World	109
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.31%	Equity World Multi-Factor Strategy	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,916
Invesco MSCI ACWI Islamic M-Series UCITS ETF Acc	0.08%	Equity World Islamic Investing	44
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.13%	Equity United States Value	719
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,623
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	673
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	7,943
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.23%	Equity United States Equal Weighted	65
HSBC USA Screened Equity UCITS ETF USD	0.09%	Equity United States Social/Environmental Climate Change	689
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.23%	Equity United States Equal Weighted	1,309
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	1,933
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	739
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	296
Xtrackers MSCI World Screened UCITS ETF 1D	0.06%	Equity World Social/Environmental	129
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.04%	Equity World	138
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,640
First Trust US Momentum UCITS ETF Class A USD ACC	0.23%	Equity United States Momentum	79
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	3,109
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	44
UBS Factor MSCI USA Prime Value Screened UCITS ETF hEUR acc	0.57%	Equity United States Value Climate Change	17
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.37%	Equity World Social/Environmental Climate Change	21
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,615
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	29,023
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	1,131
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	328
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	47
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.32%	Equity United States Social/Environmental	7,621
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.08%	Equity World Social/Environmental	16
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	85
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	99
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.19%	Equity World Mid Cap	393
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,977
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,537
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	281
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	2,173
iShares S&P 500 Energy Sector UCITS ETF (Acc)	1.45%	Equity United States Energy	1,690
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.31%	Equity North America Social/Environmental Climate Change	433
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	1,043
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.06%	Equity United States	17
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 4C - GBP Hedged	0.42%	Equity United States Equal Weighted	127
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.06%	Equity United States	19
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.17%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.06%	Equity United States	17
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	111
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.11%	Equity United States Value	476
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,823
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	1,345
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	902
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	691
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.25%	Equity United States Value	395
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	136
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental	1,218
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	8,010
WisdomTree Global Value UCITS ETF USD (Acc)	0.51%	Equity World Value	1
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,734
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,365
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.06%	Equity United States	8,685
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.06%	Equity United States	2,423
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.59%	Equity United States Fundamental/Quality	312
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	38,965
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,839
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	275
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.04%	Equity World Multi-Factor Strategy	200
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,041
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,314
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	1
Invesco Global Enhanced Equity UCITS ETF Acc	0.10%	Equity World Multi-Factor Strategy	585
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.06%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.09%	Equity United States Social/Environmental	141
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	50
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	64
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.09%	Equity United States Social/Environmental	513
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	28,030
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	607
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.01%	Equity World Multi-Factor Strategy	555
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.19%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	44,756
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	1,525
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.01%	Equity World Social/Environmental	20
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.22%	Equity United States Equal Weighted	3,539
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.04%	Equity World Multi-Factor Strategy	1,180
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,149
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.06%	Equity World Islamic Investing	948
State Street SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.12%	Equity United States Social/Environmental	4,597
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	239
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.06%	Equity United States	79
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	97
iShares Edge MSCI USA Value Factor UCITS ETF	0.25%	Equity United States Value	4,285
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.48%	Equity United States Multi-Factor Strategy	103
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	55
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	14,932
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	63
UBS Factor MSCI USA Prime Value Screened UCITS ETF USD dis	0.57%	Equity United States Value Climate Change	141
Xtrackers MSCI World Energy UCITS ETF 1C	0.88%	Equity World Energy	1,760
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.10%	Equity World Social/Environmental	106
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	164
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.31%	Equity United States Social/Environmental Climate Change	2,982
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,558
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Multi-Factor Strategy	8
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	531
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	1,734
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.20%	Equity United States Social/Environmental	1
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	420
Xtrackers MSCI USA Energy UCITS ETF 1D	1.42%	Equity United States Energy	115
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.07%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	1,005
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.07%	Equity World Social/Environmental Catholic principles	164
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	1,470
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	4,053
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.32%	Equity United States Social/Environmental	428
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	98
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,273
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	771
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.31%	Equity North America Social/Environmental Climate Change	39
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.10%	Equity United States Momentum	474
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.12%	Equity United States Social/Environmental	1,152
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	346
State Street SPDR MSCI World Energy UCITS ETF USD	0.88%	Equity World Energy	530
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	50
Invesco US Enhanced Equity UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	76
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.14%	Equity United States Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	372
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	638
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	1,088
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	492
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	12

Performance

Returns overview

YTD	+40.76%
1 month	-1.07%
3 months	+13.34%
6 months	+51.39%
1 year	+100.48%
3 years	+20.32%
5 years	+89.40%
Since inception (MAX)	+9.59%
2025	-1.23%
2024	-25.61%
2023	-11.54%
2022	+90.26%

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).