IQVIA Holdings

ISIN US46266C1053

WKN A2JSPM

Market cap (in EUR)

30,373 m

Country

United States

Sector

Healthcare

Dividend yield

0.00%

Overview

Quote

Description

IQVIA Holdings, Inc. engages in the provision of analytics, technology solutions, and clinical research services to the life sciences industry. It operates through the following segments: Technology and Analytics Solutions, Research and Development Solutions, and Contract Sales and Medical Solutions. The Technology and Analytics Solutions segment supplies mission-critical information, technology solutions, and real-world evidence services to the company's life sciences clients. The Research and Development Solutions segment provides outsourced clinical research and clinical trial-related services. The Contract Sales and Medical Solutions segment offers healthcare provider and patient engagement services to both biopharmaceutical customers and the broader healthcare market. The company was founded by Dennis B. Gillings and Gary Koch in 1950 and is headquartered in Durham, NC.

Show more Show less

Healthcare Healthcare Services Outsourced Development and Manufacturing Services United States

Chart

Financials

Key metrics

Market capitalisation, EUR	30,373 m
EPS, EUR	6.96
P/B ratio	5.6
P/E ratio	25.7
Dividend yield	0.00%

Income statement (2025)

Revenue, EUR	14,452 m
Net income, EUR	1,206 m
Profit margin	8.34%

What ETF is IQVIA Holdings in?

There are 391 ETFs which contain IQVIA Holdings. All of these ETFs are listed in the table below. The ETF with the largest weighting of IQVIA Holdings is the Global X Telemedicine & Digital Health UCITS ETF Dist GBP.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	1,050
Xtrackers MSCI USA Screened UCITS ETF 1C	0.05%	Equity United States Social/Environmental	888
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	759
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	0.96%	Equity World Health Care Social/Environmental	296
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental	15,256
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental	1,041
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	25
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	18
UBS MSCI USA Value UCITS ETF USD dis	0.09%	Equity United States Value	596
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	3,760
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.06%	Equity United States Social/Environmental	1,083
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	399
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.05%	Equity World	705
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.21%	Equity United States Social/Environmental Climate Change	725
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.55%	Equity United States Value	17
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	0.96%	Equity World Health Care Social/Environmental	545
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.08%	Equity United States	2
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	55
Xtrackers MSCI World UCITS ETF 1D	0.03%	Equity World	4,824
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.06%	Equity United States Social/Environmental	11,112
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	36
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.20%	Equity United States Growth	7
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.21%	Equity United States Social/Environmental	20
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.03%	Equity World Social/Environmental	592
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.02%	Equity United States Social/Environmental Climate Change	151
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.04%	Equity United States	450
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.21%	Equity United States Social/Environmental Climate Change	114
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.18%	Equity United States Equal Weighted	281
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	0.57%	Equity United States Health Care	2,519
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	2,267
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.07%	Equity United States Social/Environmental Climate Change	2,299
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	725
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.02%	Equity World Social/Environmental	73
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental	81
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,262
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.21%	Equity United States Social/Environmental Climate Change	111
UBS Core S&P 500 UCITS ETF hGBP dis	0.05%	Equity United States	69
iShares Core S&P 500 UCITS ETF USD (Dist)	0.05%	Equity United States	19,584
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.08%	Equity World Social/Environmental Climate Change	490
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	58
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.07%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.13%	Equity World Social/Environmental Climate Change	356
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	27
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	13,722
UBS Core S&P 500 UCITS ETF hEUR acc	0.05%	Equity United States	197
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	1,357
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	67
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,424
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	352
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.02%	Equity World Social/Environmental	219
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.24%	Equity United States Social/Environmental Climate Change	149
Xtrackers MSCI USA UCITS ETF 1C	0.04%	Equity United States	11,430
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Acc	0.16%	Equity World Multi-Factor Strategy	378
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	886
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	190
UBS MSCI World Selection UCITS ETF hEUR dis	0.07%	Equity World Social/Environmental	315
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.15%	Equity World Social/Environmental Climate Change	1,816
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.07%	Equity World Social/Environmental	1,076
UBS MSCI World Selection UCITS ETF hCHF acc	0.07%	Equity World Social/Environmental	294
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.05%	Equity North America Social/Environmental	27
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	30
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.14%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	7
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental Climate Change	1
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	125,409
iShares Core S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	132,712
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	100
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	0.57%	Equity United States Health Care	119
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.05%	Equity North America Social/Environmental	255
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.24%	Equity United States Social/Environmental Climate Change	16
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.07%	Equity United States	2,478
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	812
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.25%	Equity World Social/Environmental	3,136
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.07%	Equity United States Social/Environmental Climate Change	32
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.02%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,292
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.08%	Equity United States Social/Environmental	4
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.05%	Equity United States	4,415
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental Climate Change	710
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.06%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.13%	Equity World Social/Environmental Climate Change	3
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	1,562
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.55%	Equity United States Value	68
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.14%	Equity World Social/Environmental	129
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.14%	Equity World Social/Environmental Climate Change	201
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	780
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.18%	Equity United States Equal Weighted	10,553
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.02%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.02%	Equity United States Social/Environmental Climate Change	13
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.09%	Equity United States Social/Environmental	31
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.03%	Equity World	80
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,473
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.06%	Equity United States	217
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.01%	Equity World	16
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.18%	Equity United States Equal Weighted	529
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.06%	Equity World	6,459
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.07%	Equity United States Social/Environmental	11
UBS MSCI USA Selection UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	2,434
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	1,441
Franklin S&P 500 Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	313
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.05%	Equity United States	18,601
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.06%	Equity World Social/Environmental	95
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.06%	Equity United States	31
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	424
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.09%	Equity United States Social/Environmental	380
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.06%	Equity World	164
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	4,098
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.06%	Equity United States Value	890
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.20%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.01%	Equity United States Covered Call Alternative Investments	17
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	663
iShares MSCI World SRI UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	1,532
HSBC S&P 500 UCITS ETF USD	0.05%	Equity United States	8,715
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.18%	Equity United States Equal Weighted	68
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.18%	Equity United States Equal Weighted	1,373
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.23%	Equity World Social/Environmental	121
iShares Healthcare Innovation UCITS ETF	1.74%	Equity World Health Care Social/Environmental Innovation	999
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.03%	Equity World	143
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.03%	Equity World Social/Environmental	6,023
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	97
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	3,596
Xtrackers MSCI USA Health Care UCITS ETF 1D	0.52%	Equity United States Health Care	776
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.05%	Equity United States	29,858
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	1,150
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.11%	Equity United States Social/Environmental	257
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.19%	Equity United States Equal Weighted	349
UBS MSCI USA Tech 125 Universal UCITS ETF USD acc	0.08%	Equity United States Social/Environmental Innovation	34
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	17
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	388
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	5,345
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	1,626
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	281
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	816
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	2,859
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.09%	Equity North America Social/Environmental Climate Change	445
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.05%	Equity United States	17
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,933
Xtrackers S&P 500 UCITS ETF 4C	0.04%	Equity United States	2,148
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.52%	Equity World Health Care Social/Environmental	880
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.06%	Equity United States Social/Environmental	1,245
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental	894
UBS MSCI World Selection UCITS ETF USD acc	0.07%	Equity World Social/Environmental	646
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity United States Social/Environmental	213
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.21%	Equity United States Low Volatility/Risk Weighted	1,480
Global X Telemedicine & Digital Health UCITS ETF Acc USD	4.13%	Equity World Health Care	5
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental	6,996
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,775
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.05%	Equity United States	2,454
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.03%	Equity World	44,969
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,938
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity World Social/Environmental	4,352
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.06%	Equity United States Social/Environmental	69
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.03%	Equity World	53
Global X Telemedicine & Digital Health UCITS ETF Dist GBP	4.13%	Equity World Health Care	0
HSBC S&P 500 UCITS ETF USD (Acc)	0.05%	Equity United States	651
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.12%	Equity World Social/Environmental Climate Change	388
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.05%	Equity United States	45,963
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	1,648
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	4,251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	1,340
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental	2,860
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	5,324
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.72%	Equity United States Social/Environmental	155
Xtrackers FTSE All-World UCITS ETF 1C	0.02%	Equity World	53
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.21%	Equity United States Low Volatility/Risk Weighted	129
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	100
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.17%	Equity United States Multi-Factor Strategy	138
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	15,777
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.04%	Equity United States	61
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.52%	Equity World Health Care Social/Environmental	125
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.07%	Equity United States Social/Environmental Climate Change	3,046
Xtrackers MSCI USA ESG UCITS ETF 1D	0.11%	Equity United States Social/Environmental	318
UBS MSCI USA Selection UCITS ETF hEUR acc	0.09%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.03%	Equity World	19,931
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.10%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.06%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.13%	Equity World Social/Environmental Climate Change	1,206
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.08%	Equity World Social/Environmental Climate Change	81
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.05%	Equity World Social/Environmental	17
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,291
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	100
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.02%	Equity United States Social/Environmental	470
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	714
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.09%	Equity North America Social/Environmental Climate Change	41
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.01%	Equity United States Technology Covered Call Alternative Investments	4
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental Climate Change	335
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	63
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.21%	Equity United States Social/Environmental Climate Change	31
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.24%	Equity United States Social/Environmental Climate Change	2
State Street SPDR MSCI World Health Care UCITS ETF USD	0.40%	Equity World Health Care	568
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.18%	Equity World Value	708
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,503
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	46
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.15%	Equity World Social/Environmental	258
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF	0.30%	Equity World Social/Environmental Climate Change	26
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.25%	Equity United States Value	86
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	28
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	43
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.08%	Equity United States Social/Environmental	210
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.05%	Equity United States	15,617
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,945
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity United States Social/Environmental	1,526
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.03%	Equity World Social/Environmental	83
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	600
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.18%	Equity United States Multi-Factor Strategy	138
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.06%	Equity United States Social/Environmental	56
Invesco MSCI USA Universal Screened UCITS ETF	0.08%	Equity United States Social/Environmental	38
Amundi MSCI World ESG Selection UCITS ETF Acc	0.06%	Equity World Social/Environmental	1,834
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	410
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.03%	Equity World	96
Xtrackers MSCI World ESG UCITS ETF 1C	0.07%	Equity World Social/Environmental	5,138
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.24%	Equity United States Social/Environmental Climate Change	14
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.14%	Equity World Social/Environmental Climate Change	139
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.01%	Equity United States Covered Call Alternative Investments	42
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.04%	Equity United States	57
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.21%	Equity United States Social/Environmental Climate Change	13
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental	15
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.11%	Equity United States	132
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	235
WisdomTree US Value UCITS ETF USD (Acc)	0.35%	Equity United States Value	11
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.21%	Equity United States Social/Environmental Climate Change	436
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF	0.97%	Equity United States Social/Environmental Climate Change	60
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	40
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.04%	Equity World Social/Environmental	109
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	63
Invesco S&P 500 Equal Weight UCITS ETF	0.19%	Equity United States Equal Weighted	1,074
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.04%	Equity World Social/Environmental	62
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,183
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.01%	Equity United States Multi-Factor Strategy	2
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.56%	Equity World Social/Environmental	109
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.24%	Equity United States Social/Environmental Climate Change	441
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.17%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.04%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.03%	Equity World	2,786
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.25%	Equity World Social/Environmental	216
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.15%	Equity World Social/Environmental Climate Change	4,261
L&G Global Equity UCITS ETF	0.03%	Equity World Social/Environmental	1,495
Invesco MSCI World Universal Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	258
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	108
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.20%	Equity United States Growth	335
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	90
L&G MSCI World Mid Cap UCITS ETF USD Acc	0.23%	Equity World Mid Cap	7
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.15%	Equity World Social/Environmental Climate Change	2
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.03%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	258
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.56%	Equity World Social/Environmental	50
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	1,204
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.07%	Equity World Social/Environmental	441
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	31
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	595
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States	87
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	14,319
State Street SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	0.57%	Equity United States Health Care	468
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental	5,586
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	7
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.08%	Equity United States Social/Environmental	449
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.06%	Equity United States Social/Environmental	34
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	903
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.03%	Equity World	448
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States	2,185
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.24%	Equity United States Social/Environmental Climate Change	-
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	5
L&G US Equity UCITS ETF	0.04%	Equity United States Social/Environmental	1,258
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	68
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.03%	Equity World	22,865
UBS MSCI USA Universal UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	492
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.03%	Equity World	14,588
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.06%	Equity United States Social/Environmental Climate Change	11
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.02%	Equity World Social/Environmental	272
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	599
Invesco Global Active Defensive ESG Equity UCITS ETF	0.10%	Equity World Low Volatility/Risk Weighted Climate Change	50
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.03%	Equity World	12
Xtrackers S&P 500 UCITS ETF 4D	0.04%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	984
Xtrackers MSCI USA ESG UCITS ETF 1C	0.11%	Equity United States Social/Environmental	7,620
UBS Core S&P 500 UCITS ETF USD dis	0.05%	Equity United States	1,227
UBS Core S&P 500 UCITS ETF hCHF acc	0.05%	Equity United States	740
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	117
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.04%	Equity United States	630
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.16%	Equity United States Social/Environmental Climate Change	343
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	9,954
iShares FTSE All-World UCITS ETF USD (Acc)	0.03%	Equity World	26
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.35%	Equity United States Mid Cap	260
Xtrackers MSCI World Health Care UCITS ETF 1C	0.37%	Equity World Health Care	3,291
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	2,683
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	132
Invesco RAFI All-World Fundamental Value UCITS ETF	0.06%	Equity World Value	238
Invesco Global Buyback Achievers UCITS ETF	0.82%	Equity World Buyback	147
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	26
UBS MSCI USA NSL UCITS ETF USD acc	0.05%	Equity United States	3,013
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	2,326
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.03%	Equity World Social/Environmental	29
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	5,717
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental	1,750
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.07%	Equity World Social/Environmental	557
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.05%	Equity World Social/Environmental Climate Change	122
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Low Volatility/Risk Weighted	29
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.12%	Equity World Social/Environmental Climate Change	37
CT QR Series US Equity Active UCITS ETF USD Acc	0.21%	Equity United States Fundamental/Quality	-
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.03%	Equity World	17,406
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0.36%	Equity United States Social/Environmental	0
State Street All World Enhanced Active Equity UCITS ETF USD Unhedged (Acc)	0.21%	Equity World Multi-Factor Strategy	6
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.21%	Equity United States Social/Environmental Climate Change	256
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	759
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,780
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	370
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.14%	Equity World Social/Environmental	64
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	736
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.03%	Equity World	432
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	333
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	136
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.08%	Equity World Social/Environmental	17
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	46
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.09%	Equity United States Social/Environmental	146
UBS MSCI World Selection UCITS ETF hEUR acc	0.07%	Equity World Social/Environmental	33
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.25%	Equity World Social/Environmental	68
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.06%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,792
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental Climate Change	188
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	55
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.02%	Equity United States Social/Environmental	8,083
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	79
Xtrackers MSCI World ESG UCITS ETF 1D	0.07%	Equity World Social/Environmental	14
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	1,075
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.05%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.04%	Equity United States	20
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.14%	Equity World Social/Environmental	268
Invesco Global Active ESG Equity UCITS ETF Acc	0.16%	Equity World Multi-Factor Strategy	2,368
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.14%	Equity World Social/Environmental Climate Change	9
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	117
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	119
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.09%	Equity United States Value	669
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	505
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	8,179
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.55%	Equity United States Value	6
VanEck Morningstar US SMID Moat UCITS ETF A	0.62%	Equity United States Small Cap Moat	11
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity United States Multi-Factor Strategy	92
WisdomTree Global Value UCITS ETF USD (Acc)	0.24%	Equity World Value	1
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.21%	Equity United States Social/Environmental Climate Change	650
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.05%	Equity United States	1,406
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.05%	Equity United States	8,718
Xtrackers MSCI USA UCITS ETF 1D	0.04%	Equity United States	285
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	217
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,256
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.07%	Equity United States	127
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	379
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Social/Environmental	44
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.05%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.03%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	60
CT QR Series US Equity Active UCITS ETF USD Dist	0.21%	Equity United States Fundamental/Quality	-
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	29,825
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.02%	Equity World Social/Environmental	28
Invesco FTSE All-World UCITS ETF	0.04%	Equity World	270
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.05%	Equity United States	82
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.21%	Equity United States Social/Environmental	239
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental Climate Change	220
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.07%	Equity World Social/Environmental	106
Amundi Prime Global UCITS ETF Dist	0.03%	Equity World	1,591
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	550
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	1,747
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
L&G Healthcare Technology & Innovation UCITS ETF USD Acc	1.72%	Equity World Health Care Innovation	238
UBS Core S&P 500 UCITS ETF USD acc	0.05%	Equity United States	1,725
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	4,614
Invesco S&P World Health Care ESG UCITS ETF	0.46%	Equity World Health Care Social/Environmental	9
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	0.72%	Equity United States Social/Environmental	351
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.10%	Equity United States Social/Environmental	1,078
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.04%	Equity United States	363
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental	309
Invesco US Enhanced Equity UCITS ETF Acc	0.11%	Equity United States Multi-Factor Strategy	123
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental	295
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.04%	Equity United States	679
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.16%	Equity World Multi-Factor Strategy	161
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	484
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.05%	Equity United States	11

Performance

Returns overview

YTD	-7.62%
1 month	+14.86%
3 months	+22.01%
6 months	-13.61%
1 year	+29.07%
3 years	-6.85%
5 years	-14.24%
Since inception (MAX)	+13.55%
2025	+7.19%
2024	-13.80%
2023	+5.45%
2022	-17.32%

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).