JPMorgan Chase & Co.

ISIN US46625H1005

 | 

WKN 850628

 

Overview

Quote

Description

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm offers a range of investment banking products and services in all capital markets, including advising on corporate strategy and structure, capital raising in equity and debt markets, risk management, market making in cash securities and derivative instruments, and brokerage and research. It operates through the following business segments: Consumer and Community Banking (CCB), Corporate and Investment Bank (CIB), Commercial Banking (CB), Asset and Wealth Management (AWM), and Corporate. The CCB segment serves consumers and businesses through personal service at bank branches and through automated teller machines, online, mobile, and telephone banking. The CIB segment offers a suite of investment banking, market-making, prime brokerage, lending, and treasury and securities products and services to a global client base of corporations, investors, financial institutions, merchants, governments, and municipal entities. The CB segment provides comprehensive financial solutions, including lending, wholesale payments, investment banking and asset management products for middle market banking, corporate client banking, and commercial real estate banking. The AWM segment provides investment and wealth management services. The Corporate segment consists of treasury, chief investment office, and other corporate. The company was founded in 1968 and is headquartered in New York, NY.
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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR 486,859.28 m
EPS, EUR 15.00
P/B ratio 1.76
P/E ratio 11.30
Dividend yield 2.23%

Income statement (2023)

Revenue, EUR 221,366.08 m
Net income, EUR 45,565.60 m
Profit margin 20.58%

What ETF is JPMorgan Chase & Co. in?

There are 242 ETFs which contain JPMorgan Chase & Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of JPMorgan Chase & Co. is the Xtrackers MSCI USA Banks UCITS ETF 1D.
ETF Weight Investment focus Holdings TER Fund size (in m EUR) Return 1Y
Xtrackers MSCI USA ESG Screened UCITS ETF 1C 1.30%
Equity
United States
Social/Environmental
548.00 0.07% 106 +26.75%
Deka MSCI USA Climate Change ESG UCITS ETF 1.15%
Equity
United States
Social/Environmental
Climate Change
487.00 0.25% 928 +35.22%
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc EUR HEDGED (C) 1.36%
Equity
United States
Social/Environmental
Climate Change
351.00 0.25% 416 -
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc) 0.98%
Equity
World
Social/Environmental
Climate Change
545.00 0.15% 4 +21.37%
SPDR MSCI World Financials UCITS ETF 5.40%
Equity
World
Financials
234.00 0.30% 226 +11.14%
Amundi MSCI USA ESG Universal Select UCITS ETF DR (C) 1.01%
Equity
United States
Social/Environmental
554.00 0.15% 3 +27.23%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) 1.21%
Equity
United States
Social/Environmental
551.00 0.07% 7,598 +24.54%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis 1.18%
Equity
United States
610.00 0.14% 20 +26.26%
Lyxor Core US Equity (DR) UCITS ETF - Dist 1.16%
Equity
United States
619.00 0.04% 23 +25.89%
BNP Paribas Easy S&P 500 ESG UCITS ETF EUR Capitalisation 1.64%
Equity
United States
Social/Environmental
316.00 0.12% 346 -
SPDR S&P 500 UCITS ETF USD Unhedged (Acc) 1.23%
Equity
United States
506.00 0.03% 2,568 -
UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis 0.82%
Equity
World
1,472.00 0.10% 168 +20.92%
Xtrackers S&P 500 Equal Weight ESG UCITS ETF 2C EUR Hedged 0.36%
Equity
United States
Equal Weighted
289.00 0.22% 192 -
iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) 1.21%
Equity
United States
Social/Environmental
551.00 0.10% 233 +24.14%
Xtrackers MSCI USA Banks UCITS ETF 1D 30.95%
Equity
United States
Financials
14.00 0.12% 28 +4.41%
Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged 0.83%
Equity
World
Social/Environmental
2,046.00 0.37% 8 +21.60%
Deka MSCI World Climate Change ESG UCITS ETF 0.74%
Equity
World
Social/Environmental
Climate Change
1,228.00 0.26% 730 +28.74%
UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis 2.36%
Equity
United States
Value
441.00 0.20% 647 +9.41%
Franklin S&P 500 Paris Aligned Climate UCITS ETF 1.38%
Equity
United States
Social/Environmental
Climate Change
351.00 0.07% 230 +29.38%
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Acc (C) 1.36%
Equity
United States
Social/Environmental
Climate Change
351.00 0.07% 1,012 -
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing 0.80%
Equity
World
Social/Environmental
5,823.00 0.24% 251 +20.54%
Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc 1.62%
Equity
United States
Social/Environmental
227.00 0.30% 282 +27.22%
FlexShares Developed Markets Low Volatility Climate ESG UCITS ETF 0.53%
Equity
World
Low Volatility/Risk Weighted
Climate Change
180.00 0.25% 5 -
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) 0.20%
Equity
United States
Equal Weighted
504.00 0.22% 535 +13.36%
Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) 0.83%
Equity
United States
Multi-Factor Strategy
442.00 0.14% 53 +24.50%
iShares S&P 500 CHF Hedged UCITS ETF (Acc) 1.18%
Equity
United States
504.00 0.20% 506 +26.99%
Invesco MSCI USA ESG Universal Screened UCITS ETF Dist 1.01%
Equity
United States
Social/Environmental
568.00 0.09% 23 +26.96%
SPDR S&P US Financials Select Sector UCITS ETF 9.47%
Equity
United States
Financials
72.00 0.15% 298 +10.79%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) 0.96%
Equity
World
Social/Environmental
Climate Change
602.00 0.20% 74 +21.09%
SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) 0.74%
Equity
World
2,387.00 0.45% 48 +19.80%
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc 0.69%
Equity
World
797.00 0.20% 1 -
Xtrackers MSCI World UCITS ETF 1D 0.82%
Equity
World
1,484.00 0.12% 2,388 +21.10%
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 1.11%
Equity
United States
Social/Environmental
Climate Change
432.00 0.12% 1,661 +28.39%
Xtrackers S&P 500 Equal Weight ESG UCITS ETF 1C 0.36%
Equity
United States
Equal Weighted
289.00 0.17% 298 +8.86%
Xtrackers S&P 500 UCITS ETF 1C EUR hedged 1.23%
Equity
United States
502.00 0.20% 525 +25.33%
CSIF (IE) MSCI USA Blue UCITS ETF B USD 0.96%
Equity
United States
623.00 0.09% 2,684 +25.65%
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD) 0.75%
Equity
United States
Multi-Factor Strategy
Climate Change
296.00 0.45% 78 +8.54%
Xtrackers S&P 500 UCITS ETF 1D EUR Hedged 1.23%
Equity
United States
502.00 0.20% 32 +25.33%
Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged 0.20%
Equity
United States
Equal Weighted
503.00 0.30% 72 +13.26%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis 0.67%
Equity
World
Social/Environmental
2,010.00 0.23% 771 +21.12%
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 1.13%
Equity
United States
Social/Environmental
544.00 0.09% 1,449 -
HSBC MSCI World UCITS ETF EUR Hedged (Acc) 0.81%
Equity
World
1,413.00 0.18% 220 +22.36%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing 1.81%
Equity
World
Dividend
1,852.00 0.29% 3,864 +8.20%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis 1.22%
Equity
United States
504.00 0.12% 39 +30.22%
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF USD Cap (C) 0.56%
Equity
United States
Equal Weighted
184.00 0.18% 989 +9.02%
iShares Core S&P 500 UCITS ETF USD (Dist) 1.22%
Equity
United States
503.00 0.07% 14,752 +25.30%
HSBC MSCI World Climate Paris Aligned UCITS ETF 1.00%
Equity
World
Social/Environmental
Climate Change
593.00 0.18% 462 +21.09%
Invesco Quantitative Strategies Global Equity Low Volatility Low Carbon UCITS ETF EUR PfHdg Acc 0.86%
Equity
World
Low Volatility/Risk Weighted
Climate Change
350.00 0.30% 49 +15.40%
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR) 0.75%
Equity
United States
Multi-Factor Strategy
Climate Change
296.00 0.45% 5 +8.45%
Invesco S&P 500 Equal Weight UCITS ETF Acc 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 102 +8.60%
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to GBP) A-dis 1.64%
Equity
United States
Social/Environmental
316.00 0.13% 8 +31.73%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.52%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.20% 45 -
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D) 4.85%
Equity
World
Financials
Social/Environmental
201.00 0.18% 2 +11.22%
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist 0.28%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 40 +12.73%
HSBC MSCI World UCITS ETF USD 0.81%
Equity
World
1,413.00 0.15% 8,172 +21.21%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc 1.22%
Equity
United States
504.00 0.12% 24 +25.06%
SPDR MSCI USA Climate Paris Aligned UCITS ETF USD Unhedged (Acc) 1.13%
Equity
United States
Social/Environmental
Climate Change
261.00 0.12% 1 +25.69%
L&G Global Equity UCITS ETF 0.86%
Equity
World
Social/Environmental
1,243.00 0.10% 80 +22.01%
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc 1.81%
Equity
World
Dividend
1,852.00 0.29% 564 +8.23%
Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc (C) 0.99%
Equity
World
Social/Environmental
Climate Change
592.00 0.20% 490 -
Invesco MSCI World ESG Universal Screened UCITS ETF Acc 0.64%
Equity
World
Social/Environmental
1,369.00 0.19% 161 +22.28%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis 0.67%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +23.95%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc 0.67%
Equity
World
Social/Environmental
2,010.00 0.26% 593 +23.82%
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc) 1.61%
Equity
United States
Social/Environmental
Climate Change
374.00 0.07% 349 +29.14%
Xtrackers MSCI USA UCITS ETF 1C 1.17%
Equity
United States
609.00 0.07% 6,700 +25.71%
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc 2.74%
Equity
World
Multi-Factor Strategy
188.00 0.30% 123 +25.55%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis 1.18%
Equity
United States
610.00 0.10% 115 +26.42%
Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc 1.89%
Equity
World
Social/Environmental
385.00 0.35% 43 +20.12%
iShares Core MSCI World UCITS ETF GBP Hedged (Dist) 0.81%
Equity
World
1,482.00 0.30% 932 +27.29%
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc 0.89%
Equity
World
Social/Environmental
981.00 0.15% 0 -
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF Acc EUR HEDGED (C) 0.56%
Equity
United States
Equal Weighted
184.00 0.20% 19 -
UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc 1.18%
Equity
United States
610.00 0.10% 200 +27.91%
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing 1.21%
Equity
North America
Social/Environmental
1,567.00 0.12% 15 +26.57%
Deka MSCI USA UCITS ETF 1.19%
Equity
United States
603.00 0.30% 291 +25.56%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) 0.20%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 34 +10.69%
iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist) 1.34%
Equity
World
Financials
Social/Environmental
232.00 0.18% 19 +11.51%
UBS ETF (IE) MSCI World Climate Paris Aligned UCITS ETF (USD) A-acc 1.00%
Equity
World
Social/Environmental
Climate Change
593.00 0.15% 7 +21.52%
UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc 1.18%
Equity
United States
610.00 0.10% 54 +30.54%
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1.22%
Equity
United States
Social/Environmental
Climate Change
489.00 0.09% 10 +24.62%
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged 0.82%
Equity
World
1,484.00 0.17% 134 +27.40%
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist) 1.11%
Equity
United States
Social/Environmental
Climate Change
264.00 0.12% 2 +24.34%
iShares Core MSCI World UCITS ETF USD (Acc) 0.81%
Equity
World
1,482.00 0.20% 64,239 +21.00%
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) 1.22%
Equity
United States
504.00 0.10% 2,427 +30.68%
iShares Core S&P 500 UCITS ETF (Acc) 1.22%
Equity
United States
504.00 0.07% 71,505 +25.35%
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating 1.21%
Equity
North America
Social/Environmental
1,567.00 0.12% 92 +26.67%
L&G US Equity UCITS ETF 1.24%
Equity
United States
Social/Environmental
474.00 0.05% 609 +26.62%
SPDR MSCI World UCITS ETF EUR Hedged (Acc) 0.83%
Equity
World
1,453.00 0.17% 134 -
Amundi Prime USA UCITS ETF DR (D) 1.22%
Equity
United States
475.00 0.05% 66 +26.35%
iShares S&P 500 ESG UCITS ETF EUR Hedged (Acc) 1.64%
Equity
United States
Social/Environmental
317.00 0.10% 159 +26.62%
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc 1.11%
Equity
United States
Social/Environmental
Climate Change
264.00 0.12% 27 +25.65%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis 1.18%
Equity
United States
610.00 0.07% 958 +25.68%
Vanguard FTSE All-World UCITS ETF Distributing 0.71%
Equity
World
3,644.00 0.22% 12,347 +19.16%
UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc 1.18%
Equity
United States
Social/Environmental
Climate Change
540.00 0.07% 5 +26.60%
First Trust Value Line® Dividend Index UCITS ETF Acc 0.62%
Equity
United States
Dividend
162.00 0.70% 14 +1.29%
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to EUR) A-acc 1.64%
Equity
United States
Social/Environmental
316.00 0.13% 505 +26.37%
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc 1.01%
Equity
United States
Social/Environmental
568.00 0.12% 2 +32.35%
SPDR MSCI ACWI UCITS ETF 0.74%
Equity
World
2,387.00 0.40% 2,602 +19.04%
iShares MSCI USA UCITS ETF (Acc) 1.17%
Equity
United States
610.00 0.07% 1,149 +25.78%
FlexShares Developed Markets High Dividend Climate ESG UCITS ETF 0.58%
Equity
World
Dividend
Climate Change
178.00 0.29% 4 -
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C 1.23%
Equity
United States
Social/Environmental
Climate Change
382.00 0.10% 5 +26.33%
Amundi MSCI World V UCITS ETF Acc 0.81%
Equity
World
1,470.00 0.12% 4,126 +20.91%
iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) 0.52%
Equity
World
Social/Environmental
1,289.00 0.20% 343 +19.27%
Invesco Quantitative Strategies Global Equity Low Volatility Low Carbon UCITS ETF Acc 0.86%
Equity
World
Low Volatility/Risk Weighted
Climate Change
350.00 0.25% 4 +13.59%
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating 0.80%
Equity
World
Social/Environmental
5,823.00 0.24% 298 +20.68%
Amundi S&P 500 ESG UCITS ETF Acc (C) 1.65%
Equity
United States
Social/Environmental
307.00 0.12% 3,840 -
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD 0.88%
Equity
World
Social/Environmental
Climate Change
790.00 0.20% 4 +18.58%
UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis 1.22%
Equity
United States
504.00 0.09% 518 +25.24%
UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc 1.22%
Equity
United States
504.00 0.12% 51 +27.92%
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged 1.17%
Equity
United States
609.00 0.12% 477 +25.85%
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR) 1.16%
Equity
United States
Social/Environmental
Climate Change
579.00 0.12% 711 +22.50%
UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc 0.82%
Equity
World
1,472.00 0.10% 40 +20.97%
UBS ETF (IE) S&P 500 ESG UCITS ETF (hedged to CHF) A-acc 1.64%
Equity
United States
Social/Environmental
316.00 0.13% 224 +29.32%
iShares Dow Jones Industrial Average UCITS ETF (DE) 2.97%
Equity
United States
30.00 0.51% 269 +16.13%
iShares Core MSCI World UCITS ETF USD (Dist) 0.81%
Equity
World
1,482.00 0.20% 220 -
Xtrackers S&P 500 Equal Weight UCITS ETF 1C 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 5,044 +8.63%
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc 1.01%
Equity
United States
Social/Environmental
568.00 0.09% 1,245 +27.06%
Invesco FTSE RAFI All World 3000 UCITS ETF 0.96%
Equity
World
Fundamental/Quality
1,207.00 0.39% 53 +11.40%
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist 0.69%
Equity
World
797.00 0.20% 0 -
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist) 1.61%
Equity
United States
Social/Environmental
Climate Change
374.00 0.07% 27 +29.23%
Ossiam US Minimum Variance ESG UCITS ETF 1A (EUR) 1.43%
Equity
United States
Low Volatility/Risk Weighted
79.00 0.65% 51 +5.82%
HSBC MSCI USA UCITS ETF USD 1.10%
Equity
United States
620.00 0.30% 43 +25.46%
iShares Dow Jones Global Titans 50 UCITS ETF (DE) 2.47%
Equity
World
Large Cap
53.00 0.51% 1,666 +38.16%
UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis 0.82%
Equity
World
1,429.00 0.30% 1,117 +20.69%
Vanguard FTSE Developed World UCITS ETF Acc 0.79%
Equity
World
2,120.00 0.12% 1,880 +20.89%
Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD 0.20%
Equity
World
Multi-Factor Strategy
1,108.00 0.40% 3 +10.49%
Xtrackers S&P 500 Equal Weight UCITS ETF 2D 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 54 -
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc 0.89%
Equity
World
Social/Environmental
981.00 0.15% 177 -
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 0.85%
Equity
World
Social/Environmental
Climate Change
1,133.00 0.19% 24 +20.49%
SPDR MSCI ACWI IMI UCITS ETF 0.68%
Equity
World
3,017.00 0.17% 1,112 +17.60%
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 3.04%
Equity
United States
Social/Environmental
242.00 0.30% 6 -
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc) 0.57%
Equity
United States
Low Volatility/Risk Weighted
75.00 0.25% 52 +13.97%
iShares MSCI USA ESG Screened UCITS ETF USD (Dist) 1.27%
Equity
United States
Social/Environmental
552.00 0.07% 530 +28.18%
SPDR S&P 500 UCITS ETF 1.23%
Equity
United States
506.00 0.03% 7,149 +25.33%
SPDR MSCI World UCITS ETF 0.83%
Equity
World
1,453.00 0.12% 4,615 +21.13%
Deka MSCI World UCITS ETF Distribution 0.83%
Equity
World
1,473.00 0.31% 2,276 +21.47%
iShares S&P U.S. Banks UCITS ETF USD (Dist) 6.90%
Equity
United States
Financials
41.00 0.35% 4 -13.56%
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD) 1.43%
Equity
United States
Low Volatility/Risk Weighted
79.00 0.65% 12 +5.90%
Vanguard FTSE Developed World UCITS ETF Distributing 0.79%
Equity
World
2,120.00 0.12% 2,389 +20.83%
Invesco FTSE RAFI US 1000 UCITS ETF 2.07%
Equity
United States
Fundamental/Quality
1,003.00 0.39% 454 +13.89%
Vanguard FTSE North America UCITS ETF (USD) Accumulating 1.14%
Equity
North America
623.00 0.10% 952 +24.98%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc 0.67%
Equity
World
Social/Environmental
2,010.00 0.26% 317 +22.51%
HSBC S&P 500 UCITS ETF USD 1.23%
Equity
United States
502.00 0.09% 5,414 +25.53%
Amundi S&P 500 Climate Net Zero Ambition PAB UCITS ETF Dist (D) 1.36%
Equity
United States
Social/Environmental
Climate Change
351.00 0.07% 1,747 -
HSBC USA Sustainable Equity UCITS ETF USD 0.37%
Equity
United States
Social/Environmental
425.00 0.12% 830 +21.31%
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc 0.88%
Equity
World
Technology
Blockchain
99.00 0.65% 50 +13.59%
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged 0.20%
Equity
United States
Equal Weighted
503.00 0.30% 255 +8.59%
UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-Acc 1.64%
Equity
United States
Social/Environmental
316.00 0.10% 1,657 +26.58%
UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc 1.18%
Equity
United States
610.00 0.10% 322 +25.94%
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged 0.82%
Equity
World
1,484.00 0.17% 19 -
SPDR MSCI World UCITS ETF GBP Hedged (Dist) 0.83%
Equity
World
1,453.00 0.17% 37 -
Xtrackers MSCI World ESG Screened UCITS ETF 1D 0.89%
Equity
World
Social/Environmental
1,305.00 0.19% 81 +20.85%
Xtrackers MSCI AC World ESG Screened UCITS ETF 1C 0.83%
Equity
World
Social/Environmental
2,046.00 0.25% 3,507 +20.55%
Invesco FTSE All-World UCITS ETF Acc 0.69%
Equity
World
797.00 0.15% 102 -
Xtrackers MSCI World Climate Transition UCITS ETF 0.84%
Equity
World
Social/Environmental
Climate Change
1,116.00 0.19% 31 -
Vanguard S&P 500 UCITS ETF (USD) Accumulating 1.23%
Equity
United States
501.00 0.07% 8,930 +25.40%
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc 1.18%
Equity
United States
610.00 0.07% 888 +25.75%
iShares MSCI World ESG Screened UCITS ETF USD (Dist) 0.90%
Equity
World
Social/Environmental
1,357.00 0.20% 422 +23.20%
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) 0.96%
Equity
World
Social/Environmental
Climate Change
602.00 0.20% 52 +22.05%
Invesco S&P 500 Equal Weight UCITS ETF Dist 0.20%
Equity
United States
Equal Weighted
503.00 0.20% 64 +8.49%
iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) 1.21%
Equity
United States
Social/Environmental
551.00 0.07% 5,780 +24.41%
HSBC MSCI World UCITS ETF CHF hedged 0.81%
Equity
World
1,413.00 0.18% 15 -
HSBC USA Sustainable Equity UCITS ETF USD (Dist) 0.37%
Equity
United States
Social/Environmental
425.00 0.12% 0 +21.55%
iShares MSCI World ESG Screened UCITS ETF USD (Acc) 0.90%
Equity
World
Social/Environmental
1,357.00 0.20% 1,967 +23.02%
Amundi MSCI World UCITS ETF USD Dist (D) 0.83%
Equity
World
1,384.00 0.12% 820 +20.96%
iShares MSCI World CHF Hedged UCITS ETF (Acc) 0.81%
Equity
World
1,482.00 0.55% 961 +23.44%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc 0.67%
Equity
World
Social/Environmental
2,010.00 0.26% 104 +27.38%
iShares S&P U.S. Banks UCITS ETF USD (Acc) 6.90%
Equity
United States
Financials
41.00 0.35% 304 -14.10%
Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.96%
Equity
North America
Social/Environmental
Climate Change
609.00 0.15% 342 +23.96%
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc 2.74%
Equity
World
Multi-Factor Strategy
188.00 0.30% 144 +23.83%
UBS ETF (IE) MSCI USA Climate Paris Aligned UCITS ETF (USD) A-acc 1.11%
Equity
United States
Social/Environmental
Climate Change
265.00 0.09% 110 +25.66%
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc 0.67%
Equity
World
Social/Environmental
2,010.00 0.26% 46 +5.57%
iShares Russell 1000 Value UCITS ETF USD (Acc) 2.40%
Equity
United States
Value
839.00 0.18% 10 -
Vanguard FTSE North America UCITS ETF Distributing 1.14%
Equity
North America
623.00 0.10% 2,036 +24.96%
L&G Global Brands UCITS ETF USD Acc 2.51%
Equity
World
Fundamental/Quality
Moat
81.00 0.39% 7 -
Xtrackers S&P 500 UCITS ETF 4C 1.23%
Equity
United States
502.00 0.06% 84 +25.28%
Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged 1.30%
Equity
United States
Social/Environmental
548.00 0.12% 3 +26.87%
Amundi S&P 500 ESG UCITS ETF Acc EUR Hedged 1.65%
Equity
United States
Social/Environmental
307.00 0.28% 697 -
iShares MSCI World UCITS ETF (Dist) 0.81%
Equity
World
1,481.00 0.50% 6,280 +20.70%
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc) 0.57%
Equity
United States
Low Volatility/Risk Weighted
75.00 0.20% 1,832 +14.13%
iShares Core MSCI World UCITS ETF EUR Hedged (Dist) 0.81%
Equity
World
1,482.00 0.30% 989 +22.00%
iShares S&P 500 GBP Hedged UCITS ETF (Acc) 1.21%
Equity
United States
504.00 0.20% 785 +30.76%
SPDR S&P 500 EUR Hedged UCITS ETF 1.23%
Equity
United States
506.00 0.05% 557 +25.22%
iShares S&P 500 EUR Hedged UCITS ETF (Acc) 1.20%
Equity
United States
505.00 0.20% 5,714 +25.62%
Vanguard FTSE All-World UCITS ETF (USD) Accumulating 0.71%
Equity
World
3,644.00 0.22% 9,294 +19.17%
iShares Dow Jones Industrial Average UCITS ETF (Acc) 2.97%
Equity
United States
30.00 0.33% 1,046 +16.79%
Deka MSCI USA Large Cap UCITS ETF 1.36%
Equity
United States
Large Cap
273.00 0.30% 89 +28.30%
HSBC MSCI World UCITS ETF USD (Acc) 0.81%
Equity
World
1,413.00 0.15% 89 +21.29%
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A) 4.85%
Equity
World
Financials
Social/Environmental
201.00 0.18% 227 +11.27%
Xtrackers MSCI USA UCITS ETF 1D 1.17%
Equity
United States
609.00 0.07% 125 +25.72%
Amundi MSCI World ESG Universal Select UCITS ETF DR (C) 0.65%
Equity
World
Social/Environmental
1,297.00 0.18% 3 +23.01%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing 0.46%
Equity
World
Multi-Factor Strategy
2,688.00 0.50% 31 -
iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) 0.52%
Equity
World
Social/Environmental
1,289.00 0.20% 3,824 +19.37%
iShares MSCI North America UCITS ETF 1.12%
Equity
North America
697.00 0.40% 1,061 +24.40%
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged 0.82%
Equity
World
1,484.00 0.17% 6 -
JPMorgan BetaBuilders US Equity UCITS ETF (Dist) 1.18%
Equity
United States
571.00 0.05% 1 +25.89%
Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged 0.83%
Equity
World
Social/Environmental
2,046.00 0.37% 2 +20.76%
Invesco S&P World Financials ESG UCITS ETF Acc 5.38%
Equity
World
Financials
Social/Environmental
179.00 0.18% - -
Xtrackers S&P 500 ESG UCITS ETF 1C 1.64%
Equity
United States
Social/Environmental
316.00 0.08% 10 +26.53%
Amundi Prime Global UCITS ETF DR (C) 0.83%
Equity
World
1,473.00 0.05% 276 +21.30%
HSBC Developed World Sustainable Equity UCITS ETF USD (Dist) 0.27%
Equity
World
Social/Environmental
826.00 0.18% 22 +16.78%
UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis 1.64%
Equity
United States
Social/Environmental
316.00 0.10% 492 +26.59%
iShares MSCI ACWI UCITS ETF USD (Acc) 0.72%
Equity
World
2,497.00 0.20% 11,036 +19.37%
HSBC S&P 500 UCITS ETF USD (Acc) 1.23%
Equity
United States
502.00 0.09% 61 +25.47%
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged) 1.16%
Equity
United States
Social/Environmental
Climate Change
579.00 0.15% 21 +23.63%
Vanguard S&P 500 UCITS ETF 1.23%
Equity
United States
501.00 0.07% 36,836 +25.35%
SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) 0.74%
Equity
World
2,387.00 0.45% 394 +19.73%
iShares S&P 500 Equal Weight UCITS ETF USD (Acc) 0.20%
Equity
United States
Equal Weighted
504.00 0.20% 1,111 +8.71%
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating 0.46%
Equity
World
Multi-Factor Strategy
2,688.00 0.50% 155 -
Xtrackers MSCI USA Financials UCITS ETF 1D 9.18%
Equity
United States
Financials
88.00 0.12% 1,018 +12.59%
iShares MSCI World EUR Hedged UCITS ETF (Acc) 0.80%
Equity
World
1,483.00 0.55% 3,431 +21.95%
SPDR S&P 500 ESG Leaders UCITS ETF (Acc) 1.95%
Equity
United States
Social/Environmental
208.00 0.03% 2,056 +28.64%
Invesco FTSE All-World UCITS ETF Dist 0.69%
Equity
World
797.00 0.15% 15 -
JPMorgan BetaBuilders US Equity UCITS ETF (Acc) 1.18%
Equity
United States
571.00 0.05% 17 +25.91%
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist) 0.57%
Equity
United States
Low Volatility/Risk Weighted
75.00 0.20% 88 +14.23%
Amundi Prime Global UCITS ETF DR (D) 0.83%
Equity
World
1,473.00 0.05% 660 +21.37%
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc 0.28%
Equity
United States
Multi-Factor Strategy
375.00 0.65% 47 +12.89%
iShares MSCI USA ESG Screened UCITS ETF USD (Acc) 1.27%
Equity
United States
Social/Environmental
552.00 0.07% 5,851 +28.42%
Xtrackers S&P 500 UCITS ETF 3C CHF hedged 1.23%
Equity
United States
502.00 0.20% 11 +28.63%
BNP Paribas Easy S&P 500 ESG UCITS ETF Capitalisation 1.64%
Equity
United States
Social/Environmental
316.00 0.12% 276 -
Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 1.13%
Equity
United States
Social/Environmental
544.00 0.09% 1,905 -
Xtrackers MSCI World UCITS ETF 1C 0.82%
Equity
World
1,484.00 0.19% 10,295 +21.00%
UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc 1.12%
Equity
World
Social/Environmental
Climate Change
877.00 0.19% 16 +19.39%
iShares MSCI World GBP Hedged UCITS ETF (Acc) 0.81%
Equity
World
1,479.00 0.55% 302 +27.15%
iShares S&P 500 ESG UCITS ETF USD (Acc) 1.64%
Equity
United States
Social/Environmental
317.00 0.07% 71 +26.84%
Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) 0.52%
Equity
World
Social/Environmental
Climate Change
1,186.00 0.25% 1,018 -
UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc 0.87%
Equity
World
Social/Environmental
Climate Change
841.00 0.18% 7 +19.16%
Amundi Prime USA UCITS ETF DR (C) 1.22%
Equity
United States
475.00 0.05% 36 +26.37%
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1.64%
Equity
World
Social/Environmental
653.00 0.30% 10 -
UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc 0.67%
Equity
World
Social/Environmental
2,010.00 0.26% 530 +21.92%
iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) 1.27%
Equity
United States
Social/Environmental
552.00 0.10% 139 +28.38%
Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) 0.96%
Equity
North America
Social/Environmental
Climate Change
609.00 0.15% 33 +23.17%
HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF USD (Acc) 1.22%
Equity
World
Multi-Factor Strategy
447.00 0.25% 2 +17.93%
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF 1.19%
Equity
North America
Social/Environmental
501.00 0.15% 270 +21.88%
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged 1.17%
Equity
United States
609.00 0.12% 77 +29.07%
Xtrackers MSCI World Financials UCITS ETF 1C 5.41%
Equity
World
Financials
234.00 0.25% 348 +11.29%
Amundi MSCI World Climate Paris Aligned PAB Umweltzeichen UCITS ETF DR EUR 0.86%
Equity
World
Social/Environmental
Climate Change
1,017.00 0.25% 98 +29.05%
iShares S&P 500 Financials Sector UCITS ETF (Acc) 9.42%
Equity
United States
Financials
72.00 0.15% 971 +10.80%
HSBC Developed World Sustainable Equity UCITS ETF USD 0.27%
Equity
World
Social/Environmental
826.00 0.18% 141 +17.87%
Xtrackers S&P 500 UCITS ETF 2C GBP hedged 1.23%
Equity
United States
502.00 0.09% 395 +30.70%
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Dist 2.74%
Equity
World
Multi-Factor Strategy
188.00 0.30% - +25.55%
HSBC S&P 500 UCITS ETF CHF Hedged (Acc) 1.23%
Equity
United States
502.00 0.12% 1 -
UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis 1.17%
Equity
United States
609.00 0.14% 417 +25.29%

Performance

Returns overview

YTD +8.02%
1 month +6.62%
3 months +19.35%
6 months +24.11%
1 year +22.47%
3 years +35.12%
5 years +83.42%
Since inception (MAX) +281.69%
2023 +22.07%
2022 -6.62%
2021 +27.07%
2020 -12.74%

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).
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Risk overview

Volatility 1 year 20.65%
Volatility 3 years 23.58%
Volatility 5 years 31.26%
Return per risk 1 year 1.09
Return per risk 3 years 0.45
Return per risk 5 years 0.41
Maximum drawdown 1 year -14.62%
Maximum drawdown 3 years -27.41%
Maximum drawdown 5 years -36.92%
Maximum drawdown since inception -36.92%

Rolling 1 year volatility

— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH.

Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.