JPMorgan Chase & Co.

ISIN US46625H1005

WKN 850628

Market cap (in EUR)

728,637 m

Country

United States

Sector

Finance

Dividend yield

1.78%

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Overview

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Description

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 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	728,637 m
EPS, EUR	18.29
P/B ratio	2.5
P/E ratio	15.5
Dividend yield	1.78%

Income statement (2024)

Revenue, EUR	257,635 m
Net income, EUR	53,737 m
Profit margin	20.86%

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What ETF is JPMorgan Chase & Co. in?

There are 315 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	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.86%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.12%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	1.04%	Equity World	664
Xtrackers MSCI USA Screened UCITS ETF 1C	1.58%	Equity United States Social/Environmental	200
Xtrackers Portfolio UCITS ETF 1C	0.32%	Equity World Multi-Asset Strategy	664
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.48%	Equity World Social/Environmental Multi-Asset Strategy	35
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	669
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	1.38%	Equity World Social/Environmental Climate Change	10
SPDR MSCI World Financials UCITS ETF	6.50%	Equity World Financials	291
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	1.56%	Equity United States Social/Environmental	13,478
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.48%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	1.14%	Equity United States Social/Environmental	6
Amundi MSCI USA Screened UCITS ETF Acc	1.49%	Equity United States Social/Environmental	-
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.44%	Equity United States	48
SPDR S&P 500 UCITS ETF (Acc)	1.47%	Equity United States	11,184
UBS Core MSCI World UCITS ETF USD dis	1.04%	Equity World	1,204
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	1.56%	Equity United States Social/Environmental	1,607
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	34
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	21
Xtrackers MSCI USA Banks UCITS ETF 1D	32.02%	Equity United States Financials	27
iShares MSCI ACWI UCITS ETF USD (Dist)	0.91%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	1.03%	Equity World Social/Environmental	61
Amundi Global Gender Equality UCITS ETF Acc	0.60%	Equity World Social/Environmental Gender Equality	47
UBS MSCI USA Value UCITS ETF USD dis	3.27%	Equity United States Value	419
Amundi Core MSCI USA UCITS ETF Acc	1.39%	Equity United States	2,479
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	1.03%	Equity World Social/Environmental	483
Franklin U.S. Equity UCITS ETF	1.32%	Equity United States Multi-Factor Strategy	61
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.90%	Equity United States Social/Environmental	1,017
iShares World Equity High Income UCITS ETF USD (Dist)	1.38%	Equity World Social/Environmental	144
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	303
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.83%	Equity United States Multi-Factor Strategy	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.66%	Equity World	328
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.15%	Equity World Multi-Factor Strategy	226
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.40%	Equity United States Social/Environmental	31
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.31%	Equity United States Social/Environmental	35
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.41%	Equity United States Financials	760
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	1.30%	Equity World Social/Environmental Climate Change	327
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.56%	Equity United States Social/Environmental Multi-Asset Strategy	22
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.93%	Equity World	64
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.88%	Equity World	29
Xtrackers MSCI World UCITS ETF 1D	1.06%	Equity World	4,440
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	1.49%	Equity United States Social/Environmental Climate Change	166
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	1.29%	Equity United States Social/Environmental Multi-Asset Strategy	1
UBS Global Gender Equality UCITS ETF USD dis	1.01%	Equity World Social/Environmental Gender Equality	38
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.49%	Equity United States	575
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.79%	Equity United States Multi-Factor Strategy Climate Change	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.49%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	197
UBS MSCI ACWI Universal UCITS ETF USD dis	0.87%	Equity World Social/Environmental	1,893
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	1.44%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	1.06%	Equity World	582
WisdomTree Megatrends UCITS ETF USD	0.22%	Equity World Social/Environmental Innovation	29
UBS Global Gender Equality UCITS ETF hUSD acc	1.01%	Equity World Social/Environmental Gender Equality	4
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.86%	Equity United States Multi-Factor Strategy	97
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	2.31%	Equity World Dividend	6,226
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.31%	Equity United States Multi-Factor Strategy	74
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	1.46%	Equity United States	61
iShares Core S&P 500 UCITS ETF USD (Dist)	1.46%	Equity United States	17,422
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	1.14%	Equity United States Social/Environmental	223
HSBC MSCI World Climate Paris Aligned UCITS ETF	1.38%	Equity World Social/Environmental Climate Change	487
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.79%	Equity United States Multi-Factor Strategy Climate Change	0
Xtrackers Portfolio Income UCITS ETF 1D	0.07%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	593
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	2.07%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.40%	Equity World Multi-Asset Strategy	855
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.74%	Equity World Social/Environmental Climate Change	261
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	7.28%	Equity World Financials Social/Environmental	2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.35%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	1.03%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	1.29%	Equity World Multi-Factor Strategy	9
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.86%	Equity United States Multi-Factor Strategy	29
HSBC MSCI World UCITS ETF USD	1.06%	Equity World	12,525
UBS Core S&P 500 UCITS ETF hEUR acc	1.46%	Equity United States	254
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	1.29%	Equity United States Social/Environmental Multi-Asset Strategy	1
SPDR MSCI USA Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	1.47%	Equity United States Social/Environmental Climate Change	1
L&G Global Equity UCITS ETF	1.09%	Equity World Social/Environmental	941
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	2.31%	Equity World Dividend	1,345
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	1.30%	Equity World Social/Environmental Climate Change	1,459
Invesco MSCI World Universal Screened UCITS ETF Acc	0.84%	Equity World Social/Environmental	202
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.87%	Equity World Social/Environmental	51
UBS Core MSCI World UCITS ETF hGBP dis	1.04%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.87%	Equity World Social/Environmental	1,317
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.40%	Equity World Multi-Asset Strategy	63
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.28%	Equity United States Social/Environmental Climate Change	478
Xtrackers MSCI USA UCITS ETF 1C	1.47%	Equity United States	9,287
Xtrackers MSCI World Momentum ESG UCITS ETF	0.35%	Equity World Momentum	202
UBS Core MSCI World UCITS ETF hEUR acc	1.04%	Equity World	274
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.44%	Equity United States	326
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	1.07%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.57%	Equity World Social/Environmental	195
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	1.04%	Equity World	953
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	1.03%	Equity World Social/Environmental	114
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.44%	Equity United States	464
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	10
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	1.54%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	1.01%	Equity World	8,682
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.00%	Equity United States Large Cap	19
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	5.06%	Equity United States Momentum	12
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	6.01%	Equity World Financials Social/Environmental	538
UBS Core MSCI USA UCITS ETF hGBP acc	1.44%	Equity United States	44
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	3.34%	Equity World Momentum	2,876
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.26%	Equity World Multi-Asset Strategy	640
UBS Global Gender Equality UCITS ETF USD acc	1.01%	Equity World Social/Environmental Gender Equality	98
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	1.56%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.48%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	1.06%	Equity World	552
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	1.47%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	1.04%	Equity World	107,591
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.46%	Equity United States	2,982
iShares Core S&P 500 UCITS ETF USD (Acc)	1.46%	Equity United States	115,279
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	1.54%	Equity North America Social/Environmental	314
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.46%	Equity United States	97
L&G US Equity UCITS ETF	1.52%	Equity United States Social/Environmental	1,050
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	1.06%	Equity World	627
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	1.01%	Equity World	-
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	1.47%	Equity United States Social/Environmental Climate Change	34
UBS Core MSCI USA UCITS ETF USD dis	1.44%	Equity United States	1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.91%	Equity World	18,590
UBS MSCI USA Universal UCITS ETF USD acc	1.51%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.44%	Equity United States Dividend	5
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.31%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.93%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	2.57%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	1.12%	Equity World	106
Xtrackers MSCI World Momentum UCITS ETF 1C	3.35%	Equity World Momentum	1,549
iShares MSCI USA UCITS ETF (Acc)	1.44%	Equity United States	2,682
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	2.57%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	1.53%	Equity United States Social/Environmental Climate Change	18
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.74%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.83%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.83%	Equity World Social/Environmental	937
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.95%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	1.49%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	1.03%	Equity World Social/Environmental	700
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	1.19%	Equity World Social/Environmental Climate Change	5
Amundi MSCI World Screened UCITS ETF Acc	1.09%	Equity World Social/Environmental	-
UBS Core S&P 500 UCITS ETF USD dis	1.46%	Equity United States	1,042
UBS Core S&P 500 UCITS ETF hCHF acc	1.46%	Equity United States	387
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.26%	Equity World Multi-Asset Strategy	86
L&G S&P 100 UCITS ETF USD Acc	2.03%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.47%	Equity United States	496
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	1.08%	Equity United States Social/Environmental Climate Change	425
UBS Core MSCI World UCITS ETF USD acc	1.04%	Equity World	4,695
Fidelity US Quality Income UCITS ETF ACC-USD	1.96%	Equity United States Dividend	228
iShares Core MSCI World UCITS ETF USD (Dist)	1.04%	Equity World	397
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,395
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.31%	Equity United States Social/Environmental	2,842
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	1.17%	Equity World Social/Environmental Multi-Asset Strategy	165
Invesco FTSE RAFI All World 3000 UCITS ETF	1.04%	Equity World Fundamental/Quality	126
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.94%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.80%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	2.42%	Equity United States Large Cap	7
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.88%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	1.45%	Equity United States	2,749
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.28%	Equity United States Social/Environmental Climate Change	33
Amundi Prime All Country World UCITS ETF Acc	0.90%	Equity World	485
UBS MSCI World UCITS ETF USD dis	1.05%	Equity World	1,333
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.95%	Equity United States Social/Environmental Climate Change	1
Vanguard FTSE Developed World UCITS ETF Acc	1.02%	Equity World	4,695
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.80%	Equity United States	322
UBS Global Gender Equality UCITS ETF hGBP acc	1.01%	Equity World Social/Environmental Gender Equality	4
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.43%	Equity World Multi-Factor Strategy	745
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	378
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	1.03%	Equity World Social/Environmental	456
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	1.10%	Equity World Social/Environmental Climate Change	37
Fidelity US Quality Income UCITS ETF INC-USD	1.96%	Equity United States Dividend	1,202
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.85%	Equity World	3,858
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	3.00%	Equity United States Social/Environmental	10
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	2.02%	Equity United States Low Volatility/Risk Weighted	56
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	1.96%	Equity United States Dividend	6
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.54%	Equity United States Social/Environmental	1,336
Franklin S&P 500 Screened UCITS ETF Acc	1.12%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	1.47%	Equity United States	15,183
SPDR MSCI World UCITS ETF	1.06%	Equity World	13,189
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.85%	Equity World	66
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	37
iShares S&P U.S. Banks UCITS ETF USD (Dist)	7.46%	Equity United States Financials	11
Vanguard FTSE Developed World UCITS ETF Distributing	1.02%	Equity World	3,506
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD)	0.80%	Equity United States Low Volatility/Risk Weighted	3
Invesco FTSE RAFI US 1000 UCITS ETF	2.12%	Equity United States Fundamental/Quality	567
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.39%	Equity North America	2,015
UBS MSCI World Mega Cap UCITS ETF USD acc	2.53%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.87%	Equity World Social/Environmental	636
HSBC S&P 500 UCITS ETF USD	1.47%	Equity United States	7,267
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	34
HSBC USA SCREENED EQUITY UCITS ETF USD	0.21%	Equity United States Social/Environmental Climate Change	696
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.76%	Equity World Technology Blockchain	42
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	794
WisdomTree Blockchain UCITS ETF USD Acc	2.55%	Equity World Social/Environmental Blockchain	47
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.44%	Equity United States	470
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	1.06%	Equity World	307
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	1.06%	Equity World	239
Xtrackers MSCI World Screened UCITS ETF 1D	1.15%	Equity World Social/Environmental	118
Xtrackers MSCI AC World Screened UCITS ETF 1C	1.03%	Equity World Social/Environmental	4,731
UBS Global Gender Equality UCITS ETF hEUR acc	1.01%	Equity World Social/Environmental Gender Equality	20
Invesco FTSE All-World UCITS ETF Acc	0.88%	Equity World	2,053
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	1.10%	Equity World Social/Environmental Climate Change	29
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.46%	Equity United States	25,263
UBS Core MSCI USA UCITS ETF USD acc	1.44%	Equity United States	2,062
iShares MSCI World Screened UCITS ETF USD (Dist)	1.13%	Equity World Social/Environmental	819
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	1.30%	Equity World Social/Environmental Climate Change	131
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	1.17%	Equity World Social/Environmental Multi-Asset Strategy	2
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	282
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	1.56%	Equity United States Social/Environmental	7,178
HSBC MSCI World UCITS ETF CHF hedged	1.06%	Equity World	48
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental Climate Change	112
iShares MSCI World Screened UCITS ETF USD (Acc)	1.13%	Equity World Social/Environmental	4,414
Amundi Core MSCI World UCITS ETF USD Dist	1.01%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.87%	Equity World Social/Environmental	311
iShares S&P U.S. Banks UCITS ETF USD (Acc)	7.46%	Equity United States Financials	623
Amundi Core MSCI USA UCITS ETF Dist	1.39%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	1.25%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	1.41%	Equity United States	5
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.77%	Equity World Social/Environmental Artificial Intelligence	247
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	1.46%	Equity United States Social/Environmental Climate Change	163
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.87%	Equity World Social/Environmental	105
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.96%	Equity United States Value	228
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.39%	Equity North America	2,430
L&G Global Brands UCITS ETF USD Acc	3.08%	Equity World Fundamental/Quality Moat	53
Xtrackers S&P 500 UCITS ETF 4C	1.49%	Equity United States	903
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.58%	Equity United States Social/Environmental	90
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	2.02%	Equity United States Low Volatility/Risk Weighted	1,336
iShares MSCI World UCITS ETF (Dist)	1.04%	Equity World	7,468
VanEck World Equal Weight Screened UCITS ETF A	0.46%	Equity World Equal Weighted	1,113
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	2.07%	Equity United States Multi-Factor Strategy	67
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	1.04%	Equity World	1,456
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.48%	Equity United States	1,224
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.96%	Equity United States Dividend	53
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.47%	Equity United States	7,773
SPDR S&P 500 EUR Hedged UCITS ETF	1.47%	Equity United States	2,580
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.91%	Equity World	25,806
iShares Dow Jones Industrial Average UCITS ETF (Acc)	3.99%	Equity United States	1,382
HSBC MSCI World UCITS ETF USD (Acc)	1.06%	Equity World	1,280
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	7.28%	Equity World Financials Social/Environmental	521
Xtrackers MSCI USA UCITS ETF 1D	1.47%	Equity United States	244
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.69%	Equity World Multi-Factor Strategy	139
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.83%	Equity World Social/Environmental	4,477
iShares MSCI North America UCITS ETF	1.38%	Equity North America	1,105
Franklin US Mega Cap 100 UCITS ETF Acc	2.12%	Equity United States Large Cap	120
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.46%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	1.06%	Equity World	50
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	1.02%	Equity World Social/Environmental	253
Invesco Global Enhanced Equity UCITS ETF Acc	1.08%	Equity World Multi-Factor Strategy	211
UBS Global Gender Equality UCITS ETF hCHF acc	1.01%	Equity World Social/Environmental Gender Equality	50
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.44%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	1.03%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	1.04%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.91%	Equity World	20,831
UBS Global Gender Equality UCITS ETF hCHF dis	1.01%	Equity World Social/Environmental Gender Equality	6
HSBC S&P 500 UCITS ETF USD (Acc)	1.47%	Equity United States	450
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.90%	Equity World Multi-Factor Strategy	596
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.46%	Equity United States	42,952
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.86%	Equity United States Multi-Factor Strategy	25
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.93%	Equity World	938
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,094
UBS MSCI USA Mega Cap UCITS ETF USD acc	3.34%	Equity United States Large Cap	2
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.69%	Equity World Multi-Factor Strategy	755
Xtrackers MSCI USA Financials UCITS ETF 1D	11.24%	Equity United States Financials	1,075
iShares MSCI World EUR Hedged UCITS ETF (Acc)	1.04%	Equity World	4,662
Invesco FTSE All-World UCITS ETF Dist	0.88%	Equity World	176
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	2.02%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	1.44%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	84
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.35%	Equity United States Multi-Factor Strategy	88
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.54%	Equity United States Social/Environmental	13,808
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.49%	Equity United States	61
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.54%	Equity World Dividend	123
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	1.44%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	1.03%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	1.06%	Equity World	15,971
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	1.08%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.40%	Equity United States Social/Environmental	1
iShares World Equity High Income UCITS ETF USD (Acc)	1.38%	Equity World Social/Environmental	10
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.17%	Equity World Social/Environmental Multi-Asset Strategy	39
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	1.29%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	1.06%	Equity World	463
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	1.17%	Equity World Social/Environmental Multi-Asset Strategy	971
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.80%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.74%	Equity World Social/Environmental Climate Change	1,225
UBS Core S&P 500 UCITS ETF USD acc	1.46%	Equity United States	970
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	1.20%	Equity World Social/Environmental Climate Change	28
Amundi Prime All Country World UCITS ETF Dist	0.90%	Equity World	2,193
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	1.56%	Equity United States Social/Environmental	519
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.39%	Equity United States	107
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	1.13%	Equity World Social/Environmental	77
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.87%	Equity World Social/Environmental	1,176
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	1.02%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.54%	Equity United States Social/Environmental	858
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	1.25%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	5.06%	Equity United States Momentum	574
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.43%	Equity World Multi-Factor Strategy	1
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.47%	Equity United States	263
BNP Paribas Easy MSCI USA Min TE UCITS ETF	1.42%	Equity United States Social/Environmental	1,343
Xtrackers MSCI World Financials UCITS ETF 1C	6.40%	Equity World Financials	2,431
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.34%	Equity United States Financials	2,020
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.88%	Equity World	13
Invesco US Enhanced Equity UCITS ETF Acc	1.35%	Equity United States Multi-Factor Strategy	43
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.95%	Equity United States Social/Environmental Climate Change	1
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.25%	Equity World Social/Environmental Climate Change	261
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	2.94%	Equity United States Large Cap	301
Franklin US Dividend Tilt UCITS ETF (Dis)	1.64%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.49%	Equity United States	518
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	1.29%	Equity United States Social/Environmental Multi-Asset Strategy	1,034
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.47%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	1.45%	Equity United States	457

Performance

Returns overview

YTD	+25.01%
1 month	-0.23%
3 months	+4.78%
6 months	+21.69%
1 year	+23.67%
3 years	+115.58%
5 years	+160.88%
Since inception (MAX)	+525.57%
2024	+41.61%
2023	+22.07%
2022	-6.62%
2021	+27.07%

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).