McDonald's Corp.

ISIN US5801351017

WKN 856958

Market cap (in EUR)

182,448 m

Country

United States

Sector

Consumer Services

Dividend yield

2.39%

Overview

Quote

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Description

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

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Consumer Services Hospitality Services United States

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Financials

Key metrics

Market capitalisation, EUR	182,448 m
EPS, EUR	10.62
P/B ratio	-
P/E ratio	25.6
Dividend yield	2.39%

Income statement (2024)

Revenue, EUR	23,962 m
Net income, EUR	7,602 m
Profit margin	31.72%

What ETF is McDonald's Corp. in?

There are 380 ETFs which contain McDonald's Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of McDonald's Corp. is the iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.12%	Equity United States Multi-Factor Strategy	9
UBS Core MSCI World UCITS ETF hCHF acc	0.26%	Equity World	702
Xtrackers MSCI USA Screened UCITS ETF 1C	0.39%	Equity United States Social/Environmental	229
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.79%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.08%	Equity World Multi-Asset Strategy	672
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.47%	Equity United States Social/Environmental Climate Change	480
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	35
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	735
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.50%	Equity United States Social/Environmental	13,440
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.45%	Equity World Low Volatility/Risk Weighted	79
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	15
UBS Factor MSCI World Selection Minimum Volatility UCITS ETF USD acc	1.33%	Equity World Low Volatility/Risk Weighted	241
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.19%	Equity United States Social/Environmental	30
Amundi MSCI USA Screened UCITS ETF Acc	0.40%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.35%	Equity United States	48
SPDR S&P 500 UCITS ETF (Acc)	0.37%	Equity United States	11,610
UBS Core MSCI World UCITS ETF USD dis	0.26%	Equity World	1,318
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.50%	Equity United States Social/Environmental	1,681
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.23%	Equity World	0
Amundi Global Gender Equality UCITS ETF Acc	0.65%	Equity World Social/Environmental Gender Equality	46
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.25%	Equity World Social/Environmental	63
UBS MSCI USA Value UCITS ETF USD dis	0.81%	Equity United States Value	437
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.48%	Equity United States Social/Environmental Climate Change	417
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.47%	Equity United States Social/Environmental Climate Change	2,085
Amundi Core MSCI USA UCITS ETF Acc	0.38%	Equity United States	2,692
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.25%	Equity World Social/Environmental	491
Franklin U.S. Equity UCITS ETF	0.87%	Equity United States Multi-Factor Strategy	59
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.72%	Equity United States Social/Environmental	1,053
iShares S&P 500 Consumer Discretionary Sector UCITS ETF (Acc)	4.31%	Equity United States Consumer Discretionary	648
iShares World Equity High Income UCITS ETF USD (Dist)	0.55%	Equity World Social/Environmental	157
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.18%	Equity United States Social/Environmental	1,092
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	315
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.41%	Equity United States Multi-Factor Strategy	155
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.24%	Equity World	355
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.72%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.77%	Equity United States Social/Environmental	33
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.33%	Equity United States Social/Environmental	35
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	1.05%	Equity World Low Volatility/Risk Weighted	657
JPMorgan Active US Value UCITS ETF USD (dist)	0.68%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.19%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	14
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental Climate Change	323
Fidelity Global Quality Income UCITS ETF ACC-USD	0.53%	Equity World Dividend	11
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.38%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.63%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.22%	Equity World	66
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.17%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.21%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.26%	Equity World	4,519
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.35%	Equity United States Covered Call Alternative Investments	24
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.72%	Equity United States Social/Environmental	9,021
Xtrackers MSCI World ESG UCITS ETF 1C	0.59%	Equity World Social/Environmental	5,816
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.24%	Equity United States Growth	10
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.75%	Equity United States Social/Environmental Climate Change	8
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.49%	Equity World Social/Environmental	441
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.38%	Equity United States Social/Environmental Climate Change	157
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.63%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.38%	Equity United States	584
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.38%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	210
UBS MSCI ACWI Universal UCITS ETF USD dis	0.21%	Equity World Social/Environmental	1,902
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.48%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.25%	Equity World	683
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.44%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.49%	Equity World Social/Environmental	326
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.12%	Equity United States Multi-Factor Strategy	95
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	187
SPDR S&P 500 Low Volatility UCITS ETF	1.09%	Equity United States Low Volatility/Risk Weighted	91
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.57%	Equity World Dividend	6,580
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (A)	3.14%	Equity World Consumer Discretionary Social/Environmental	337
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.30%	Equity United States Multi-Factor Strategy	75
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.36%	Equity United States	63
Xtrackers MSCI USA Consumer Discretionary UCITS ETF 1D	3.83%	Equity United States Consumer Discretionary	191
iShares Core S&P 500 UCITS ETF USD (Dist)	0.37%	Equity United States	17,546
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.19%	Equity United States Social/Environmental	233
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.53%	Equity World Social/Environmental Climate Change	249
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.34%	Equity World Social/Environmental Climate Change	479
Xtrackers Portfolio Income UCITS ETF 1D	0.14%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.08%	Equity World Low Volatility/Risk Weighted	2,237
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	652
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.76%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.20%	Equity World Multi-Asset Strategy	878
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	1.00%	Equity World Low Volatility/Risk Weighted Climate Change	4
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.75%	Equity United States Social/Environmental Climate Change	505
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.81%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.09%	Equity World Social/Environmental Climate Change	269
Amundi Prime Global UCITS ETF Acc	0.28%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.54%	Equity World Multi-Factor Strategy	4
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.12%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	1.61%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.25%	Equity World	12,688
UBS Core S&P 500 UCITS ETF hEUR acc	0.36%	Equity United States	257
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.63%	Equity United States Social/Environmental Multi-Asset Strategy	1
Amundi Russell 1000 Growth UCITS ETF Acc	0.05%	Equity United States Growth	659
L&G Global Equity UCITS ETF	0.27%	Equity World Social/Environmental	952
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.57%	Equity World Dividend	1,438
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.39%	Equity World Social/Environmental Climate Change	1,449
Invesco MSCI World Universal Screened UCITS ETF Acc	0.21%	Equity World Social/Environmental	206
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.21%	Equity World Social/Environmental	61
UBS Core MSCI World UCITS ETF hGBP dis	0.26%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.21%	Equity World Social/Environmental	1,391
JPMorgan Active US Growth UCITS ETF USD (acc)	0.24%	Equity United States Growth	358
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.20%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.44%	Equity World Social/Environmental	166
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.75%	Equity United States Social/Environmental Climate Change	129
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.44%	Equity United States Social/Environmental Climate Change	457
Xtrackers MSCI USA UCITS ETF 1C	0.37%	Equity United States	9,205
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	0.98%	Equity World Low Volatility/Risk Weighted	17
UBS Core MSCI World UCITS ETF hEUR acc	0.26%	Equity World	308
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.35%	Equity United States	328
UBS MSCI World Selection UCITS ETF hEUR dis	0.50%	Equity World Social/Environmental	291
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.59%	Equity World Social/Environmental	891
UBS MSCI World Selection UCITS ETF hCHF acc	0.50%	Equity World Social/Environmental	223
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.26%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.09%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.26%	Equity World	977
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.25%	Equity World Social/Environmental	116
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.35%	Equity United States	471
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	17
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.95%	Equity United States Large Cap	20
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.38%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.27%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.49%	Equity World Social/Environmental	5,180
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.35%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	671
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.43%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.26%	Equity World	400
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.85%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.26%	Equity World	110,085
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.37%	Equity United States	3,003
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	1.77%	Equity North America Dividend	111
iShares Core S&P 500 UCITS ETF USD (Acc)	0.37%	Equity United States	115,534
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	72
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.38%	Equity North America Social/Environmental	307
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.75%	Equity United States Social/Environmental Climate Change	66
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.37%	Equity United States	90
L&G US Equity UCITS ETF	0.38%	Equity United States Social/Environmental	1,011
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.26%	Equity World	673
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.27%	Equity World	21
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.85%	Equity United States Social/Environmental Climate Change	34
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.44%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.35%	Equity United States	1,191
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.22%	Equity World	18,964
SPDR S&P U.S. Consumer Discretionary Select Sector UCITS ETF USD	3.81%	Equity United States Consumer Discretionary	110
First Trust Value Line® Dividend Index UCITS ETF Acc	0.41%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.37%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.33%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.22%	Equity World	7,304
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.45%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.36%	Equity United States	2,791
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Multi-Factor Strategy	73
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental Climate Change	305
Fidelity Global Quality Income UCITS ETF INC-USD	0.53%	Equity World Dividend	681
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.45%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.38%	Equity United States Social/Environmental Climate Change	12
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.19%	Equity World Multi-Factor Strategy	189
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.14%	Equity World Social/Environmental	182
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.14%	Equity World Social/Environmental	975
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.31%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.38%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.25%	Equity World Social/Environmental	732
Amundi MSCI World Screened UCITS ETF Acc	0.31%	Equity World Social/Environmental	917
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.08%	Equity World Low Volatility/Risk Weighted	175
Xtrackers MSCI USA ESG UCITS ETF 1C	0.83%	Equity United States Social/Environmental	8,313
UBS Core S&P 500 UCITS ETF USD dis	0.36%	Equity United States	1,061
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	1.61%	Equity United States Fundamental/Quality	28
UBS Core S&P 500 UCITS ETF hCHF acc	0.36%	Equity United States	508
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	88
L&G S&P 100 UCITS ETF USD Acc	0.53%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.37%	Equity United States	533
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.81%	Equity United States Buffer Alternative Investments	6
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.32%	Equity United States Social/Environmental Climate Change	425
UBS Core MSCI World UCITS ETF USD acc	0.26%	Equity World	5,507
JPMorgan Active US Value UCITS ETF USD (acc)	0.68%	Equity United States Value	61
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.53%	Equity World Social/Environmental Climate Change	43
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.53%	Equity World Social/Environmental Climate Change	207
Fidelity US Quality Income UCITS ETF ACC-USD	0.93%	Equity United States Dividend	230
iShares Core MSCI World UCITS ETF USD (Dist)	0.26%	Equity World	514
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	7,436
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.03%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.33%	Equity United States Social/Environmental	2,839
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	1.32%	Equity United States Sector Strategy Value Climate Change	10
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	190
Invesco FTSE RAFI All World 3000 UCITS ETF	0.12%	Equity World Fundamental/Quality	139
SPDR S&P US Dividend Aristocrats UCITS ETF	1.03%	Equity United States Dividend	2,846
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.44%	Equity World Social/Environmental	2
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.35%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.24%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	0.65%	Equity United States Large Cap	12
WisdomTree US Quality Dividend Growth UCITS ETF USD	1.61%	Equity United States Fundamental/Quality	154
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.21%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.36%	Equity United States	2,803
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.79%	Equity United States Low Volatility/Risk Weighted	5
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.44%	Equity United States Social/Environmental Climate Change	34
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	1.51%	Equity United States Social/Environmental	5
Amundi Prime All Country World UCITS ETF Acc	0.24%	Equity World	814
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.26%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.49%	Equity World Social/Environmental	18
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.31%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.26%	Equity World	1,355
Vanguard FTSE Developed World UCITS ETF Acc	0.25%	Equity World	4,833
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.49%	Equity World Social/Environmental	1,930
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.46%	Equity United States	326
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.53%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	373
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.25%	Equity World Social/Environmental	397
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.27%	Equity World Social/Environmental Climate Change	141
Fidelity US Quality Income UCITS ETF INC-USD	0.93%	Equity United States Dividend	1,217
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.20%	Equity World	4,009
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.58%	Equity United States Social/Environmental	10
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.17%	Equity World Covered Call Alternative Investments	1,138
Amundi S&P Global Consumer Discretionary ESG UCITS ETF DR EUR (D)	3.14%	Equity World Consumer Discretionary Social/Environmental	15
UBS MSCI USA Selection UCITS ETF USD acc	0.68%	Equity United States Social/Environmental	2,151
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.93%	Equity United States Dividend	6
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.39%	Equity United States Social/Environmental	1,362
Franklin S&P 500 Screened UCITS ETF Acc	0.34%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.37%	Equity United States	15,275
SPDR MSCI World UCITS ETF	0.26%	Equity World	13,946
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.20%	Equity World	72
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	59
Vanguard FTSE Developed World UCITS ETF Distributing	0.25%	Equity World	3,522
Xtrackers MSCI World Consumer Discretionary UCITS ETF 1C	2.58%	Equity World Consumer Discretionary	237
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.53%	Equity World Dividend	19
iShares MSCI World Consumer Discretionary Sector Advanced UCITS ETF USD (Dist)	1.99%	Equity World Consumer Discretionary	55
Invesco FTSE RAFI US 1000 UCITS ETF	0.29%	Equity United States Fundamental/Quality	578
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.34%	Equity North America	2,131
JPMorgan Active US Growth UCITS ETF USD (dist)	0.24%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.35%	Equity United States Covered Call Alternative Investments	225
UBS MSCI World Mega Cap UCITS ETF USD acc	0.63%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.21%	Equity World Social/Environmental	788
HSBC S&P 500 UCITS ETF USD	0.37%	Equity United States	7,109
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.47%	Equity United States Social/Environmental Climate Change	2,382
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	44
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	700
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,102
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.35%	Equity United States	492
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.26%	Equity World	322
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.26%	Equity World	250
Xtrackers MSCI World Screened UCITS ETF 1D	0.28%	Equity World Social/Environmental	123
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.25%	Equity World Social/Environmental	4,981
Invesco FTSE All-World UCITS ETF Acc	0.21%	Equity World	2,186
UBS MSCI World Selection UCITS ETF hEUR acc	0.50%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.28%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.36%	Equity United States	25,877
UBS Core MSCI USA UCITS ETF USD acc	0.35%	Equity United States	2,068
iShares MSCI World Screened UCITS ETF USD (Dist)	0.28%	Equity World Social/Environmental	957
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.83%	Equity United States Social/Environmental	133
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental Climate Change	134
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.25%	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)	0.50%	Equity United States Social/Environmental	7,111
HSBC MSCI World UCITS ETF CHF hedged	0.25%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.59%	Equity World Social/Environmental	281
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	109
iShares MSCI World Screened UCITS ETF USD (Acc)	0.28%	Equity World Social/Environmental	4,538
Amundi Core MSCI World UCITS ETF USD Dist	0.27%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.21%	Equity World Social/Environmental	292
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	135
Amundi Core MSCI USA UCITS ETF Dist	0.38%	Equity United States	772
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.32%	Equity North America Social/Environmental Climate Change	620
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.38%	Equity United States	7
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.45%	Equity World Low Volatility/Risk Weighted	254
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.84%	Equity United States Social/Environmental Climate Change	152
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.21%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.70%	Equity United States Value	253
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.34%	Equity North America	2,500
L&G Global Brands UCITS ETF USD Acc	0.76%	Equity World Fundamental/Quality Moat	52
Xtrackers S&P 500 UCITS ETF 4C	0.38%	Equity United States	911
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.72%	Equity United States Social/Environmental	943
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.49%	Equity World Social/Environmental	799
UBS MSCI World Selection UCITS ETF USD acc	0.50%	Equity World Social/Environmental	649
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.53%	Equity World Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.08%	Equity World Low Volatility/Risk Weighted	73
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.39%	Equity United States Social/Environmental	15
iShares MSCI World UCITS ETF (Dist)	0.26%	Equity World	7,443
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.68%	Equity United States Value	4
VanEck World Equal Weight Screened UCITS ETF A	0.34%	Equity World Equal Weighted	1,169
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.76%	Equity United States Multi-Factor Strategy	68
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.53%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.26%	Equity World	1,540
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.37%	Equity United States	1,247
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.93%	Equity United States Dividend	53
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.38%	Equity United States	8,030
SPDR S&P 500 EUR Hedged UCITS ETF	0.37%	Equity United States	2,467
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.22%	Equity World	27,214
iShares Dow Jones Industrial Average UCITS ETF (Acc)	3.90%	Equity United States	1,432
HSBC MSCI World UCITS ETF USD (Acc)	0.25%	Equity World	1,460
Xtrackers MSCI USA UCITS ETF 1D	0.37%	Equity United States	251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	149
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.14%	Equity World Social/Environmental	4,472
iShares MSCI North America UCITS ETF	0.35%	Equity North America	1,101
Franklin US Mega Cap 100 UCITS ETF Acc	0.53%	Equity United States Large Cap	96
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.72%	Equity United States Social/Environmental	56
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.37%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.26%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.24%	Equity World Social/Environmental	390
Invesco Global Enhanced Equity UCITS ETF Acc	0.22%	Equity World Multi-Factor Strategy	270
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.36%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.25%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.04%	Equity United States Growth	459
UBS Core MSCI World UCITS ETF hGBP acc	0.26%	Equity World	3
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.33%	Equity World Social/Environmental Multi-Asset Strategy	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.23%	Equity World	21,758
HSBC S&P 500 UCITS ETF USD (Acc)	0.37%	Equity United States	459
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.32%	Equity World Multi-Factor Strategy	630
SPDR MSCI World Consumer Discretionary UCITS ETF	2.52%	Equity World Consumer Discretionary	62
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.36%	Equity United States	43,059
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.12%	Equity United States Multi-Factor Strategy	31
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.22%	Equity World	979
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	1.32%	Equity United States Sector Strategy Value Climate Change	5
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.44%	Equity World Social/Environmental	4
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,275
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	797
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.26%	Equity World	4,882
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	1.61%	Equity United States Fundamental/Quality	555
Invesco FTSE All-World UCITS ETF Dist	0.21%	Equity World	185
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.36%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	86
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.53%	Equity World Dividend	54
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.39%	Equity United States Social/Environmental	14,109
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.38%	Equity United States	63
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.08%	Equity World Dividend	125
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.10%	Equity United States Low Volatility/Risk Weighted	19
JPMorgan Active US Equity UCITS ETF USD (dist)	1.51%	Equity United States Social/Environmental	7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.48%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.28%	Equity World	1,002
SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc)	1.43%	Equity United States Fundamental/Quality	573
Xtrackers MSCI USA ESG UCITS ETF 1D	0.83%	Equity United States Social/Environmental	200
Xtrackers MSCI World UCITS ETF 1C	0.26%	Equity World	16,409
JPMorgan Active US Equity UCITS ETF USD (acc)	1.51%	Equity United States Social/Environmental	46
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.22%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.77%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	0.55%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.32%	Equity World Social/Environmental Multi-Asset Strategy	41
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.27%	Equity World	460
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	15
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental Multi-Asset Strategy	1,043
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.46%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.09%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.36%	Equity United States	908
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.32%	Equity World Social/Environmental Climate Change	29
Amundi Prime All Country World UCITS ETF Dist	0.24%	Equity World	2,634
Xtrackers US Equity Enhanced Active UCITS ETF 1C 1C	0.61%	Equity United States	144
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.50%	Equity United States Social/Environmental	529
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.41%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.28%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.21%	Equity World Social/Environmental	1,211
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.01%	Equity World Multi-Factor Strategy	646
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.39%	Equity United States Social/Environmental	935
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.32%	Equity North America Social/Environmental Climate Change	43
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	1.18%	Equity United States Low Volatility/Risk Weighted	119
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.37%	Equity United States	270
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.34%	Equity United States Social/Environmental	1,318
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.21%	Equity World	15
Invesco US Enhanced Equity UCITS ETF Acc	0.27%	Equity United States Multi-Factor Strategy	49
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.31%	Equity United States Social/Environmental Climate Change	2
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.08%	Equity World Low Volatility/Risk Weighted	17
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	250
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.38%	Equity United States	527
Franklin US Dividend Tilt UCITS ETF (Dis)	0.25%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.63%	Equity United States Social/Environmental Multi-Asset Strategy	1,010
Fidelity US Quality Value UCITS ETF ACC-USD	0.99%	Equity United States Multi-Factor Strategy	1
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.75%	Equity United States Social/Environmental Climate Change	2
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.37%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.36%	Equity United States	454

Performance

Returns overview

YTD	-1.37%
1 month	-3.40%
3 months	+2.59%
6 months	+4.71%
1 year	-3.52%
3 years	+0.47%
5 years	+45.34%
Since inception (MAX)	+276.62%
2025	-1.67%
2024	+0.07%
2023	+5.08%
2022	+10.65%

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).