McKesson

ISIN US58155Q1031

WKN 893953

Market cap (in EUR)

86,085 m

Country

United States

Sector

Healthcare

Dividend yield

0.36%

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Overview

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Description

McKesson Corp. engages in providing healthcare services. It operates through the following segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs. The RxTS segment offers prescription price transparency, benefit insight, dispensing support services, third-party logistics, and wholesale distribution. The Medical-Surgical Solutions segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers. The International segment refers to the distribution and services to wholesale, institutional, and retail customers in Europe and Canada. The company was founded by John McKesson and Charles Olcott in 1833 and is headquartered in Irving, TX.

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Healthcare Healthcare Services Healthcare Support Services United States

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Financials

Key metrics

Market capitalisation, EUR	86,085 m
EPS, EUR	29.10
P/B ratio	-
P/E ratio	25.4
Dividend yield	0.36%

Income statement (2024)

Revenue, EUR	334,545 m
Net income, EUR	3,070 m
Profit margin	0.92%

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Capital at risk

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What ETF is McKesson in?

There are 330 ETFs which contain McKesson. All of these ETFs are listed in the table below. The ETF with the largest weighting of McKesson is the Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.41%	Equity United States Multi-Factor Strategy	9
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	0.12%	Equity World	669
Xtrackers MSCI USA Screened UCITS ETF 1C	0.18%	Equity United States Social/Environmental	200
SPDR MSCI World Health Care UCITS ETF	1.34%	Equity World Health Care	533
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.58%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	665
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	2.76%	Equity World Health Care Social/Environmental	139
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	687
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	1.79%	Equity World Low Volatility/Risk Weighted	79
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental	13,552
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.15%	Equity United States Social/Environmental	6
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.17%	Equity United States	48
Amundi MSCI USA Screened UCITS ETF Acc	0.16%	Equity United States Social/Environmental	-
SPDR S&P 500 UCITS ETF (Acc)	0.17%	Equity United States	11,324
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,215
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.10%	Equity World Fundamental/Quality	7
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	21
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.05%	Equity United States Social/Environmental	1,615
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	33
iShares MSCI ACWI UCITS ETF USD (Dist)	0.12%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.12%	Equity World Social/Environmental	62
Amundi Core MSCI USA UCITS ETF Acc	0.17%	Equity United States	2,491
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.12%	Equity World Social/Environmental	487
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.19%	Equity United States Social/Environmental	1,049
SPDR S&P Developed Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.46%	Equity World Fundamental/Quality	44
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.35%	Equity United States Social/Environmental	1,065
iShares World Equity High Income UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	145
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	305
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.21%	Equity United States Multi-Factor Strategy	168
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.07%	Equity World	329
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.32%	Equity World Multi-Factor Strategy	228
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.19%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.37%	Equity United States Social/Environmental	32
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.31%	Equity United States Social/Environmental	36
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	1.37%	Equity United States Social/Environmental Islamic Investing	59
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	1.43%	Equity World Low Volatility/Risk Weighted	689
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	2.76%	Equity World Health Care Social/Environmental	438
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	14
Fidelity Global Quality Income UCITS ETF ACC-USD	0.52%	Equity World Dividend	11
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.17%	Equity United States Social/Environmental Multi-Asset Strategy	22
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.30%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	65
Amundi MSCI World Momentum Advanced UCITS ETF Acc	1.24%	Equity World Momentum Climate Change	-
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.17%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.10%	Equity World	29
Xtrackers MSCI World UCITS ETF 1D	0.12%	Equity World	4,457
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.19%	Equity United States Social/Environmental	9,201
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.02%	Equity United States Covered Call Alternative Investments	15
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.23%	Equity United States Growth	9
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.18%	Equity United States Social/Environmental Climate Change	165
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.13%	Equity World Social/Environmental	428
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.37%	Equity United States Social/Environmental Multi-Asset Strategy	1
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.17%	Equity United States	574
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	198
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.17%	Equity United States	47
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	1.96%	Equity United States Health Care	2,261
UBS MSCI ACWI Universal UCITS ETF USD dis	0.16%	Equity World Social/Environmental	1,899
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	644
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.05%	Equity United States Social/Environmental Climate Change	2,396
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.11%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.41%	Equity United States Multi-Factor Strategy	97
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	321
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.10%	Equity World Fundamental/Quality	2
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.40%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	187
iShares MSCI World Momentum Factor Advanced UCITS ETF USD (Acc)	1.30%	Equity World Momentum	223
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.23%	Equity United States Multi-Factor Strategy	74
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.17%	Equity United States	61
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.35%	Equity United States Equal Weighted	2,022
iShares Core S&P 500 UCITS ETF USD (Dist)	0.18%	Equity United States	17,512
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.15%	Equity United States Social/Environmental	223
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.76%	Equity World Low Volatility/Risk Weighted Climate Change	58
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.56%	Equity World Low Volatility/Risk Weighted	2,237
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	597
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	1.19%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.06%	Equity World Multi-Asset Strategy	860
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.98%	Equity World Low Volatility/Risk Weighted Climate Change	-
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.15%	Equity World Social/Environmental Climate Change	261
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	820
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.41%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.17%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	12,580
UBS Core S&P 500 UCITS ETF hEUR acc	0.17%	Equity United States	254
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.37%	Equity United States Social/Environmental Multi-Asset Strategy	1
Amundi Russell 1000 Growth UCITS ETF Acc	0.29%	Equity United States Growth	569
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	947
Invesco MSCI World Universal Screened UCITS ETF Acc	0.20%	Equity World Social/Environmental	204
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.10%	Equity World Fundamental/Quality	293
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.16%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	91
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.16%	Equity World Social/Environmental	1,319
JPMorgan Active US Growth UCITS ETF USD (acc)	0.23%	Equity United States Growth	362
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.11%	Equity World Social/Environmental	165
Xtrackers MSCI USA UCITS ETF 1C	0.16%	Equity United States	9,332
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	1.46%	Equity World Low Volatility/Risk Weighted	16
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.64%	Equity World Multi-Factor Strategy	302
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	275
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.17%	Equity United States	326
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.12%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.24%	Equity World Social/Environmental	196
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	952
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.35%	Equity United States Equal Weighted	108
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.13%	Equity World Social/Environmental	113
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.17%	Equity United States	464
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.18%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.12%	Equity World	8,682
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	1.93%	Equity United States Health Care	444
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	5,203
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.95%	Equity United States Momentum	11
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.17%	Equity United States	59
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	0.52%	Equity World Momentum	2,912
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	647
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.03%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.12%	Equity World	556
iShares Core MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	108,360
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.18%	Equity United States	3,002
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.18%	Equity United States	115,996
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	70
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	1.96%	Equity United States Health Care	111
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.18%	Equity North America Social/Environmental	315
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.17%	Equity United States	97
L&G US Equity UCITS ETF	0.16%	Equity United States Social/Environmental	1,055
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	630
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.12%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.11%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.17%	Equity United States	1,194
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.11%	Equity World	18,707
UBS MSCI USA Universal UCITS ETF USD acc	0.28%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.31%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.10%	Equity World Fundamental/Quality	630
SPDR MSCI All Country World UCITS ETF (Acc)	0.11%	Equity World	6,772
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.58%	Equity World	107
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.23%	Equity United States Social/Environmental Climate Change	5
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	1.46%	Equity World Multi-Factor Strategy	75
Xtrackers MSCI World Momentum UCITS ETF 1C	0.48%	Equity World Momentum	1,565
iShares MSCI USA UCITS ETF (Acc)	0.18%	Equity United States	2,696
Fidelity Global Quality Income UCITS ETF INC-USD	0.52%	Equity World Dividend	690
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.80%	Equity World Social/Environmental Islamic Investing	76
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.23%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.22%	Equity United States Social/Environmental Climate Change	18
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.33%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.22%	Equity World	5
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental	180
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental	945
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.76%	Equity World Low Volatility/Risk Weighted Climate Change	4
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.20%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.17%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.12%	Equity World Social/Environmental	705
Amundi MSCI World Screened UCITS ETF Acc	0.16%	Equity World Social/Environmental	-
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.56%	Equity World Low Volatility/Risk Weighted	174
UBS Core S&P 500 UCITS ETF USD dis	0.17%	Equity United States	1,044
UBS Core S&P 500 UCITS ETF hCHF acc	0.17%	Equity United States	484
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.17%	Equity United States Fundamental/Quality	37
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.16%	Equity United States	500
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	4,807
Fidelity US Quality Income UCITS ETF ACC-USD	0.77%	Equity United States Dividend	229
iShares Core MSCI World UCITS ETF USD (Dist)	0.13%	Equity World	412
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,400
Xtrackers MSCI World Health Care UCITS ETF 1C	1.26%	Equity World Health Care	3,021
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.31%	Equity United States Social/Environmental	2,858
Invesco FTSE RAFI All World 3000 UCITS ETF	0.26%	Equity World Fundamental/Quality	127
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	166
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.11%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental Climate Change	6
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.17%	Equity United States Fundamental/Quality	150
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.10%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	0.17%	Equity United States	2,753
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.58%	Equity United States Low Volatility/Risk Weighted	5
Amundi Prime All Country World UCITS ETF Acc	0.11%	Equity World	485
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.60%	Equity United States Low Volatility/Risk Weighted	4
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.20%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World UCITS ETF USD dis	0.13%	Equity World	1,338
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.13%	Equity World Social/Environmental	16
Vanguard FTSE Developed World UCITS ETF Acc	0.12%	Equity World	4,728
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.22%	Equity United States	324
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	1,679
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	378
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.13%	Equity World Social/Environmental	459
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.15%	Equity World Social/Environmental Climate Change	37
Fidelity US Quality Income UCITS ETF INC-USD	0.77%	Equity United States Dividend	1,208
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.14%	Equity World	3,882
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.17%	Equity World Covered Call Alternative Investments	1,112
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.28%	Equity United States Low Volatility/Risk Weighted	56
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.77%	Equity United States Dividend	6
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.18%	Equity United States Social/Environmental	1,370
Franklin S&P 500 Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental Climate Change	3
SPDR S&P 500 UCITS ETF (Dist)	0.17%	Equity United States	15,324
SPDR MSCI World UCITS ETF	0.13%	Equity World	13,319
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	38
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.14%	Equity World	67
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD)	2.85%	Equity United States Low Volatility/Risk Weighted	3
Vanguard FTSE Developed World UCITS ETF Distributing	0.12%	Equity World	3,521
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.52%	Equity World Dividend	18
Invesco FTSE RAFI US 1000 UCITS ETF	0.58%	Equity United States Fundamental/Quality	568
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.16%	Equity North America	2,027
JPMorgan Active US Growth UCITS ETF USD (dist)	0.23%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.02%	Equity United States Covered Call Alternative Investments	215
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.16%	Equity World Social/Environmental	747
HSBC S&P 500 UCITS ETF USD	0.17%	Equity United States	7,088
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	34
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	796
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.17%	Equity United States	471
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.12%	Equity World	309
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	244
Xtrackers MSCI World Screened UCITS ETF 1D	0.13%	Equity World Social/Environmental	118
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.12%	Equity World Social/Environmental	4,777
First Trust US Momentum UCITS ETF Class A Accumulation	0.74%	Equity United States Momentum	63
Invesco FTSE All-World UCITS ETF Acc	0.10%	Equity World	2,065
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI USA Health Care UCITS ETF 1D	1.77%	Equity United States Health Care	1,002
Xtrackers MSCI World Climate Transition UCITS ETF	0.11%	Equity World Social/Environmental Climate Change	29
iShares MSCI World Islamic UCITS ETF	0.50%	Equity World Islamic Investing	774
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.17%	Equity United States	25,555
UBS Core MSCI USA UCITS ETF USD acc	0.17%	Equity United States	2,065
iShares MSCI World Screened UCITS ETF USD (Dist)	0.13%	Equity World Social/Environmental	821
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	2
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	284
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental	7,221
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	49
iShares MSCI World Screened UCITS ETF USD (Acc)	0.13%	Equity World Social/Environmental	4,445
Amundi Core MSCI World UCITS ETF USD Dist	0.12%	Equity World	820
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.16%	Equity World Social/Environmental	313
Amundi Core MSCI USA UCITS ETF Dist	0.17%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.04%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	0.18%	Equity United States	5
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	1.79%	Equity World Low Volatility/Risk Weighted	261
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.64%	Equity World Multi-Factor Strategy	1,098
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.16%	Equity World Social/Environmental	107
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.16%	Equity North America	2,442
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.03%	Equity United States Value	229
Xtrackers S&P 500 UCITS ETF 4C	0.17%	Equity United States	904
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.19%	Equity United States Social/Environmental	940
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	767
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (A)	0.06%	Equity World Health Care Social/Environmental	334
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.56%	Equity World Low Volatility/Risk Weighted	71
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.18%	Equity United States Social/Environmental	90
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.28%	Equity United States Low Volatility/Risk Weighted	1,344
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	7,454
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	1.19%	Equity United States Multi-Factor Strategy	68
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.52%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.13%	Equity World	1,490
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.18%	Equity United States	1,234
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.77%	Equity United States Dividend	53
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.18%	Equity United States	7,796
SPDR S&P 500 EUR Hedged UCITS ETF	0.17%	Equity United States	2,327
iShares MSCI USA Islamic UCITS ETF	0.81%	Equity United States Islamic Investing	257
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.11%	Equity World	26,098
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	1,406
Xtrackers MSCI USA UCITS ETF 1D	0.16%	Equity United States	245
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.03%	Equity World Multi-Factor Strategy	141
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	4,503
iShares MSCI North America UCITS ETF	0.17%	Equity North America	1,111
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.19%	Equity United States Social/Environmental	51
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.17%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.12%	Equity World	36
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Equity World Multi-Factor Strategy	239
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.17%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.12%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.28%	Equity United States Growth	460
UBS Core MSCI World UCITS ETF hGBP acc	0.12%	Equity World	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.12%	Equity World	21,112
HSBC S&P 500 UCITS ETF USD (Acc)	0.17%	Equity United States	450
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.41%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.17%	Equity United States	43,484
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	942
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.11%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,118
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.03%	Equity World Multi-Factor Strategy	756
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.13%	Equity World	4,678
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.19%	Equity World Islamic Investing	948
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.17%	Equity United States Fundamental/Quality	549
Invesco FTSE All-World UCITS ETF Dist	0.10%	Equity World	178
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.28%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.17%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	84
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.52%	Equity World Dividend	53
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.18%	Equity United States Social/Environmental	13,831
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.17%	Equity United States	61
Amundi S&P Global Health Care ESG UCITS ETF DR EUR (D)	0.06%	Equity World Health Care Social/Environmental	43
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.12%	Equity World	1,339
SPDR S&P 500 Quality Aristocrats UCITS ETF USD Unhedged (Acc)	0.82%	Equity United States Fundamental/Quality	562
Xtrackers MSCI World UCITS ETF 1C	0.12%	Equity World	16,076
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	0
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.37%	Equity United States Social/Environmental	1
iShares World Equity High Income UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	11
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.18%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	452
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)	0.20%	Equity World Social/Environmental Multi-Asset Strategy	977
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.22%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.15%	Equity World Social/Environmental Climate Change	1,225
UBS Core S&P 500 UCITS ETF USD acc	0.17%	Equity United States	972
Amundi Prime All Country World UCITS ETF Dist	0.11%	Equity World	2,193
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	1.46%	Equity World Multi-Factor Strategy	629
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.77%	Equity United States	107
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.44%	Equity World Social/Environmental	16
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.16%	Equity World Social/Environmental	1,180
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.13%	Equity World Social/Environmental	78
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.05%	Equity United States Social/Environmental	523
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Social/Environmental	876
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.04%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.95%	Equity United States Momentum	582
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	1.78%	Equity United States Low Volatility/Risk Weighted	120
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.20%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.16%	Equity United States	260
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.10%	Equity World	13
Invesco US Enhanced Equity UCITS ETF Acc	0.32%	Equity United States Multi-Factor Strategy	43
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.20%	Equity United States Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.56%	Equity World Low Volatility/Risk Weighted	17
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.17%	Equity United States	521
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.64%	Equity World Multi-Factor Strategy	115
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.37%	Equity United States Social/Environmental Multi-Asset Strategy	1,041
UBS MSCI USA UCITS ETF USD dis	0.17%	Equity United States	457
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.17%	Equity United States	5

Performance

Returns overview

YTD	+33.29%
1 month	-6.65%
3 months	+19.17%
6 months	+15.80%
1 year	+27.32%
3 years	+93.26%
5 years	+351.34%
Since inception (MAX)	+322.86%
2024	+26.61%
2023	+15.76%
2022	+68.74%
2021	+43.25%

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).