NextEra Energy, Inc.

ISIN US65339F1012

WKN A1CZ4H

Market cap (in EUR)

161,398 m

Country

United States

Sector

Utilities

Dividend yield

2.55%

Overview

Quote

Description

NextEra Energy, Inc. engages in the provision of renewable energy. It operates through the following segments: FPL and NEER. The FPL segment involves the generation, transmission, distribution, and sale of electric energy in Florida. The NEER segment produces electricity from clean and renewable sources, including wind and solar. The company was founded on December 28, 1925 and is headquartered in Juno Beach, FL.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	161,398 m
EPS, EUR	2.92
P/B ratio	3.5
P/E ratio	27.6
Dividend yield	2.55%

Income statement (2025)

Revenue, EUR	23,513 m
Net income, EUR	6,059 m
Profit margin	25.77%

What ETF is NextEra Energy, Inc. in?

There are 343 ETFs which contain NextEra Energy, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of NextEra Energy, Inc. is the State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.23%	Equity World	902
Xtrackers MSCI USA Screened UCITS ETF 1C	0.34%	Equity United States Social/Environmental	419
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	693
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.15%	Equity United States Social/Environmental Climate Change	295
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,176
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	39
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.52%	Equity United States Social/Environmental	13,726
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.32%	Equity United States	3
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Low Volatility/Risk Weighted	60
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	25
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.30%	Equity United States Social/Environmental	45
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.61%	Equity World Infrastructure Multi-Asset Strategy	1,330
Amundi MSCI USA Screened UCITS ETF Acc	0.35%	Equity United States Social/Environmental	615
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.32%	Equity United States	47
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.33%	Equity United States	12,804
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.40%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD dis	0.23%	Equity World	1,419
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	8.50%	Equity World Utilities Social/Environmental	8
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	13.16%	Equity United States Utilities	994
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.52%	Equity United States Social/Environmental	1,453
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.09%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	37
Guinness Sustainable Energy UCITS ETF Accumulating	4.54%	Equity World Social/Environmental Climate Change	15
iShares MSCI ACWI UCITS ETF USD (Dist)	0.19%	Equity World	5
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.14%	Equity United States Dividend	13
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist)	0.40%	Equity United States Covered Call Alternative Investments	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.22%	Equity World Social/Environmental	85
L&G Global Quality Dividends UCITS ETF USD Acc	0.22%	Equity World Dividend	21
UBS MSCI USA Value UCITS ETF USD dis	0.60%	Equity United States Value	468
Amundi Core MSCI USA UCITS ETF Acc	0.32%	Equity United States	2,841
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.16%	Equity United States Social/Environmental Climate Change	361
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	1,356
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.75%	Equity United States Social/Environmental	1,066
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.47%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.44%	Equity World Social/Environmental	276
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	392
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.18%	Equity World	511
iShares Global Infrastructure UCITS ETF USD (Dist)	5.76%	Equity World Infrastructure	1,933
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.75%	Equity United States Social/Environmental	12
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.61%	Equity United States Social/Environmental	48
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.21%	Equity United States Social/Environmental	25
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	2
JPMorgan Active US Value UCITS ETF USD (dist)	1.24%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	15
Fidelity Global Quality Income UCITS ETF ACC-USD	0.57%	Equity World Dividend	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.28%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.55%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.21%	Equity World	68
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.67%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.19%	Equity World	42
Xtrackers MSCI World UCITS ETF 1D	0.23%	Equity World	4,235
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.67%	Equity United States Covered Call Alternative Investments	35
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.75%	Equity United States Social/Environmental	9,216
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.54%	Equity World Social/Environmental	495
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.42%	Equity United States Social/Environmental Climate Change	155
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.09%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.32%	Equity United States	501
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.84%	Equity World Social/Environmental Climate Change	129
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.67%	Equity World Covered Call Alternative Investments	15
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	1.67%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.32%	Equity United States	50
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	240
UBS MSCI ACWI Universal UCITS ETF USD dis	0.15%	Equity World Social/Environmental	2,164
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.23%	Equity United States Social/Environmental Climate Change	1,837
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.22%	Equity World	650
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.66%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.49%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.54%	Equity World Social/Environmental	72
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.75%	Equity United States	36
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	212
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	11.69%	Equity World Utilities Social/Environmental	179
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.45%	Equity World Dividend	7,830
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	75
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.40%	Equity United States Covered Call Alternative Investments	3
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.09%	Equity World Equal Weighted	33
UBS Core S&P 500 UCITS ETF hGBP dis	0.33%	Equity United States	59
L&G Clean Energy UCITS ETF	1.68%	Equity World Utilities Social/Environmental Clean Energy	413
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.27%	Equity World Social/Environmental	82
iShares Core S&P 500 UCITS ETF USD (Dist)	0.32%	Equity United States	17,161
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.30%	Equity United States Social/Environmental	362
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	57
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	1,044
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.20%	Equity World Social/Environmental	25
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.17%	Equity World Multi-Asset Strategy	976
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	2
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.50%	Equity United States Social/Environmental Climate Change	5
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.26%	Equity World Low Volatility/Risk Weighted Climate Change	419
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.98%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.23%	Equity World Social/Environmental Climate Change	234
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.19%	Equity United States Multi-Factor Strategy	37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.32%	Equity United States	0
Amundi Prime Global UCITS ETF Acc	0.24%	Equity World	1,577
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	22
Fidelity Global Quality Value UCITS ETF ACC-USD	0.56%	Equity World Multi-Factor Strategy	4
iShares Global Infrastructure UCITS ETF USD (Acc)	5.76%	Equity World Infrastructure	120
HSBC MSCI World UCITS ETF USD	0.22%	Equity World	12,476
UBS Core S&P 500 UCITS ETF hEUR acc	0.33%	Equity United States	226
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental Multi-Asset Strategy	7
L&G Global Equity UCITS ETF	0.24%	Equity World Social/Environmental	1,025
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.45%	Equity World Dividend	2,074
Invesco MSCI World Universal Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	228
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental	42
UBS Core MSCI World UCITS ETF hGBP dis	0.23%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	1,381
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	72
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.49%	Equity World Social/Environmental	177
Xtrackers MSCI USA UCITS ETF 1C	0.32%	Equity United States	9,600
UBS Core MSCI World UCITS ETF hEUR acc	0.23%	Equity World	588
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.32%	Equity United States	177
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.22%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.31%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.22%	Equity World	1,021
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.23%	Equity World Social/Environmental	427
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.32%	Equity United States	519
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	27
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.32%	Equity United States	57
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.13%	Equity United States Large Cap	36
Amundi Core MSCI World UCITS ETF Acc	0.22%	Equity World	12,554
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.54%	Equity World Social/Environmental	5,155
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.40%	Equity United States Buffer Alternative Investments	7
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental Climate Change	6
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.75%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	0.32%	Equity United States	38
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	753
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.23%	Equity World	425
iShares Core MSCI World UCITS ETF USD (Acc)	0.22%	Equity World	112,875
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.32%	Equity United States	1,941
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	13.34%	Equity United States Utilities	186
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.40%	Equity United States Technology Covered Call Alternative Investments	99
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.29%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	1.40%	Equity North America Dividend	117
iShares Core S&P 500 UCITS ETF USD (Acc)	0.32%	Equity United States	115,434
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	82
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.30%	Equity United States	160
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.88%	Equity World Technology Blockchain	716
L&G US Equity UCITS ETF	0.35%	Equity United States Social/Environmental	1,118
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.23%	Equity World	690
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.22%	Equity World	55
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.49%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.32%	Equity United States	1,138
L&G Global Quality Dividends UCITS ETF USD Dist	0.22%	Equity World Dividend	99
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.19%	Equity World	20,013
Xtrackers Global Infrastructure ESG UCITS ETF 1C	3.24%	Equity World Infrastructure Social/Environmental	12
First Trust Value Line® Dividend Index UCITS ETF Acc	0.42%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.27%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.21%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.21%	Equity World	9,006
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.44%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.42%	Equity World Social/Environmental	362
iShares MSCI USA UCITS ETF (Acc)	0.31%	Equity United States	3,521
Fidelity Global Quality Income UCITS ETF INC-USD	0.57%	Equity World Dividend	704
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.44%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.36%	Equity World	34
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.35%	Equity World Social/Environmental	728
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.35%	Equity World Social/Environmental	233
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.97%	Equity United States Social/Environmental Climate Change	1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.47%	Equity United States Social/Environmental	-
Xtrackers S&P 500 UCITS ETF 4D	0.32%	Equity United States	1
Amundi MSCI World Screened UCITS ETF Acc	0.24%	Equity World Social/Environmental	1,174
UBS Core S&P 500 UCITS ETF USD dis	0.33%	Equity United States	1,033
UBS Core S&P 500 UCITS ETF hCHF acc	0.33%	Equity United States	574
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	95
L&G S&P 100 UCITS ETF USD Acc	0.47%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.32%	Equity United States	519
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.98%	Equity United States Buffer Alternative Investments	8
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.44%	Equity United States Social/Environmental Climate Change	349
UBS Core MSCI World UCITS ETF USD acc	0.23%	Equity World	7,487
JPMorgan Active US Value UCITS ETF USD (acc)	1.24%	Equity United States Value	61
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.84%	Equity World Social/Environmental Climate Change	317
Fidelity US Quality Income UCITS ETF ACC-USD	0.97%	Equity United States Dividend	256
iShares Core MSCI World UCITS ETF USD (Dist)	0.22%	Equity World	509
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,914
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.27%	Equity United States Dividend	45
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.21%	Equity United States Social/Environmental	2,432
Xtrackers MSCI World Utilities UCITS ETF 1C	7.91%	Equity World Utilities	794
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.18%	Equity World Social/Environmental Multi-Asset Strategy	146
Invesco FTSE RAFI All World 3000 UCITS ETF	0.16%	Equity World Fundamental/Quality	188
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.27%	Equity United States Dividend	3,057
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.49%	Equity World Social/Environmental	3
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.25%	Equity United States Social/Environmental Climate Change	6
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.19%	Equity World	18
UBS MSCI USA NSL UCITS ETF USD acc	0.32%	Equity United States	2,703
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	1.41%	Equity United States Social/Environmental	3
Amundi Prime All Country World UCITS ETF Acc	0.20%	Equity World	1,352
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.97%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.54%	Equity World Social/Environmental	24
UBS MSCI World UCITS ETF USD dis	0.22%	Equity World	1,339
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.12%	Equity United States Low Volatility/Risk Weighted	4
Vanguard FTSE Developed World UCITS ETF Acc	0.22%	Equity World	5,263
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.54%	Equity World Social/Environmental	1,565
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.39%	Equity United States	283
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	418
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.23%	Equity World Social/Environmental	433
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)	0.40%	Equity United States Technology Covered Call Alternative Investments	2,542
Fidelity US Quality Income UCITS ETF INC-USD	0.97%	Equity United States Dividend	1,207
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.17%	Equity World	4,697
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.67%	Equity World Covered Call Alternative Investments	1,198
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.42%	Equity United States Low Volatility/Risk Weighted	35
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.97%	Equity United States Dividend	5
Franklin S&P 500 Screened UCITS ETF Acc	0.53%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.34%	Equity United States Social/Environmental	1,283
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.33%	Equity United States	262
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.33%	Equity United States	15,822
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.23%	Equity World	15,007
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	296
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.17%	Equity World	93
Vanguard FTSE Developed World UCITS ETF Distributing	0.22%	Equity World	3,586
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.57%	Equity World Dividend	22
Invesco FTSE RAFI US 1000 UCITS ETF	0.40%	Equity United States Fundamental/Quality	635
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.31%	Equity North America	2,292
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	5.76%	Equity World Infrastructure	62
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	1.67%	Equity United States Covered Call Alternative Investments	15
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.67%	Equity United States Covered Call Alternative Investments	308
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	650
HSBC S&P 500 UCITS ETF USD	0.33%	Equity United States	7,300
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.15%	Equity United States Social/Environmental Climate Change	2,189
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	83
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,470
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.32%	Equity United States	669
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.23%	Equity World	364
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.23%	Equity World	264
Xtrackers MSCI World Screened UCITS ETF 1D	0.24%	Equity World Social/Environmental	119
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.22%	Equity World Social/Environmental	4,694
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	11.69%	Equity World Utilities Social/Environmental	17
Invesco FTSE All-World UCITS ETF Acc	0.19%	Equity World	2,644
JPMorgan Climate Change Solutions Active UCITS ETF USD (Dist)	4.08%	Equity World Social/Environmental Climate Change	0
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.33%	Equity United States	26,738
UBS Core MSCI USA UCITS ETF USD acc	0.32%	Equity United States	2,282
iShares MSCI World Screened UCITS ETF USD (Dist)	0.25%	Equity World Social/Environmental	1,026
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	304
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.18%	Equity World Social/Environmental Multi-Asset Strategy	44
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.52%	Equity United States Social/Environmental	7,118
HSBC MSCI World UCITS ETF CHF hedged	0.22%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.20%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF USD (Acc)	0.25%	Equity World Social/Environmental	4,498
Amundi Core MSCI World UCITS ETF USD Dist	0.22%	Equity World	1,410
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.15%	Equity World Social/Environmental	276
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.21%	Equity World Social/Environmental	510
Amundi Core MSCI USA UCITS ETF Dist	0.32%	Equity United States	933
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.30%	Equity North America Social/Environmental Climate Change	420
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.33%	Equity United States	20
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.09%	Equity World Low Volatility/Risk Weighted	212
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.84%	Equity World Social/Environmental Climate Change	9
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.15%	Equity World Social/Environmental	102
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.60%	Equity United States Value	413
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.31%	Equity North America	2,564
Xtrackers S&P 500 UCITS ETF 4C	0.32%	Equity United States	1,173
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.75%	Equity United States Social/Environmental	1,006
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.54%	Equity World Social/Environmental	805
Amundi MSCI New Energy UCITS ETF Acc	6.74%	Equity World Utilities Social/Environmental Clean Energy	133
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.34%	Equity United States Social/Environmental	94
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.42%	Equity United States Low Volatility/Risk Weighted	1,308
iShares MSCI World UCITS ETF (Dist)	0.22%	Equity World	7,398
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.24%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	81
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.57%	Equity World Dividend	39
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.22%	Equity World	1,637
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.33%	Equity United States	1,265
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.97%	Equity United States Dividend	54
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.33%	Equity United States	2,148
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.33%	Equity United States	8,042
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.19%	Equity World	33,593
HSBC MSCI World UCITS ETF USD (Acc)	0.22%	Equity World	1,600
Xtrackers MSCI USA UCITS ETF 1D	0.32%	Equity United States	248
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.14%	Equity World Multi-Factor Strategy	180
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.35%	Equity World Social/Environmental	3,762
iShares MSCI North America UCITS ETF	0.30%	Equity North America	1,165
Amundi MSCI New Energy UCITS ETF Dist	6.74%	Equity World Utilities Social/Environmental Clean Energy	897
Franklin US Mega Cap 100 UCITS ETF Acc	0.47%	Equity United States Large Cap	97
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.75%	Equity United States Social/Environmental	58
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.30%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.23%	Equity World	44
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.27%	Equity World Social/Environmental	469
Invesco Global Enhanced Equity UCITS ETF Acc	0.08%	Equity World Multi-Factor Strategy	479
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.33%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.22%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.23%	Equity World	44
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	61
iShares MSCI ACWI UCITS ETF USD (Acc)	0.19%	Equity World	24,239
HSBC S&P 500 UCITS ETF USD (Acc)	0.33%	Equity United States	444
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.33%	Equity United States	41,232
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.21%	Equity World	1,211
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.49%	Equity World Social/Environmental	18
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	4,149
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.14%	Equity World Multi-Factor Strategy	1,051
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.22%	Equity World	4,936
Invesco FTSE All-World UCITS ETF Dist	0.19%	Equity World	211
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.42%	Equity United States Low Volatility/Risk Weighted	97
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.33%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	95
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.57%	Equity World Dividend	56
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.19%	Equity United States Multi-Factor Strategy	98
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.34%	Equity United States Social/Environmental	13,476
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.32%	Equity United States	55
JPMorgan Climate Change Solutions Active UCITS ETF USD (Acc)	4.08%	Equity World Social/Environmental Climate Change	79
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.23%	Equity World Social/Environmental	98
JPMorgan Active US Equity UCITS ETF USD (dist)	1.41%	Equity United States Social/Environmental	8
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.23%	Equity United States Social/Environmental Climate Change	2,571
Amundi Prime Global UCITS ETF Dist	0.24%	Equity World	1,195
Xtrackers MSCI World UCITS ETF 1C	0.23%	Equity World	17,254
JPMorgan Active US Equity UCITS ETF USD (acc)	1.41%	Equity United States Social/Environmental	40
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.08%	Equity World Multi-Factor Strategy	7
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.61%	Equity United States Social/Environmental	4
iShares World Equity High Income UCITS ETF USD (Acc)	0.44%	Equity World Social/Environmental	14
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	51
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.26%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.22%	Equity World	484
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Multi-Asset Strategy	1,556
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.66%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.39%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	939
UBS Core S&P 500 UCITS ETF USD acc	0.33%	Equity United States	1,330
Amundi Prime All Country World UCITS ETF Dist	0.20%	Equity World	3,653
State Street SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	5.64%	Equity World Social/Environmental	4
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.69%	Equity United States Social/Environmental	220
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.52%	Equity United States Social/Environmental	416
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.25%	Equity World Social/Environmental	90
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental	1,202
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.27%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.34%	Equity United States Social/Environmental	712
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.30%	Equity North America Social/Environmental Climate Change	35
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.33%	Equity United States Low Volatility/Risk Weighted	89
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.32%	Equity United States	309
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	1.67%	Equity United States Technology Covered Call Alternative Investments	1
Franklin Core US Enhanced Equity UCITS ETF Acc	0.19%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.19%	Equity World	36
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.97%	Equity United States Social/Environmental Climate Change	2
State Street SPDR MSCI World Utilities UCITS ETF USD	8.02%	Equity World Utilities	71
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	252
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.32%	Equity United States	595
Franklin US Dividend Tilt UCITS ETF (Dis)	0.27%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental Multi-Asset Strategy	968
Fidelity US Quality Value UCITS ETF ACC-USD	0.99%	Equity United States Multi-Factor Strategy	1
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.33%	Equity United States	7
UBS MSCI USA UCITS ETF USD dis	0.32%	Equity United States	452

Performance

Returns overview

YTD	+12.86%
1 month	-4.19%
3 months	+9.41%
6 months	+4.97%
1 year	+31.42%
3 years	+7.23%
5 years	+16.00%
Since inception (MAX)	+52.08%
2025	+4.29%
2024	+18.93%
2023	-31.25%
2022	+2.60%

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).