NextEra Energy, Inc.

ISIN US65339F1012

WKN A1CZ4H

Market cap (in EUR)

169,938 m

Country

United States

Sector

Utilities

Dividend yield

2.41%

Overview

Quote

Description

NextEra Energy, Inc. engages in the provision of renewable energy. It operates through the Florida Power and Light Company (FPL) and NextEra Energy Resources and NEET (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	169,938 m
EPS, EUR	3.40
P/B ratio	3.6
P/E ratio	24.4
Dividend yield	2.41%

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 342 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	19
UBS Core MSCI World UCITS ETF hCHF acc	0.24%	Equity World	940
Xtrackers MSCI USA Screened UCITS ETF 1C	0.37%	Equity United States Social/Environmental	521
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	707
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental Climate Change	306
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,214
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	41
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.56%	Equity United States Social/Environmental	13,964
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.33%	Equity United States	3
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.09%	Equity World Low Volatility/Risk Weighted	53
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	26
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.29%	Equity United States Social/Environmental	54
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.61%	Equity World Infrastructure Multi-Asset Strategy	1,277
Amundi MSCI USA Screened UCITS ETF Acc	0.37%	Equity United States Social/Environmental	750
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.33%	Equity United States	50
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.34%	Equity United States	14,107
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.41%	Equity United States Buffer Alternative Investments	10
UBS Core MSCI World UCITS ETF USD dis	0.24%	Equity World	1,747
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	8.84%	Equity World Utilities Social/Environmental	11
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	13.58%	Equity United States Utilities	1,016
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.56%	Equity United States Social/Environmental	1,509
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	23
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	38
Guinness Sustainable Energy UCITS ETF Accumulating	4.99%	Equity World Social/Environmental Climate Change	16
iShares MSCI ACWI UCITS ETF USD (Dist)	0.21%	Equity World	8
State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.21%	Equity United States Dividend	14
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist)	0.42%	Equity United States Covered Call Alternative Investments	3
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.23%	Equity World Social/Environmental	88
L&G Global Quality Dividends UCITS ETF USD Acc	0.19%	Equity World Dividend	23
UBS MSCI USA Value UCITS ETF USD dis	0.64%	Equity United States Value	480
Amundi Core MSCI USA UCITS ETF Acc	0.33%	Equity United States	3,060
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	1,359
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.16%	Equity United States Social/Environmental Climate Change	373
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.78%	Equity United States Social/Environmental	978
Franklin U.S. Equity UCITS ETF	0.51%	Equity United States Multi-Factor Strategy	60
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.53%	Equity United States Social/Environmental	1,221
iShares World Equity High Income UCITS ETF USD (Dist)	0.37%	Equity World Social/Environmental	303
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	367
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.18%	Equity World	538
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.56%	Equity World Multi-Factor Strategy	229
iShares Global Infrastructure UCITS ETF USD (Dist)	5.94%	Equity World Infrastructure	2,009
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.78%	Equity United States Social/Environmental	46
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental	50
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.22%	Equity United States Social/Environmental	27
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	2
JPMorgan Active US Value UCITS ETF USD (dist)	1.30%	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	0.60%	Equity World Dividend	15
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	0.57%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.22%	Equity World	70
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.69%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.19%	Equity World	44
Xtrackers MSCI World UCITS ETF 1D	0.24%	Equity World	4,385
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.74%	Equity United States Covered Call Alternative Investments	34
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.78%	Equity United States Social/Environmental	9,627
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.54%	Equity World Social/Environmental	525
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.10%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.35%	Equity United States	434
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.90%	Equity World Social/Environmental Climate Change	132
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.69%	Equity World Covered Call Alternative Investments	17
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	1.74%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.35%	Equity United States	54
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	251
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.37%	Equity United States Social/Environmental Climate Change	2,273
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	690
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.71%	Equity United States Social/Environmental	14
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.47%	Equity World Social/Environmental	0
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.54%	Equity World Social/Environmental	75
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.82%	Equity United States	37
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	217
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	11.90%	Equity World Utilities Social/Environmental	143
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.48%	Equity World Dividend	7,965
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	77
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.42%	Equity United States Covered Call Alternative Investments	4
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	34
UBS Core S&P 500 UCITS ETF hGBP dis	0.34%	Equity United States	64
L&G Clean Energy UCITS ETF	1.61%	Equity World Utilities Social/Environmental Clean Energy	682
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.39%	Equity World Social/Environmental	84
iShares Core S&P 500 UCITS ETF USD (Dist)	0.35%	Equity United States	18,062
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.29%	Equity United States Social/Environmental	382
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	58
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.22%	Equity World Social/Environmental	57
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	960
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.17%	Equity World Multi-Asset Strategy	1,028
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	0.54%	Equity United States Social/Environmental Climate Change	5
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.28%	Equity World Low Volatility/Risk Weighted Climate Change	424
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	1.00%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.24%	Equity World Social/Environmental Climate Change	284
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.20%	Equity United States Multi-Factor Strategy	38
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.33%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.25%	Equity World	1,727
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	24
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.59%	Equity World Multi-Factor Strategy	5
iShares Global Infrastructure UCITS ETF USD (Acc)	5.94%	Equity World Infrastructure	127
HSBC MSCI World UCITS ETF USD	0.24%	Equity World	12,840
UBS Core S&P 500 UCITS ETF hEUR acc	0.34%	Equity United States	211
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.10%	Equity United States Social/Environmental Multi-Asset Strategy	8
L&G Global Equity UCITS ETF	0.25%	Equity World Social/Environmental	1,120
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.48%	Equity World Dividend	2,148
Invesco MSCI World Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	237
UBS Core MSCI World UCITS ETF hGBP dis	0.24%	Equity World	98
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	77
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.47%	Equity World Social/Environmental	193
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental Climate Change	322
Xtrackers MSCI USA UCITS ETF 1C	0.34%	Equity United States	10,265
UBS Core MSCI World UCITS ETF hEUR acc	0.24%	Equity World	726
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.33%	Equity United States	191
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.23%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.39%	Equity World Social/Environmental	225
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.24%	Equity World	1,047
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.25%	Equity World Social/Environmental	440
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.33%	Equity United States	563
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.35%	Equity United States	73
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.03%	Equity United States Large Cap	27
Amundi Core MSCI World UCITS ETF Acc	0.24%	Equity World	13,163
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.54%	Equity World Social/Environmental	5,266
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.41%	Equity United States Buffer Alternative Investments	8
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.32%	Equity World Social/Environmental Climate Change	6
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (Dist)	0.78%	Equity United States Social/Environmental	1
UBS Core MSCI USA UCITS ETF hGBP acc	0.33%	Equity United States	36
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	784
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	0.24%	Equity World	454
iShares Core MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	117,472
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.35%	Equity United States	2,135
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	13.62%	Equity United States Utilities	190
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.42%	Equity United States Covered Call Alternative Investments	106
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	1.48%	Equity North America Dividend	120
iShares Core S&P 500 UCITS ETF USD (Acc)	0.35%	Equity United States	121,962
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	86
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.30%	Equity United States	159
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.86%	Equity World Technology Blockchain	927
L&G US Equity UCITS ETF	0.35%	Equity United States Social/Environmental	1,240
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	726
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.24%	Equity World	58
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.47%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.33%	Equity United States	1,199
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.21%	Equity World	20,846
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	122
Xtrackers Global Infrastructure ESG UCITS ETF 1C	4.42%	Equity World Infrastructure Social/Environmental	14
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.22%	Equity United States Social/Environmental	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.22%	Equity World	9,831
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)	0.47%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.45%	Equity World Social/Environmental	389
iShares MSCI USA UCITS ETF (Acc)	0.34%	Equity United States	3,802
Fidelity Global Quality Income UCITS ETF INC-USD	0.60%	Equity World Dividend	712
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.47%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.41%	Equity World	35
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.24%	Equity World Social/Environmental Climate Change	4
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.38%	Equity World Social/Environmental	239
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.38%	Equity World Social/Environmental	731
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.96%	Equity United States Social/Environmental Climate Change	1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.53%	Equity United States Social/Environmental	65
Xtrackers S&P 500 UCITS ETF 4D	0.35%	Equity United States	1
Amundi MSCI World Screened UCITS ETF Acc	0.26%	Equity World Social/Environmental	1,337
UBS Core S&P 500 UCITS ETF USD dis	0.34%	Equity United States	1,098
UBS Core S&P 500 UCITS ETF hCHF acc	0.34%	Equity United States	620
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	97
L&G S&P 100 UCITS ETF USD Acc	0.48%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.34%	Equity United States	548
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	1.00%	Equity United States Buffer Alternative Investments	9
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.43%	Equity United States Social/Environmental Climate Change	361
UBS Core MSCI World UCITS ETF USD acc	0.24%	Equity World	8,165
JPMorgan Active US Value UCITS ETF USD (acc)	1.30%	Equity United States Value	62
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.90%	Equity World Social/Environmental Climate Change	323
Fidelity US Quality Income UCITS ETF ACC-USD	1.01%	Equity United States Dividend	264
iShares Core MSCI World UCITS ETF USD (Dist)	0.24%	Equity World	586
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,701
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.33%	Equity United States Dividend	46
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.22%	Equity United States Social/Environmental	2,451
Xtrackers MSCI World Utilities UCITS ETF 1C	8.20%	Equity World Utilities	818
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.29%	Equity World Social/Environmental Multi-Asset Strategy	173
Invesco RAFI All-World Fundamental Value UCITS ETF	0.16%	Equity World Value	195
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.33%	Equity United States Dividend	3,094
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.47%	Equity World Social/Environmental	3
Franklin S&P World Screened UCITS ETF Acc	0.26%	Equity United States Social/Environmental Climate Change	6
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.19%	Equity World	20
UBS MSCI USA NSL UCITS ETF USD acc	0.34%	Equity United States	2,830
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental Climate Change	38
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	1.17%	Equity United States Social/Environmental	3
Amundi Prime All Country World UCITS ETF Acc	0.21%	Equity World	1,522
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.96%	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	26
UBS MSCI World UCITS ETF USD dis	0.24%	Equity World	1,391
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.13%	Equity United States Low Volatility/Risk Weighted	4
Vanguard FTSE Developed World UCITS ETF Acc	0.23%	Equity World	5,550
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.54%	Equity World Social/Environmental	1,606
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.41%	Equity United States	219
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	430
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.25%	Equity World Social/Environmental	466
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Dist)	0.42%	Equity United States Covered Call Alternative Investments	2,630
Fidelity US Quality Income UCITS ETF INC-USD	1.01%	Equity United States Dividend	1,218
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.19%	Equity World	4,951
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.69%	Equity World Covered Call Alternative Investments	1,213
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.44%	Equity United States Low Volatility/Risk Weighted	44
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	1.01%	Equity United States Dividend	5
Franklin S&P 500 Screened UCITS ETF Acc	0.54%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.36%	Equity United States Social/Environmental	1,440
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.34%	Equity United States	289
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.34%	Equity United States	16,842
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.24%	Equity World	15,439
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	181
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.19%	Equity World	100
Vanguard FTSE Developed World UCITS ETF Distributing	0.23%	Equity World	3,724
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.60%	Equity World Dividend	22
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.32%	Equity United States Value	681
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.33%	Equity North America	2,447
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	5.94%	Equity World Infrastructure	66
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	1.74%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.74%	Equity United States Covered Call Alternative Investments	316
HSBC S&P 500 UCITS ETF USD	0.34%	Equity United States	7,642
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.17%	Equity United States Social/Environmental Climate Change	1,950
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	86
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,463
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.33%	Equity United States	724
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.24%	Equity World	378
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.24%	Equity World	284
Franklin US Dividend Tilt UCITS ETF (Acc)	0.28%	Equity United States Dividend	1
Xtrackers MSCI World Screened UCITS ETF 1D	0.26%	Equity World Social/Environmental	124
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.23%	Equity World Social/Environmental	5,330
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	11.90%	Equity World Utilities Social/Environmental	18
Invesco FTSE All-World UCITS ETF Acc	0.19%	Equity World	2,855
JPMorgan Climate Change Solutions Active UCITS ETF USD (Dist)	4.42%	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	0.34%	Equity United States	27,480
UBS Core MSCI USA UCITS ETF USD acc	0.33%	Equity United States	2,446
iShares MSCI World Screened UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	1,094
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.29%	Equity World Social/Environmental Multi-Asset Strategy	46
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	313
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.56%	Equity United States Social/Environmental	7,320
HSBC MSCI World UCITS ETF CHF hedged	0.24%	Equity World	81
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	15
iShares MSCI World Screened UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	4,759
Amundi Core MSCI World UCITS ETF USD Dist	0.24%	Equity World	1,466
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental	1,412
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.34%	Equity North America Social/Environmental Climate Change	504
Amundi Core MSCI USA UCITS ETF Dist	0.33%	Equity United States	995
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.34%	Equity United States	21
Xtrackers Global Equity Top Active UCITS ETF 1C	1.26%	Equity World Fundamental/Quality	5
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.09%	Equity World Low Volatility/Risk Weighted	214
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.90%	Equity World Social/Environmental Climate Change	9
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.63%	Equity United States Value	453
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.33%	Equity North America	2,698
Xtrackers S&P 500 UCITS ETF 4C	0.35%	Equity United States	1,298
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.78%	Equity United States Social/Environmental	1,058
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.54%	Equity World Social/Environmental	863
Amundi MSCI New Energy UCITS ETF Acc	6.77%	Equity World Utilities Social/Environmental Clean Energy	164
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Social/Environmental	115
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.44%	Equity United States Low Volatility/Risk Weighted	1,397
iShares MSCI World UCITS ETF (Dist)	0.24%	Equity World	7,718
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	1.30%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.03%	Equity United States Multi-Factor Strategy	85
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.60%	Equity World Dividend	41
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.24%	Equity World	1,674
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.34%	Equity United States	1,326
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.01%	Equity United States Dividend	57
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.34%	Equity United States	8,386
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.34%	Equity United States	2,280
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.21%	Equity World	36,199
HSBC MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	1,691
Xtrackers MSCI USA UCITS ETF 1D	0.34%	Equity United States	265
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.14%	Equity World Multi-Factor Strategy	186
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	3,850
iShares MSCI North America UCITS ETF	0.32%	Equity North America	1,267
Amundi MSCI New Energy UCITS ETF Dist	6.77%	Equity World Utilities Social/Environmental Clean Energy	964
Franklin US Mega Cap 100 UCITS ETF Acc	0.48%	Equity United States Large Cap	102
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.78%	Equity United States Social/Environmental	63
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	0.24%	Equity World	47
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.39%	Equity World Social/Environmental	392
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Equity World Multi-Factor Strategy	516
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.34%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.23%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.24%	Equity World	48
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)	0.21%	Equity World	26,143
HSBC S&P 500 UCITS ETF USD (Acc)	0.34%	Equity United States	549
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.34%	Equity United States	43,161
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.22%	Equity World	1,367
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.47%	Equity World Social/Environmental	19
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,577
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.14%	Equity World Multi-Factor Strategy	1,096
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.24%	Equity World	5,125
Invesco FTSE All-World UCITS ETF Dist	0.19%	Equity World	222
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.44%	Equity United States Low Volatility/Risk Weighted	99
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.34%	Equity United States	76
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	96
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.60%	Equity World Dividend	57
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	100
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental	14,290
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.35%	Equity United States	59
JPMorgan Climate Change Solutions Active UCITS ETF USD (Acc)	4.42%	Equity World Social/Environmental Climate Change	83
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.25%	Equity World Social/Environmental	102
JPMorgan Active US Equity UCITS ETF USD (dist)	1.17%	Equity United States Social/Environmental	5
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.37%	Equity United States Social/Environmental Climate Change	3,202
Amundi Prime Global UCITS ETF Dist	0.25%	Equity World	1,144
Xtrackers MSCI World UCITS ETF 1C	0.24%	Equity World	18,157
JPMorgan Active US Equity UCITS ETF USD (acc)	1.17%	Equity United States Social/Environmental	41
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	7
iShares World Equity High Income UCITS ETF USD (Acc)	0.37%	Equity World Social/Environmental	14
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental	4
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	56
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.28%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.24%	Equity World	515
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental Multi-Asset Strategy	1,604
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.71%	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)	0.41%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.24%	Equity World Social/Environmental Climate Change	1,123
UBS Core S&P 500 UCITS ETF USD acc	0.34%	Equity United States	1,406
Amundi Prime All Country World UCITS ETF Dist	0.21%	Equity World	3,844
State Street SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	6.04%	Equity World Social/Environmental	4
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.56%	Equity United States Social/Environmental	441
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.27%	Equity World Social/Environmental	95
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.25%	Equity United States Social/Environmental	402
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.39%	Equity World Social/Environmental	14
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States Social/Environmental	760
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.34%	Equity North America Social/Environmental Climate Change	43
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.36%	Equity United States Low Volatility/Risk Weighted	91
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.37%	Equity United States Social/Environmental	1,087
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.34%	Equity United States	329
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (Dist)	1.74%	Equity United States Technology Covered Call Alternative Investments	2
Franklin Core US Enhanced Equity UCITS ETF Acc	0.12%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.19%	Equity World	40
Invesco US Enhanced Equity UCITS ETF Acc	0.24%	Equity United States Multi-Factor Strategy	68
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.96%	Equity United States Social/Environmental Climate Change	2
State Street SPDR MSCI World Utilities UCITS ETF USD	8.26%	Equity World Utilities	71
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	365
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.35%	Equity United States	613
Franklin US Dividend Tilt UCITS ETF (Dis)	0.28%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.10%	Equity United States Social/Environmental Multi-Asset Strategy	1,061
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	1.02%	Equity United States Multi-Factor Strategy	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.34%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	0.34%	Equity United States	476

Performance

Returns overview

YTD	+17.85%
1 month	-0.37%
3 months	+6.85%
6 months	+12.32%
1 year	+41.09%
3 years	+17.24%
5 years	+32.11%
Since inception (MAX)	+58.80%
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).