NextEra Energy, Inc.

ISIN US65339F1012

WKN A1CZ4H

Market cap (in EUR)

157,210 m

Country

United States

Sector

Utilities

Dividend yield

2.65%

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	157,210 m
EPS, EUR	3.40
P/B ratio	3.3
P/E ratio	22.2
Dividend yield	2.65%

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 346 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	20
UBS Core MSCI World UCITS ETF hCHF acc	0.24%	Equity World	987
Xtrackers MSCI USA Screened UCITS ETF 1C	0.37%	Equity United States Social/Environmental	661
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	738
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.17%	Equity United States Social/Environmental Climate Change	321
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,263
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	44
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.56%	Equity United States Social/Environmental	14,622
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	52
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	27
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.29%	Equity United States Social/Environmental	57
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.61%	Equity World Infrastructure Multi-Asset Strategy	1,186
Amundi MSCI USA Screened UCITS ETF Acc	0.37%	Equity United States Social/Environmental	868
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.33%	Equity United States	45
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.34%	Equity United States	15,054
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	1,839
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	1,026
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.56%	Equity United States Social/Environmental	1,572
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	41
Guinness Sustainable Energy UCITS ETF Accumulating	4.99%	Equity World Social/Environmental Climate Change	17
iShares MSCI ACWI UCITS ETF USD (Dist)	0.21%	Equity World	6
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	4
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	25
UBS MSCI USA Value UCITS ETF USD dis	0.64%	Equity United States Value	488
Amundi Core MSCI USA UCITS ETF Acc	0.33%	Equity United States	3,333
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	1,390
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.16%	Equity United States Social/Environmental Climate Change	387
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.78%	Equity United States Social/Environmental	1,044
Franklin U.S. Equity UCITS ETF	0.51%	Equity United States Multi-Factor Strategy	72
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.53%	Equity United States Social/Environmental	1,314
iShares World Equity High Income UCITS ETF USD (Dist)	0.37%	Equity World Social/Environmental	363
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	359
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.18%	Equity World	612
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.56%	Equity World Multi-Factor Strategy	223
iShares Global Infrastructure UCITS ETF USD (Dist)	5.94%	Equity World Infrastructure	2,112
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.78%	Equity United States Social/Environmental	47
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.21%	Equity United States Social/Environmental	54
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.22%	Equity United States Social/Environmental	37
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	3
JPMorgan US Value Equity Active 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	16
Fidelity Global Quality Income UCITS ETF ACC-USD	0.60%	Equity World Dividend	23
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.28%	Equity United States Social/Environmental Multi-Asset Strategy	20
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	91
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.69%	Equity World Covered Call Alternative Investments	67
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.19%	Equity World	51
Xtrackers MSCI World UCITS ETF 1D	0.24%	Equity World	4,931
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.74%	Equity United States Covered Call Alternative Investments	35
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.78%	Equity United States Social/Environmental	10,166
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.54%	Equity World Social/Environmental	548
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	437
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.90%	Equity World Social/Environmental Climate Change	137
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.69%	Equity World Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	1.74%	Equity United States Covered Call Alternative Investments	40
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.35%	Equity United States	56
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	263
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.37%	Equity United States Social/Environmental Climate Change	2,103
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	738
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	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.54%	Equity World Social/Environmental	67
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.82%	Equity United States	27
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	222
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	8,265
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	81
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	35
UBS Core S&P 500 UCITS ETF hGBP dis	0.34%	Equity United States	89
L&G Clean Energy UCITS ETF	1.61%	Equity World Utilities Social/Environmental Clean Energy	762
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.39%	Equity World Social/Environmental	106
iShares Core S&P 500 UCITS ETF USD (Dist)	0.35%	Equity United States	18,873
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.29%	Equity United States Social/Environmental	404
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.22%	Equity World Social/Environmental	60
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,007
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.17%	Equity World Multi-Asset Strategy	1,085
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	436
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	140
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.20%	Equity United States Multi-Factor Strategy	39
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	1,953
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	26
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.59%	Equity World Value	5
iShares Global Infrastructure UCITS ETF USD (Acc)	5.94%	Equity World Infrastructure	132
HSBC MSCI World UCITS ETF USD	0.24%	Equity World	13,248
UBS Core S&P 500 UCITS ETF hEUR acc	0.34%	Equity United States	259
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	1,288
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.48%	Equity World Dividend	2,288
Invesco MSCI World Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	240
UBS Core MSCI World UCITS ETF hGBP dis	0.24%	Equity World	103
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	79
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.47%	Equity World Social/Environmental	201
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental Climate Change	321
Xtrackers MSCI USA UCITS ETF 1C	0.34%	Equity United States	10,834
UBS Core MSCI World UCITS ETF hEUR acc	0.24%	Equity World	782
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.33%	Equity United States	192
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	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.39%	Equity World Social/Environmental	230
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.24%	Equity World	1,133
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.25%	Equity World Social/Environmental	462
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.33%	Equity United States	584
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	85
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.03%	Equity United States Large Cap	29
Amundi Core MSCI World UCITS ETF Acc	0.24%	Equity World	13,518
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.54%	Equity World Social/Environmental	5,473
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	7
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.78%	Equity United States Social/Environmental	23
UBS Core MSCI USA UCITS ETF hGBP acc	0.33%	Equity United States	48
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	831
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	462
iShares Core MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	121,366
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.35%	Equity United States	2,183
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	13.62%	Equity United States Utilities	194
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.42%	Equity United States Covered Call Alternative Investments	114
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.32%	Equity World Social/Environmental Climate Change	5
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	1.48%	Equity North America Dividend	124
iShares Core S&P 500 UCITS ETF USD (Acc)	0.35%	Equity United States	127,647
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	94
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.30%	Equity United States	160
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.86%	Equity World Technology Blockchain	989
L&G US Equity UCITS ETF	0.35%	Equity United States Social/Environmental	1,306
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.24%	Equity World	742
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.24%	Equity World	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.47%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	0.33%	Equity United States	1,249
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.21%	Equity World	21,861
L&G Global Quality Dividends UCITS ETF USD Dist	0.19%	Equity World Dividend	146
Xtrackers Global Infrastructure ESG UCITS ETF 1C	4.42%	Equity World Infrastructure Social/Environmental	15
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	11,768
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	2
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	406
iShares MSCI USA UCITS ETF (Acc)	0.34%	Equity United States	4,080
Fidelity Global Quality Income UCITS ETF INC-USD	0.60%	Equity World Dividend	733
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	10
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.24%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.38%	Equity World Social/Environmental	258
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.38%	Equity World Social/Environmental	758
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	103
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	1,461
UBS Core S&P 500 UCITS ETF USD dis	0.34%	Equity United States	1,167
UBS Core S&P 500 UCITS ETF hCHF acc	0.34%	Equity United States	666
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	105
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	576
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	368
UBS Core MSCI World UCITS ETF USD acc	0.24%	Equity World	8,897
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.30%	Equity United States Value	64
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.90%	Equity World Social/Environmental Climate Change	288
Fidelity US Quality Income UCITS ETF ACC-USD	1.01%	Equity United States Dividend	277
iShares Core MSCI World UCITS ETF USD (Dist)	0.24%	Equity World	716
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,920
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	2,683
Xtrackers MSCI World Utilities UCITS ETF 1C	8.20%	Equity World Utilities	775
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.29%	Equity World Social/Environmental Multi-Asset Strategy	170
Invesco RAFI All-World Fundamental Value UCITS ETF	0.16%	Equity World Value	210
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	23
UBS MSCI USA NSL UCITS ETF USD acc	0.34%	Equity United States	2,978
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental Climate Change	38
JPMorgan US Equity Active UCITS ETF EUR Hedged (acc)	1.17%	Equity United States Social/Environmental	3
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.24%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.21%	Equity World	1,770
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 Active UCITS ETF GBP Hedged (dist)	0.54%	Equity World Social/Environmental	27
UBS MSCI World UCITS ETF USD dis	0.24%	Equity World	1,445
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	5,871
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.54%	Equity World Social/Environmental	1,648
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.41%	Equity United States	186
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	461
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.25%	Equity World Social/Environmental	499
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.42%	Equity United States Covered Call Alternative Investments	2,766
Fidelity US Quality Income UCITS ETF INC-USD	1.01%	Equity United States Dividend	1,244
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.19%	Equity World	5,379
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.69%	Equity World Covered Call Alternative Investments	1,206
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.44%	Equity United States Low Volatility/Risk Weighted	30
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	4
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.36%	Equity United States Social/Environmental	1,428
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.34%	Equity United States	301
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.34%	Equity United States	17,753
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.24%	Equity World	16,241
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	182
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.19%	Equity World	110
Vanguard FTSE Developed World UCITS ETF Distributing	0.23%	Equity World	3,927
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.60%	Equity World Dividend	23
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.32%	Equity United States Value	720
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.33%	Equity North America	2,630
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	5.94%	Equity World Infrastructure	70
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	330
HSBC S&P 500 UCITS ETF USD	0.34%	Equity United States	8,096
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.17%	Equity United States Social/Environmental Climate Change	2,072
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	65
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,284
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.33%	Equity United States	744
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.24%	Equity World	396
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.24%	Equity World	297
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	129
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.24%	Equity World	138
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.23%	Equity World Social/Environmental	5,678
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	3,137
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	29,135
UBS Core MSCI USA UCITS ETF USD acc	0.33%	Equity United States	2,620
iShares MSCI World Screened UCITS ETF USD (Dist)	0.27%	Equity World Social/Environmental	1,136
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.29%	Equity World Social/Environmental Multi-Asset Strategy	48
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	328
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.56%	Equity United States Social/Environmental	7,645
HSBC MSCI World UCITS ETF CHF hedged	0.24%	Equity World	86
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	16
iShares MSCI World Screened UCITS ETF USD (Acc)	0.27%	Equity World Social/Environmental	5,044
Amundi Core MSCI World UCITS ETF USD Dist	0.24%	Equity World	1,542
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.23%	Equity World Social/Environmental	2,186
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.34%	Equity North America Social/Environmental Climate Change	433
Amundi Core MSCI USA UCITS ETF Dist	0.33%	Equity United States	1,046
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.34%	Equity United States	17
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	6
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF USD (Acc)	0.09%	Equity World Low Volatility/Risk Weighted	213
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.90%	Equity World Social/Environmental Climate Change	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.34%	Equity United States	17
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.63%	Equity United States Value	481
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.33%	Equity North America	2,831
Xtrackers S&P 500 UCITS ETF 4C	0.35%	Equity United States	1,367
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.78%	Equity United States Social/Environmental	1,109
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.54%	Equity World Social/Environmental	907
Amundi MSCI New Energy UCITS ETF Acc	6.77%	Equity World Utilities Social/Environmental Clean Energy	198
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Social/Environmental	139
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.44%	Equity United States Low Volatility/Risk Weighted	1,473
iShares MSCI World UCITS ETF (Dist)	0.24%	Equity World	8,034
JPMorgan US Value Equity Active 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	89
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.60%	Equity World Dividend	42
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.24%	Equity World	1,745
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.34%	Equity United States	1,375
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.01%	Equity United States Dividend	82
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.34%	Equity United States	8,738
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.34%	Equity United States	2,431
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.21%	Equity World	39,257
HSBC MSCI World UCITS ETF USD (Acc)	0.24%	Equity World	1,854
Xtrackers MSCI USA UCITS ETF 1D	0.34%	Equity United States	276
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.14%	Equity World Multi-Factor Strategy	202
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	4,052
iShares MSCI North America UCITS ETF	0.32%	Equity North America	1,318
Amundi MSCI New Energy UCITS ETF Dist	6.77%	Equity World Utilities Social/Environmental Clean Energy	999
Franklin US Mega Cap 100 UCITS ETF Acc	0.48%	Equity United States Large Cap	115
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	49
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.39%	Equity World Social/Environmental	402
Invesco Global Enhanced Equity UCITS ETF Acc	0.15%	Equity World Multi-Factor Strategy	590
JPMorgan BetaBuilders US Equity UCITS ETF USD (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	51
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	64
iShares MSCI ACWI UCITS ETF USD (Acc)	0.21%	Equity World	28,162
HSBC S&P 500 UCITS ETF USD (Acc)	0.34%	Equity United States	611
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.34%	Equity United States	44,864
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.22%	Equity World	1,538
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.47%	Equity World Social/Environmental	20
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,545
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.14%	Equity World Multi-Factor Strategy	1,191
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.24%	Equity World	5,180
Invesco FTSE All-World UCITS ETF Dist	0.19%	Equity World	241
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.44%	Equity United States Low Volatility/Risk Weighted	126
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.34%	Equity United States	80
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	98
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.60%	Equity World Dividend	59
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.20%	Equity United States Multi-Factor Strategy	104
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental	14,979
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.35%	Equity United States	63
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	106
JPMorgan US Equity Active 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	2,987
Amundi Prime Global UCITS ETF Dist	0.25%	Equity World	1,563
Xtrackers MSCI World UCITS ETF 1C	0.24%	Equity World	18,996
JPMorgan US Equity Active UCITS ETF USD (acc)	1.17%	Equity United States Social/Environmental	40
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.15%	Equity World Multi-Factor Strategy	8
iShares World Equity High Income UCITS ETF USD (Acc)	0.37%	Equity World Social/Environmental	16
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.21%	Equity United States Social/Environmental	3
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	60
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.28%	Equity World Social/Environmental Climate Change	17
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.24%	Equity World	534
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.29%	Equity World Social/Environmental Multi-Asset Strategy	1,740
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	1,006
UBS Core S&P 500 UCITS ETF USD acc	0.34%	Equity United States	1,474
Amundi Prime All Country World UCITS ETF Dist	0.21%	Equity World	4,099
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	430
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.27%	Equity World Social/Environmental	99
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.25%	Equity United States Social/Environmental	479
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.39%	Equity World Social/Environmental	15
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States Social/Environmental	775
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.34%	Equity North America Social/Environmental Climate Change	39
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.36%	Equity United States Low Volatility/Risk Weighted	89
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.37%	Equity United States Social/Environmental	1,157
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.34%	Equity United States	348
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	1.74%	Equity United States Technology Covered Call Alternative Investments	3
Franklin Core US Enhanced Equity UCITS ETF Acc	0.12%	Equity United States Multi-Factor Strategy	5
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.19%	Equity World	50
Invesco US Enhanced Equity UCITS ETF Acc	0.24%	Equity United States Multi-Factor Strategy	80
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	76
HSBC Developed World Screened Equity UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	384
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.35%	Equity United States	640
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	1,094
Fidelity US Value Research Enhanced UCITS ETF ACC-USD	1.02%	Equity United States Value	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.34%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	0.34%	Equity United States	493

Performance

Returns overview

YTD	+9.64%
1 month	-6.82%
3 months	-6.10%
6 months	-0.09%
1 year	+29.64%
3 years	+9.07%
5 years	+26.50%
Since inception (MAX)	+47.74%
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).