NextEra Energy, Inc.

ISIN US65339F1012

WKN A1CZ4H

Market cap (in EUR)

141,122 m

Country

United States

Sector

Utilities

Dividend yield

2.84%

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Overview

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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	141,122 m
EPS, EUR	2.85
P/B ratio	3.1
P/E ratio	25.3
Dividend yield	2.84%

Income statement (2024)

Revenue, EUR	22,563 m
Net income, EUR	6,421 m
Profit margin	28.46%

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What ETF is NextEra Energy, Inc. in?

There are 321 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 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)	0.06%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.20%	Equity World	688
Xtrackers MSCI USA Screened UCITS ETF 1C	0.30%	Equity United States Social/Environmental	213
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	669
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.14%	Equity United States Social/Environmental Climate Change	481
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	721
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	35
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental	13,326
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Low Volatility/Risk Weighted	72
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.28%	Equity United States Social/Environmental	30
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF	1.61%	Equity World Infrastructure Multi-Asset Strategy	1,346
Amundi MSCI USA Screened UCITS ETF Acc	0.30%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.28%	Equity United States	48
SPDR S&P 500 UCITS ETF (Acc)	0.29%	Equity United States	11,438
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.37%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD dis	0.20%	Equity World	1,287
iShares MSCI World Utilities Sector Advanced UCITS ETF USD (Acc)	8.43%	Equity World Utilities Social/Environmental	7
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	12.17%	Equity United States Utilities	680
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.11%	Equity World Equal Weighted	22
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental	1,656
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	34
Guinness Sustainable Energy UCITS ETF Accumulating	4.11%	Equity World Social/Environmental Climate Change	15
iShares MSCI ACWI UCITS ETF USD (Dist)	0.18%	Equity World	0
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	1.27%	Equity United States Dividend	15
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.19%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	0.63%	Equity United States Value	428
Amundi Core MSCI USA UCITS ETF Acc	0.29%	Equity United States	2,653
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.14%	Equity United States Social/Environmental Climate Change	2,066
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.13%	Equity United States Social/Environmental Climate Change	415
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.62%	Equity United States Social/Environmental	1,054
iShares World Equity High Income UCITS ETF USD (Dist)	0.38%	Equity World Social/Environmental	153
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.29%	Equity United States Social/Environmental	1,085
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	309
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.23%	Equity United States Multi-Factor Strategy	153
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.18%	Equity World	348
iShares Global Infrastructure UCITS ETF USD (Dist)	5.70%	Equity World Infrastructure	1,476
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.62%	Equity United States Social/Environmental	7
iShares U.S. Equity High Income UCITS ETF USD (Dist)	0.03%	Equity United States Social/Environmental	32
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.51%	Equity United States Social/Environmental	34
JPMorgan Active US Value UCITS ETF USD (dist)	0.92%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.06%	Equity World Multi-Asset Strategy	14
Fidelity Global Quality Income UCITS ETF ACC-USD	0.56%	Equity World Dividend	11
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.28%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.50%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.17%	Equity World	65
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.67%	Equity World Covered Call Alternative Investments	72
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.18%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.20%	Equity World	4,457
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.54%	Equity United States Covered Call Alternative Investments	21
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.62%	Equity United States Social/Environmental	8,993
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.45%	Equity World Social/Environmental	434
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.36%	Equity United States Social/Environmental Climate Change	157
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	1
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.28%	Equity United States	575
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.69%	Equity World Social/Environmental Climate Change	131
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.28%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	206
UBS MSCI ACWI Universal UCITS ETF USD dis	0.25%	Equity World Social/Environmental	1,866
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.27%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.20%	Equity World	700
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.59%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.40%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.45%	Equity World Social/Environmental	322
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.69%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	186
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	11.38%	Equity World Utilities Social/Environmental	190
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.45%	Equity World Dividend	6,396
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.06%	Equity United States Multi-Factor Strategy	74
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.11%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.29%	Equity United States	62
L&G Clean Energy UCITS ETF	1.83%	Equity World Utilities Social/Environmental Clean Energy	307
iShares Core S&P 500 UCITS ETF USD (Dist)	0.29%	Equity United States	17,364
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.28%	Equity United States Social/Environmental	230
Xtrackers Portfolio Income UCITS ETF 1D	0.04%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.23%	Equity United States Equal Weighted	635
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.17%	Equity World Multi-Asset Strategy	864
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.27%	Equity World Low Volatility/Risk Weighted Climate Change	4
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.83%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.23%	Equity World Social/Environmental Climate Change	269
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.19%	Equity United States Multi-Factor Strategy	34
Amundi Prime Global UCITS ETF Acc	0.22%	Equity World	1,018
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	21
Fidelity Global Quality Value UCITS ETF ACC-USD	0.56%	Equity World Multi-Factor Strategy	4
iShares Global Infrastructure UCITS ETF USD (Acc)	5.70%	Equity World Infrastructure	72
HSBC MSCI World UCITS ETF USD	0.20%	Equity World	12,514
UBS Core S&P 500 UCITS ETF hEUR acc	0.29%	Equity United States	257
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	1
L&G Global Equity UCITS ETF	0.21%	Equity World Social/Environmental	939
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.45%	Equity World Dividend	1,391
Invesco MSCI World Universal Screened UCITS ETF Acc	0.32%	Equity World Social/Environmental	203
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.25%	Equity World Social/Environmental	47
UBS Core MSCI World UCITS ETF hGBP dis	0.20%	Equity World	92
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.25%	Equity World Social/Environmental	1,375
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.17%	Equity World Multi-Asset Strategy	64
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.40%	Equity World Social/Environmental	165
Xtrackers MSCI USA UCITS ETF 1C	0.28%	Equity United States	9,121
UBS Core MSCI World UCITS ETF hEUR acc	0.20%	Equity World	292
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.28%	Equity United States	328
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.19%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.25%	Equity World Social/Environmental	197
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.20%	Equity World	962
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.22%	Equity World Social/Environmental	114
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.28%	Equity United States	472
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	16
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.10%	Equity United States Large Cap	19
Amundi Core MSCI World UCITS ETF Acc	0.21%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.45%	Equity World Social/Environmental	5,121
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.37%	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
UBS Core MSCI USA UCITS ETF hGBP acc	0.28%	Equity United States	56
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.11%	Equity World Multi-Asset Strategy	662
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.20%	Equity World	404
iShares Core MSCI World UCITS ETF USD (Acc)	0.20%	Equity World	108,583
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.29%	Equity United States	2,966
SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	12.26%	Equity United States Utilities	188
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.36%	Equity United States Covered Call Alternative Investments	54
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	1.33%	Equity North America Dividend	109
iShares Core S&P 500 UCITS ETF USD (Acc)	0.29%	Equity United States	114,310
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	71
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.29%	Equity United States	89
Invesco CoinShares Global Blockchain UCITS ETF Acc	1.39%	Equity World Technology Blockchain	722
L&G US Equity UCITS ETF	0.29%	Equity United States Social/Environmental	1,001
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.20%	Equity World	665
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.21%	Equity World	21
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.40%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.28%	Equity United States	1,178
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.18%	Equity World	18,562
Xtrackers Global Infrastructure ESG UCITS ETF 1C 1C	3.43%	Equity World Infrastructure Social/Environmental	7
UBS MSCI USA Universal UCITS ETF USD acc	0.43%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	6
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.51%	Equity United States Social/Environmental	4
SPDR MSCI All Country World UCITS ETF (Acc)	0.17%	Equity World	7,078
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.38%	Equity World	200
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.37%	Equity United States Social/Environmental Climate Change	5
iShares MSCI USA UCITS ETF (Acc)	0.28%	Equity United States	2,755
Fidelity Global Quality Income UCITS ETF INC-USD	0.56%	Equity World Dividend	671
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.37%	Equity United States Social/Environmental Climate Change	1
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.35%	Equity World	6
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 EUR Hedged (Acc)	0.19%	Equity World Social/Environmental	181
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental	957
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.87%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.28%	Equity United States	1
Amundi MSCI World Screened UCITS ETF Acc	0.23%	Equity World Social/Environmental	917
UBS Core S&P 500 UCITS ETF USD dis	0.29%	Equity United States	1,050
UBS Core S&P 500 UCITS ETF hCHF acc	0.29%	Equity United States	398
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.11%	Equity World Multi-Asset Strategy	87
L&G S&P 100 UCITS ETF USD Acc	0.40%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.28%	Equity United States	527
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.83%	Equity United States Buffer Alternative Investments	6
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.35%	Equity United States Social/Environmental Climate Change	427
UBS Core MSCI World UCITS ETF USD acc	0.20%	Equity World	5,308
JPMorgan Active US Value UCITS ETF USD (acc)	0.92%	Equity United States Value	59
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.69%	Equity World Social/Environmental Climate Change	425
Fidelity US Quality Income UCITS ETF ACC-USD	0.90%	Equity United States Dividend	227
iShares Core MSCI World UCITS ETF USD (Dist)	0.20%	Equity World	506
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	7,308
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.36%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.51%	Equity United States Social/Environmental	2,811
Xtrackers MSCI World Utilities UCITS ETF 1C	7.73%	Equity World Utilities	488
Invesco FTSE RAFI All World 3000 UCITS ETF	0.16%	Equity World Fundamental/Quality	136
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	182
SPDR S&P US Dividend Aristocrats UCITS ETF	1.36%	Equity United States Dividend	2,806
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.40%	Equity World Social/Environmental	2
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.27%	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	0.18%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.28%	Equity United States	2,773
JPMorgan Active US Equity UCITS ETF EUR Hedged (acc)	1.35%	Equity United States Social/Environmental	5
Amundi Prime All Country World UCITS ETF Acc	0.19%	Equity World	814
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.87%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.45%	Equity World Social/Environmental	17
UBS MSCI World UCITS ETF USD dis	0.21%	Equity World	1,337
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.10%	Equity United States Low Volatility/Risk Weighted	4
Vanguard FTSE Developed World UCITS ETF Acc	0.20%	Equity World	4,742
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.45%	Equity World Social/Environmental	1,907
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.36%	Equity United States	322
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	370
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.22%	Equity World Social/Environmental	383
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.36%	Equity United States Covered Call Alternative Investments	2,122
Fidelity US Quality Income UCITS ETF INC-USD	0.90%	Equity United States Dividend	1,204
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.16%	Equity World	3,911
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.67%	Equity World Covered Call Alternative Investments	1,127
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.62%	Equity United States Low Volatility/Risk Weighted	58
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	0.90%	Equity United States Dividend	6
Franklin S&P 500 Screened UCITS ETF Acc	0.49%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental	1,347
SPDR S&P 500 UCITS ETF (Dist)	0.29%	Equity United States	15,166
SPDR MSCI World UCITS ETF	0.20%	Equity World	13,733
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	56
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.16%	Equity World	70
Vanguard FTSE Developed World UCITS ETF Distributing	0.20%	Equity World	3,479
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.56%	Equity World Dividend	19
Invesco FTSE RAFI US 1000 UCITS ETF	0.38%	Equity United States Fundamental/Quality	565
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.27%	Equity North America	2,108
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	5.70%	Equity World Infrastructure	41
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.54%	Equity United States Covered Call Alternative Investments	221
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.25%	Equity World Social/Environmental	782
HSBC S&P 500 UCITS ETF USD	0.29%	Equity United States	7,042
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.14%	Equity United States Social/Environmental Climate Change	2,372
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	42
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	1,048
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.28%	Equity United States	477
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.20%	Equity World	314
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.20%	Equity World	245
Xtrackers MSCI World Screened UCITS ETF 1D	0.21%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.19%	Equity World Social/Environmental	4,892
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	11.38%	Equity World Utilities Social/Environmental	19
Invesco FTSE All-World UCITS ETF Acc	0.18%	Equity World	2,119
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	0.29%	Equity United States	25,377
UBS Core MSCI USA UCITS ETF USD acc	0.28%	Equity United States	2,053
iShares MSCI World Screened UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental	943
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.23%	Equity United States Equal Weighted	280
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	7,053
HSBC MSCI World UCITS ETF CHF hedged	0.20%	Equity World	50
iShares MSCI World Screened UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental	4,481
Amundi Core MSCI World UCITS ETF USD Dist	0.21%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.25%	Equity World Social/Environmental	286
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental	133
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.33%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.29%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.30%	Equity United States	7
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.08%	Equity World Low Volatility/Risk Weighted	253
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.69%	Equity World Social/Environmental Climate Change	5
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.25%	Equity World Social/Environmental	107
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.58%	Equity United States Value	238
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.27%	Equity North America	2,478
Xtrackers S&P 500 UCITS ETF 4C	0.28%	Equity United States	909
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.62%	Equity United States Social/Environmental	933
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.45%	Equity World Social/Environmental	791
Amundi MSCI New Energy UCITS ETF Acc	7.42%	Equity World Utilities Social/Environmental Clean Energy	45
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.30%	Equity United States Social/Environmental	15
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.62%	Equity United States Low Volatility/Risk Weighted	1,173
iShares MSCI World UCITS ETF (Dist)	0.20%	Equity World	7,356
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.92%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	67
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.56%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.20%	Equity World	1,523
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.30%	Equity United States	1,241
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	0.90%	Equity United States Dividend	52
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.29%	Equity United States	7,994
SPDR S&P 500 EUR Hedged UCITS ETF	0.29%	Equity United States	2,423
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.18%	Equity World	26,469
HSBC MSCI World UCITS ETF USD (Acc)	0.20%	Equity World	1,439
Xtrackers MSCI USA UCITS ETF 1D	0.28%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.17%	Equity World Multi-Factor Strategy	144
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental	4,421
iShares MSCI North America UCITS ETF	0.27%	Equity North America	1,090
Amundi MSCI New Energy UCITS ETF Dist	7.42%	Equity World Utilities Social/Environmental Clean Energy	687
Franklin US Mega Cap 100 UCITS ETF Acc	0.37%	Equity United States Large Cap	96
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.62%	Equity United States Social/Environmental	56
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.29%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.20%	Equity World	37
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.24%	Equity World Social/Environmental	379
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.28%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.19%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.20%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.18%	Equity World	21,254
HSBC S&P 500 UCITS ETF USD (Acc)	0.29%	Equity United States	455
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.29%	Equity United States	42,491
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.17%	Equity World	959
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.40%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,217
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.17%	Equity World Multi-Factor Strategy	770
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.21%	Equity World	4,849
Invesco FTSE All-World UCITS ETF Dist	0.18%	Equity World	180
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.62%	Equity United States Low Volatility/Risk Weighted	99
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.28%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.06%	Equity World Multi-Asset Strategy	85
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.56%	Equity World Dividend	53
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.19%	Equity United States Multi-Factor Strategy	87
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental	13,897
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.28%	Equity United States	62
JPMorgan Climate Change Solutions UCITS ETF USD (Acc)	4.44%	Equity World Social/Environmental Climate Change	65
JPMorgan Active US Equity UCITS ETF USD (dist)	1.35%	Equity United States Social/Environmental	7
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.22%	Equity World	1,002
Xtrackers MSCI World UCITS ETF 1C	0.20%	Equity World	16,176
JPMorgan Active US Equity UCITS ETF USD (acc)	1.35%	Equity United States Social/Environmental	46
iShares World Equity High Income UCITS ETF USD (Acc)	0.38%	Equity World Social/Environmental	11
iShares U.S. Equity High Income UCITS ETF USD (Acc)	0.03%	Equity United States Social/Environmental	2
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.19%	Equity World Social/Environmental Multi-Asset Strategy	40
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.25%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.20%	Equity World	456
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	967
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.59%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.36%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.23%	Equity World Social/Environmental Climate Change	1,207
UBS Core S&P 500 UCITS ETF USD acc	0.29%	Equity United States	894
Amundi Prime All Country World UCITS ETF Dist	0.19%	Equity World	2,634
SPDR MSCI Resilient Future UCITS ETF USD Unhedged (Acc)	5.72%	Equity World Social/Environmental	4
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.62%	Equity United States	134
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.25%	Equity World Social/Environmental	1,188
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.22%	Equity World Social/Environmental	83
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.08%	Equity United States Social/Environmental	520
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.24%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.30%	Equity United States Social/Environmental	931
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.33%	Equity North America Social/Environmental Climate Change	43
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.30%	Equity United States Low Volatility/Risk Weighted	115
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.31%	Equity United States Social/Environmental	1,319
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.28%	Equity United States	264
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.18%	Equity World	15
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.87%	Equity United States Social/Environmental Climate Change	1
SPDR MSCI World Utilities UCITS ETF USD	7.84%	Equity World Utilities	46
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.01%	Equity World Social/Environmental Climate Change	247
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.28%	Equity United States	520
Franklin US Dividend Tilt UCITS ETF (Dis)	0.21%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental Multi-Asset Strategy	1,001
Fidelity US Quality Value UCITS ETF ACC-USD	0.92%	Equity United States Multi-Factor Strategy	1
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.29%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.28%	Equity United States	449

Performance

Returns overview

YTD	+3.50%
1 month	-7.28%
3 months	+10.49%
6 months	+13.02%
1 year	+2.16%
3 years	-15.35%
5 years	+6.37%
Since inception (MAX)	+33.73%
2024	+18.93%
2023	-31.25%
2022	+2.60%
2021	+21.99%

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).