Otis Worldwide

ISIN US68902V1070

WKN A2P1UZ

Market cap (in EUR)

30,194 m

Country

United States

Sector

Business Services

Dividend yield

1.83%

Overview

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Description

Otis Worldwide Corp. engages in the manufacture, installation, and provision of escalator and escalator services. It operates through the New Equipment and Service segments. The New Equipment segment designs, manufactures, sells, and installs a wide range of passenger and freight elevators. The Service segment offers maintenance and repair services, and modernization services to upgrade elevators and escalators. The company was founded by Elisha Graves Otis in 1853 and is headquartered in Farmington, CT.

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Business Services Business Support Services United States

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Financials

Key metrics

Market capitalisation, EUR	30,194 m
EPS, EUR	3.07
P/B ratio	-
P/E ratio	26.6
Dividend yield	1.83%

Income statement (2024)

Revenue, EUR	13,184 m
Net income, EUR	1,521 m
Profit margin	11.53%

What ETF is Otis Worldwide in?

There are 331 ETFs which contain Otis Worldwide. All of these ETFs are listed in the table below. The ETF with the largest weighting of Otis Worldwide is the WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.10%	Equity United States Multi-Factor Strategy	9
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.07%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.05%	Equity World	708
Xtrackers MSCI USA Screened UCITS ETF 1C	0.07%	Equity United States Social/Environmental	229
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.61%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	681
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.12%	Equity United States Social/Environmental Climate Change	482
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	750
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	36
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental	13,480
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.05%	Equity United States Social/Environmental	30
Amundi MSCI USA Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	2
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.06%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.12%	Equity United States Social/Environmental	367
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.09%	Equity United States Social/Environmental	548
SPDR S&P 500 UCITS ETF (Acc)	0.06%	Equity United States	11,654
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,318
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.16%	Equity World Fundamental/Quality	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.37%	Equity United States Equal Weighted	609
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.12%	Equity United States Social/Environmental	1,684
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.04%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.05%	Equity World Social/Environmental	64
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.12%	Equity United States Social/Environmental Climate Change	419
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	2,103
UBS MSCI USA Value UCITS ETF USD dis	0.09%	Equity United States Value	429
Amundi Core MSCI USA UCITS ETF Acc	0.07%	Equity United States	2,697
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	495
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.38%	Equity United States Social/Environmental	1,057
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	314
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.08%	Equity United States Multi-Factor Strategy	155
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.03%	Equity World	375
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.38%	Equity United States Social/Environmental	7
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.06%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,727
UBS S&P 500 ESG Elite UCITS ETF USD dis	0.31%	Equity United States Social/Environmental	401
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.07%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Fidelity Global Quality Income UCITS ETF ACC-USD	0.31%	Equity World Dividend	11
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.07%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.11%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.04%	Equity World	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,528
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.42%	Equity United States Covered Call Alternative Investments	24
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.38%	Equity United States Social/Environmental	9,067
Xtrackers MSCI World ESG UCITS ETF 1C	0.10%	Equity World Social/Environmental	5,854
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.27%	Equity World Social/Environmental	442
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.08%	Equity United States Social/Environmental Climate Change	158
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.37%	Equity United States Equal Weighted	1,049
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	583
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	210
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	47
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	1,906
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.15%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	643
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.24%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.27%	Equity World Social/Environmental	326
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.16%	Equity World Fundamental/Quality	2
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.10%	Equity United States Multi-Factor Strategy	94
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.15%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	191
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.37%	Equity United States Equal Weighted	3
Xtrackers MSCI World Industrials UCITS ETF 1C	0.41%	Equity World Industrials	503
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	63
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.34%	Equity United States Equal Weighted	2,048
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	17,558
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.05%	Equity United States Social/Environmental	235
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.34%	Equity World Social/Environmental Climate Change	251
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	480
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	654
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	886
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	1
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.09%	Equity United States Social/Environmental	20
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.28%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.01%	Equity World Social/Environmental Climate Change	269
Amundi Prime Global UCITS ETF Acc	0.05%	Equity World	1,018
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	0.35%	Equity World Industrials Social/Environmental	88
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.10%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.19%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.05%	Equity World	12,704
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	259
L&G Global Equity UCITS ETF	0.05%	Equity World Social/Environmental	953
Invesco MSCI World Universal Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	207
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.16%	Equity World Fundamental/Quality	296
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	48
SPDR S&P U.S. Industrials Select Sector UCITS ETF USD	0.77%	Equity United States Industrials	386
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,390
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.24%	Equity World Social/Environmental	166
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental Climate Change	454
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	9,209
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	306
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.06%	Equity United States	329
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.10%	Equity World Social/Environmental	896
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	0.04%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	974
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.34%	Equity United States Equal Weighted	119
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.04%	Equity World Social/Environmental	117
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	17
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.06%	Equity United States	472
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.07%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.27%	Equity World Social/Environmental	5,190
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.07%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.12%	Equity United States Social/Environmental	464
UBS Core MSCI USA UCITS ETF hGBP acc	0.06%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	677
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.18%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	354
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	110,506
UBS S&P 500 ESG Elite UCITS ETF USD acc	0.31%	Equity United States Social/Environmental	176
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	3,000
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.07%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	115,706
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	73
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.07%	Equity North America Social/Environmental	309
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.06%	Equity United States	94
L&G US Equity UCITS ETF	0.06%	Equity United States Social/Environmental	1,000
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	673
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	21
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.09%	Equity United States Social/Environmental	315
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.24%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.06%	Equity United States	1,193
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,981
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.07%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.09%	Equity United States Social/Environmental	940
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.06%	Equity United States Social/Environmental	5
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.16%	Equity World Fundamental/Quality	635
SPDR MSCI All Country World UCITS ETF (Acc)	0.04%	Equity World	7,348
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers World Equity Enhanced Active UCITS ETF 1C 1C	0.12%	Equity World	203
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental Climate Change	5
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Multi-Factor Strategy	72
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	2,802
Fidelity Global Quality Income UCITS ETF INC-USD	0.31%	Equity World Dividend	681
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.12%	Equity United States Social/Environmental Climate Change	12
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.09%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.07%	Equity World Multi-Factor Strategy	188
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.08%	Equity World	13
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental Climate Change	2
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.06%	Equity World Social/Environmental	187
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.06%	Equity World Social/Environmental	977
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.27%	Equity United States Social/Environmental Climate Change	1
Amundi MSCI Smart Cities UCITS ETF - Acc	1.01%	Equity World Infrastructure Social/Environmental	68
Xtrackers S&P 500 UCITS ETF 4D	0.06%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	739
Amundi S&P 500 Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	917
Xtrackers MSCI USA ESG UCITS ETF 1C	0.14%	Equity United States Social/Environmental	8,373
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,062
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.19%	Equity United States Fundamental/Quality	40
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	504
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	88
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	536
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.28%	Equity United States Buffer Alternative Investments	7
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	5,818
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.34%	Equity World Social/Environmental Climate Change	44
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.09%	Equity United States Social/Environmental	324
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.34%	Equity World Social/Environmental Climate Change	208
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	514
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,437
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental	2,855
Invesco FTSE RAFI All World 3000 UCITS ETF	0.05%	Equity World Fundamental/Quality	139
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	1.36%	Equity World Social/Environmental	347
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.27%	Equity United States Social/Environmental Climate Change	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.24%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.06%	Equity United States Social/Environmental Climate Change	6
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.19%	Equity United States Fundamental/Quality	155
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.13%	Equity United States Social/Environmental	29
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,809
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.61%	Equity United States Low Volatility/Risk Weighted	5
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental Climate Change	34
Amundi Prime All Country World UCITS ETF Acc	0.04%	Equity World	814
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.27%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.27%	Equity World Social/Environmental	18
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,357
iShares Smart City Infrastructure UCITS ETF USD (Acc)	1.16%	Equity World Infrastructure Social/Environmental	310
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	4,872
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.27%	Equity World Social/Environmental	1,934
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.08%	Equity United States	326
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	369
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.04%	Equity World Social/Environmental	400
iShares Smart City Infrastructure UCITS ETF USD (Dist)	1.16%	Equity World Infrastructure Social/Environmental	34
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.07%	Equity World Social/Environmental Climate Change	141
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.00%	Equity World	4,067
VanEck Morningstar US Wide Moat UCITS ETF A	1.31%	Equity United States Equal Weighted Moat	38
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C 1C	0.11%	Equity United States Social/Environmental	10
Franklin S&P 500 Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	3
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.08%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.07%	Equity United States Social/Environmental	1,364
SPDR S&P 500 UCITS ETF (Dist)	0.06%	Equity United States	15,314
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	168
SPDR MSCI World UCITS ETF	0.04%	Equity World	14,002
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	59
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.13%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.00%	Equity World	73
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,527
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	0.31%	Equity World Dividend	19
Invesco FTSE RAFI US 1000 UCITS ETF	0.05%	Equity United States Fundamental/Quality	576
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.06%	Equity North America	2,141
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.42%	Equity United States Covered Call Alternative Investments	226
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	789
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	7,142
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.12%	Equity United States Social/Environmental Climate Change	2,398
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	45
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,102
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.09%	Equity United States Social/Environmental	1,717
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	322
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.06%	Equity United States	493
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	250
Xtrackers MSCI World Screened UCITS ETF 1D	0.05%	Equity World Social/Environmental	121
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,009
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.13%	Equity United States Social/Environmental	189
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	2,210
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.11%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	25,892
UBS Core MSCI USA UCITS ETF USD acc	0.06%	Equity United States	2,076
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	959
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.14%	Equity United States Social/Environmental	133
SPDR MSCI World Industrials UCITS ETF	0.40%	Equity World Industrials	119
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	283
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	7,144
HSBC MSCI World UCITS ETF CHF hedged	0.05%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.10%	Equity World Social/Environmental	283
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,708
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	292
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	144
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.07%	Equity North America Social/Environmental Climate Change	620
Amundi Core MSCI USA UCITS ETF Dist	0.07%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.07%	Equity United States	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.12%	Equity United States Value	252
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.06%	Equity North America	2,505
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	925
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.38%	Equity United States Social/Environmental	947
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.27%	Equity World Social/Environmental	800
Xtrackers MSCI USA Industrials UCITS ETF 1D	0.74%	Equity United States Industrials	292
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.34%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.07%	Equity United States Social/Environmental	15
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.09%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,451
VanEck Morningstar US SMID Moat UCITS ETF A	0.73%	Equity United States Small Cap Moat	11
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	68
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	0.31%	Equity World Dividend	36
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,543
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,263
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.06%	Equity United States	8,120
SPDR S&P 500 EUR Hedged UCITS ETF	0.06%	Equity United States	2,471
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,447
HSBC MSCI World UCITS ETF USD (Acc)	0.05%	Equity World	1,470
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.00%	Equity World Multi-Factor Strategy	150
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.06%	Equity World Social/Environmental	4,476
UBS S&P 500 ESG Elite UCITS ETF hEUR acc	0.31%	Equity United States Social/Environmental	110
iShares MSCI North America UCITS ETF	0.06%	Equity North America	1,101
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.38%	Equity United States Social/Environmental	55
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	37
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.06%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.12%	Equity World Social/Environmental	393
Amundi S&P Global Industrials ESG UCITS ETF EUR (D)	0.63%	Equity World Industrials Social/Environmental	14
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.06%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.05%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.09%	Equity United States Social/Environmental	95
UBS Core MSCI World UCITS ETF hGBP acc	0.05%	Equity World	3
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.09%	Equity United States Social/Environmental	539
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	21,922
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	460
Amundi S&P Global Industrials ESG UCITS ETF DR EUR (A)	0.63%	Equity World Industrials Social/Environmental	337
iShares S&P 500 Industrials Sector UCITS ETF	0.77%	Equity United States Industrials	445
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.10%	Equity United States Multi-Factor Strategy	31
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	43,151
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	987
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.24%	Equity World Social/Environmental	4
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,280
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.00%	Equity World Multi-Factor Strategy	816
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	4,898
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.07%	Equity World Islamic Investing	968
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.11%	Equity United States Social/Environmental	4,412
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.19%	Equity United States Fundamental/Quality	557
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	192
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.06%	Equity United States	72
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	0.31%	Equity World Dividend	54
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.09%	Equity United States Social/Environmental	51
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.40%	Equity World Dividend	125
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.07%	Equity United States Social/Environmental	13,977
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	63
UBS S&P 500 ESG Elite UCITS ETF hGBP dis	0.31%	Equity United States Social/Environmental	13
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental	120
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.15%	Equity United States Social/Environmental Climate Change	2,996
Amundi Prime Global UCITS ETF Dist	0.05%	Equity World	1,002
Xtrackers MSCI USA ESG UCITS ETF 1D	0.14%	Equity United States Social/Environmental	202
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	16,467
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.22%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.05%	Equity World	478
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.09%	Equity United States Social/Environmental	395
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)	0.08%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.01%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.08%	Equity World Social/Environmental Catholic principles	145
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	911
Amundi Prime All Country World UCITS ETF Dist	0.04%	Equity World	2,634
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.12%	Equity United States Social/Environmental	531
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C 1C	0.08%	Equity World Social/Environmental	16
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.06%	Equity World Multi-Factor Strategy	646
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	84
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,213
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.12%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.07%	Equity United States Social/Environmental	938
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.07%	Equity North America Social/Environmental Climate Change	43
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.06%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	271
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	16
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.27%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	527
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.06%	Equity United States	453

Performance

Returns overview

YTD	+3.41%
1 month	+2.75%
3 months	-0.25%
6 months	-7.85%
1 year	-9.73%
3 years	+0.61%
5 years	+36.74%
Since inception (MAX)	+89.92%
2025	-11.59%
2024	+4.52%
2023	+7.97%
2022	+1.76%

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).