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Pfizer Inc.

ISIN US7170811035

WKN 852009

Market cap (in EUR)

123,357 m

Country

United States

Sector

Healthcare

Dividend yield

6.71%

Overview

Quote

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Description

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

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Healthcare Biopharmaceuticals Other Biopharmaceuticals United States

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Financials

Key metrics

Market capitalisation, EUR	123,357 m
EPS, EUR	1.29
P/B ratio	1.6
P/E ratio	18.4
Dividend yield	6.71%

Income statement (2024)

Revenue, EUR	58,822 m
Net income, EUR	7,414 m
Profit margin	12.60%

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What ETF is Pfizer Inc. in?

There are 305 ETFs which contain Pfizer Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Pfizer Inc. is the VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF hCHF acc	0.18%	Equity World	397
Xtrackers MSCI USA Screened UCITS ETF 1C	0.28%	Equity United States Social/Environmental	142
SPDR MSCI World Health Care UCITS ETF	1.88%	Equity World Health Care	416
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	1.71%	Equity World Value	263
Deka MSCI USA Climate Change ESG UCITS ETF	0.44%	Equity United States Social/Environmental Climate Change	664
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Acc)	0.46%	Equity World Health Care Social/Environmental	85
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	401
Xtrackers MSCI World Value UCITS ETF 1C 1C	1.00%	Equity World Value	2,170
SPDR MSCI World Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.17%	Equity World Social/Environmental Climate Change	8
WisdomTree BioRevolution UCITS ETF USD Acc	1.09%	Equity World Health Care Social/Environmental Biotech	4
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.36%	Equity United States Social/Environmental	9,778
BNP Paribas Easy Sustainable US UCITS ETF USD Acc	0.69%	Equity United States Social/Environmental	1
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.26%	Equity United States	49
SPDR S&P 500 UCITS ETF (Acc)	0.27%	Equity United States	8,728
UBS Core MSCI World UCITS ETF USD dis	0.18%	Equity World	927
iShares Edge MSCI World Minimum Volatility UCITS ETF CHF Hedged (Acc)	0.07%	Equity World Low Volatility/Risk Weighted	53
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States Social/Environmental	571
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	20
Deka MSCI World Climate Change ESG UCITS ETF	0.25%	Equity World Social/Environmental Climate Change	1,204
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.18%	Equity World Social/Environmental	43
UBS MSCI USA Value UCITS ETF USD dis	0.55%	Equity United States Value	448
Amundi MSCI USA UCITS ETF Acc	0.25%	Equity United States	1,587
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D 1D	2.63%	Equity United States Dividend	5
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing Shares	0.18%	Equity World Social/Environmental	439
iShares World Equity High Income UCITS ETF USD (Dist)	1.13%	Equity World Social/Environmental	82
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.12%	Equity United States Social/Environmental	693
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.17%	Equity United States Equal Weighted	589
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.60%	Equity United States Multi-Factor Strategy	154
iShares S&P 500 CHF Hedged UCITS ETF (Acc)	0.27%	Equity United States	764
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.22%	Equity World Multi-Factor Strategy	70
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	2.11%	Equity United States Dividend	598
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.20%	Equity United States Social/Environmental	29
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.23%	Equity United States Social/Environmental	32
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.07%	Equity World Low Volatility/Risk Weighted	643
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	1.58%	Equity World Value Climate Change	-
iShares MSCI World Health Care Sector Advanced UCITS ETF USD (Dist)	0.46%	Equity World Health Care Social/Environmental	384
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Climate Change	297
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.16%	Equity World	60
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.16%	Equity World	11
Xtrackers MSCI World UCITS ETF 1D	0.19%	Equity World	4,073
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.31%	Equity United States Social/Environmental Climate Change	154
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.27%	Equity United States	532
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (USD)	0.18%	Equity United States Multi-Factor Strategy Climate Change	21
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.27%	Equity United States	37
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.18%	Equity United States Equal Weighted	166
iShares S&P 500 Health Care Sector UCITS ETF (Acc)	2.75%	Equity United States Health Care	1,870
AXA IM MSCI World Equity PAB UCITS ETF USD Acc	0.17%	Equity World Social/Environmental Climate Change	106
UBS MSCI ACWI Universal UCITS ETF USD dis	0.15%	Equity World Social/Environmental	1,948
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.29%	Equity United States Social/Environmental Climate Change	2,396
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.18%	Equity World	417
WisdomTree Megatrends UCITS ETF USD	0.13%	Equity World Social/Environmental Innovation	19
Invesco S&P 500 High Dividend Low Volatility UCITS ETF CHF Hedged Acc	2.56%	Equity United States Low Volatility/Risk Weighted	4
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.99%	Equity World Value	124
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.57%	Equity United States	39
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.40%	Equity World Dividend	5,289
AXA IM ACT Climate Equity UCITS ETF USD Acc	1.08%	Equity World Social/Environmental Climate Change	272
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	27
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D 1D	1.87%	Equity World Dividend	25
UBS Core S&P 500 UCITS ETF hGBP dis	0.26%	Equity United States	48
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF DR - USD (A)	0.30%	Equity United States Equal Weighted	2,342
BNP Paribas Easy Sustainable US UCITS ETF EUR Acc	0.69%	Equity United States Social/Environmental	152
iShares Core S&P 500 UCITS ETF USD (Dist)	0.26%	Equity United States	16,500
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.18%	Equity World Social/Environmental Climate Change	477
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.03%	Equity World Social/Environmental Climate Change	259
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.45%	Equity World Low Volatility/Risk Weighted Climate Change	52
Ossiam US ESG Low Carbon Equity Factors UCITS ETF 1A (EUR)	0.18%	Equity United States Multi-Factor Strategy Climate Change	3
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.07%	Equity World Low Volatility/Risk Weighted	2,659
Invesco S&P 500 High Dividend Low Volatility UCITS ETF	2.56%	Equity United States Low Volatility/Risk Weighted	292
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	721
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	2.10%	Equity World Value	210
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.26%	Equity United States Multi-Factor Strategy	2
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.20%	Equity World Low Volatility/Risk Weighted Climate Change	-
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.12%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.32%	Equity United States Multi-Factor Strategy	33
Amundi Prime Global UCITS ETF Acc	0.18%	Equity World	820
Fidelity Global Quality Value UCITS ETF ACC-USD	0.39%	Equity World Multi-Factor Strategy	14
HSBC MSCI World UCITS ETF USD	0.18%	Equity World	10,672
UBS Core S&P 500 UCITS ETF hEUR acc	0.26%	Equity United States	94
AXA IM ACT Climate Equity UCITS ETF EUR Hedged Acc	1.08%	Equity World Social/Environmental Climate Change	150
SPDR MSCI USA Climate Paris Aligned UCITS ETF USD Unhedged (Acc)	0.23%	Equity United States Social/Environmental Climate Change	1
L&G Global Equity UCITS ETF	0.19%	Equity World Social/Environmental	647
VanEck Morningstar Global Wide Moat UCITS ETF	0.88%	Equity World Moat	100
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.40%	Equity World Dividend	1,085
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.18%	Equity World Social/Environmental Climate Change	1,744
Invesco MSCI World ESG Universal Screened UCITS ETF Acc	0.14%	Equity World Social/Environmental	229
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.15%	Equity World Social/Environmental	63
UBS Core MSCI World UCITS ETF hGBP dis	0.18%	Equity World	66
BNP Paribas Easy Low Carbon 300 World PAB UCITS ETF Acc	0.47%	Equity World Social/Environmental Climate Change	31
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.15%	Equity World Social/Environmental	1,198
Xtrackers MSCI USA UCITS ETF 1C	0.26%	Equity United States	8,900
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF USD dis	1.41%	Equity World Dividend	104
iShares STOXX Global Select Dividend 100 UCITS ETF (DE)	0.89%	Equity World Dividend	2,950
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C 1C	0.55%	Equity World Low Volatility/Risk Weighted	22
UBS Core MSCI World UCITS ETF hEUR acc	0.18%	Equity World	127
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.26%	Equity United States	106
iShares Dow Jones Global Titans 50 UCITS ETF (DE) EUR (Acc)	0.52%	Equity World Large Cap	1
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.18%	Equity World	8
SPDR MSCI World Value UCITS ETF	0.79%	Equity World Value	62
Franklin Future Of Health And Wellness UCITS ETF	2.34%	Equity World Health Care Social/Environmental	2
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.18%	Equity World	909
Amundi S&P 500 Equal Weight ESG Leaders UCITS ETF EUR Hedged Acc	0.30%	Equity United States Equal Weighted	48
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF USD Acc	0.18%	Equity World Social/Environmental	103
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.26%	Equity United States	331
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.17%	Equity United States Equal Weighted	2
iShares Edge MSCI World Value Factor UCITS ETF	0.99%	Equity World Value	3,138
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing Shares	0.28%	Equity North America Social/Environmental	24
Amundi MSCI World UCITS ETF Acc	0.18%	Equity World	8,682
UBS S&P Dividend Aristocrats ESG Elite UCITS ETF hEUR dis	1.41%	Equity World Dividend	18
Deka MSCI USA UCITS ETF	0.26%	Equity United States	338
SPDR S&P U.S. Health Care Select Sector UCITS ETF USD	2.76%	Equity United States Health Care	282
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.26%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.26%	Equity United States	37
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.33%	Equity United States Social/Environmental Climate Change	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.19%	Equity World	444
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.23%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.18%	Equity World	94,141
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.26%	Equity United States	2,899
SPDR MSCI USA Value Weighted UCITS ETF	2.25%	Equity United States Value	122
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.26%	Equity World Social/Environmental Climate Change	2
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	1.20%	Equity North America Dividend	104
iShares Core S&P 500 UCITS ETF USD (Acc)	0.26%	Equity United States	102,848
iShares S&P 500 Health Care Sector UCITS ETF EUR Hedged (Dist)	2.75%	Equity United States Health Care	86
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Acc)	1.80%	Equity World Dividend	192
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating Shares	0.28%	Equity North America Social/Environmental	294
L&G US Equity UCITS ETF	0.27%	Equity United States Social/Environmental	829
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.18%	Equity World	508
Xtrackers MSCI Global Social Fairness Contributors UCITS ETF 1C 1C	0.50%	Equity World Social/Environmental	3
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.23%	Equity United States Social/Environmental Climate Change	25
UBS Core MSCI USA UCITS ETF USD dis	0.26%	Equity United States	1,045
Vanguard FTSE All-World UCITS ETF (USD) Distributing Shares	0.16%	Equity World	16,685
First Trust Value Line® Dividend Index UCITS ETF Acc	0.44%	Equity United States Dividend	6
UBS MSCI USA Universal UCITS ETF USD acc	0.27%	Equity United States Social/Environmental Climate Change	3
Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc	0.23%	Equity United States Social/Environmental	3
SPDR MSCI All Country World UCITS ETF (Acc)	0.16%	Equity World	3,952
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.33%	Equity United States Social/Environmental Climate Change	4
iShares MSCI USA UCITS ETF (Acc)	0.26%	Equity United States	1,871
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.23%	Equity World Multi-Factor Strategy	13
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.37%	Equity United States Social/Environmental Climate Change	15
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.33%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.26%	Equity World Multi-Factor Strategy	174
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	879
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.45%	Equity World Low Volatility/Risk Weighted Climate Change	8
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating Shares	0.18%	Equity World Social/Environmental	567
Xtrackers MSCI World Screened UCITS ETF 1C	0.20%	Equity World Social/Environmental	67
SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD	0.17%	Equity World Social/Environmental Climate Change	5
UBS Core S&P 500 UCITS ETF USD dis	0.26%	Equity United States	738
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.07%	Equity World Low Volatility/Risk Weighted	371
UBS Core S&P 500 UCITS ETF hCHF acc	0.26%	Equity United States	327
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.26%	Equity United States	438
VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF	3.75%	Equity World Dividend	2,618
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.40%	Equity United States Social/Environmental Climate Change	539
UBS Core MSCI World UCITS ETF USD acc	0.18%	Equity World	2,585
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.03%	Equity World Social/Environmental Climate Change	29
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.03%	Equity World Social/Environmental Climate Change	125
iShares Core MSCI World UCITS ETF USD (Dist)	0.18%	Equity World	402
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.18%	Equity United States Equal Weighted	8,141
Xtrackers MSCI World Health Care UCITS ETF 1C	1.87%	Equity World Health Care	2,212
Invesco MSCI USA ESG Universal Screened UCITS ETF Acc	0.23%	Equity United States Social/Environmental	2,655
Invesco FTSE RAFI All World 3000 UCITS ETF	0.37%	Equity World Fundamental/Quality	90
WisdomTree Global Sustainable Equity UCITS ETF USD Unhedged Acc	0.78%	Equity World Social/Environmental	320
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.16%	Equity World	1
UBS MSCI USA NSL UCITS ETF USD acc	0.26%	Equity United States	2,528
Ossiam US Minimum Variance ESG UCITS ETF 1A (EUR)	1.63%	Equity United States Low Volatility/Risk Weighted	12
Amundi Prime All Country World UCITS ETF Acc	0.17%	Equity World	229
iShares Dow Jones Global Titans 50 UCITS ETF (DE) EUR (Dist)	0.52%	Equity World Large Cap	2,248
BNP Paribas Easy Sustainable US UCITS ETF EUR R Acc	0.69%	Equity United States Social/Environmental	303
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.19%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.18%	Equity World	1,248
Vanguard FTSE Developed World UCITS ETF Acc	0.18%	Equity World	3,935
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.31%	Equity United States	-
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	1
Ossiam Bloomberg USA PAB UCITS ETF 1A/A (USD)	0.40%	Equity United States Social/Environmental Climate Change	2
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.18%	Equity United States Equal Weighted	382
BNP Paribas Easy MSCI World ESG Filtered Min TE UCITS ETF EUR Acc	0.18%	Equity World Social/Environmental	360
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.22%	Equity World Social/Environmental Climate Change	27
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.15%	Equity World	2,579
VanEck Morningstar US Wide Moat UCITS ETF A	2.38%	Equity United States Equal Weighted Moat	41
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.29%	Equity United States Low Volatility/Risk Weighted	84
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.28%	Equity United States Social/Environmental	1,199
SPDR S&P 500 UCITS ETF (Dist)	0.27%	Equity United States	13,525
SPDR MSCI World UCITS ETF	0.18%	Equity World	11,199
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Equal Weighted	1
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.15%	Equity World	38
Deka MSCI World UCITS ETF Distribution	0.18%	Equity World	3,551
Ossiam US Minimum Variance ESG NR UCITS ETF 1A (USD)	1.63%	Equity United States Low Volatility/Risk Weighted	6
Vanguard FTSE Developed World UCITS ETF Distributing	0.18%	Equity World	3,181
Invesco FTSE RAFI US 1000 UCITS ETF	0.79%	Equity United States Fundamental/Quality	470
Vanguard FTSE North America UCITS ETF (USD) Accumulating Shares	0.25%	Equity North America	1,683
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.15%	Equity World Social/Environmental	597
AXA IM MSCI World Equity PAB UCITS ETF USD Dist	0.17%	Equity World Social/Environmental Climate Change	1
HSBC S&P 500 UCITS ETF USD	0.27%	Equity United States	6,341
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.18%	Equity United States Equal Weighted	35
HSBC USA SCREENED EQUITY UCITS ETF USD	0.29%	Equity United States Social/Environmental	619
iShares STOXX World Equity Multifactor UCITS ETF CHF Hedged (Acc)	0.23%	Equity World Multi-Factor Strategy	7
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.18%	Equity United States Equal Weighted	924
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.26%	Equity United States	334
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.19%	Equity World	245
iShares Healthcare Innovation UCITS ETF	1.36%	Equity World Health Care Social/Environmental Innovation	794
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.18%	Equity World	183
Xtrackers MSCI World Screened UCITS ETF 1D	0.20%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.18%	Equity World Social/Environmental	4,102
Invesco FTSE All-World UCITS ETF Acc	0.16%	Equity World	1,454
Xtrackers MSCI USA Health Care UCITS ETF 1D	2.65%	Equity United States Health Care	552
Xtrackers MSCI World Climate Transition UCITS ETF	0.21%	Equity World Social/Environmental Climate Change	26
Vanguard S&P 500 UCITS ETF (USD) Accumulating Shares	0.26%	Equity United States	21,372
UBS Core MSCI USA UCITS ETF USD acc	0.26%	Equity United States	1,682
iShares MSCI World Screened UCITS ETF USD (Dist)	0.20%	Equity World Social/Environmental	702
Deka S&P 500 UCITS ETF	0.27%	Equity United States	73
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.18%	Equity World Social/Environmental Climate Change	123
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	282
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental	7,020
HSBC MSCI World UCITS ETF CHF hedged	0.18%	Equity World	44
HSBC USA SCREENED EQUITY UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental	0
iShares MSCI World Screened UCITS ETF USD (Acc)	0.20%	Equity World Social/Environmental	3,876
Amundi MSCI World UCITS ETF DR - USD (D)	0.18%	Equity World	820
iShares MSCI World CHF Hedged UCITS ETF (Acc)	0.18%	Equity World	1,459
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.15%	Equity World Social/Environmental	282
Amundi MSCI USA UCITS ETF Dist	0.25%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.21%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	0.27%	Equity United States	5
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.57%	Equity World Social/Environmental Artificial Intelligence	161
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.23%	Equity United States Social/Environmental Climate Change	241
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.15%	Equity World Social/Environmental	101
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.54%	Equity United States Value	157
Vanguard FTSE North America UCITS ETF Distributing	0.25%	Equity North America	2,143
Xtrackers S&P 500 UCITS ETF 4C	0.27%	Equity United States	287
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	2.07%	Equity United States Value	94
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.03%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI World Value ESG UCITS ETF 1C 1C	1.48%	Equity World Value	86
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.28%	Equity United States Social/Environmental	3
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.07%	Equity World Low Volatility/Risk Weighted	112
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.29%	Equity United States Low Volatility/Risk Weighted	980
iShares MSCI World UCITS ETF (Dist)	0.18%	Equity World	6,958
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.26%	Equity United States Multi-Factor Strategy	55
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.18%	Equity World	1,229
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.26%	Equity United States	1,119
SPDR S&P 500 EUR Hedged UCITS ETF	0.27%	Equity United States	1,353
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.26%	Equity United States	7,241
Vanguard FTSE All-World UCITS ETF (USD) Accumulating Shares	0.16%	Equity World	20,062
Deka MSCI USA Large Cap UCITS ETF	0.30%	Equity United States Large Cap	108
HSBC MSCI World UCITS ETF USD (Acc)	0.18%	Equity World	873
Xtrackers MSCI USA UCITS ETF 1D	0.26%	Equity United States	228
Ossiam Bloomberg World PAB UCITS ETF 1A (EUR)	0.27%	Equity World Social/Environmental Climate Change	98
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.15%	Equity World Multi-Factor Strategy	98
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	3,919
iShares MSCI North America UCITS ETF	0.24%	Equity North America	1,092
Franklin US Mega Cap 100 UCITS ETF Acc	0.37%	Equity United States Large Cap	98
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.19%	Equity World	46
BNP Paribas Easy Sustainable World UCITS ETF EUR Capitalisation	0.31%	Equity World Social/Environmental	173
Invesco Global Enhanced Equity UCITS ETF Acc	0.17%	Equity World Multi-Factor Strategy	122
iShares MSCI World Quality Dividend Advanced UCITS ETF USD (Dist)	1.80%	Equity World Dividend	1,008
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.26%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.18%	Equity World Social/Environmental	2
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (EUR)	0.63%	Equity United States Sector Strategy Value	95
AXA IM MSCI World Equity PAB UCITS ETF EUR Hedged Acc	0.17%	Equity World Social/Environmental Climate Change	188
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	40
iShares MSCI ACWI UCITS ETF USD (Acc)	0.16%	Equity World	18,039
HSBC S&P 500 UCITS ETF USD (Acc)	0.27%	Equity United States	374
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR Hedged)	0.40%	Equity United States Social/Environmental Climate Change	8
Vanguard S&P 500 UCITS ETF (USD) Distributing Shares	0.26%	Equity United States	40,375
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.16%	Equity World	415
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.17%	Equity United States Equal Weighted	3,350
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.15%	Equity World Multi-Factor Strategy	580
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.18%	Equity World	4,371
SPDR S&P Global Dividend Aristocrats UCITS ETF	1.60%	Equity World Dividend	1,134
Invesco FTSE All-World UCITS ETF Dist	0.16%	Equity World	135
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.29%	Equity United States Low Volatility/Risk Weighted	108
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.26%	Equity United States	39
iShares Edge MSCI USA Value Factor UCITS ETF	2.07%	Equity United States Value	1,812
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.32%	Equity United States Multi-Factor Strategy	90
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.28%	Equity United States Social/Environmental	10,683
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.27%	Equity United States	52
Ossiam Shiller Barclays CAPE® US Sector Screened UCITS ETF 1A/A (USD)	0.63%	Equity United States Sector Strategy Value	28
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.29%	Equity United States Social/Environmental Climate Change	2,070
Amundi Prime Global UCITS ETF Dist	0.18%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.19%	Equity World	14,425
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.17%	Equity World Multi-Factor Strategy	-
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.20%	Equity United States Social/Environmental	1
iShares World Equity High Income UCITS ETF USD (Acc)	1.13%	Equity World Social/Environmental	2
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.60%	Equity World Social/Environmental Climate Change	13
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.18%	Equity World	400
iShares Dow Jones US Select Dividend UCITS ETF (DE)	1.92%	Equity United States Dividend	330
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.12%	Equity World Social/Environmental Climate Change	1,225
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	16
Amundi Prime All Country World UCITS ETF Dist	0.17%	Equity World	2,193
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.36%	Equity United States Social/Environmental	138
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.23%	Equity World Multi-Factor Strategy	574
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.20%	Equity World Social/Environmental	69
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.15%	Equity World Social/Environmental	1,087
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.01%	Equity United States	83
BNP Paribas Easy Sustainable World UCITS ETF USD Capitalisation	0.31%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.28%	Equity United States Social/Environmental	260
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.21%	Equity North America Social/Environmental Climate Change	26
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.05%	Equity United States Low Volatility/Risk Weighted	208
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.26%	Equity United States	228
BNP Paribas Easy MSCI North America ESG Filtered Min TE UCITS ETF	0.25%	Equity North America Social/Environmental	1,099
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.16%	Equity World	7
Ossiam Bloomberg World PAB UCITS ETF 1A (USD)	0.27%	Equity World Social/Environmental Climate Change	2
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.07%	Equity World Low Volatility/Risk Weighted	15
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.17%	Equity World Social/Environmental	203
Franklin US Dividend Tilt UCITS ETF (Dis)	0.69%	Equity United States Dividend	2
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.27%	Equity United States	441
Fidelity US Quality Value UCITS ETF ACC-USD	0.83%	Equity United States Multi-Factor Strategy	4
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.27%	Equity United States	4
UBS MSCI USA UCITS ETF USD dis	0.26%	Equity United States	476

Performance

Returns overview

YTD	-12.63%
1 month	+1.83%
3 months	+8.43%
6 months	-14.18%
1 year	-18.08%
3 years	-57.76%
5 years	-34.87%
Since inception (MAX)	-14.81%
2024	-7.06%
2023	-46.56%
2022	-0.87%
2021	+56.84%

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).