The Charles Schwab

ISIN US8085131055

WKN 874171

Market cap (in EUR)

162,319 m

Country

United States

Sector

Finance

Dividend yield

1.10%

Overview

Quote

Description

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	162,319 m
EPS, EUR	4.71
P/B ratio	4.4
P/E ratio	19.6
Dividend yield	1.10%

Income statement (2025)

Revenue, EUR	24,532 m
Net income, EUR	7,847 m
Profit margin	31.99%

What ETF is The Charles Schwab in?

There are 398 ETFs which contain The Charles Schwab. All of these ETFs are listed in the table below. The ETF with the largest weighting of The Charles Schwab is the Xtrackers MSCI USA Financials UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.09%	Equity World Equal Weighted	21
UBS Core MSCI World UCITS ETF hCHF acc	0.17%	Equity World	1,103
Xtrackers MSCI USA Screened UCITS ETF 1C	0.25%	Equity United States Social/Environmental	1,115
Xtrackers Portfolio UCITS ETF 1C	0.06%	Equity World Multi-Asset Strategy	763
State Street SPDR MSCI World Financials UCITS ETF USD	1.06%	Equity World Financials	293
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.30%	Equity United States Social/Environmental	16,166
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	0.22%	Equity World Social/Environmental Climate Change	8
Amundi MSCI USA Screened UCITS ETF Acc	0.25%	Equity United States Social/Environmental	1,131
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.60%	Equity United States Large Cap	76
iShares MSCI ACWI UCITS ETF USD (Dist)	0.14%	Equity World	23
UBS MSCI USA Value UCITS ETF USD dis	0.29%	Equity United States Value	706
Amundi Core MSCI USA UCITS ETF Acc	0.22%	Equity United States	3,807
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.46%	Equity United States Social/Environmental	1,114
First Trust Capital Strength UCITS ETF Acc	1.92%	Equity United States Fundamental/Quality	9
iShares World Equity High Income UCITS ETF USD (Dist)	0.33%	Equity World Social/Environmental	558
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	436
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.18%	Equity World	738
iShares U.S. Equity High Income Active UCITS ETF USD (Dist)	0.20%	Equity United States Social/Environmental	49
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	4
JPMorgan US Value Equity Active UCITS ETF USD (dist)	1.50%	Equity United States Value	17
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.31%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.39%	Equity United States	2
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.13%	Equity World	60
Xtrackers MSCI World UCITS ETF 1D	0.17%	Equity World	4,895
Franklin US Income Equity Focus UCITS ETF (Dis)	0.63%	Equity United States Dividend	74
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.46%	Equity United States Social/Environmental	11,093
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.08%	Equity United States Covered Call Alternative Investments	38
Xtrackers MSCI Fintech Innovation UCITS ETF 1C	2.01%	Equity World Technology Social/Environmental Fintech	11
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.34%	Equity United States Growth	7
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.34%	Equity World Social/Environmental	606
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.16%	Equity United States Social/Environmental Climate Change	153
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.23%	Equity United States	467
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	243
UBS MSCI ACWI Universal UCITS ETF USD dis	0.13%	Equity World Social/Environmental	2,258
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.20%	Equity United States Social/Environmental Climate Change	2,318
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.16%	Equity World	685
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.32%	Equity World Social/Environmental	75
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.41%	Equity World Fundamental/Quality	3
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.34%	Equity World Social/Environmental	98
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.25%	Equity United States Multi-Factor Strategy	94
UBS Core S&P 500 UCITS ETF hGBP dis	0.23%	Equity United States	96
iShares Core S&P 500 UCITS ETF USD (Dist)	0.22%	Equity United States	20,188
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.20%	Equity United States Social/Environmental	360
HSBC MSCI World Climate Paris Aligned UCITS ETF	0.19%	Equity World Social/Environmental Climate Change	498
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	59
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	0.39%	Equity United States Social/Environmental Climate Change	6
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.37%	Equity United States Social/Environmental	22
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.68%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.08%	Equity World Social/Environmental Climate Change	313
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	28
HSBC MSCI World UCITS ETF USD	0.16%	Equity World	13,805
UBS Core S&P 500 UCITS ETF hEUR acc	0.23%	Equity United States	246
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.45%	Equity United States Social/Environmental Multi-Asset Strategy	8
VanEck Morningstar Global Wide Moat UCITS ETF	0.91%	Equity World Moat	153
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	0.20%	Equity World Social/Environmental Climate Change	1,343
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.13%	Equity World Social/Environmental	66
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.13%	Equity World Social/Environmental	1,347
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.32%	Equity World Social/Environmental	220
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.43%	Equity United States Social/Environmental Climate Change	146
Xtrackers MSCI USA UCITS ETF 1C	0.23%	Equity United States	11,601
UBS Core MSCI World UCITS ETF hEUR acc	0.17%	Equity World	1,093
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.22%	Equity United States	193
UBS MSCI World Selection UCITS ETF hEUR dis	0.31%	Equity World Social/Environmental	322
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.39%	Equity World Social/Environmental	1,101
UBS MSCI World Selection UCITS ETF hCHF acc	0.31%	Equity World Social/Environmental	376
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.24%	Equity North America Social/Environmental	33
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.52%	Equity World Financials Social/Environmental	125
VanEck Morningstar US ESG Wide Moat UCITS ETF A	1.62%	Equity United States Moat	336
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.29%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	7
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	0.39%	Equity United States Social/Environmental Climate Change	1
iShares Core MSCI World UCITS ETF USD (Acc)	0.16%	Equity World	128,828
iShares Core S&P 500 UCITS ETF USD (Acc)	0.22%	Equity United States	135,504
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	104
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.24%	Equity North America Social/Environmental	262
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.43%	Equity United States Social/Environmental Climate Change	16
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.27%	Equity United States	2,512
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.16%	Equity World	850
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.36%	Equity United States Social/Environmental	405
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	0.39%	Equity United States Social/Environmental Climate Change	32
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.32%	Equity World Social/Environmental	60
UBS Core MSCI USA UCITS ETF USD dis	0.22%	Equity United States	1,315
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.37%	Equity United States Social/Environmental	924
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.19%	Equity United States Social/Environmental	5
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.41%	Equity World Fundamental/Quality	657
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.15%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.22%	Equity United States	4,436
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.28%	Equity World	6
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.08%	Equity World Social/Environmental Climate Change	2
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.03%	Equity United States Social/Environmental	107
Amundi S&P 500 Screened UCITS ETF Acc	0.37%	Equity United States Social/Environmental	4,041
Amundi MSCI World Screened UCITS ETF Acc	0.18%	Equity World Social/Environmental	1,652
L&G S&P 100 UCITS ETF USD Acc	0.31%	Equity United States Large Cap	38
JPMorgan US Value Equity Active UCITS ETF USD (acc)	1.50%	Equity United States Value	235
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.29%	Equity World Social/Environmental Climate Change	38
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental Climate Change	563
iShares Core MSCI World UCITS ETF USD (Dist)	0.16%	Equity World	795
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,147
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.32%	Equity World Social/Environmental	5
Franklin S&P World Screened UCITS ETF Acc	0.12%	Equity United States Social/Environmental Climate Change	13
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.66%	Equity United States Fundamental/Quality	161
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.45%	Equity United States Social/Environmental	30
First Trust Growth Strength UCITS ETF Class A USD ACC	1.86%	Equity United States Multi-Factor Strategy Moat	1
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.16%	Equity World	81
UBS MSCI World UCITS ETF USD dis	0.16%	Equity World	1,486
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.27%	Equity United States	219
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental Climate Change	18
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.07%	Equity World	23
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	629
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.13%	Equity World	7,021
VanEck Morningstar US Wide Moat UCITS ETF A	1.16%	Equity United States Equal Weighted Moat	37
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	0.51%	Equity United States Social/Environmental	11
UBS MSCI USA Selection UCITS ETF USD acc	0.43%	Equity United States Social/Environmental	2,548
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.24%	Equity United States Social/Environmental	1,485
Franklin S&P 500 Screened UCITS ETF Acc	0.17%	Equity United States Social/Environmental Climate Change	4
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.22%	Equity United States	294
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.22%	Equity United States	18,857
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.32%	Equity World Social/Environmental	89
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.27%	Equity United States	32
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.45%	Equity United States Social/Environmental	387
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	401
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.13%	Equity World	204
Vanguard FTSE Developed World UCITS ETF Distributing	0.15%	Equity World	4,204
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.12%	Equity United States Value	1,004
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.34%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.08%	Equity United States Covered Call Alternative Investments	18
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.13%	Equity World Social/Environmental	609
HSBC S&P 500 UCITS ETF USD	0.23%	Equity United States	8,909
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	75
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,539
Franklin US Dividend Tilt UCITS ETF (Acc)	0.17%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.16%	Equity World	155
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.16%	Equity World Social/Environmental	6,255
Invesco FTSE All-World UCITS ETF	0.13%	Equity World	3,879
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.22%	Equity United States	30,945
iShares MSCI World Screened UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	1,098
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.56%	Equity United States Social/Environmental	239
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.17%	Equity United States Equal Weighted	358
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.14%	Equity World Social/Environmental	17
iShares MSCI World Screened UCITS ETF USD (Acc)	0.17%	Equity World Social/Environmental	5,481
Amundi Core MSCI World UCITS ETF USD Dist	0.17%	Equity World	1,654
iShares Ageing Population UCITS ETF	0.47%	Equity World Health Care Social/Environmental Ageing Population	813
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.13%	Equity World Social/Environmental	367
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	2,919
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.11%	Equity North America Social/Environmental Climate Change	451
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.22%	Equity United States	18
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.21%	Equity North America	3,019
Xtrackers S&P 500 UCITS ETF 4C	0.23%	Equity United States	2,238
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.46%	Equity United States Social/Environmental	1,289
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.34%	Equity World Social/Environmental	920
UBS MSCI World Selection UCITS ETF USD acc	0.31%	Equity World Social/Environmental	650
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.25%	Equity United States Social/Environmental	231
VanEck World Equal Weight Screened UCITS ETF A	0.34%	Equity World Equal Weighted	1,485
VanEck Multi-Asset Conservative Allocation UCITS ETF	0.15%	Equity World Social/Environmental Multi-Asset Strategy	21
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.16%	Equity World	1,832
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.22%	Equity United States	2,587
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.14%	Equity World	48,290
HSBC MSCI World UCITS ETF USD (Acc)	0.16%	Equity World	1,977
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	1.35%	Equity World Financials Social/Environmental	1,243
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	4,509
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.46%	Equity United States Social/Environmental	71
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.17%	Equity World	53
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.03%	Equity United States Growth	1,097
HSBC S&P 500 UCITS ETF USD (Acc)	0.23%	Equity United States	651
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.14%	Equity World Multi-Factor Strategy	607
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.22%	Equity United States	46,528
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.15%	Equity World	1,719
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	4,421
Amundi S&P 500 Financials UCITS ETF UCITS ETF Acc	2.02%	Equity United States Financials	3
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.09%	Equity World Multi-Factor Strategy	1,406
Xtrackers MSCI USA Financials UCITS ETF 1D	2.03%	Equity United States Financials	706
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.16%	Equity World	5,419
Xtrackers FTSE All-World UCITS ETF 1C	0.14%	Equity World	80
Goldman Sachs MSCI World Private Equity Return Tracker UCITS ETF USD (Acc)	1.76%	Equity World Private Equity	15
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	102
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.36%	Equity United States Social/Environmental	62
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.07%	Equity United States Multi-Factor Strategy	139
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.24%	Equity United States Social/Environmental	16,140
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.23%	Equity United States	64
VanEck Multi-Asset Growth Allocation UCITS ETF	0.53%	Equity World Social/Environmental Multi-Asset Strategy	34
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.20%	Equity United States Social/Environmental Climate Change	3,052
Xtrackers MSCI USA ESG UCITS ETF 1D	0.56%	Equity United States Social/Environmental	286
UBS MSCI USA Selection UCITS ETF hEUR acc	0.43%	Equity United States Social/Environmental	0
Xtrackers MSCI World UCITS ETF 1C	0.17%	Equity World	20,431
JPMorgan US Equity Active UCITS ETF USD (acc)	0.79%	Equity United States Social/Environmental	40
iShares World Equity High Income Active UCITS ETF USD (Acc)	0.33%	Equity World Social/Environmental	21
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.45%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.27%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.08%	Equity World Social/Environmental Climate Change	1,061
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.27%	Equity World Social/Environmental Catholic principles	168
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.16%	Equity World Social/Environmental Climate Change	105
iShares MSCI USA CTB Enhanced ESG UCITS ETF GBP Hedged (Dist)	0.30%	Equity United States Social/Environmental	480
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.29%	Equity World Social/Environmental	18
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.17%	Equity World Social/Environmental	103
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.13%	Equity World Social/Environmental	1,231
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.15%	Equity World Social/Environmental	18
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Social/Environmental	709
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.11%	Equity North America Social/Environmental Climate Change	40
Franklin S&P 500 Financials UCITS ETF Acc	1.96%	Equity United States Financials	1
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.08%	Equity United States Technology Covered Call Alternative Investments	5
Franklin Core US Enhanced Equity UCITS ETF Acc	0.06%	Equity United States Multi-Factor Strategy	9
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.13%	Equity World	67
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (dist)	0.43%	Equity United States Social/Environmental Climate Change	2
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	48
Invesco MSCI World Equal Weight UCITS ETF	0.07%	Equity World Equal Weighted	1,724
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.46%	Equity World Fundamental/Quality	5,261
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF	0.29%	Equity World Social/Environmental Climate Change	27
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States	2
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	29
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.20%	Equity United States Social/Environmental	99
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.22%	Equity United States	41
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.43%	Equity United States Social/Environmental	209
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.36%	Equity United States Social/Environmental	571
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.22%	Equity United States	16,332
UBS Core MSCI World UCITS ETF USD dis	0.17%	Equity World	1,986
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.41%	Equity World Fundamental/Quality	11
iShares MSCI USA CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.30%	Equity United States Social/Environmental	1,537
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	45
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.16%	Equity World Social/Environmental	85
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.15%	Equity World Social/Environmental	608
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.03%	Equity United States Social/Environmental	1,432
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.18%	Equity United States Multi-Factor Strategy	140
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	228
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.46%	Equity United States Social/Environmental	75
Invesco MSCI USA Universal Screened UCITS ETF	0.19%	Equity United States Social/Environmental	36
Amundi MSCI World ESG Selection UCITS ETF Acc	0.32%	Equity World Social/Environmental	1,879
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	1.99%	Equity United States Financials	647
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	0.19%	Equity World Social/Environmental Climate Change	419
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.15%	Equity World	96
Xtrackers MSCI World ESG UCITS ETF 1C	0.39%	Equity World Social/Environmental	5,226
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.43%	Equity United States Social/Environmental Climate Change	14
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.45%	Equity United States Social/Environmental Multi-Asset Strategy	0
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.08%	Equity United States Covered Call Alternative Investments	41
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.23%	Equity United States	62
Xtrackers MSCI World Quality UCITS ETF 1C	0.48%	Equity World Fundamental/Quality	2,816
WisdomTree Megatrends UCITS ETF USD	0.03%	Equity World Social/Environmental Innovation	56
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.45%	Equity United States Social/Environmental	15
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.61%	Equity United States	133
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.04%	Equity World Multi-Asset Strategy	242
Invesco MSCI USA ESG Climate Paris Aligned UCITS ETF	0.48%	Equity United States Social/Environmental Climate Change	54
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.56%	Equity World Dividend	3
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.15%	Equity World Social/Environmental	111
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental Climate Change	292
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.18%	Equity World Low Volatility/Risk Weighted Climate Change	65
Invesco S&P 500 Equal Weight UCITS ETF	0.17%	Equity United States Equal Weighted	1,196
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.14%	Equity World Social/Environmental	62
Vanguard LifeStrategy 80% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	1,226
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.02%	Equity United States Multi-Factor Strategy	2
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF USD (acc)	0.43%	Equity United States Social/Environmental Climate Change	421
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	1.35%	Equity World Financials Social/Environmental	32
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.07%	Equity United States Multi-Factor Strategy	40
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.22%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.16%	Equity World	3,101
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.66%	Equity United States Fundamental/Quality	1
Amundi Russell 1000 Growth UCITS ETF Acc	0.04%	Equity United States Growth	605
L&G Global Equity UCITS ETF	0.17%	Equity World Social/Environmental	1,657
Invesco MSCI World Universal Screened UCITS ETF Acc	0.13%	Equity World Social/Environmental	263
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.41%	Equity World Fundamental/Quality	234
UBS Core MSCI World UCITS ETF hGBP dis	0.17%	Equity World	113
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.34%	Equity United States Growth	478
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	94
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.16%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.02%	Equity World Social/Environmental	235
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.16%	Equity World	1,184
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.14%	Equity World Social/Environmental	448
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.22%	Equity United States	600
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	34
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.22%	Equity United States	91
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.90%	Equity United States Large Cap	37
Amundi Core MSCI World UCITS ETF Acc	0.17%	Equity World	14,659
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.34%	Equity World Social/Environmental	5,778
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.43%	Equity United States Social/Environmental	455
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.46%	Equity United States Social/Environmental	35
UBS Core MSCI USA UCITS ETF hGBP acc	0.22%	Equity United States	34
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.08%	Equity World Multi-Asset Strategy	949
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.17%	Equity World	453
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.22%	Equity United States	1,792
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF GBP Hedged (dist)	0.43%	Equity United States Social/Environmental Climate Change	-
L&G US Equity UCITS ETF	0.23%	Equity United States Social/Environmental	1,329
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.17%	Equity World	61
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.14%	Equity World	23,505
UBS MSCI USA Universal UCITS ETF USD acc	0.23%	Equity United States Social/Environmental Climate Change	3
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.15%	Equity World	15,626
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.27%	Equity United States Social/Environmental Climate Change	11
iShares U.S. Equity High Income Active UCITS ETF GBP Hedged (Dist)	0.20%	Equity United States Social/Environmental	4
iShares MSCI World CTB Enhanced ESG UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental	280
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	656
Invesco Global Active Defensive ESG Equity UCITS ETF	0.18%	Equity World Low Volatility/Risk Weighted Climate Change	54
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.15%	Equity World	14
Xtrackers S&P 500 UCITS ETF 4D	0.23%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.15%	Equity World Social/Environmental	1,028
Xtrackers MSCI USA ESG UCITS ETF 1C	0.56%	Equity United States Social/Environmental	7,828
UBS Core S&P 500 UCITS ETF USD dis	0.23%	Equity United States	1,233
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.66%	Equity United States Fundamental/Quality	12
UBS Core S&P 500 UCITS ETF hCHF acc	0.23%	Equity United States	915
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.09%	Equity World Multi-Asset Strategy	124
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.23%	Equity United States	650
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.68%	Equity United States Buffer Alternative Investments	8
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.22%	Equity United States Social/Environmental Climate Change	358
UBS Core MSCI World UCITS ETF USD acc	0.17%	Equity World	10,371
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.37%	Equity United States Social/Environmental	379
iShares FTSE All-World UCITS ETF USD (Acc)	0.14%	Equity World	26
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.19%	Equity United States Social/Environmental	2,731
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.41%	Equity World Social/Environmental Multi-Asset Strategy	124
Invesco RAFI All-World Fundamental Value UCITS ETF	0.07%	Equity World Value	272
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.13%	Equity World	27
UBS MSCI USA NSL UCITS ETF USD acc	0.23%	Equity United States	3,054
JPMorgan US Equity Active UCITS ETF EUR Hedged (acc)	0.79%	Equity United States Social/Environmental	4
HSBC MSCI USA Quality UCITS ETF USD	0.41%	Equity United States Fundamental/Quality	241
Amundi Prime All Country World UCITS ETF Acc	0.15%	Equity World	2,645
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.34%	Equity World Social/Environmental	31
Vanguard FTSE Developed World UCITS ETF Acc	0.15%	Equity World	5,927
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.34%	Equity World Social/Environmental	1,780
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.14%	Equity World Social/Environmental	571
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.18%	Equity World Social/Environmental Climate Change	136
iShares Edge MSCI USA Quality Factor UCITS ETF	0.41%	Equity United States Fundamental/Quality	1,607
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.27%	Equity World Social/Environmental Catholic principles	95
CT QR Series US Equity Active UCITS ETF USD Acc	0.75%	Equity United States Fundamental/Quality	77
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.16%	Equity World	17,980
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.21%	Equity North America	2,876
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.08%	Equity United States Covered Call Alternative Investments	355
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.37%	Equity United States Social/Environmental	2,035
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.22%	Equity United States	752
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.17%	Equity World	441
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.16%	Equity World	347
Xtrackers MSCI World Screened UCITS ETF 1D	0.18%	Equity World Social/Environmental	140
HSBC MSCI World Climate Paris Aligned UCITS ETF GBP Hedged (Acc)	0.19%	Equity World Social/Environmental	18
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.45%	Equity United States Social/Environmental	131
UBS MSCI World Selection UCITS ETF hEUR acc	0.31%	Equity World Social/Environmental	99
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
Xtrackers MSCI World Climate Transition UCITS ETF 1C	0.20%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.22%	Equity United States	2,873
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental Climate Change	190
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.41%	Equity World Social/Environmental Multi-Asset Strategy	57
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental	8,296
HSBC MSCI World UCITS ETF CHF hedged	0.16%	Equity World	79
Xtrackers MSCI World ESG UCITS ETF 1D	0.39%	Equity World Social/Environmental	17
Amundi Core MSCI USA UCITS ETF Dist	0.22%	Equity United States	1,105
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.22%	Equity United States	14
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.23%	Equity United States	21
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	0.38%	Equity United States Social/Environmental Climate Change	118
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.13%	Equity World Social/Environmental	120
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.39%	Equity United States Value	903
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned Active UCITS ETF CHF Hedged (acc)	0.29%	Equity World Social/Environmental Climate Change	7
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.37%	Equity United States Social/Environmental	1,271
iShares MSCI World UCITS ETF (Dist)	0.16%	Equity World	8,322
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	1.50%	Equity United States Value	6
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.02%	Equity United States Multi-Factor Strategy	94
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.23%	Equity United States	1,430
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.22%	Equity United States	9,019
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.41%	Equity United States Fundamental/Quality	429
Xtrackers MSCI USA UCITS ETF 1D	0.23%	Equity United States	288
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.09%	Equity World Multi-Factor Strategy	226
iShares MSCI North America UCITS ETF	0.22%	Equity North America	1,333
Franklin US Mega Cap 100 UCITS ETF Acc	0.30%	Equity United States Large Cap	85
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.27%	Equity United States	131
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.15%	Equity World Social/Environmental	402
Invesco Global Enhanced Equity UCITS ETF Acc	0.20%	Equity World Multi-Factor Strategy	922
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.22%	Equity United States	1
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.16%	Equity World Social/Environmental	1
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	0.38%	Equity United States Social/Environmental	126
UBS Core MSCI World UCITS ETF hGBP acc	0.17%	Equity World	62
CT QR Series US Equity Active UCITS ETF USD Dist	0.75%	Equity United States Fundamental/Quality	1
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.37%	Equity United States Social/Environmental	495
iShares MSCI ACWI UCITS ETF USD (Acc)	0.14%	Equity World	30,872
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.32%	Equity World Social/Environmental	29
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.66%	Equity United States Fundamental/Quality	622
Invesco FTSE All-World UCITS ETF	0.13%	Equity World	285
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.22%	Equity United States	84
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.56%	Equity World Dividend	143
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.14%	Equity World Social/Environmental	110
First Trust Global Capital Strength ESG Leaders UCITS ETF Class A USD ACC	1.84%	Equity World Fundamental/Quality	30
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.36%	Equity United States Social/Environmental	215
JPMorgan US Equity Active UCITS ETF USD (dist)	0.79%	Equity United States Social/Environmental	5
Amundi Prime Global UCITS ETF Dist	0.16%	Equity World	1,627
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.20%	Equity World Multi-Factor Strategy	10
iShares U.S. Equity High Income Active UCITS ETF USD (Acc)	0.20%	Equity United States Social/Environmental	6
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	0.28%	Equity World Social/Environmental Multi-Asset Strategy	74
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.16%	Equity World	560
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.01%	Equity World Social/Environmental Climate Change	17
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.41%	Equity World Social/Environmental Multi-Asset Strategy	1,794
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.36%	Equity United States Social/Environmental	444
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	3
UBS Core S&P 500 UCITS ETF USD acc	0.23%	Equity United States	1,912
Amundi Prime All Country World UCITS ETF Dist	0.15%	Equity World	4,716
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.10%	Equity United States Social/Environmental	572
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.23%	Equity United States	368
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.19%	Equity United States Social/Environmental	1,154
Xtrackers MSCI World Financials UCITS ETF 1C	1.07%	Equity World Financials	1,238
iShares S&P 500 Financials Sector UCITS ETF (Acc)	1.98%	Equity United States Financials	2,122
Invesco US Enhanced Equity UCITS ETF Acc	0.30%	Equity United States Multi-Factor Strategy	157
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.23%	Equity United States	690
Franklin US Dividend Tilt UCITS ETF (Dis)	0.17%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.45%	Equity United States Social/Environmental Multi-Asset Strategy	1,444
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.23%	Equity United States	11
UBS MSCI USA UCITS ETF USD dis	0.22%	Equity United States	488

Performance

Returns overview

YTD	+6.05%
1 month	+4.44%
3 months	+20.69%
6 months	+3.08%
1 year	+11.49%
3 years	+54.16%
5 years	+53.44%
Since inception (MAX)	+338.59%
2025	+26.87%
2024	+7.49%
2023	-19.62%
2022	+8.43%

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).