The Southern Co.

ISIN US8425871071

WKN 852523

Market cap (in EUR)

86,394 m

Country

United States

Sector

Utilities

Dividend yield

3.35%

Overview

Quote

Description

The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	86,394 m
EPS, EUR	3.37
P/B ratio	2.7
P/E ratio	22.8
Dividend yield	3.35%

Income statement (2025)

Revenue, EUR	26,196 m
Net income, EUR	3,848 m
Profit margin	14.69%

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What ETF is The Southern Co. in?

There are 230 ETFs which contain The Southern Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of The Southern Co. is the State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.17%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.14%	Equity World	980
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	1.02%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	743
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	1,263
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States	3
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.14%	Equity World Infrastructure Multi-Asset Strategy	1,135
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.19%	Equity United States	44
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.19%	Equity United States	15,188
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.40%	Equity United States Buffer Alternative Investments	10
UBS Core MSCI World UCITS ETF USD dis	0.14%	Equity World	1,853
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.98%	Equity United States Large Cap	158
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	7.46%	Equity United States Utilities	987
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	41
iShares MSCI ACWI UCITS ETF USD (Dist)	0.11%	Equity World	6
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0.40%	Equity United States Covered Call Alternative Investments	4
L&G Global Quality Dividends UCITS ETF USD Acc	0.21%	Equity World Dividend	25
UBS MSCI USA Value UCITS ETF USD dis	0.36%	Equity United States Value	505
Amundi Core MSCI USA UCITS ETF Acc	0.18%	Equity United States	3,431
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.46%	Equity United States Social/Environmental	1,053
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.08%	Equity United States Social/Environmental	1,331
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.20%	Equity United States Equal Weighted	359
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	617
iShares Global Infrastructure UCITS ETF USD (Dist)	3.26%	Equity World Infrastructure	2,048
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.46%	Equity United States Social/Environmental	50
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.48%	Equity World Low Volatility/Risk Weighted	969
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.83%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.29%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	16
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.32%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.11%	Equity World	91
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.80%	Equity World Covered Call Alternative Investments	66
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.09%	Equity World	52
Xtrackers MSCI World UCITS ETF 1D	0.13%	Equity World	4,971
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.14%	Equity United States Covered Call Alternative Investments	35
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.46%	Equity United States Social/Environmental	10,294
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.35%	Equity World Social/Environmental	549
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.20%	Equity United States	441
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.80%	Equity World Covered Call Alternative Investments	19
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	1.14%	Equity United States Covered Call Alternative Investments	40
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	265
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.20%	Equity United States	56
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.13%	Equity World	730
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.31%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.35%	Equity World Social/Environmental	69
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.17%	Equity United States Multi-Factor Strategy	109
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.45%	Equity United States	28
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	226
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (A)	6.67%	Equity World Utilities Social/Environmental	137
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.37%	Equity United States Low Volatility/Risk Weighted	95
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.26%	Equity World Dividend	8,267
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.40%	Equity United States Covered Call Alternative Investments	4
UBS Core S&P 500 UCITS ETF hGBP dis	0.19%	Equity United States	67
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Acc	0.03%	Equity World Dividend	3
iShares Core S&P 500 UCITS ETF USD (Dist)	0.19%	Equity United States	19,028
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.45%	Equity World Low Volatility/Risk Weighted	2,164
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,023
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.08%	Equity World Multi-Asset Strategy	1,114
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.46%	Equity United States Buffer Alternative Investments	5
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.29%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.18%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	0.13%	Equity World	1,988
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.17%	Equity United States Multi-Factor Strategy	26
iShares Global Infrastructure UCITS ETF USD (Acc)	3.26%	Equity World Infrastructure	131
HSBC MSCI World UCITS ETF USD	0.13%	Equity World	13,339
UBS Core S&P 500 UCITS ETF hEUR acc	0.19%	Equity United States	225
L&G Global Equity UCITS ETF	0.14%	Equity World Social/Environmental	1,307
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.26%	Equity World Dividend	2,279
UBS Core MSCI World UCITS ETF hGBP dis	0.14%	Equity World	104
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.08%	Equity World Multi-Asset Strategy	81
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.31%	Equity World Social/Environmental	226
Xtrackers MSCI USA UCITS ETF 1C	0.19%	Equity United States	11,042
UBS Core MSCI World UCITS ETF hEUR acc	0.14%	Equity World	804
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.19%	Equity United States	195
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.12%	Equity World	19
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.04%	Equity World Social/Environmental	234
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.13%	Equity World	1,140
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.20%	Equity United States Equal Weighted	23
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.19%	Equity United States	597
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States	87
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.04%	Equity United States Large Cap	29
Amundi Core MSCI World UCITS ETF Acc	0.13%	Equity World	13,646
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.40%	Equity United States Buffer Alternative Investments	8
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.35%	Equity World Social/Environmental	5,529
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.46%	Equity United States Social/Environmental	24
UBS Core MSCI USA UCITS ETF hGBP acc	0.19%	Equity United States	36
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.05%	Equity World Multi-Asset Strategy	846
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.13%	Equity World	467
iShares Core MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	122,214
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.19%	Equity United States	2,199
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	7.48%	Equity United States Utilities	179
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.40%	Equity United States Covered Call Alternative Investments	113
WisdomTree Emerging Markets Equity Income UCITS ETF	0.00%	Equity Emerging Markets Dividend	158
iShares Core S&P 500 UCITS ETF USD (Acc)	0.19%	Equity United States	129,447
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.17%	Equity United States	147
L&G US Equity UCITS ETF	0.19%	Equity United States Social/Environmental	1,320
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	768
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.13%	Equity World	74
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.31%	Equity World Social/Environmental	57
L&G Global Quality Dividends UCITS ETF USD Dist	0.21%	Equity World Dividend	144
UBS Core MSCI USA UCITS ETF USD dis	0.19%	Equity United States	1,268
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.11%	Equity World	22,115
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.11%	Equity World	12,544
iShares MSCI USA UCITS ETF (Acc)	0.19%	Equity United States	4,140
WisdomTree Emerging Markets Equity Income UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	67
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.29%	Equity World Multi-Factor Strategy	223
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.23%	Equity World	8
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.08%	Equity United States Social/Environmental	104
Xtrackers S&P 500 UCITS ETF 4D	0.20%	Equity United States	1
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.45%	Equity World Low Volatility/Risk Weighted	156
UBS Core S&P 500 UCITS ETF USD dis	0.19%	Equity United States	1,178
UBS Core S&P 500 UCITS ETF hCHF acc	0.19%	Equity United States	691
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.05%	Equity World Multi-Asset Strategy	109
L&G S&P 100 UCITS ETF USD Acc	0.25%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.19%	Equity United States	581
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.46%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD acc	0.14%	Equity World	9,118
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.83%	Equity United States Value	64
iShares Core MSCI World UCITS ETF USD (Dist)	0.13%	Equity World	735
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	8,989
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.57%	Equity United States Dividend	43
Xtrackers MSCI World Utilities UCITS ETF 1C	4.61%	Equity World Utilities	754
Invesco RAFI All-World Fundamental Value UCITS ETF	0.13%	Equity World Value	217
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.57%	Equity United States Dividend	3,044
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.31%	Equity World Social/Environmental	3
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.09%	Equity World	24
UBS MSCI USA NSL UCITS ETF USD acc	0.19%	Equity United States	3,020
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	1.02%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan US Equity Active UCITS ETF EUR Hedged (acc)	0.88%	Equity United States Social/Environmental	3
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.14%	Equity World	78
Amundi Prime All Country World UCITS ETF Acc	0.12%	Equity World	1,848
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.58%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.35%	Equity World Social/Environmental	27
UBS MSCI World UCITS ETF USD dis	0.13%	Equity World	1,453
Vanguard FTSE Developed World UCITS ETF Acc	0.13%	Equity World	5,942
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.35%	Equity World Social/Environmental	1,659
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.23%	Equity United States	188
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	466
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.40%	Equity United States Covered Call Alternative Investments	2,819
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.08%	Equity World	5,481
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.80%	Equity World Covered Call Alternative Investments	1,198
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.96%	Equity United States Low Volatility/Risk Weighted	31
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.19%	Equity United States	304
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.19%	Equity United States	17,991
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.12%	Equity World	16,369
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.20%	Equity United States Equal Weighted	226
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.08%	Equity World	112
Vanguard FTSE Developed World UCITS ETF Distributing	0.13%	Equity World	3,980
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.24%	Equity United States Value	720
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.18%	Equity North America	2,677
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	3.26%	Equity World Infrastructure	68
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	1.14%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.14%	Equity United States Covered Call Alternative Investments	328
HSBC S&P 500 UCITS ETF USD	0.19%	Equity United States	8,210
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	66
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,262
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.19%	Equity United States	760
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.13%	Equity World	401
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	297
Franklin US Dividend Tilt UCITS ETF (Acc)	0.09%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.14%	Equity World	146
Amundi S&P Global Utilities ESG UCITS ETF DR EUR (D)	6.67%	Equity World Utilities Social/Environmental	17
Invesco FTSE All-World UCITS ETF Acc	0.09%	Equity World	3,258
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.19%	Equity United States	29,018
UBS Core MSCI USA UCITS ETF USD acc	0.19%	Equity United States	2,674
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	330
HSBC MSCI World UCITS ETF CHF hedged	0.13%	Equity World	87
Amundi Core MSCI World UCITS ETF USD Dist	0.13%	Equity World	1,550
Amundi Core MSCI USA UCITS ETF Dist	0.18%	Equity United States	1,057
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.19%	Equity United States	17
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.18%	Equity United States	21
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.19%	Equity United States	17
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.35%	Equity United States Value	472
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.18%	Equity North America	2,863
Xtrackers S&P 500 UCITS ETF 4C	0.20%	Equity United States	1,385
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.46%	Equity United States Social/Environmental	1,124
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.35%	Equity World Social/Environmental	908
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.45%	Equity World Low Volatility/Risk Weighted	57
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.96%	Equity United States Low Volatility/Risk Weighted	1,484
iShares MSCI World UCITS ETF (Dist)	0.13%	Equity World	8,076
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.83%	Equity United States Value	4
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.13%	Equity World	1,760
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.19%	Equity United States	1,388
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.19%	Equity United States	2,461
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.19%	Equity United States	8,829
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.11%	Equity World	40,184
HSBC MSCI World UCITS ETF USD (Acc)	0.13%	Equity World	1,864
Xtrackers MSCI USA UCITS ETF 1D	0.19%	Equity United States	279
iShares MSCI North America UCITS ETF	0.18%	Equity North America	1,330
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.46%	Equity United States Social/Environmental	66
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.17%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.13%	Equity World	50
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.19%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP acc	0.14%	Equity World	53
iShares MSCI ACWI UCITS ETF USD (Acc)	0.11%	Equity World	28,448
HSBC S&P 500 UCITS ETF USD (Acc)	0.19%	Equity United States	637
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.19%	Equity United States	45,256
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.17%	Equity United States Multi-Factor Strategy	24
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	1,555
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.31%	Equity World Social/Environmental	20
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.20%	Equity United States Equal Weighted	3,664
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.13%	Equity World	5,230
Invesco FTSE All-World UCITS ETF Dist	0.09%	Equity World	247
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.96%	Equity United States Low Volatility/Risk Weighted	126
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.19%	Equity United States	81
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	98
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.29%	Equity United States Multi-Factor Strategy	104
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.20%	Equity United States	64
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.03%	Equity World Dividend	123
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.36%	Equity United States Low Volatility/Risk Weighted	110
JPMorgan US Equity Active UCITS ETF USD (dist)	0.88%	Equity United States Social/Environmental	5
Amundi Prime Global UCITS ETF Dist	0.13%	Equity World	1,564
Xtrackers MSCI World UCITS ETF 1C	0.13%	Equity World	19,116
JPMorgan US Equity Active UCITS ETF USD (acc)	0.88%	Equity United States Social/Environmental	40
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.13%	Equity World	537
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.23%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.19%	Equity United States	1,489
Amundi Prime All Country World UCITS ETF Dist	0.12%	Equity World	4,283
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.19%	Equity United States	352
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	1.14%	Equity United States Technology Covered Call Alternative Investments	3
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.09%	Equity World	54
State Street SPDR MSCI World Utilities UCITS ETF USD	4.59%	Equity World Utilities	73
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.45%	Equity World Low Volatility/Risk Weighted	11
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.20%	Equity United States	663
Franklin US Dividend Tilt UCITS ETF (Dis)	0.09%	Equity United States Dividend	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.19%	Equity United States	12
UBS MSCI USA UCITS ETF USD dis	0.18%	Equity United States	498

Performance

Returns overview

YTD	+3.24%
1 month	-5.42%
3 months	-7.35%
6 months	-0.27%
1 year	+1.24%
3 years	+20.43%
5 years	+49.23%
Since inception (MAX)	+96.09%
2025	-1.42%
2024	+19.71%
2023	-7.84%
2022	+18.56%

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).