The Southern Co.

ISIN US8425871071

WKN 852523

Market cap (in EUR)

87,702 m

Country

United States

Sector

Utilities

Dividend yield

3.31%

Overview

Quote

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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	87,702 m
EPS, EUR	3.55
P/B ratio	2.6
P/E ratio	21.7
Dividend yield	3.31%

Income statement (2025)

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

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Capital at risk

What ETF is The Southern Co. in?

There are 332 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)	0.05%	Equity World Equal Weighted	20
UBS Core MSCI World UCITS ETF hCHF acc	0.12%	Equity World	1,113
Xtrackers S&P 500 Swap UCITS ETF 1C	0.17%	Equity United States	3,510
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.96%	Equity United States Low Volatility/Risk Weighted	35
Invesco MSCI World Equal Weight UCITS ETF	0.08%	Equity World Equal Weighted	1,701
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	47
Amundi Core MSCI World Swap UCITS ETF EUR Hedged Acc	0.12%	Equity World	11
iShares S&P 500 Swap UCITS ETF USD (Acc)	0.17%	Equity United States	13,341
Invesco MSCI World UCITS ETF	0.12%	Equity World	8,499
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States	2
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	29
State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF USD	1.03%	Equity World Infrastructure Multi-Asset Strategy	852
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.16%	Equity United States	40
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	0.17%	Equity United States	16,337
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.31%	Equity United States Buffer Alternative Investments	9
UBS Core MSCI World UCITS ETF USD dis	0.12%	Equity World	1,968
BNP Paribas Easy S&P 500 II UCITS ETF EUR (Acc)	0.17%	Equity United States	528
Fidelity US Fundamental Large Cap Core UCITS ETF ACC-USD	0.63%	Equity United States Large Cap	48
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	7.61%	Equity United States Utilities	1,144
Xtrackers S&P 500 Swap UCITS ETF 1D	0.17%	Equity United States	4,245
UBS MSCI ACWI SF UCITS ETF USD Ukdis	0.10%	Equity World	283
Xtrackers S&P 500 Swap II UCITS ETF 1D	0.17%	Equity United States	255
iShares MSCI All Country World UCITS ETF USD (Dist)	0.10%	Equity World	28
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0.32%	Equity United States Covered Call Alternative Investments	9
L&G Global Quality Dividends UCITS ETF USD Acc	0.20%	Equity World Dividend	63
iShares MSCI World Swap UCITS ETF CHF Hedged (Acc)	0.12%	Equity World	7
UBS MSCI USA Value UCITS ETF USD dis	0.33%	Equity United States Value	684
Amundi Core MSCI USA UCITS ETF Acc	0.17%	Equity United States	3,931
Xtrackers STOXX Global Select Dividend 100 Swap UCITS ETF 1D	0.49%	Equity World Dividend	1,012
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.39%	Equity United States Social/Environmental	1,049
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.07%	Equity United States Social/Environmental	1,448
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.19%	Equity United States Equal Weighted	430
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.10%	Equity World	763
iShares Global Infrastructure UCITS ETF USD (Dist)	3.18%	Equity World Infrastructure	2,144
JPMorgan US Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.39%	Equity United States Social/Environmental	78
Invesco S&P 500 UCITS ETF GBP Hedged Acc	0.17%	Equity United States	1,775
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	1.40%	Equity World Low Volatility/Risk Weighted	1,215
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.65%	Equity United States Value	17
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.26%	Equity World Multi-Factor Strategy	1
Invesco MSCI USA UCITS ETF	0.16%	Equity United States	7,393
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.29%	Equity United States	2
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.10%	Equity World	95
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	1.70%	Equity World Covered Call Alternative Investments	65
Xtrackers MSCI USA Swap UCITS ETF 1D	0.16%	Equity United States	2,813
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.08%	Equity World	64
Xtrackers MSCI World UCITS ETF 1D	0.12%	Equity World	4,690
Franklin US Income Equity Focus UCITS ETF (Dis)	3.08%	Equity United States Dividend	73
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.75%	Equity United States Covered Call Alternative Investments	45
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.39%	Equity United States Social/Environmental	10,907
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.29%	Equity World Social/Environmental	601
iShares S&P 500 Swap UCITS ETF USD (Dist)	0.17%	Equity United States	2,151
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.17%	Equity United States	460
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	1.70%	Equity World Covered Call Alternative Investments	33
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.75%	Equity United States Covered Call Alternative Investments	41
Amundi Core MSCI World Swap UCITS ETF Dist	0.12%	Equity World	6,506
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	241
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.17%	Equity United States	60
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.11%	Equity World	631
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.25%	Equity World Social/Environmental	87
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.29%	Equity World Social/Environmental	97
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	0.44%	Equity United States	147
State Street SPDR S&P 500 Low Volatility UCITS ETF USD	1.14%	Equity United States Low Volatility/Risk Weighted	93
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.24%	Equity World Dividend	9,897
BNP Paribas Easy MSCI World II UCITS ETF Acc	0.12%	Equity World	57
Amundi MSCI World Swap II UCITS ETF Acc	0.12%	Equity World	689
Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C	2.79%	Equity World Infrastructure	589
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.32%	Equity United States Covered Call Alternative Investments	7
Invesco MSCI North America Swap UCITS ETF Acc	0.16%	Equity North America	-
Amundi S&P 500 Swap UCITS ETF USD Acc	0.17%	Equity United States	3,239
UBS Core S&P 500 UCITS ETF hGBP dis	0.17%	Equity United States	70
Amundi Core S&P 500 Swap UCITS ETF USD Dist	0.17%	Equity United States	4,566
iShares Core S&P 500 UCITS ETF USD (Dist)	0.17%	Equity United States	19,858
Amundi S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	157
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	1.36%	Equity World Low Volatility/Risk Weighted	2,245
iShares MSCI USA Swap UCITS ETF EUR Hedged (Acc)	0.16%	Equity United States	157
Invesco S&P 500 Equal Weight UCITS ETF	0.20%	Equity United States Equal Weighted	1,151
Amundi MSCI World Swap II UCITS ETF Dist	0.12%	Equity World	8,606
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.38%	Equity United States Buffer Alternative Investments	5
Xtrackers S&P 500 Swap UCITS ETF 7C GBP Hedged	0.17%	Equity United States	2
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.27%	Equity United States Multi-Factor Strategy	39
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	0.17%	Equity United States	1
Vanguard Russell 1000 U.S. Value UCITS ETF USD Acc	0.29%	Equity United States Value	139
Amundi Prime Global UCITS ETF Acc	0.12%	Equity World	3,121
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	29
Amundi Core MSCI World Swap UCITS ETF Acc	0.12%	Equity World	15
Fidelity Global Value Research Enhanced UCITS ETF ACC-USD	0.03%	Equity World Value	7
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.17%	Equity United States Multi-Factor Strategy	28
iShares Global Infrastructure UCITS ETF USD (Acc)	3.18%	Equity World Infrastructure	187
HSBC MSCI World UCITS ETF USD	0.11%	Equity World	13,594
UBS Core S&P 500 UCITS ETF hEUR acc	0.17%	Equity United States	213
BNP Paribas Easy S&P 500 II UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States	417
Amundi Core MSCI USA Swap UCITS ETF Acc	0.16%	Equity United States	55
L&G Global Equity UCITS ETF	0.12%	Equity World Social/Environmental	1,784
Vanguard FTSE Global All-Cap UCITS ETF USD Acc	0.09%	Equity World	556
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.24%	Equity World Dividend	2,972
UBS Core MSCI World UCITS ETF hGBP dis	0.12%	Equity World	111
iShares FTSE All-World UCITS ETF USD (Dist)	0.10%	Equity World	1
iShares MSCI World Swap UCITS ETF USD (Acc)	0.12%	Equity World	1,984
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.25%	Equity World Social/Environmental	203
Xtrackers MSCI USA UCITS ETF 1C	0.17%	Equity United States	11,492
iShares MSCI USA Swap UCITS ETF USD (Dist)	0.16%	Equity United States	347
Xtrackers MSCI World Utilities UCITS ETF 1D	4.73%	Equity World Utilities	7
UBS Core MSCI World UCITS ETF hEUR acc	0.12%	Equity World	961
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.16%	Equity United States	184
BNP Paribas Easy MSCI World II UCITS ETF Dist	0.12%	Equity World	1
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	16
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	210
iShares S&P 500 Swap UCITS ETF CHF Hedged (Acc)	0.17%	Equity United States	0
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	1,153
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.29%	Equity United States Value	2
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.19%	Equity United States Equal Weighted	34
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.16%	Equity United States	594
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States	91
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.99%	Equity United States Large Cap	37
Amundi Core MSCI World UCITS ETF Acc	0.12%	Equity World	14,483
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.31%	Equity United States Buffer Alternative Investments	7
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.29%	Equity World Social/Environmental	5,661
WisdomTree S&P 500 EUR Daily Hedged	0.17%	Equity United States	5
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.17%	Equity United States	1,115
Xtrackers S&P 500 Swap UCITS ETF 5C EUR Hedged	0.17%	Equity United States	305
JPMorgan US Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.39%	Equity United States Social/Environmental	35
UBS Core MSCI USA UCITS ETF hGBP acc	0.16%	Equity United States	27
iShares MSCI World Swap UCITS ETF GBP Hedged (Acc)	0.12%	Equity World	1
Xtrackers MSCI World Swap UCITS ETF 4C EUR hedged	0.12%	Equity World	1,554
Xtrackers MSCI USA Swap II UCITS ETF 1C	0.16%	Equity United States	103
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.12%	Equity World	502
Xtrackers MSCI World Swap UCITS ETF 1D	0.12%	Equity World	5,671
iShares Core MSCI World UCITS ETF USD (Acc)	0.12%	Equity World	128,093
Invesco S&P 500 EUR Hedged UCITS ETF	0.17%	Equity United States	2,783
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.17%	Equity United States	1,790
State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	7.70%	Equity United States Utilities	166
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.32%	Equity United States Covered Call Alternative Investments	110
UBS S&P 500 Equal Weight SF UCITS ETF USD acc	0.20%	Equity United States Equal Weighted	12
WisdomTree Emerging Markets High Dividend UCITS ETF Dist	0.00%	Equity Emerging Markets Dividend	172
iShares Core S&P 500 UCITS ETF USD (Acc)	0.17%	Equity United States	134,425
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	108
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.17%	Equity United States	2,504
L&G US Equity UCITS ETF	0.17%	Equity United States Social/Environmental	1,323
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	887
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.12%	Equity World	62
UBS MSCI ACWI SF UCITS ETF hCHF acc	0.10%	Equity World	1,849
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.25%	Equity World Social/Environmental	60
Invesco S&P 500 UCITS ETF Dist	0.17%	Equity United States	8,801
L&G Global Quality Dividends UCITS ETF USD Dist	0.20%	Equity World Dividend	322
UBS Core MSCI USA UCITS ETF USD dis	0.16%	Equity United States	1,295
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.10%	Equity World	23,550
First Trust Value Line® Dividend Index UCITS ETF Acc	0.40%	Equity United States Dividend	5
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.10%	Equity World	16,612
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares MSCI USA UCITS ETF (Acc)	0.16%	Equity United States	4,437
WisdomTree Emerging Markets High Dividend UCITS ETF Acc	0.00%	Equity Emerging Markets Dividend	78
JPMorgan Strategic Allocation Conservative Active UCITS ETF EUR (acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (acc)	0.26%	Equity World Multi-Factor Strategy	255
BNP Paribas Easy MSCI ACWI UCITS ETF (Acc)	0.10%	Equity World	65
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.20%	Equity World	21
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.17%	Equity United States	3,145
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	0.07%	Equity United States Social/Environmental	96
Xtrackers MSCI World IMI UCITS ETF 1C Capitalisation	0.12%	Equity World	23
Xtrackers S&P 500 UCITS ETF 4D	0.17%	Equity United States	3
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.36%	Equity World Low Volatility/Risk Weighted	159
UBS Core S&P 500 UCITS ETF USD dis	0.17%	Equity United States	1,218
UBS Core S&P 500 UCITS ETF hCHF acc	0.17%	Equity United States	728
L&G S&P 100 UCITS ETF USD Acc	0.24%	Equity United States Large Cap	38
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.17%	Equity United States	664
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (acc)	0.38%	Equity United States Buffer Alternative Investments	8
Amundi Core MSCI USA Swap UCITS ETF EUR Hedged Acc	0.16%	Equity United States	3
UBS Core MSCI World UCITS ETF USD acc	0.12%	Equity World	10,692
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.65%	Equity United States Value	238
UBS MSCI ACWI SF UCITS ETF hUSD acc	0.10%	Equity World	2,120
iShares FTSE All-World UCITS ETF USD (Acc)	0.10%	Equity World	34
iShares Core MSCI World UCITS ETF USD (Dist)	0.12%	Equity World	801
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11,104
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.36%	Equity United States Dividend	47
Xtrackers MSCI World Utilities UCITS ETF 1C	4.73%	Equity World Utilities	809
Invesco RAFI All-World Fundamental Value UCITS ETF	0.12%	Equity World Value	283
iShares S&P 500 Swap UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States	548
State Street SPDR S&P U.S. Dividend Aristocrats UCITS ETF USD Unhedged (Dist)	1.36%	Equity United States Dividend	3,281
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.25%	Equity World Social/Environmental	5
iShares MSCI All Country World Swap UCITS ETF USD (Acc)	0.10%	Equity World	70
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.08%	Equity World	33
Amundi Core S&P 500 Swap UCITS ETF GBP Hedged Dist	0.17%	Equity United States	1,688
UBS MSCI USA NSL UCITS ETF USD acc	0.17%	Equity United States	3,023
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.96%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan US Equity Active UCITS ETF EUR Hedged (acc)	0.75%	Equity United States Social/Environmental	3
BNP Paribas Easy MSCI World UCITS ETF USD Acc	0.12%	Equity World	41
Amundi Prime All Country World UCITS ETF Acc	0.11%	Equity World	2,919
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	1.47%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF GBP Hedged (dist)	0.29%	Equity World Social/Environmental	34
UBS MSCI World UCITS ETF USD dis	0.12%	Equity World	1,444
Vanguard FTSE Developed World UCITS ETF Acc	0.11%	Equity World	5,912
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.29%	Equity World Social/Environmental	1,713
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.20%	Equity United States	197
Amundi FTSE All World GDP-Weighted UCITS ETF Acc	0.06%	Equity World	24
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	619
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.32%	Equity United States Covered Call Alternative Investments	3,667
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.07%	Equity World	7,515
JPMorgan Strategic Allocation Moderate Active UCITS ETF EUR (acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	7
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	1.70%	Equity World Covered Call Alternative Investments	1,321
Amundi S&P 500 Swap UCITS ETF USD Dist	0.17%	Equity United States	8
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	0.17%	Equity United States	281
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	0.17%	Equity United States	18,261
iShares S&P 500 3% Capped UCITS ETF EUR Hedged Acc	0.20%	Equity United States	26
State Street SPDR MSCI World UCITS ETF USD Unhedged (Acc)	0.12%	Equity World	17,867
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.19%	Equity United States Equal Weighted	433
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.07%	Equity World	218
UBS MSCI ACWI SF UCITS ETF USD Hedged Ukdis	0.10%	Equity World	49
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.09%	Equity World	9
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Acc	0.17%	Equity United States	1,670
Vanguard FTSE Developed World UCITS ETF Distributing	0.11%	Equity World	4,156
Invesco RAFI US Fundamental Value UCITS ETF Dist	0.23%	Equity United States Value	1,036
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.16%	Equity North America	2,883
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	3.18%	Equity World Infrastructure	79
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.75%	Equity United States Covered Call Alternative Investments	16
Xtrackers MSCI World Swap UCITS ETF 1C	0.12%	Equity World	5,245
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.75%	Equity United States Covered Call Alternative Investments	485
iShares MSCI USA Swap UCITS ETF USD (Acc)	0.16%	Equity United States	6,267
UBS MSCI ACWI SF UCITS ETF hEUR acc	0.10%	Equity World	1,659
HSBC S&P 500 UCITS ETF USD	0.17%	Equity United States	8,480
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	79
Amundi MSCI All Country World UCITS ETF EUR Acc	0.10%	Equity World	2,380
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,500
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1C	0.20%	Equity United States Equal Weighted	11
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.16%	Equity United States	547
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.12%	Equity World	435
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.12%	Equity World	344
UBS MSCI ACWI SF UCITS ETF CHF Hedged Ukdis	0.10%	Equity World	87
Franklin US Dividend Tilt UCITS ETF (Acc)	0.08%	Equity United States Dividend	1
BNP Paribas Easy MSCI World UCITS ETF EUR Acc	0.12%	Equity World	186
Invesco FTSE All-World UCITS ETF	0.08%	Equity World	3,989
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.20%	Equity United States Equal Weighted	992
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	1
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.17%	Equity United States	31,060
UBS Core MSCI USA UCITS ETF USD acc	0.16%	Equity United States	2,899
UBS MSCI ACWI SF UCITS ETF USD acc	0.10%	Equity World	3,818
WisdomTree S&P 500	0.17%	Equity United States	174
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	350
iShares S&P 500 Swap UCITS ETF GBP Hedged (Dist)	0.17%	Equity United States	121
Amundi MSCI World Swap II UCITS ETF USD Hedged Dist	0.12%	Equity World	47
UBS S&P 500 Equal Weight SF UCITS ETF USD dis	0.20%	Equity United States Equal Weighted	0
HSBC MSCI World UCITS ETF CHF hedged	0.11%	Equity World	88
Amundi Core MSCI World UCITS ETF USD Dist	0.12%	Equity World	1,611
Amundi Core MSCI USA UCITS ETF Dist	0.17%	Equity United States	1,117
Amundi Core S&P 500 Swap UCITS ETF CHF Hedged Dist	0.17%	Equity United States	138
BNP Paribas Easy MSCI USA UCITS ETF EUR Acc	0.17%	Equity United States	14
Invesco MSCI USA UCITS ETF EUR Hedged Acc	0.16%	Equity United States	346
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.17%	Equity United States	21
iShares MSCI USA Swap UCITS ETF GBP Hedged (Dist)	0.16%	Equity United States	9
BNP Paribas Easy MSCI USA UCITS ETF USD Acc	0.17%	Equity United States	17
Xtrackers S&P 500 Swap II UCITS ETF 1C	0.17%	Equity United States	4,593
Amundi MSCI World Swap UCITS ETF USD Acc	0.12%	Equity World	74
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.29%	Equity United States Value	991
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.16%	Equity North America	2,989
Amundi MSCI World Swap II UCITS ETF EUR Hedged Dist	0.12%	Equity World	679
Xtrackers S&P 500 UCITS ETF 4C	0.17%	Equity United States	2,283
Amundi MSCI World Swap II UCITS ETF EUR Hedged Acc	0.12%	Equity World	643
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.39%	Equity United States Social/Environmental	1,278
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.29%	Equity World Social/Environmental	910
iShares MSCI World Swap UCITS ETF EUR Hedged (Acc)	0.12%	Equity World	103
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	1.36%	Equity World Low Volatility/Risk Weighted	60
iShares MSCI World UCITS ETF (Dist)	0.12%	Equity World	8,173
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.65%	Equity United States Value	6
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.12%	Equity World	1,817
Xtrackers MSCI USA Swap UCITS ETF 1C	0.16%	Equity United States	4,752
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.16%	Equity United States	1,412
State Street SPDR S&P 500 UCITS ETF EUR Hedged	0.17%	Equity United States	2,698
Invesco MSCI USA UCITS ETF Dist	0.16%	Equity United States	1,372
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.16%	Equity United States	8,873
BNP Paribas Easy MSCI World II UCITS ETF EUR Acc	0.12%	Equity World	1
UBS MSCI USA SF UCITS ETF USD acc	0.16%	Equity United States	479
iShares MSCI North America Swap UCITS ETF USD (Acc)	0.16%	Equity North America	2
UBS MSCI ACWI SF UCITS ETF GBP Hedged Ukdis	0.10%	Equity World	517
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.10%	Equity World	51,203
iShares MSCI USA Swap UCITS ETF EUR Hedged (Dist)	0.16%	Equity United States	1
HSBC MSCI World UCITS ETF USD (Acc)	0.11%	Equity World	1,994
Xtrackers MSCI USA UCITS ETF 1D	0.17%	Equity United States	295
Amundi S&P 500 Swap UCITS ETF EUR Hedged Acc	0.17%	Equity United States	899
BNP Paribas Easy MSCI ACWI UCITS ETF EUR (Acc)	0.10%	Equity World	65
iShares MSCI North America UCITS ETF	0.16%	Equity North America	1,382
JPMorgan US Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.39%	Equity United States Social/Environmental	74
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.17%	Equity United States	133
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.12%	Equity World	52
Invesco S&P 500 UCITS ETF	0.17%	Equity United States	36,877
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.17%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP acc	0.12%	Equity World	65
iShares MSCI All Country World UCITS ETF USD (Acc)	0.10%	Equity World	31,511
UBS S&P 500 SF UCITS ETF USD acc	0.17%	Equity United States	194
HSBC S&P 500 UCITS ETF USD (Acc)	0.17%	Equity United States	568
Xtrackers S&P 500 Equal Weight Swap UCITS ETF 1D	0.20%	Equity United States Equal Weighted	22
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.17%	Equity United States Multi-Factor Strategy	24
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.17%	Equity United States	45,844
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.10%	Equity World	1,763
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.25%	Equity World Social/Environmental	28
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.19%	Equity United States Equal Weighted	4,316
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.12%	Equity World	5,362
Xtrackers FTSE All-World UCITS ETF 1C	0.11%	Equity World	133
Invesco FTSE All-World UCITS ETF	0.08%	Equity World	281
JPMorgan BetaBuilders US Equity UCITS ETF USD (acc)	0.17%	Equity United States	83
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.27%	Equity United States Multi-Factor Strategy	132
Amundi MSCI All Country World UCITS ETF USD Acc	0.10%	Equity World	125
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.17%	Equity United States	63
Amundi MSCI World Swap UCITS ETF EUR Dist	0.12%	Equity World	438
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.14%	Equity United States Low Volatility/Risk Weighted	123
JPMorgan US Equity Active UCITS ETF USD (dist)	0.75%	Equity United States Social/Environmental	5
Amundi Prime Global UCITS ETF Dist	0.12%	Equity World	1,630
Xtrackers MSCI World UCITS ETF 1C	0.12%	Equity World	20,858
JPMorgan US Equity Active UCITS ETF USD (acc)	0.75%	Equity United States Social/Environmental	39
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.12%	Equity World	551
State Street SPDR MSCI World UCITS ETF USD Unhedged (Dist)	0.12%	Equity World	113
UBS MSCI ACWI SF UCITS ETF hEUR Ukdis	0.10%	Equity World	43
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.04%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.20%	Equity United States	1
Amundi Core S&P 500 Swap UCITS ETF Acc	0.17%	Equity United States	15,872
UBS Core S&P 500 UCITS ETF USD acc	0.17%	Equity United States	1,993
Amundi Prime All Country World UCITS ETF Dist	0.11%	Equity World	4,594
Amundi MSCI USA Minimum Volatility Factor UCITS ETF DR	1.47%	Equity United States Low Volatility/Risk Weighted	34
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.17%	Equity United States	372
JPMorgan US Equity Premium Income Active UCITS ETF CHF Hedged (dist)	0.75%	Equity United States Technology Covered Call Alternative Investments	5
JPMorgan Strategic Allocation Growth Active UCITS ETF EUR (acc)	0.06%	Equity World Social/Environmental Multi-Asset Strategy	6
Amundi S&P 500 Swap UCITS ETF EUR Acc	0.17%	Equity United States	2,801
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.08%	Equity World	72
Amundi MSCI World Swap UCITS ETF EUR Acc	0.12%	Equity World	6,483
State Street SPDR MSCI World Utilities UCITS ETF USD	4.68%	Equity World Utilities	71
Xtrackers MSCI USA Swap II UCITS ETF 1D	0.16%	Equity United States	0
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	1.36%	Equity World Low Volatility/Risk Weighted	11
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.17%	Equity United States	679
Franklin US Dividend Tilt UCITS ETF (Dis)	0.08%	Equity United States Dividend	3
UBS MSCI USA UCITS ETF USD dis	0.17%	Equity United States	477
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.17%	Equity United States	12

Performance

Returns overview

YTD	-0.98%
1 month	-5.32%
3 months	-7.25%
6 months	-10.15%
1 year	-5.04%
3 years	+18.80%
5 years	+34.61%
Since inception (MAX)	+88.07%
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).