State Street Corp.

ISIN US8574771031

WKN 864777

Market cap (in EUR)

31,648 m

Country

United States

Sector

Finance

Dividend yield

2.36%

Overview

Quote

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Description

State Street Corp. engages in the provision of financial services to institutional investors. It operates through the Commercial and Financial Loans, and Commercial Real Estate Loans segments. The company was founded in 1792 and is headquartered in Boston, MA.

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Finance Investment Services United States

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Financials

Key metrics

Market capitalisation, EUR	31,648 m
EPS, EUR	8.56
P/B ratio	1.6
P/E ratio	14.0
Dividend yield	2.36%

Income statement (2024)

Revenue, EUR	19,588 m
Net income, EUR	2,482 m
Profit margin	12.67%

What ETF is State Street Corp. in?

There are 392 ETFs which contain State Street Corp.. All of these ETFs are listed in the table below. The ETF with the largest weighting of State Street Corp. is the VanEck Morningstar US ESG Wide Moat UCITS ETF A.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.04%	Equity World	708
Xtrackers MSCI USA Screened UCITS ETF 1C	0.06%	Equity United States Social/Environmental	229
Xtrackers Portfolio UCITS ETF 1C	0.03%	Equity World Multi-Asset Strategy	681
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.05%	Equity United States Social/Environmental Climate Change	482
SPDR MSCI World Financials UCITS ETF	0.25%	Equity World Financials	301
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.24%	Equity United States Social/Environmental	13,480
Amundi MSCI USA Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	2
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.36%	Equity United States Equal Weighted	609
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.10%	Equity World Equal Weighted	22
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	0
UBS MSCI USA Value UCITS ETF USD dis	0.12%	Equity United States Value	429
Amundi Core MSCI USA UCITS ETF Acc	0.06%	Equity United States	2,697
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.05%	Equity United States Social/Environmental Climate Change	419
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.21%	Equity United States Social/Environmental	1,057
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	314
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	375
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)	0.58%	Equity United States Dividend	552
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.24%	Equity United States Social/Environmental Climate Change	716
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.06%	Equity United States Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.10%	Equity United States	2
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.05%	Equity World	32
Xtrackers MSCI World UCITS ETF 1D	0.08%	Equity World	4,528
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.21%	Equity United States Social/Environmental	9,067
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.03%	Equity United States Covered Call Alternative Investments	24
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.24%	Equity United States Social/Environmental	19
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.15%	Equity World Social/Environmental	442
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.06%	Equity United States Social/Environmental Climate Change	158
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.36%	Equity United States Equal Weighted	1,049
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.06%	Equity United States	583
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.24%	Equity United States Social/Environmental Climate Change	20
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.20%	Equity United States Equal Weighted	210
UBS MSCI ACWI Universal UCITS ETF USD dis	0.05%	Equity World Social/Environmental	1,906
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.19%	Equity United States Social/Environmental Climate Change	2,427
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.04%	Equity World	643
WisdomTree US Equity Income UCITS ETF Acc	0.63%	Equity United States Dividend	82
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.13%	Equity World Social/Environmental	1
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.15%	Equity World Social/Environmental	326
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.13%	Equity World Value	208
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	1,188
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.09%	Equity World Dividend	6,609
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.05%	Equity United States Multi-Factor Strategy	75
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.24%	Equity United States Social/Environmental Climate Change	145
UBS Core S&P 500 UCITS ETF hGBP dis	0.06%	Equity United States	63
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.19%	Equity United States Social/Environmental	235
iShares Core S&P 500 UCITS ETF USD (Dist)	0.06%	Equity United States	17,558
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
HSBC MSCI WORLD VALUE SCREENED UCITS ETF USD (Acc)	0.23%	Equity World Value	237
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	0.08%	Equity United States Social/Environmental	20
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.21%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.10%	Equity World Social/Environmental Climate Change	269
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	21
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.54%	Equity World Social/Environmental	919
HSBC MSCI World UCITS ETF USD	0.04%	Equity World	12,704
UBS Core S&P 500 UCITS ETF hEUR acc	0.06%	Equity United States	259
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.05%	Equity World Social/Environmental	48
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	1,390
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	305
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.13%	Equity World Social/Environmental	166
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.64%	Equity United States Social/Environmental Climate Change	129
Xtrackers MSCI USA UCITS ETF 1C	0.06%	Equity United States	9,209
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF EUR PfHdg Acc	0.43%	Equity World Multi-Factor Strategy	326
UBS Core MSCI World UCITS ETF hEUR acc	0.04%	Equity World	306
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.05%	Equity United States	329
UBS MSCI World Selection UCITS ETF hEUR dis	0.08%	Equity World Social/Environmental	292
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.17%	Equity World Social/Environmental Climate Change	1,588
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.09%	Equity World Social/Environmental	896
UBS MSCI World Selection UCITS ETF hCHF acc	0.08%	Equity World Social/Environmental	224
SPDR MSCI World Value UCITS ETF USD Unhedged (Acc)	0.22%	Equity World Value	106
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.33%	Equity United States Equal Weighted	119
iShares Edge MSCI World Value Factor UCITS ETF	0.13%	Equity World Value	4,242
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.06%	Equity North America Social/Environmental	27
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.15%	Equity World Financials Social/Environmental	543
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.15%	Equity World Social/Environmental	24
VanEck Morningstar US ESG Wide Moat UCITS ETF A	2.61%	Equity United States Moat	334
Xtrackers MSCI USA Climate Transition UCITS ETF 1D 1D	0.10%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	110,506
SPDR MSCI USA Value Weighted UCITS ETF	0.37%	Equity United States Value	159
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.27%	Equity North America Dividend	110
iShares Core S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	115,706
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	73
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.06%	Equity North America Social/Environmental	309
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.64%	Equity United States Social/Environmental Climate Change	67
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.06%	Equity United States	94
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	673
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc	0.17%	Equity World Social/Environmental	3,039
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	0.08%	Equity United States Social/Environmental	315
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.13%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF USD dis	0.05%	Equity United States	1,193
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	0.08%	Equity United States Social/Environmental	940
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.10%	Equity United States Social/Environmental	5
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.09%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA UCITS ETF (Acc)	0.06%	Equity United States	2,802
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.10%	Equity World Multi-Factor Strategy	188
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.07%	Equity World	13
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.10%	Equity World Social/Environmental Climate Change	2
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.03%	Equity United States Social/Environmental Climate Change	1
Amundi S&P 500 Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	3,765
Amundi MSCI World Screened UCITS ETF Acc	0.05%	Equity World Social/Environmental	917
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.21%	Equity World Social/Environmental Climate Change	44
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.17%	Equity World Social/Environmental	93
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.21%	Equity World Social/Environmental Climate Change	208
iShares Core MSCI World UCITS ETF USD (Dist)	0.04%	Equity World	514
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.20%	Equity United States Equal Weighted	7,437
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.13%	Equity World Social/Environmental	2
Franklin S&P World Screened UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.11%	Equity United States Social/Environmental	29
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	34
UBS MSCI World UCITS ETF USD dis	0.04%	Equity World	1,357
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.03%	Equity United States Social/Environmental Climate Change	1
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.07%	Equity United States	326
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	3
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.20%	Equity United States Equal Weighted	369
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.07%	Equity World	4,067
UBS MSCI USA Selection UCITS ETF USD acc	0.11%	Equity United States Social/Environmental	2,159
Franklin S&P 500 Screened UCITS ETF Acc	0.09%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.06%	Equity United States Social/Environmental	1,364
SPDR S&P 500 UCITS ETF (Dist)	0.06%	Equity United States	15,314
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.08%	Equity World Social/Environmental	168
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	59
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.11%	Equity United States Social/Environmental	275
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.07%	Equity World	73
Vanguard FTSE Developed World UCITS ETF Distributing	0.04%	Equity World	3,527
Invesco FTSE RAFI US 1000 UCITS ETF	0.15%	Equity United States Fundamental/Quality	576
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	789
iShares MSCI World SRI UCITS ETF USD (Dist)	0.17%	Equity World Social/Environmental	1,471
HSBC S&P 500 UCITS ETF USD	0.06%	Equity United States	7,142
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.05%	Equity United States Social/Environmental Climate Change	2,398
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.20%	Equity United States Equal Weighted	45
HSBC USA SCREENED EQUITY UCITS ETF USD	0.02%	Equity United States Social/Environmental Climate Change	704
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.20%	Equity United States Equal Weighted	1,102
Amundi MSCI ACWI SRI Climate Paris Aligned UCITS ETF DR - USD	0.18%	Equity World Social/Environmental	107
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.04%	Equity World Social/Environmental	5,009
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.15%	Equity World Social/Environmental	82
Invesco FTSE All-World UCITS ETF Acc	0.05%	Equity World	2,210
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.06%	Equity United States	25,892
iShares MSCI World Screened UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental	959
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.12%	Equity United States Social/Environmental	133
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	283
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.46%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.02%	Equity United States Social/Environmental Climate Change	110
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.15%	Equity World Mid Cap	359
iShares MSCI World Screened UCITS ETF USD (Acc)	0.05%	Equity World Social/Environmental	4,708
Amundi Core MSCI World UCITS ETF USD Dist	0.04%	Equity World	1,309
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.05%	Equity World Social/Environmental	292
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.14%	Equity World Social/Environmental Climate Change	764
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental	144
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.19%	Equity North America Social/Environmental Climate Change	620
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.05%	Equity North America	2,505
Xtrackers S&P 500 UCITS ETF 4C	0.06%	Equity United States	925
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.21%	Equity United States Social/Environmental	947
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.15%	Equity World Social/Environmental	800
UBS MSCI World Selection UCITS ETF USD acc	0.08%	Equity World Social/Environmental	654
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.26%	Equity United States Value	113
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.06%	Equity United States Social/Environmental	15
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.17%	Equity World Social/Environmental	6,368
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.04%	Equity World	1,543
SPDR S&P 500 EUR Hedged UCITS ETF	0.06%	Equity United States	2,471
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	27,447
HSBC MSCI World UCITS ETF USD (Acc)	0.04%	Equity World	1,470
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.16%	Equity World Social/Environmental	4,476
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.21%	Equity United States Social/Environmental	55
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.08%	Equity World	37
HSBC S&P 500 UCITS ETF USD (Acc)	0.06%	Equity United States	460
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.14%	Equity World Social/Environmental Climate Change	150
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.06%	Equity United States	43,151
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	987
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,280
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.02%	Equity World Multi-Factor Strategy	816
Xtrackers MSCI USA Financials UCITS ETF 1D	0.42%	Equity United States Financials	865
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.24%	Equity United States Social/Environmental	2,635
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.04%	Equity World	4,898
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.28%	Equity United States Social/Environmental	189
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	0.11%	Equity United States Social/Environmental	4,412
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.35%	Equity United States Multi-Factor Strategy	89
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	0.08%	Equity United States Social/Environmental	51
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.06%	Equity United States Social/Environmental	13,977
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.06%	Equity United States	63
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.19%	Equity United States Social/Environmental Climate Change	2,996
Xtrackers MSCI USA ESG UCITS ETF 1D	0.12%	Equity United States Social/Environmental	202
Xtrackers MSCI World UCITS ETF 1C	0.08%	Equity World	16,467
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.12%	Equity United States Social/Environmental	1
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.07%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	1,207
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.14%	Equity World Social/Environmental Catholic principles	145
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.02%	Equity World Social/Environmental Climate Change	29
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.24%	Equity United States Social/Environmental	531
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.05%	Equity World Social/Environmental	1,213
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.05%	Equity World Social/Environmental	84
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.15%	Equity World Social/Environmental	10
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.06%	Equity United States Social/Environmental	938
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.19%	Equity North America Social/Environmental Climate Change	43
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.17%	Equity World Social/Environmental Climate Change	252
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.05%	Equity World	16
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental Climate Change	30
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.03%	Equity United States Social/Environmental Climate Change	2
Fidelity US Quality Value UCITS ETF ACC-USD	0.73%	Equity United States Multi-Factor Strategy	1
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.64%	Equity United States Social/Environmental Climate Change	2
iShares MSCI World Value Factor Advanced UCITS ETF USD (Acc)	0.41%	Equity World Value	301
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	750
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	36
Xtrackers MSCI World Value UCITS ETF 1C	0.13%	Equity World Value	3,056
Invesco MSCI World ESG Climate Paris Aligned UCITS ETF Acc	0.10%	Equity World Social/Environmental Climate Change	25
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.56%	Equity United States Value	95
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.05%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.19%	Equity United States Social/Environmental	30
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.05%	Equity United States	48
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.11%	Equity United States Social/Environmental	367
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	0.08%	Equity United States Social/Environmental	548
SPDR S&P 500 UCITS ETF (Acc)	0.06%	Equity United States	11,654
WisdomTree US Equity Income UCITS ETF EUR Hedged Acc	0.63%	Equity United States Dividend	1
UBS Core MSCI World UCITS ETF USD dis	0.04%	Equity World	1,318
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Social/Environmental	1,684
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity World Social/Environmental	64
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.05%	Equity United States Social/Environmental Climate Change	2,103
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.04%	Equity World Social/Environmental	495
Franklin U.S. Equity UCITS ETF	0.10%	Equity United States Multi-Factor Strategy	59
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.09%	Equity United States Multi-Factor Strategy	155
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.21%	Equity United States Social/Environmental	7
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.10%	Equity United States Social/Environmental	34
Amundi MSCI World ESG Selection UCITS ETF Acc	0.08%	Equity World Social/Environmental	1,727
Amundi MSCI World IMI Value Advanced UCITS ETF Acc	0.36%	Equity World Value Climate Change	2
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.10%	Equity World Multi-Factor Strategy	0
SPDR S&P U.S. Financials Select Sector UCITS ETF USD	0.44%	Equity United States Financials	797
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	66
Xtrackers MSCI World ESG UCITS ETF 1C	0.09%	Equity World Social/Environmental	5,854
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.64%	Equity United States Social/Environmental Climate Change	8
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.06%	Equity United States	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.24%	Equity United States Social/Environmental Climate Change	12
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.12%	Equity United States Social/Environmental	13
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.13%	Equity United States	34
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	191
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.36%	Equity United States Equal Weighted	3
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.24%	Equity United States Social/Environmental Climate Change	390
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.10%	Equity World Equal Weighted	30
WisdomTree US Equity Income UCITS ETF GBP Hedged Acc	0.63%	Equity United States Dividend	1
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.33%	Equity United States Equal Weighted	2,048
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.21%	Equity World Social/Environmental Climate Change	251
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.35%	Equity World Low Volatility/Risk Weighted Climate Change	59
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.46%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	654
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.36%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.03%	Equity World Multi-Asset Strategy	886
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF EUR Dist	0.54%	Equity World Social/Environmental	107
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.64%	Equity United States Social/Environmental Climate Change	509
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.35%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.04%	Equity World	1,018
Fidelity Global Quality Value UCITS ETF ACC-USD	0.31%	Equity World Multi-Factor Strategy	4
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.17%	Equity World Social/Environmental	282
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.17%	Equity World Social/Environmental Climate Change	3,984
L&G Global Equity UCITS ETF	0.04%	Equity World Social/Environmental	953
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.09%	Equity World Dividend	1,448
Invesco MSCI World Universal Screened UCITS ETF Acc	0.06%	Equity World Social/Environmental	207
UBS Core MSCI World UCITS ETF hGBP dis	0.04%	Equity World	94
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	67
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Climate Change	454
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.17%	Equity World Social/Environmental Climate Change	3
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	12
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.04%	Equity World	17
BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped UCITS ETF USD Acc	0.54%	Equity World Social/Environmental	48
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.04%	Equity World	974
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.06%	Equity World Social/Environmental	117
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	17
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.05%	Equity United States	472
Amundi Core MSCI World UCITS ETF Acc	0.04%	Equity World	11,849
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.15%	Equity World Social/Environmental	5,190
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.11%	Equity United States Social/Environmental	464
UBS Core MSCI USA UCITS ETF hGBP acc	0.05%	Equity United States	54
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.02%	Equity World Multi-Asset Strategy	677
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.08%	Equity World	354
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.06%	Equity United States	3,000
L&G US Equity UCITS ETF	0.06%	Equity United States Social/Environmental	1,000
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.04%	Equity World	21
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	18,981
UBS MSCI USA Universal UCITS ETF USD acc	0.09%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.14%	Equity World Social/Environmental Climate Change	573
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	7,348
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.30%	Equity World Multi-Factor Strategy	72
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.07%	Equity United States Social/Environmental Climate Change	12
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.16%	Equity World Social/Environmental	187
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.16%	Equity World Social/Environmental	977
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.35%	Equity World Low Volatility/Risk Weighted Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	0.06%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.04%	Equity World Social/Environmental	739
Xtrackers MSCI USA ESG UCITS ETF 1C	0.12%	Equity United States Social/Environmental	8,373
UBS Core S&P 500 UCITS ETF USD dis	0.06%	Equity United States	1,062
UBS Core S&P 500 UCITS ETF hCHF acc	0.06%	Equity United States	504
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	88
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.06%	Equity United States	536
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.21%	Equity United States Buffer Alternative Investments	7
UBS Core MSCI World UCITS ETF USD acc	0.04%	Equity World	5,818
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	0.08%	Equity United States Social/Environmental	324
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.40%	Equity United States Mid Cap	263
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.10%	Equity United States Social/Environmental	2,855
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	139
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.03%	Equity United States Social/Environmental Climate Change	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.05%	Equity World	5
UBS MSCI USA NSL UCITS ETF USD acc	0.06%	Equity United States	2,809
Amundi Prime All Country World UCITS ETF Acc	0.03%	Equity World	814
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.15%	Equity World Social/Environmental	18
Vanguard FTSE Developed World UCITS ETF Acc	0.04%	Equity World	4,872
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental	1,934
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.06%	Equity World Social/Environmental	400
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C 1C	0.05%	Equity World Social/Environmental Climate Change	141
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.14%	Equity World Social/Environmental Climate Change	36
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.15%	Equity World Social/Environmental Catholic principles	80
SPDR MSCI World UCITS ETF	0.05%	Equity World	14,002
WisdomTree US Equity Income UCITS ETF	0.63%	Equity United States Dividend	51
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.24%	Equity United States Social/Environmental Climate Change	318
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.14%	Equity World Social/Environmental Climate Change	578
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.05%	Equity North America	2,141
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.03%	Equity United States Covered Call Alternative Investments	226
UBS S&P 500 Scored & Screened UCITS ETF USD acc	0.08%	Equity United States Social/Environmental	1,717
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.17%	Equity World Social/Environmental	54
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.08%	Equity World	322
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.05%	Equity United States	493
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	250
Xtrackers MSCI World Screened UCITS ETF 1D	0.04%	Equity World Social/Environmental	121
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.14%	Equity World Social/Environmental Climate Change	30
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.11%	Equity United States Social/Environmental	189
UBS MSCI World Selection UCITS ETF hEUR acc	0.08%	Equity World Social/Environmental	45
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	0
Amundi MSCI World SRI Climate Paris Aligned UCITS ETF Dist	0.17%	Equity World Social/Environmental	48
Xtrackers MSCI World Climate Transition UCITS ETF	0.06%	Equity World Social/Environmental Climate Change	22
UBS Core MSCI USA UCITS ETF USD acc	0.05%	Equity United States	2,076
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.24%	Equity United States Social/Environmental	7,144
iShares MSCI USA Quality Dividend Advanced UCITS ETF GBP Hedged (Dist)	0.58%	Equity United States Dividend	3
HSBC MSCI World UCITS ETF CHF hedged	0.04%	Equity World	51
Xtrackers MSCI World ESG UCITS ETF 1D	0.09%	Equity World Social/Environmental	283
Amundi Core MSCI USA UCITS ETF Dist	0.06%	Equity United States	772
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.06%	Equity United States	7
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.17%	Equity World Social/Environmental	282
Invesco Quantitative Strategies ESG Global Equity Multi-Factor UCITS ETF Acc	0.43%	Equity World Multi-Factor Strategy	1,218
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.05%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.11%	Equity United States Value	252
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.21%	Equity World Social/Environmental Climate Change	1
Amundi MSCI World Ex EMU SRI Climate Paris Aligned UCITS ETF Acc	0.18%	Equity World Social/Environmental Climate Change	4
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.14%	Equity World Social/Environmental Climate Change	345
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	0.08%	Equity United States Social/Environmental	1,247
iShares MSCI World UCITS ETF (Dist)	0.04%	Equity World	7,451
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.36%	Equity United States Multi-Factor Strategy	68
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.24%	Equity United States Social/Environmental Climate Change	475
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.06%	Equity United States	1,263
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.06%	Equity United States	8,120
Xtrackers MSCI USA UCITS ETF 1D	0.06%	Equity United States	251
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.02%	Equity World Multi-Factor Strategy	150
iShares MSCI North America UCITS ETF	0.05%	Equity North America	1,101
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.06%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.15%	Equity World Social/Environmental	393
Invesco Global Enhanced Equity UCITS ETF Acc	0.32%	Equity World Multi-Factor Strategy	325
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Social/Environmental	1
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.06%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.04%	Equity World Social/Environmental	1
Invesco S&P World Financials ESG UCITS ETF Acc	0.21%	Equity World Financials Social/Environmental	5
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C 1C	0.08%	Equity United States Social/Environmental	95
UBS Core MSCI World UCITS ETF hGBP acc	0.04%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.08%	Equity United States Social/Environmental	539
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	21,922
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.13%	Equity World Social/Environmental	4
Invesco FTSE All-World UCITS ETF Dist	0.05%	Equity World	192
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.06%	Equity United States	72
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.24%	Equity United States Social/Environmental	247
iShares Edge MSCI USA Value Factor UCITS ETF	0.26%	Equity United States Value	2,487
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.17%	Equity World Social/Environmental Climate Change	210
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	0.08%	Equity United States Social/Environmental	120
Amundi Prime Global UCITS ETF Dist	0.04%	Equity World	1,002
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.32%	Equity World Multi-Factor Strategy	0
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.18%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.04%	Equity World	478
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	395
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	2
UBS Core S&P 500 UCITS ETF USD acc	0.06%	Equity United States	911
Amundi Prime All Country World UCITS ETF Dist	0.03%	Equity World	2,634
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.30%	Equity World Multi-Factor Strategy	646
Amundi MSCI USA SRI Climate Paris Aligned UCITS ETF Acc	0.28%	Equity United States Social/Environmental	351
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.11%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.06%	Equity United States	271
Xtrackers MSCI World Financials UCITS ETF 1C	0.24%	Equity World Financials	2,495
iShares S&P 500 Financials Sector UCITS ETF (Acc)	0.43%	Equity United States Financials	2,152
Invesco US Enhanced Equity UCITS ETF Acc	0.54%	Equity United States Multi-Factor Strategy	49
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.02%	Equity World Social/Environmental Climate Change	251
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.24%	Equity United States Social/Environmental	333
Franklin US Dividend Tilt UCITS ETF (Dis)	0.18%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.06%	Equity United States	527
Invesco Global Active ESG Equity UCITS ETF EUR PfHdg Dist	0.43%	Equity World Multi-Factor Strategy	120
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.06%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.05%	Equity United States	453

Performance

Returns overview

YTD	+1.33%
1 month	+5.96%
3 months	+13.41%
6 months	+22.95%
1 year	+25.03%
3 years	+47.49%
5 years	+73.99%
Since inception (MAX)	+94.97%
2025	+25.63%
2024	+27.05%
2023	-5.45%
2022	-7.10%

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).