Steel Dynamics

ISIN US8581191009

WKN 903772

Market cap (in EUR)

21,030 m

Country

United States

Sector

Non-Energy Materials

Dividend yield

1.17%

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Overview

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Description

Steel Dynamics, Inc. engages in the production of steel and recycling of metals. It operates through the following segments: Steel Operations, Metals Recycling Operations, Steel Fabrication Operations, and Aluminum Operations. The Steel Operations segment is composed of electric arc furnace (EAF) steel mills, production of steel from ferrous scrap and scrap substitutes, utilization of continuous casting, automation of rolling mills and steel coatings, processing lines, and warehouse operations. The Metals Recycling Operations segment is involved in ferrous and nonferrous scrap metal processing, transportation, marketing, brokerage, and provision of scrap management services. The Steel Fabrication Operations segment includes New Millennium Building Systems plants that serve non-residential construction industry throughout the United States. The Aluminum Operations segment consists of recycled aluminum flat rolled products mill being constructed in Columbus, Mississippi, and satellite recycled aluminum slab centers in Arizona and Mexico. The company was founded by Keith E. Busse, Mark D. Millett, Richard P. Teets, and John C. Bates in 1993 and is headquartered in Fort Wayne, IN.

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Non-Energy Materials Mining and Mineral Products Metal Products United States

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Financials

Key metrics

Market capitalisation, EUR	21,030 m
EPS, EUR	6.83
P/B ratio	2.7
P/E ratio	22.3
Dividend yield	1.17%

Income statement (2024)

Revenue, EUR	16,216 m
Net income, EUR	1,421 m
Profit margin	8.76%

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What ETF is Steel Dynamics in?

There are 332 ETFs which contain Steel Dynamics. All of these ETFs are listed in the table below. The ETF with the largest weighting of Steel Dynamics is the Rize Circular Economy Enablers UCITS ETF USD Accumulating.

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	9
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.05%	Equity United States Multi-Factor Strategy	8
UBS Core MSCI World UCITS ETF hCHF acc	0.03%	Equity World	664
Xtrackers MSCI USA Screened UCITS ETF 1C	0.04%	Equity United States Social/Environmental	200
Xtrackers Portfolio UCITS ETF 1C	0.02%	Equity World Multi-Asset Strategy	664
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedged	0.04%	Equity United States Social/Environmental Climate Change	478
Invesco MSCI World Equal Weight UCITS ETF Acc	0.09%	Equity World Equal Weighted	669
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	35
Xtrackers MSCI World Value UCITS ETF 1C	0.09%	Equity World Value	2,666
iShares MSCI USA Value Factor Advanced UCITS ETF USD (Acc)	0.38%	Equity United States Value	101
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental	13,478
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	15
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.16%	Equity United States Social/Environmental	6
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.04%	Equity United States	48
Amundi MSCI USA Screened UCITS ETF Acc	0.03%	Equity United States Social/Environmental	-
Amundi MSCI USA ESG Selection UCITS ETF EUR Hedged Acc	0.07%	Equity United States Social/Environmental	343
SPDR S&P 500 UCITS ETF (Acc)	0.04%	Equity United States	11,184
UBS Core MSCI World UCITS ETF USD dis	0.03%	Equity World	1,204
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	0.07%	Equity World Fundamental/Quality	7
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.12%	Equity World Equal Weighted	21
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity United States Social/Environmental	1,607
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.03%	Equity World	0
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.02%	Equity World Social/Environmental	61
UBS MSCI USA Value UCITS ETF USD dis	0.08%	Equity United States Value	419
Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc	0.04%	Equity United States Social/Environmental Climate Change	1,976
Franklin S&P 500 Paris Aligned Climate UCITS ETF	0.04%	Equity United States Social/Environmental Climate Change	437
Amundi Core MSCI USA UCITS ETF Acc	0.04%	Equity United States	2,479
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.03%	Equity World Social/Environmental	483
Franklin U.S. Equity UCITS ETF	0.11%	Equity United States Multi-Factor Strategy	61
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity United States Social/Environmental	1,045
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.10%	Equity United States Social/Environmental	1,017
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.24%	Equity United States Equal Weighted	303
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.15%	Equity United States Multi-Factor Strategy	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.02%	Equity World	328
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.17%	Equity United States Social/Environmental Climate Change	819
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.08%	Equity United States Social/Environmental	7
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.07%	Equity United States Social/Environmental	35
HSBC MSCI USA Islamic Screened UCITS ETF USD (Acc)	0.30%	Equity United States Social/Environmental Islamic Investing	59
Amundi MSCI World ESG Selection UCITS ETF Acc	0.05%	Equity World Social/Environmental	1,673
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	0.04%	Equity United States Social/Environmental Multi-Asset Strategy	22
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.07%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.02%	Equity World	64
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.04%	Equity World	29
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity United States Social/Environmental	9,153
Xtrackers MSCI World ESG UCITS ETF 1C	0.05%	Equity World Social/Environmental	5,832
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	15
iShares MSCI USA SRI UCITS ETF GBP Hedged (Dist)	0.17%	Equity United States Social/Environmental	19
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.05%	Equity World Social/Environmental	430
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.04%	Equity United States Social/Environmental Climate Change	166
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.03%	Equity United States	575
UBS MSCI USA Socially Responsible UCITS ETF hEUR acc	0.16%	Equity United States Social/Environmental Climate Change	35
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	197
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.03%	Equity United States	47
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.17%	Equity United States Social/Environmental Climate Change	13
UBS MSCI ACWI Universal UCITS ETF USD dis	0.04%	Equity World Social/Environmental	1,893
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	582
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.01%	Equity United States Social/Environmental Climate Change	2,396
iShares MSCI USA Leaders UCITS ETF USD (Acc)	0.08%	Equity United States Social/Environmental	13
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	0.07%	Equity World Fundamental/Quality	2
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.05%	Equity World Social/Environmental	319
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.05%	Equity United States Multi-Factor Strategy	97
iShares Edge MSCI World Value Factor UCITS ETF USD (Dist)	0.10%	Equity World Value	168
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.07%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	1,145
Rize Circular Economy Enablers UCITS ETF USD Accumulating	3.85%	Equity World Social/Environmental Circular Economy	2
UBS MSCI USA Socially Responsible UCITS ETF USD dis	0.16%	Equity United States Social/Environmental Climate Change	393
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.25%	Equity United States Multi-Factor Strategy	74
UBS MSCI USA Socially Responsible UCITS ETF hGBP dis	0.16%	Equity United States Social/Environmental Climate Change	141
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.12%	Equity World Equal Weighted	29
UBS Core S&P 500 UCITS ETF hGBP dis	0.04%	Equity United States	61
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.16%	Equity United States Social/Environmental	223
iShares Core S&P 500 UCITS ETF USD (Dist)	0.04%	Equity United States	17,422
Invesco Global Active Defensive ESG Equity UCITS ETF EUR PfHdg Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	58
Xtrackers Portfolio Income UCITS ETF 1D	0.01%	Equity World Multi-Asset Strategy	59
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.23%	Equity United States Equal Weighted	593
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.11%	Equity World Social/Environmental	24
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.71%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.02%	Equity World Multi-Asset Strategy	855
Rize USA Environmental Impact UCITS ETF USD Acc	1.18%	Equity United States Social/Environmental Climate Change	8
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.04%	Equity World Social/Environmental Climate Change	261
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.40%	Equity United States Multi-Factor Strategy	35
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.05%	Equity United States Multi-Factor Strategy	29
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.11%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.03%	Equity World	12,525
UBS Core S&P 500 UCITS ETF hEUR acc	0.04%	Equity United States	254
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	3,967
Invesco MSCI World Universal Screened UCITS ETF Acc	0.04%	Equity World Social/Environmental	202
WisdomTree Global Quality Dividend Growth UCITS ETF USD	0.07%	Equity World Fundamental/Quality	292
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.04%	Equity World Social/Environmental	51
UBS Core MSCI World UCITS ETF hGBP dis	0.03%	Equity World	91
Rize Environmental Impact 100 UCITS ETF	1.10%	Equity World Social/Environmental Climate Change	95
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.04%	Equity World Social/Environmental	1,317
UBS MSCI World Socially Responsible UCITS ETF USD dis	0.12%	Equity World Social/Environmental Climate Change	306
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.02%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	164
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental Climate Change	478
Xtrackers MSCI USA UCITS ETF 1C	0.03%	Equity United States	9,287
iShares MSCI World Materials Sector Advanced UCITS ETF USD (Dist)	0.25%	Equity World Basic Materials Social/Environmental	34
UBS Core MSCI World UCITS ETF hEUR acc	0.03%	Equity World	274
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.04%	Equity United States	326
UBS MSCI World Socially Responsible UCITS ETF hGBP dis	0.12%	Equity World Social/Environmental Climate Change	3
UBS MSCI World Selection UCITS ETF hEUR dis	0.05%	Equity World Social/Environmental	285
UBS MSCI World Socially Responsible UCITS ETF USD acc	0.12%	Equity World Social/Environmental Climate Change	1,566
Xtrackers MSCI World ESG UCITS ETF 2C EUR Hedged	0.05%	Equity World Social/Environmental	835
UBS MSCI World Selection UCITS ETF hCHF acc	0.05%	Equity World Social/Environmental	217
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.02%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.06%	Equity World Social/Environmental	195
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	953
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.05%	Equity World Social/Environmental	114
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.24%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.04%	Equity United States	464
iShares Edge MSCI World Value Factor UCITS ETF	0.10%	Equity World Value	3,825
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	0.04%	Equity North America Social/Environmental	27
Amundi Core MSCI World UCITS ETF Acc	0.03%	Equity World	8,682
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.05%	Equity World Social/Environmental	5,182
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.04%	Equity World Social/Environmental Climate Change	6
Amundi MSCI USA ESG Selection UCITS ETF Acc	0.07%	Equity United States Social/Environmental	710
iShares MSCI ACWI SRI UCITS ETF USD (Dist)	0.10%	Equity World Social/Environmental	22
UBS Core MSCI USA UCITS ETF hGBP acc	0.04%	Equity United States	44
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	640
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.01%	Equity World Social/Environmental Multi-Asset Strategy	5
iShares Core MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	107,591
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.04%	Equity United States	2,982
SPDR MSCI USA Value Weighted UCITS ETF	0.32%	Equity United States Value	151
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.04%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	115,279
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	70
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	0.04%	Equity North America Social/Environmental	314
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.04%	Equity United States	97
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.03%	Equity World	627
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.03%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.04%	Equity United States	1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	18,590
UBS MSCI USA Universal UCITS ETF USD acc	0.06%	Equity United States Social/Environmental Climate Change	3
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF acc	0.10%	Equity World Social/Environmental Climate Change	457
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.07%	Equity United States Social/Environmental	4
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	0.07%	Equity World Fundamental/Quality	628
SPDR MSCI All Country World UCITS ETF (Acc)	0.02%	Equity World	6,620
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.02%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	0.05%	Equity United States Social/Environmental Climate Change	5
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.56%	Equity World Multi-Factor Strategy	74
iShares MSCI USA UCITS ETF (Acc)	0.04%	Equity United States	2,682
HSBC MSCI World Islamic Screened UCITS ETF USD (Acc)	0.18%	Equity World Social/Environmental Islamic Investing	73
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	0.05%	Equity United States Social/Environmental Climate Change	1
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.32%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.05%	Equity World	5
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.04%	Equity World Social/Environmental Climate Change	-
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.01%	Equity World Social/Environmental	175
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	937
Invesco Global Active Defensive ESG Equity UCITS ETF Acc	0.07%	Equity World Low Volatility/Risk Weighted Climate Change	4
Xtrackers S&P 500 UCITS ETF 4D	0.03%	Equity United States	2
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.03%	Equity World Social/Environmental	700
Amundi MSCI World Screened UCITS ETF Acc	0.03%	Equity World Social/Environmental	-
Xtrackers MSCI USA ESG UCITS ETF 1C	0.08%	Equity United States Social/Environmental	8,266
UBS Core S&P 500 UCITS ETF USD dis	0.04%	Equity United States	1,042
SPDR S&P U.S. Materials Select Sector UCITS ETF USD	2.24%	Equity United States Basic Materials	27
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.11%	Equity United States Fundamental/Quality	37
UBS Core S&P 500 UCITS ETF hCHF acc	0.04%	Equity United States	387
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.03%	Equity United States	496
UBS Core MSCI World UCITS ETF USD acc	0.03%	Equity World	4,695
iShares MSCI World SRI UCITS ETF GBP Hedged (Dist)	0.12%	Equity World Social/Environmental	89
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.37%	Equity United States Mid Cap	262
iShares Core MSCI World UCITS ETF USD (Dist)	0.03%	Equity World	397
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,395
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.07%	Equity United States Social/Environmental	2,842
Invesco FTSE RAFI All World 3000 UCITS ETF	0.04%	Equity World Fundamental/Quality	126
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.05%	Equity World Social/Environmental	2
Invesco Global Buyback Achievers UCITS ETF	0.53%	Equity World Buyback	114
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.11%	Equity United States Fundamental/Quality	150
Amundi MSCI USA ESG Leaders Extra UCITS ETF Acc EUR Hedged	0.07%	Equity United States Social/Environmental	0
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.04%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	0.04%	Equity United States	2,749
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental Climate Change	33
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.05%	Equity World Social/Environmental	16
UBS MSCI World UCITS ETF USD dis	0.03%	Equity World	1,333
Vanguard FTSE Developed World UCITS ETF Acc	0.03%	Equity World	4,695
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.05%	Equity World Social/Environmental	1,659
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.05%	Equity United States	322
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.28%	Equity World Multi-Factor Strategy	745
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	378
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.05%	Equity World Social/Environmental	456
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.01%	Equity World	3,858
UBS MSCI ACWI Socially Responsible UCITS ETF hCHF dis	0.10%	Equity World Social/Environmental Climate Change	29
UBS MSCI USA Selection UCITS ETF USD acc	0.07%	Equity United States Social/Environmental	2,219
Amundi MSCI World Catholic Principles UCITS ETF Acc	0.09%	Equity World Social/Environmental Catholic principles	80
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.04%	Equity United States Social/Environmental	1,336
SPDR S&P 500 UCITS ETF (Dist)	0.04%	Equity United States	15,183
Amundi MSCI World ESG Selection UCITS ETF EUR Hedged Acc	0.05%	Equity World Social/Environmental	186
SPDR MSCI World UCITS ETF	0.03%	Equity World	13,189
Global X U.S. Infrastructure Development UCITS ETF USD Accumulating	1.57%	Equity United States Infrastructure	451
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.24%	Equity United States Equal Weighted	37
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR USD (A)	0.07%	Equity United States Social/Environmental	635
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.01%	Equity World	66
Vanguard FTSE Developed World UCITS ETF Distributing	0.03%	Equity World	3,506
Invesco FTSE RAFI US 1000 UCITS ETF	0.08%	Equity United States Fundamental/Quality	567
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	0.17%	Equity United States Social/Environmental Climate Change	318
UBS MSCI ACWI Socially Responsible UCITS ETF USD acc	0.10%	Equity World Social/Environmental Climate Change	570
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.04%	Equity North America	2,015
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	214
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.04%	Equity World Social/Environmental	636
iShares MSCI World SRI UCITS ETF USD (Dist)	0.12%	Equity World Social/Environmental	1,446
HSBC S&P 500 UCITS ETF USD	0.04%	Equity United States	7,267
Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist	0.04%	Equity United States Social/Environmental Climate Change	2,376
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	34
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	794
iShares MSCI World SRI UCITS ETF USD Hedged (Dist)	0.12%	Equity World Social/Environmental	53
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.04%	Equity United States	470
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.03%	Equity World	239
Xtrackers MSCI World Screened UCITS ETF 1D	0.03%	Equity World Social/Environmental	118
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.02%	Equity World Social/Environmental	4,731
iShares MSCI ACWI SRI UCITS ETF USD (Acc)	0.10%	Equity World Social/Environmental	81
UBS MSCI ACWI Socially Responsible UCITS ETF USD dis	0.10%	Equity World Social/Environmental Climate Change	30
Amundi MSCI USA ESG Leaders Extra UCITS ETF DR - USD (D)	0.07%	Equity United States Social/Environmental	188
Invesco FTSE All-World UCITS ETF Acc	0.04%	Equity World	2,053
iShares S&P 500 Materials Sector UCITS ETF USD (Acc)	2.23%	Equity United States Basic Materials	168
UBS MSCI World Selection UCITS ETF hEUR acc	0.05%	Equity World Social/Environmental	44
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF	0.02%	Equity World Social/Environmental Climate Change	29
iShares MSCI World Islamic UCITS ETF	0.10%	Equity World Islamic Investing	768
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.04%	Equity United States	25,263
UBS Core MSCI USA UCITS ETF USD acc	0.04%	Equity United States	2,062
iShares MSCI World Screened UCITS ETF USD (Dist)	0.03%	Equity World Social/Environmental	819
Xtrackers MSCI USA ESG UCITS ETF 2C - EUR Hedged	0.08%	Equity United States Social/Environmental	128
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.23%	Equity United States Equal Weighted	282
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity United States Social/Environmental	7,178
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.11%	Equity World Social/Environmental	14
HSBC MSCI World UCITS ETF CHF hedged	0.03%	Equity World	48
Xtrackers MSCI World ESG UCITS ETF 1D	0.05%	Equity World Social/Environmental	294
iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.14%	Equity World Mid Cap	319
Amundi Core MSCI World UCITS ETF USD Dist	0.03%	Equity World	820
iShares MSCI World Screened UCITS ETF USD (Acc)	0.03%	Equity World Social/Environmental	4,414
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.04%	Equity World Social/Environmental	311
UBS MSCI ACWI Socially Responsible UCITS ETF hEUR acc	0.10%	Equity World Social/Environmental Climate Change	652
Amundi Core MSCI USA UCITS ETF Dist	0.04%	Equity United States	-
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.01%	Equity North America Social/Environmental Climate Change	526
Amundi Core S&P 500 UCITS ETF Acc	0.04%	Equity United States	5
iShares MSCI World SRI UCITS ETF EUR Hedged (Dist)	0.12%	Equity World Social/Environmental	280
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.04%	Equity World Social/Environmental	105
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.07%	Equity United States Value	228
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.04%	Equity North America	2,430
Xtrackers S&P 500 UCITS ETF 4C	0.03%	Equity United States	903
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	935
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	759
UBS MSCI World Selection UCITS ETF USD acc	0.05%	Equity World Social/Environmental	706
iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist)	0.23%	Equity United States Value	107
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.04%	Equity United States Social/Environmental	90
UBS MSCI ACWI Socially Responsible UCITS ETF hGBP dis	0.10%	Equity World Social/Environmental Climate Change	345
iShares MSCI World UCITS ETF (Dist)	0.03%	Equity World	7,468
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	0.71%	Equity United States Multi-Factor Strategy	67
iShares MSCI World SRI UCITS ETF EUR (Acc)	0.12%	Equity World Social/Environmental	6,271
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.03%	Equity World	1,456
UBS MSCI USA Socially Responsible UCITS ETF USD acc	0.16%	Equity United States Social/Environmental Climate Change	493
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.04%	Equity United States	1,224
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.04%	Equity United States	7,773
SPDR S&P 500 EUR Hedged UCITS ETF	0.04%	Equity United States	2,580
iShares MSCI USA Islamic UCITS ETF	0.17%	Equity United States Islamic Investing	255
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	25,806
HSBC MSCI World UCITS ETF USD (Acc)	0.03%	Equity World	1,280
Xtrackers MSCI USA UCITS ETF 1D	0.03%	Equity United States	244
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.01%	Equity World Multi-Factor Strategy	139
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.01%	Equity World Social/Environmental	4,477
iShares MSCI North America UCITS ETF	0.04%	Equity North America	1,105
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.08%	Equity United States Social/Environmental	51
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.04%	Equity United States	0
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.10%	Equity World Social/Environmental	253
iShares MSCI USA SRI UCITS ETF EUR Hedged (Acc)	0.17%	Equity United States Social/Environmental	1
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.04%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.02%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.01%	Equity United States Growth	450
UBS Core MSCI World UCITS ETF hGBP acc	0.03%	Equity World	3
iShares MSCI ACWI UCITS ETF USD (Acc)	0.03%	Equity World	20,831
HSBC S&P 500 UCITS ETF USD (Acc)	0.04%	Equity United States	450
UBS MSCI ACWI Socially Responsible UCITS ETF hUSD acc	0.10%	Equity World Social/Environmental Climate Change	154
Invesco Nasdaq Next Generation 100 UCITS ETF Acc	1.24%	Equity United States Technology	32
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.09%	Equity World Multi-Factor Strategy	596
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.05%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.04%	Equity United States	42,952
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.02%	Equity World	938
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.05%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.24%	Equity United States Equal Weighted	3,094
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.01%	Equity World Multi-Factor Strategy	755
iShares MSCI USA SRI UCITS ETF USD (Acc)	0.17%	Equity United States Social/Environmental	2,536
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.03%	Equity World	4,662
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.04%	Equity World Islamic Investing	936
SPDR MSCI World Materials UCITS ETF	0.89%	Equity World Basic Materials	81
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.11%	Equity United States Fundamental/Quality	550
Invesco FTSE All-World UCITS ETF Dist	0.04%	Equity World	176
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.04%	Equity United States	72
iShares MSCI USA SRI UCITS ETF EUR Hedged (Dist)	0.17%	Equity United States Social/Environmental	275
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	84
iShares Edge MSCI USA Value Factor UCITS ETF	0.23%	Equity United States Value	2,204
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.40%	Equity United States Multi-Factor Strategy	88
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.04%	Equity United States Social/Environmental	13,808
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.03%	Equity United States	61
JPMorgan Climate Change Solutions UCITS ETF USD (Acc)	1.29%	Equity World Social/Environmental Climate Change	69
UBS MSCI World Socially Responsible UCITS ETF hEUR acc	0.12%	Equity World Social/Environmental Climate Change	207
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.01%	Equity United States Social/Environmental Climate Change	2,070
Xtrackers MSCI USA ESG UCITS ETF 1D	0.08%	Equity United States Social/Environmental	196
Global X U.S. Infrastructure Development UCITS ETF USD Distributing	1.57%	Equity United States Infrastructure	18
Xtrackers MSCI World Materials UCITS ETF 1C	0.77%	Equity World Basic Materials	328
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.03%	Equity World	463
iShares MSCI USA Leaders UCITS ETF USD (Dist)	0.08%	Equity United States Social/Environmental	1
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.00%	Equity World Social/Environmental Multi-Asset Strategy	2
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.05%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.04%	Equity World Social/Environmental Climate Change	1,225
Franklin MSCI World Catholic Principles UCITS ETF USD Capitalisation	0.09%	Equity World Social/Environmental Catholic principles	148
UBS Core S&P 500 UCITS ETF USD acc	0.04%	Equity United States	970
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.56%	Equity World Multi-Factor Strategy	626
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.04%	Equity World Social/Environmental	1,176
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.03%	Equity World Social/Environmental	77
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.01%	Equity United States Social/Environmental	519
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.10%	Equity World Social/Environmental	11
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.04%	Equity United States Social/Environmental	858
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.01%	Equity North America Social/Environmental Climate Change	26
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.28%	Equity World Multi-Factor Strategy	1
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.07%	Equity United States Social/Environmental	1,343
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.03%	Equity United States	263
UBS MSCI World Socially Responsible UCITS ETF hCHF acc	0.12%	Equity World Social/Environmental Climate Change	222
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.04%	Equity World	13
UBS MSCI USA Socially Responsible UCITS ETF hCHF acc	0.16%	Equity United States Social/Environmental Climate Change	31
iShares MSCI USA SRI UCITS ETF USD (Dist)	0.17%	Equity United States Social/Environmental	334
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.03%	Equity United States	518
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.04%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.04%	Equity United States	457

Performance

Returns overview

YTD	+35.69%
1 month	+4.98%
3 months	+24.27%
6 months	+27.36%
1 year	+13.90%
3 years	+41.29%
5 years	+331.59%
Since inception (MAX)	+962.69%
2024	-2.33%
2023	+17.12%
2022	+72.94%
2021	+72.69%

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).