Walmart, Inc.

ISIN US9311421039

WKN 860853

Market cap (in EUR)

784,423 m

Country

United States

Sector

Consumer Non-Cyclicals

Dividend yield

0.80%

Overview

Quote

Description

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

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Consumer Non-Cyclicals Food and Staples Retail General Merchandise Retail United States

Chart

Financials

Key metrics

Market capitalisation, EUR	784,423 m
EPS, EUR	2.57
P/B ratio	9.7
P/E ratio	41.2
Dividend yield	0.80%

Income statement (2024)

Revenue, EUR	632,417 m
Net income, EUR	18,050 m
Profit margin	2.85%

What ETF is Walmart, Inc. in?

There are 381 ETFs which contain Walmart, Inc.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Walmart, Inc. is the SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	1.19%	Equity United States Multi-Factor Strategy	9
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	0.59%	Equity World	759
Xtrackers MSCI USA Screened UCITS ETF 1C	0.86%	Equity United States Social/Environmental	245
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.67%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.16%	Equity World Multi-Asset Strategy	681
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.27%	Equity World Social/Environmental Multi-Asset Strategy	36
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	921
iShares Edge MSCI World Quality Factor UCITS ETF (Acc)	0.86%	Equity World Fundamental/Quality	3,815
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	0.74%	Equity United States Social/Environmental	13,161
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF EUR Hedged (Acc)	0.42%	Equity World Low Volatility/Risk Weighted	78
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.27%	Equity World Social/Environmental Multi-Asset Strategy	16
Amundi S&P Global Consumer Staples ESG UCITS ETF EUR (D)	12.03%	Equity World Consumer Staples Social/Environmental	14
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	0.67%	Equity United States Social/Environmental	30
Amundi MSCI USA Screened UCITS ETF Acc	0.88%	Equity United States Social/Environmental	426
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.81%	Equity United States	47
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Acc	1.21%	Equity United States Social/Environmental	524
SPDR S&P 500 UCITS ETF (Acc)	0.83%	Equity United States	11,563
UBS Core MSCI World UCITS ETF USD dis	0.59%	Equity World	1,334
WisdomTree Global Quality Dividend Growth UCITS ETF EUR Hedged Acc	1.94%	Equity World Fundamental/Quality	9
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 2C - EUR Hedged	0.38%	Equity United States Equal Weighted	687
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.74%	Equity United States Social/Environmental	1,730
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	35
iShares MSCI ACWI UCITS ETF USD (Dist)	0.52%	Equity World	2
SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF USD Unhedged (Dist)	0.41%	Equity United States Dividend	13
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.59%	Equity World Social/Environmental	67
UBS MSCI USA Value UCITS ETF USD dis	1.05%	Equity United States Value	430
Amundi Core MSCI USA UCITS ETF Acc	0.81%	Equity United States	2,717
Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D	1.56%	Equity United States Dividend	6
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.86%	Equity United States Social/Environmental	1,074
First Trust Capital Strength UCITS ETF Acc	2.05%	Equity United States Fundamental/Quality	8
iShares World Equity High Income UCITS ETF USD (Dist)	1.35%	Equity World Social/Environmental	176
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	0.95%	Equity United States Social/Environmental	1,092
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.21%	Equity United States Equal Weighted	334
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.84%	Equity United States Multi-Factor Strategy	144
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.54%	Equity World	403
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.67%	Equity World Multi-Factor Strategy	244
Amundi MSCI Millennials UCITS ETF Acc	1.92%	Equity World Social/Environmental Millennials	29
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.86%	Equity United States Social/Environmental	8
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.45%	Equity United States Social/Environmental	33
Invesco MSCI USA Universal Screened UCITS ETF Dist	0.70%	Equity United States Social/Environmental	31
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.41%	Equity World Low Volatility/Risk Weighted	642
JPMorgan Active US Value UCITS ETF USD (dist)	0.54%	Equity United States Value	6
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.32%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.07%	Equity World Multi-Asset Strategy	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.39%	Equity United States Social/Environmental Multi-Asset Strategy	19
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	1.44%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.51%	Equity World	65
Amundi MSCI World Momentum Advanced UCITS ETF Acc	2.01%	Equity World Momentum Climate Change	241
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.47%	Equity World Covered Call Alternative Investments	73
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.50%	Equity World	34
Xtrackers MSCI World UCITS ETF 1D	0.62%	Equity World	4,582
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	1.55%	Equity United States Covered Call Alternative Investments	25
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.86%	Equity United States Social/Environmental	8,845
JPMorgan Active US Growth UCITS ETF EUR Hedged (acc)	0.76%	Equity United States Growth	9
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	0.97%	Equity United States Social/Environmental Climate Change	155
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.54%	Equity World Social/Environmental	449
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.50%	Equity United States Social/Environmental Climate Change	8
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	1.67%	Equity United States Social/Environmental Multi-Asset Strategy	0
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 1C	0.38%	Equity United States Equal Weighted	1,273
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.82%	Equity United States	489
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR (acc)	0.86%	Equity World Social/Environmental Climate Change	131
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.47%	Equity World Covered Call Alternative Investments	4
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	1.55%	Equity United States Covered Call Alternative Investments	0
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.82%	Equity United States	47
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.21%	Equity United States Equal Weighted	217
UBS MSCI ACWI Universal UCITS ETF USD dis	0.47%	Equity World Social/Environmental	1,946
Xtrackers MSCI World Quality UCITS ETF 1C	0.85%	Equity World Fundamental/Quality	2,280
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	0.76%	Equity United States Social/Environmental Climate Change	2,080
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.59%	Equity World	653
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.48%	Equity World Social/Environmental	1
WisdomTree Global Quality Dividend Growth UCITS ETF GBP Hedged Dist	1.94%	Equity World Fundamental/Quality	3
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	1.19%	Equity United States Multi-Factor Strategy	94
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.54%	Equity World Social/Environmental	90
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	196
Xtrackers S&P 500 Equal Weight Scored & Screened UCITS ETF 3C - CHF Hedged	0.38%	Equity United States Equal Weighted	3
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.86%	Equity United States Multi-Factor Strategy	74
UBS Core S&P 500 UCITS ETF hGBP dis	0.82%	Equity United States	64
Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D	0.48%	Equity World Dividend	25
Amundi S&P 500 Equal Weight ESG UCITS ETF Acc	0.34%	Equity United States Equal Weighted	1,901
iShares Core S&P 500 UCITS ETF USD (Dist)	0.83%	Equity United States	17,220
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	0.67%	Equity United States Social/Environmental	249
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.68%	Equity World Social/Environmental Climate Change	258
Xtrackers Portfolio Income UCITS ETF 1D	0.05%	Equity World Multi-Asset Strategy	60
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	2,107
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.52%	Equity World Social/Environmental	24
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.20%	Equity United States Equal Weighted	794
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	1.10%	Equity United States Multi-Factor Strategy	1
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.21%	Equity World Multi-Asset Strategy	904
iShares S&P 500 Consumer Staples Sector UCITS ETF	17.03%	Equity United States Consumer Staples	520
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis	1.22%	Equity United States Social/Environmental	20
Amundi MSCI World Minimum Volatility Advanced UCITS ETF Acc	0.63%	Equity World Low Volatility/Risk Weighted Climate Change	187
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.50%	Equity United States Social/Environmental Climate Change	463
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.77%	Equity United States Buffer Alternative Investments	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.36%	Equity World Social/Environmental Climate Change	267
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.28%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.59%	Equity World	1,093
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.45%	Equity World Social/Environmental Multi-Asset Strategy	21
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	1.19%	Equity United States Multi-Factor Strategy	25
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	2.41%	Equity United States Fundamental/Quality	1
HSBC MSCI World UCITS ETF USD	0.59%	Equity World	12,570
UBS Core S&P 500 UCITS ETF hEUR acc	0.82%	Equity United States	268
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	1.67%	Equity United States Social/Environmental Multi-Asset Strategy	8
Amundi Russell 1000 Growth UCITS ETF Acc	0.15%	Equity United States Growth	570
L&G Global Equity UCITS ETF	0.60%	Equity World Social/Environmental	907
Invesco MSCI World Universal Screened UCITS ETF Acc	0.50%	Equity World Social/Environmental	207
WisdomTree Global Quality Dividend Growth UCITS ETF USD	1.94%	Equity World Fundamental/Quality	269
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.47%	Equity World Social/Environmental	46
Xtrackers MSCI USA Consumer Staples UCITS ETF 1D	17.05%	Equity United States Consumer Staples	139
UBS Core MSCI World UCITS ETF hGBP dis	0.59%	Equity World	94
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.47%	Equity World Social/Environmental	1,402
JPMorgan Active US Growth UCITS ETF USD (acc)	0.76%	Equity United States Growth	360
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.21%	Equity World Multi-Asset Strategy	68
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.48%	Equity World Social/Environmental	172
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.50%	Equity United States Social/Environmental Climate Change	128
Xtrackers MSCI USA UCITS ETF 1C	0.81%	Equity United States	9,078
Xtrackers MSCI World Momentum ESG UCITS ETF	1.12%	Equity World Momentum	217
Xtrackers MSCI World Minimum Volatility ESG UCITS ETF 1C	1.69%	Equity World Low Volatility/Risk Weighted	16
UBS Core MSCI World UCITS ETF hEUR acc	0.59%	Equity World	384
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.81%	Equity United States	273
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	13
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.55%	Equity World	17
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	0.80%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.59%	Equity World	985
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.54%	Equity World Social/Environmental	124
Amundi S&P 500 Equal Weight ESG UCITS ETF EUR Hedged Acc	0.34%	Equity United States Equal Weighted	63
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.81%	Equity United States	494
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.21%	Equity United States Equal Weighted	17
L&G S&P 100 Equal Weight UCITS ETF USD Acc	1.06%	Equity United States Large Cap	23
Amundi Core MSCI World UCITS ETF Acc	0.58%	Equity World	12,149
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.54%	Equity World Social/Environmental	4,989
iShares MSCI World Climate Transition Aware UCITS ETF USD (Acc)	0.77%	Equity World Social/Environmental Climate Change	6
UBS Core MSCI USA UCITS ETF hGBP acc	0.81%	Equity United States	56
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.14%	Equity World Multi-Asset Strategy	695
SPDR S&P U.S. Consumer Staples Select Sector UCITS ETF USD	17.10%	Equity United States Consumer Staples	225
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	0.89%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.27%	Equity World Social/Environmental Multi-Asset Strategy	5
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.62%	Equity World	350
iShares Core MSCI World UCITS ETF USD (Acc)	0.59%	Equity World	109,860
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.83%	Equity United States	3,003
Amundi MSCI Digital Economy UCITS ETF Acc	2.30%	Equity World Technology Social/Environmental Digitalisation	129
iShares MSCI World Climate Transition Aware UCITS ETF USD (Dist)	0.77%	Equity World Social/Environmental Climate Change	2
iShares Core S&P 500 UCITS ETF USD (Acc)	0.83%	Equity United States	114,038
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.45%	Equity World Social/Environmental Multi-Asset Strategy	75
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.82%	Equity United States	112
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR (acc)	0.50%	Equity United States Social/Environmental Climate Change	65
L&G US Equity UCITS ETF	0.84%	Equity United States Social/Environmental	1,003
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.59%	Equity World	688
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.58%	Equity World	46
iShares S&P 500 Scored and Screened UCITS ETF EUR Hedged (Acc)	1.22%	Equity United States Social/Environmental	317
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.48%	Equity World Social/Environmental	51
Amundi S&P Global Consumer Staples ESG UCITS ETF DR EUR (A)	12.03%	Equity World Consumer Staples Social/Environmental	133
UBS Core MSCI USA UCITS ETF USD dis	0.81%	Equity United States	1,169
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.50%	Equity World	19,056
UBS MSCI USA Universal UCITS ETF USD acc	0.83%	Equity United States Social/Environmental Climate Change	3
UBS S&P 500 Scored & Screened UCITS ETF hEUR acc	1.22%	Equity United States Social/Environmental	960
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	0.70%	Equity United States Social/Environmental	6
WisdomTree Global Quality Dividend Growth UCITS ETF USD Acc	1.94%	Equity World Fundamental/Quality	620
SPDR MSCI All Country World UCITS ETF (Acc)	0.51%	Equity World	7,670
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.45%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	1.04%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.39%	Equity World	309
iShares STOXX World Equity Multifactor UCITS ETF EUR Hedged (Acc)	0.95%	Equity World Multi-Factor Strategy	53
iShares MSCI USA UCITS ETF (Acc)	0.81%	Equity United States	2,881
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.12%	Equity World Social/Environmental Climate Change	305
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	1.04%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	0.88%	Equity United States Social/Environmental Climate Change	11
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.32%	Equity World Multi-Factor Strategy	194
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.36%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.67%	Equity World Social/Environmental	188
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.67%	Equity World Social/Environmental	966
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	1.76%	Equity United States Social/Environmental Climate Change	1
Xtrackers S&P 500 UCITS ETF 4D	0.82%	Equity United States	1
Amundi S&P 500 Screened UCITS ETF Acc	1.21%	Equity United States Social/Environmental	3,867
Amundi MSCI World Screened UCITS ETF Acc	0.64%	Equity World Social/Environmental	991
UBS Core S&P 500 UCITS ETF USD dis	0.82%	Equity United States	1,049
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	155
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	2.41%	Equity United States Fundamental/Quality	41
UBS Core S&P 500 UCITS ETF hCHF acc	0.82%	Equity United States	426
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.14%	Equity World Multi-Asset Strategy	91
L&G S&P 100 UCITS ETF USD Acc	1.13%	Equity United States Large Cap	3
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.81%	Equity United States	544
JPMorgan US Hedged Equity Laddered Overlay Active UCITS ETF USD (Acc)	0.77%	Equity United States Buffer Alternative Investments	7
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	0.64%	Equity United States Social/Environmental Climate Change	415
UBS Core MSCI World UCITS ETF USD acc	0.59%	Equity World	6,209
UBS S&P 500 Scored & Screened UCITS ETF hCHF acc	1.22%	Equity United States Social/Environmental	321
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.68%	Equity World Social/Environmental Climate Change	43
JPMorgan Active US Value UCITS ETF USD (acc)	0.54%	Equity United States Value	61
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF USD (acc)	0.86%	Equity World Social/Environmental Climate Change	421
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (acc)	0.68%	Equity World Social/Environmental Climate Change	213
iShares Core MSCI World UCITS ETF USD (Dist)	0.59%	Equity World	481
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.21%	Equity United States Equal Weighted	7,538
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	0.42%	Equity United States Dividend	41
Invesco MSCI USA Universal Screened UCITS ETF Acc	0.70%	Equity United States Social/Environmental	2,777
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (EUR)	3.81%	Equity United States Sector Strategy Value Climate Change	7
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.95%	Equity World Social/Environmental Multi-Asset Strategy	191
Invesco FTSE RAFI All World 3000 UCITS ETF	0.50%	Equity World Fundamental/Quality	147
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	1.90%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.64%	Equity United States Social/Environmental Climate Change	6
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.48%	Equity World Social/Environmental	2
SPDR S&P US Dividend Aristocrats UCITS ETF	0.42%	Equity United States Dividend	2,862
Amundi MSCI USA Mega Cap UCITS ETF Acc	1.39%	Equity United States Large Cap	12
WisdomTree US Quality Dividend Growth UCITS ETF USD	2.41%	Equity United States Fundamental/Quality	148
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.50%	Equity World	6
UBS MSCI USA NSL UCITS ETF USD acc	0.81%	Equity United States	2,816
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.67%	Equity United States Low Volatility/Risk Weighted	5
First Trust Growth Strength UCITS ETF Class A Accumulation	2.09%	Equity United States Multi-Factor Strategy Moat	0
HSBC MSCI USA Quality UCITS ETF USD	1.08%	Equity United States Fundamental/Quality	321
Amundi Prime All Country World UCITS ETF Acc	0.53%	Equity World	1,013
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	1.76%	Equity United States Social/Environmental Climate Change	1
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.72%	Equity United States Low Volatility/Risk Weighted	4
UBS MSCI World UCITS ETF USD dis	0.58%	Equity World	1,343
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.54%	Equity World Social/Environmental	19
Vanguard FTSE Developed World UCITS ETF Acc	0.57%	Equity World	4,896
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.02%	Equity United States	332
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.54%	Equity World Social/Environmental	1,845
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF EUR Hedged (acc)	0.68%	Equity World Social/Environmental Climate Change	17
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.05%	Equity World Multi-Factor Strategy	808
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.21%	Equity United States Equal Weighted	380
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.54%	Equity World Social/Environmental	400
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	0.62%	Equity World Social/Environmental Climate Change	132
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.44%	Equity World	4,194
iShares Edge MSCI USA Quality Factor UCITS ETF	1.08%	Equity United States Fundamental/Quality	1,320
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.47%	Equity World Covered Call Alternative Investments	1,145
Franklin S&P 500 Screened UCITS ETF Acc	0.96%	Equity United States Social/Environmental Climate Change	3
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.86%	Equity United States Social/Environmental	1,306
SPDR S&P 500 UCITS ETF (Dist)	0.83%	Equity United States	15,004
iShares MSCI World Consumer Staples Sector Advanced UCITS ETF USD (Dist)	9.35%	Equity World Consumer Staples	96
SPDR MSCI World UCITS ETF	0.59%	Equity World	13,871
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.44%	Equity World	77
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.21%	Equity United States Equal Weighted	142
Vanguard FTSE Developed World UCITS ETF Distributing	0.57%	Equity World	3,537
Invesco FTSE RAFI US 1000 UCITS ETF	1.00%	Equity United States Fundamental/Quality	583
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.78%	Equity North America	2,067
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	1.55%	Equity United States Covered Call Alternative Investments	2
JPMorgan Active US Growth UCITS ETF USD (dist)	0.76%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	1.55%	Equity United States Covered Call Alternative Investments	240
UBS MSCI World Mega Cap UCITS ETF USD acc	1.46%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.47%	Equity World Social/Environmental	804
HSBC S&P 500 UCITS ETF USD	0.83%	Equity United States	7,175
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.21%	Equity United States Equal Weighted	55
HSBC USA SCREENED EQUITY UCITS ETF USD	0.31%	Equity United States Social/Environmental Climate Change	687
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.81%	Equity World Technology Blockchain	44
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.21%	Equity United States Equal Weighted	1,162
UBS S&P 500 Scored & Screened UCITS ETF USD acc	1.22%	Equity United States Social/Environmental	1,726
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.81%	Equity United States	502
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.62%	Equity World	357
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.59%	Equity World	258
Xtrackers MSCI World Screened UCITS ETF 1D	0.87%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.59%	Equity World Social/Environmental	5,118
Invesco FTSE All-World UCITS ETF Acc	0.50%	Equity World	2,243
L&G Ecommerce Logistics UCITS ETF	2.31%	Equity World Consumer Discretionary E-commerce	70
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Quality ESG UCITS ETF 1C	0.31%	Equity World Fundamental/Quality	129
Xtrackers MSCI World Climate Transition UCITS ETF	0.63%	Equity World Social/Environmental Climate Change	22
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.82%	Equity United States	25,752
UBS Core MSCI USA UCITS ETF USD acc	0.81%	Equity United States	2,170
iShares MSCI World Screened UCITS ETF USD (Dist)	0.64%	Equity World Social/Environmental	952
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.95%	Equity World Social/Environmental Multi-Asset Strategy	2
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.20%	Equity United States Equal Weighted	284
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	0.74%	Equity United States Social/Environmental	6,992
HSBC MSCI World UCITS ETF CHF hedged	0.59%	Equity World	53
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.52%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.31%	Equity United States Social/Environmental Climate Change	108
iShares MSCI World Screened UCITS ETF USD (Acc)	0.64%	Equity World Social/Environmental	4,902
Amundi Core MSCI World UCITS ETF USD Dist	0.58%	Equity World	1,363
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.47%	Equity World Social/Environmental	290
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.56%	Equity World Social/Environmental	143
Amundi Core MSCI USA UCITS ETF Dist	0.81%	Equity United States	887
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	0.67%	Equity North America Social/Environmental Climate Change	576
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	0.82%	Equity United States	6
iShares Edge MSCI World Minimum Volatility Advanced UCITS ETF (Acc)	0.42%	Equity World Low Volatility/Risk Weighted	250
JPMorgan Carbon Transition Global Equity (CTB) UCITS ETF EUR Hedged (acc)	0.86%	Equity World Social/Environmental Climate Change	7
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.47%	Equity World Social/Environmental	109
iShares Russell 1000 Value UCITS ETF USD (Acc)	1.45%	Equity United States Value	337
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.78%	Equity North America	2,474
Xtrackers MSCI World Consumer Staples UCITS ETF 1C	10.86%	Equity World Consumer Staples	722
L&G Global Brands UCITS ETF USD Acc	3.40%	Equity World Fundamental/Quality Moat	46
Xtrackers S&P 500 UCITS ETF 4C	0.82%	Equity United States	931
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.86%	Equity United States Social/Environmental	940
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.54%	Equity World Social/Environmental	831
JPMorgan Global Research Enhanced Index Equity SRI Paris Aligned UCITS ETF CHF Hedged (acc)	0.68%	Equity World Social/Environmental Climate Change	1
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	0.86%	Equity United States Social/Environmental	15
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.41%	Equity World Low Volatility/Risk Weighted	73
Amundi S&P 500 Screened UCITS ETF Acc EUR Hedged	1.21%	Equity United States Social/Environmental	1,246
iShares MSCI World UCITS ETF (Dist)	0.59%	Equity World	7,372
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.54%	Equity United States Value	4
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	1.10%	Equity United States Multi-Factor Strategy	72
Invesco S&P 500 QVM UCITS ETF	5.40%	Equity United States Multi-Factor Strategy	52
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.59%	Equity World	1,564
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.82%	Equity United States	1,271
SPDR S&P 500 EUR Hedged UCITS ETF	0.83%	Equity United States	2,335
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.82%	Equity United States	8,076
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	1.08%	Equity United States Fundamental/Quality	138
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.50%	Equity World	28,535
iShares Dow Jones Industrial Average UCITS ETF (Acc)	1.42%	Equity United States	1,425
HSBC MSCI World UCITS ETF USD (Acc)	0.59%	Equity World	1,473
Xtrackers MSCI USA UCITS ETF 1D	0.81%	Equity United States	249
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.41%	Equity World Multi-Factor Strategy	157
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.67%	Equity World Social/Environmental	4,313
iShares MSCI North America UCITS ETF	0.77%	Equity North America	1,091
Franklin US Mega Cap 100 UCITS ETF Acc	1.09%	Equity United States Large Cap	90
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.86%	Equity United States Social/Environmental	58
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.82%	Equity United States	0
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.62%	Equity World	41
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Capitalisation	0.52%	Equity World Social/Environmental	403
Invesco Global Enhanced Equity UCITS ETF Acc	0.40%	Equity World Multi-Factor Strategy	333
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.80%	Equity United States	2
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.59%	Equity World Social/Environmental	1
iShares Russell 1000 Growth UCITS ETF USD (Acc)	0.14%	Equity United States Growth	580
Xtrackers S&P 500 Scored & Screened UCITS ETF 1C	1.21%	Equity United States Social/Environmental	94
UBS Core MSCI World UCITS ETF hGBP acc	0.59%	Equity World	38
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.19%	Equity World Social/Environmental Climate Change	50
UBS S&P 500 Scored & Screened UCITS ETF USD dis	1.22%	Equity United States Social/Environmental	516
iShares MSCI ACWI UCITS ETF USD (Acc)	0.52%	Equity World	22,084
HSBC S&P 500 UCITS ETF USD (Acc)	0.83%	Equity United States	420
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.56%	Equity World Multi-Factor Strategy	628
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	1.19%	Equity United States Multi-Factor Strategy	32
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.82%	Equity United States	41,971
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.51%	Equity World	1,027
Ossiam ESG Low Carbon Shiller Barclays CAPE® US Sector UCITS ETF 1A (USD)	3.81%	Equity United States Sector Strategy Value Climate Change	5
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.48%	Equity World Social/Environmental	10
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.21%	Equity United States Equal Weighted	3,400
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.41%	Equity World Multi-Factor Strategy	869
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.58%	Equity World	4,914
Invesco Dow Jones Islamic Global Developed Markets UCITS ETF Acc	0.90%	Equity World Islamic Investing	969
SPDR S&P 500 Leaders UCITS ETF USD Unhedged (Acc)	1.34%	Equity United States Social/Environmental	4,269
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	2.41%	Equity United States Fundamental/Quality	527
Invesco FTSE All-World UCITS ETF Dist	0.50%	Equity World	193
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.80%	Equity United States	71
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.07%	Equity World Multi-Asset Strategy	89
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF EUR Hedged Acc	1.21%	Equity United States Social/Environmental	50
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.28%	Equity United States Multi-Factor Strategy	86
iShares MSCI USA Screened UCITS ETF USD (Acc)	0.86%	Equity United States Social/Environmental	13,694
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.82%	Equity United States	64
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.04%	Equity World Dividend	125
SPDR MSCI World Consumer Staples UCITS ETF	10.88%	Equity World Consumer Staples	121
Amundi MDAX UCITS ETF Dist	4.35%	Equity Germany Mid Cap	288
BNP Paribas Easy S&P 500 Scored and Screened UCITS ETF Acc	1.21%	Equity United States Social/Environmental	125
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	0.76%	Equity United States Social/Environmental Climate Change	3,037
Amundi Prime Global UCITS ETF Dist	0.59%	Equity World	1,123
Xtrackers MSCI World UCITS ETF 1C	0.62%	Equity World	16,437
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.40%	Equity World Multi-Factor Strategy	1
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.45%	Equity United States Social/Environmental	2
iShares World Equity High Income UCITS ETF USD (Acc)	1.35%	Equity World Social/Environmental	14
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.02%	Equity World Social/Environmental Multi-Asset Strategy	42
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	0.72%	Equity World Social/Environmental Climate Change	15
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.58%	Equity World	480
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	0.95%	Equity World Social/Environmental Multi-Asset Strategy	1,246
iShares S&P 500 Scored and Screened UCITS ETF USD (Acc)	1.22%	Equity United States Social/Environmental	392
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.07%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.02%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.36%	Equity World Social/Environmental Climate Change	1,093
UBS Core S&P 500 UCITS ETF USD acc	0.82%	Equity United States	1,342
Amundi Prime All Country World UCITS ETF Dist	0.53%	Equity World	2,854
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	0.11%	Equity World Social/Environmental Climate Change	33
iShares STOXX World Equity Multifactor UCITS ETF USD (Acc)	0.95%	Equity World Multi-Factor Strategy	638
Xtrackers World Biodiversity Focus SRI UCITS ETF 1C	0.91%	Equity World Social/Environmental	16
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	0.74%	Equity United States Social/Environmental	538
Xtrackers US Equity Enhanced Active UCITS ETF 1C	0.71%	Equity United States	158
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	0.64%	Equity World Social/Environmental	85
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.47%	Equity World Social/Environmental	1,193
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.52%	Equity World Social/Environmental	9
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	0.86%	Equity United States Social/Environmental	924
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.67%	Equity North America Social/Environmental Climate Change	40
iShares Edge MSCI USA Minimum Volatility Advanced UCITS ETF	0.08%	Equity United States Low Volatility/Risk Weighted	100
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.05%	Equity World Multi-Factor Strategy	3
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.81%	Equity United States	285
BNP Paribas Easy MSCI USA Min TE UCITS ETF	0.73%	Equity United States Social/Environmental	1,352
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.50%	Equity World	17
Invesco US Enhanced Equity UCITS ETF Acc	0.60%	Equity United States Multi-Factor Strategy	51
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	1.76%	Equity United States Social/Environmental Climate Change	1
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.41%	Equity World Low Volatility/Risk Weighted	16
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.19%	Equity World Social/Environmental Climate Change	246
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	1.67%	Equity United States Large Cap	305
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.82%	Equity United States	540
Franklin US Dividend Tilt UCITS ETF (Dis)	0.36%	Equity United States Dividend	3
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	1.67%	Equity United States Social/Environmental Multi-Asset Strategy	906
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.83%	Equity United States	6
UBS MSCI USA UCITS ETF USD dis	0.81%	Equity United States	445
JPMorgan US Research Enhanced Index Equity SRI Paris Aligned UCITS ETF USD (dist)	0.50%	Equity United States Social/Environmental Climate Change	2

Performance

Returns overview

YTD	+4.44%
1 month	+4.44%
3 months	+12.00%
6 months	+18.17%
1 year	+9.63%
3 years	+127.47%
5 years	+155.05%
Since inception (MAX)	+349.90%
2025	+15.03%
2024	+75.21%
2023	+5.80%
2022	+10.95%

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).