Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

39,764 m

Country

United States

Sector

Utilities

Dividend yield

2.88%

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Overview

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Description

Xcel Energy, Inc. is an electric and natural gas delivery company. It operates through the following three segments: Regulated Electric, Regulated Natural Gas Utility and All Others. The Regulated Electric segment focuses on generating, purchasing, transmitting, and distributing electricity. The Regulated Natural Gas Utility segment includes purchases, transport, stores, distribution, and sales. The All Others segment involves steam, appliance repair services, non-utility real estate activities, revenues associated with processing solid waste into refuse-derived fuel, investments in rental housing projects that qualify for low-income housing tax credits and equity method investments in energy impact partners funds. The company was founded in 1909 and is headquartered in Minneapolis, MN.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	39,764 m
EPS, EUR	2.97
P/B ratio	2.2
P/E ratio	23.9
Dividend yield	2.88%

Income statement (2024)

Revenue, EUR	12,451 m
Net income, EUR	1,790 m
Profit margin	14.37%

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What ETF is Xcel Energy in?

There are 220 ETFs which contain Xcel Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Xcel Energy is the SPDR S&P U.S. Utilities Select Sector UCITS ETF USD.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.16%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.06%	Equity World Equal Weighted	9
UBS Core MSCI World UCITS ETF hCHF acc	0.06%	Equity World	664
UBS Factor MSCI USA Low Volatility UCITS ETF USD dis	0.64%	Equity United States Low Volatility/Risk Weighted	35
Xtrackers Portfolio UCITS ETF 1C	0.01%	Equity World Multi-Asset Strategy	664
Invesco MSCI World Equal Weight UCITS ETF Acc	0.08%	Equity World Equal Weighted	669
SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF	0.47%	Equity World Infrastructure Multi-Asset Strategy	1,354
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	0.08%	Equity United States	48
SPDR S&P 500 UCITS ETF (Acc)	0.08%	Equity United States	11,184
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	1,204
Invesco Nasdaq-100 UCITS ETF CHF Hedged	0.25%	Equity United States Technology	632
iShares S&P 500 Utilities Sector UCITS ETF USD (Acc)	3.49%	Equity United States Utilities	614
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
iShares MSCI ACWI UCITS ETF USD (Dist)	0.05%	Equity World	0
UBS MSCI USA Value UCITS ETF USD dis	0.18%	Equity United States Value	419
Amundi Core MSCI USA UCITS ETF Acc	0.08%	Equity United States	2,479
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.08%	Equity United States Social/Environmental	1,045
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.23%	Equity United States Equal Weighted	303
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	166
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.04%	Equity World	328
iShares Global Infrastructure UCITS ETF USD (Dist)	1.63%	Equity World Infrastructure	1,499
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.08%	Equity United States Social/Environmental	7
Xtrackers MSCI World Minimum Volatility UCITS ETF 1C 1C	0.18%	Equity World Low Volatility/Risk Weighted	687
JPMorgan Active US Value UCITS ETF USD (dist)	0.41%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
UBS MSCI USA ex Mega Cap UCITS ETF USD acc	0.14%	Equity United States	2
SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.05%	Equity World	64
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.19%	Equity World Covered Call Alternative Investments	71
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.06%	Equity World	29
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,440
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.08%	Equity United States Social/Environmental	9,153
JPMorgan US Equity Premium Income Active UCITS ETF USD (acc)	0.01%	Equity United States Covered Call Alternative Investments	15
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc)	0.09%	Equity World Social/Environmental	430
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	0.08%	Equity United States	575
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.22%	Equity United States Equal Weighted	197
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	0.08%	Equity United States	47
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.06%	Equity World	582
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR (acc)	0.08%	Equity World Social/Environmental	1
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.16%	Equity United States Multi-Factor Strategy	97
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR (acc)	0.09%	Equity World Social/Environmental	319
Amundi MSCI USA Ex Mega Cap UCITS ETF Acc	0.19%	Equity United States	39
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
SPDR S&P 500 Low Volatility UCITS ETF	1.16%	Equity United States Low Volatility/Risk Weighted	95
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.13%	Equity World Dividend	6,226
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	0.05%	Equity United States Multi-Factor Strategy	74
UBS Core S&P 500 UCITS ETF hGBP dis	0.09%	Equity United States	61
AXA IM NASDAQ 100 UCITS ETF USD Acc	0.24%	Equity United States Technology	1,529
iShares Core S&P 500 UCITS ETF USD (Dist)	0.08%	Equity United States	17,422
Xtrackers Portfolio Income UCITS ETF 1D	0.02%	Equity World Multi-Asset Strategy	59
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	2,237
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.22%	Equity United States Equal Weighted	593
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	855
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.27%	Equity United States Multi-Factor Strategy	35
Amundi Prime Global UCITS ETF Acc	0.06%	Equity World	820
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.16%	Equity United States Multi-Factor Strategy	29
iShares Global Infrastructure UCITS ETF USD (Acc)	1.63%	Equity World Infrastructure	72
Xtrackers Nasdaq 100 UCITS ETF 1C	0.25%	Equity United States Technology	1,661
HSBC MSCI World UCITS ETF USD	0.06%	Equity World	12,525
UBS Core S&P 500 UCITS ETF hEUR acc	0.09%	Equity United States	254
L&G Global Equity UCITS ETF	0.06%	Equity World Social/Environmental	941
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.13%	Equity World Dividend	1,345
UBS Core MSCI World UCITS ETF hGBP dis	0.06%	Equity World	91
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	63
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (acc)	0.08%	Equity World Social/Environmental	164
Xtrackers MSCI USA UCITS ETF 1C	0.08%	Equity United States	9,287
UBS Core MSCI World UCITS ETF hEUR acc	0.06%	Equity World	274
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.08%	Equity United States	326
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.06%	Equity World	17
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.06%	Equity World	953
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.23%	Equity United States Equal Weighted	10
UBS Core MSCI USA UCITS ETF CHF Hedged acc	0.08%	Equity United States	464
Amundi Core MSCI World UCITS ETF Acc	0.06%	Equity World	8,682
Invesco Nasdaq-100 UCITS ETF GBP Hedged	0.25%	Equity United States Technology	460
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)	0.09%	Equity World Social/Environmental	5,182
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.31%	Equity United States Momentum	12
iShares Nasdaq 100 UCITS ETF (Acc)	0.25%	Equity United States Technology	18,905
Invesco NASDAQ-100 Equal Weight UCITS ETF Acc	1.10%	Equity United States Technology Equal Weighted	126
UBS Core MSCI USA UCITS ETF hGBP acc	0.08%	Equity United States	44
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	640
Leverage Shares -5x Short Nasdaq 100 ETP	0.36%	Equity United States Technology	6
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.09%	Equity World	552
iShares Core MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	107,591
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	0.08%	Equity United States	2,982
SPDR S&P U.S. Utilities Select Sector UCITS ETF USD	3.51%	Equity United States Utilities	154
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (acc)	0.43%	Equity United States Covered Call Alternative Investments	51
Xtrackers MSCI North America High Dividend Yield UCITS ETF 1C	0.38%	Equity North America Dividend	110
iShares Core S&P 500 UCITS ETF USD (Acc)	0.08%	Equity United States	115,279
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	0.08%	Equity United States	97
L&G US Equity UCITS ETF	0.08%	Equity United States Social/Environmental	1,050
SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	627
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	0.06%	Equity World	-
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	52
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,192
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	18,590
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	5
SPDR MSCI All Country World UCITS ETF (Acc)	0.05%	Equity World	6,620
iShares MSCI USA UCITS ETF (Acc)	0.08%	Equity United States	2,682
JPMorgan Global Equity Multi-Factor UCITS ETF Accumulating	0.34%	Equity World Multi-Factor Strategy	185
UBS MSCI World ex Mega Cap UCITS ETF USD acc	0.10%	Equity World	5
Xtrackers S&P 500 UCITS ETF 4D	0.08%	Equity United States	2
iShares Edge MSCI World Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	174
UBS Core S&P 500 UCITS ETF USD dis	0.09%	Equity United States	1,042
UBS Core S&P 500 UCITS ETF hCHF acc	0.09%	Equity United States	387
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	86
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	0.08%	Equity United States	496
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	4,695
JPMorgan Active US Value UCITS ETF USD (acc)	0.41%	Equity United States Value	59
iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)	0.36%	Equity United States Mid Cap	262
Invesco EQQQ Nasdaq-100 UCITS ETF Acc	0.25%	Equity United States Technology	3,481
iShares Core MSCI World UCITS ETF USD (Dist)	0.06%	Equity World	397
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.22%	Equity United States Equal Weighted	7,395
SPDR S&P U.S. Dividend Aristocrats UCITS ETF EUR Hedged (Dist)	1.31%	Equity United States Dividend	41
Xtrackers MSCI World Utilities UCITS ETF 1C	2.21%	Equity World Utilities	470
Invesco FTSE RAFI All World 3000 UCITS ETF	0.07%	Equity World Fundamental/Quality	126
SPDR S&P US Dividend Aristocrats UCITS ETF	1.31%	Equity United States Dividend	2,821
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF CHF Hedged (acc)	0.08%	Equity World Social/Environmental	2
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.06%	Equity World	4
UBS MSCI USA NSL UCITS ETF USD acc	0.08%	Equity United States	2,749
UBS Factor MSCI USA Low Volatility UCITS ETF hEUR acc	0.64%	Equity United States Low Volatility/Risk Weighted	4
Amundi Prime All Country World UCITS ETF Acc	0.05%	Equity World	485
Xtrackers MSCI USA Minimum Volatility UCITS ETF 1D	0.52%	Equity United States Low Volatility/Risk Weighted	4
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (dist)	0.09%	Equity World Social/Environmental	16
UBS MSCI World UCITS ETF USD dis	0.05%	Equity World	1,333
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,695
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	0.10%	Equity United States	322
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,659
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.22%	Equity United States Equal Weighted	378
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.43%	Equity United States Covered Call Alternative Investments	2,094
SPDR MSCI All Country World Investable Market UCITS ETF (Acc)	0.09%	Equity World	3,858
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.19%	Equity World Covered Call Alternative Investments	1,107
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	0.26%	Equity United States Low Volatility/Risk Weighted	56
SPDR S&P 500 UCITS ETF (Dist)	0.08%	Equity United States	15,183
SPDR MSCI World UCITS ETF	0.05%	Equity World	13,189
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.23%	Equity United States Equal Weighted	37
SPDR MSCI All Country World Investable Market UCITS ETF (Dist)	0.09%	Equity World	66
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,506
Invesco FTSE RAFI US 1000 UCITS ETF	0.15%	Equity United States Fundamental/Quality	567
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.08%	Equity North America	2,015
iShares Global Infrastructure UCITS ETF GBP Hedged (Acc)	1.63%	Equity World Infrastructure	40
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	214
HSBC S&P 500 UCITS ETF USD	0.08%	Equity United States	7,267
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.22%	Equity United States Equal Weighted	34
HSBC USA SCREENED EQUITY UCITS ETF USD	0.01%	Equity United States Social/Environmental Climate Change	696
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.22%	Equity United States Equal Weighted	794
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.09%	Equity World	307
UBS Core MSCI USA UCITS ETF EUR Hedged acc	0.08%	Equity United States	470
SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.05%	Equity World	239
Invesco FTSE All-World UCITS ETF Acc	0.06%	Equity World	2,053
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.08%	Equity United States	25,263
UBS Core MSCI USA UCITS ETF USD acc	0.08%	Equity United States	2,062
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.22%	Equity United States Equal Weighted	282
HSBC MSCI World UCITS ETF CHF hedged	0.06%	Equity World	48
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.01%	Equity United States Social/Environmental Climate Change	112
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	0.06%	Equity World	820
Amundi Core MSCI USA UCITS ETF Dist	0.08%	Equity United States	-
Amundi Core S&P 500 UCITS ETF Acc	0.08%	Equity United States	5
iShares Russell 1000 Value UCITS ETF USD (Acc)	0.17%	Equity United States Value	228
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.08%	Equity North America	2,430
Xtrackers S&P 500 UCITS ETF 4C	0.08%	Equity United States	903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc)	0.09%	Equity World Social/Environmental	759
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	935
iShares Edge MSCI World Minimum Volatility UCITS ETF GBP hedged (Acc)	0.19%	Equity World Low Volatility/Risk Weighted	71
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	0.26%	Equity United States Low Volatility/Risk Weighted	1,336
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	7,468
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.41%	Equity United States Value	4
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.06%	Equity World	1,456
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	0.09%	Equity United States	1,224
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	0.08%	Equity United States	7,773
SPDR S&P 500 EUR Hedged UCITS ETF	0.08%	Equity United States	2,580
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	25,806
HSBC MSCI World UCITS ETF USD (Acc)	0.06%	Equity World	1,280
Xtrackers MSCI USA UCITS ETF 1D	0.08%	Equity United States	244
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.05%	Equity World Multi-Factor Strategy	139
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,105
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.09%	Equity World	50
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	0.08%	Equity United States	0
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc)	0.08%	Equity United States Social/Environmental	51
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.08%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP acc	0.06%	Equity World	3
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD (Dist)	0.05%	Equity World Social/Environmental Climate Change	49
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	20,831
HSBC S&P 500 UCITS ETF USD (Acc)	0.08%	Equity United States	450
UBS Nasdaq-100 UCITS ETF USD acc	0.25%	Equity United States Technology	28
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.16%	Equity United States Multi-Factor Strategy	25
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.08%	Equity United States	42,952
SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.05%	Equity World	938
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)	0.08%	Equity World Social/Environmental	1
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.23%	Equity United States Equal Weighted	3,094
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.05%	Equity World Multi-Factor Strategy	755
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.06%	Equity World	4,662
Invesco FTSE All-World UCITS ETF Dist	0.06%	Equity World	176
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.26%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	0.08%	Equity United States	72
Invesco EQQQ Nasdaq-100 UCITS ETF	0.25%	Equity United States Technology	9,822
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	84
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.27%	Equity United States Multi-Factor Strategy	88
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	0.08%	Equity United States	61
Invesco S&P 500 Low Volatility UCITS ETF Acc	1.16%	Equity United States Low Volatility/Risk Weighted	19
Amundi Prime Global UCITS ETF Dist	0.06%	Equity World	1,339
Xtrackers MSCI World UCITS ETF 1C	0.09%	Equity World	15,971
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.06%	Equity World	463
UBS Nasdaq-100 UCITS ETF USD dis	0.25%	Equity United States Technology	8
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	0.10%	Equity United States	1
UBS Core S&P 500 UCITS ETF USD acc	0.09%	Equity United States	970
Amundi Prime All Country World UCITS ETF Dist	0.05%	Equity World	2,193
Amundi US Tech 100 Equal Weight UCITS ETF DR USD D	1.15%	Equity United States Technology Equal Weighted	32
iShares Edge MSCI USA Momentum Factor UCITS ETF	0.31%	Equity United States Momentum	574
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	0.08%	Equity United States	263
iShares Nasdaq 100 UCITS ETF EUR Hedged Acc	0.25%	Equity United States Technology	1,798
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.06%	Equity World	13
Leverage Shares 5x Long Nasdaq 100 ETP	0.36%	Equity United States Technology	29
SPDR MSCI World Utilities UCITS ETF USD	2.20%	Equity World Utilities	39
iShares Edge MSCI World Minimum Volatility UCITS ETF USD (Dist)	0.19%	Equity World Low Volatility/Risk Weighted	17
iShares Nasdaq 100 ex-Top 30 UCITS ETF USD (Acc)	1.09%	Equity United States Technology	8
HSBC DEVELOPED WORLD SCREENED EQUITY UCITS ETF USD	0.05%	Equity World Social/Environmental Climate Change	261
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	0.08%	Equity United States	518
Franklin US Dividend Tilt UCITS ETF (Dis)	0.06%	Equity United States Dividend	3
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	0.08%	Equity United States	5
UBS MSCI USA UCITS ETF USD dis	0.08%	Equity United States	457

Performance

Returns overview

YTD	+9.02%
1 month	-6.91%
3 months	+8.52%
6 months	+15.50%
1 year	+4.76%
3 years	+3.55%
5 years	-
Since inception (MAX)	+19.23%
2024	+10.78%
2023	-18.05%
2022	+16.83%
2021	-

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).