JPMorgan Chase & Co.

ISIN US46625H1005

WKN 850628

Market cap (in EUR)

711,253 m

Country

United States

Sector

Finance

Dividend yield

1.90%

Overview

Quote

Description

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

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Finance Banking United States Banks United States

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Financials

Key metrics

Market capitalisation, EUR	711,253 m
EPS, EUR	17.73
P/B ratio	2.4
P/E ratio	15.3
Dividend yield	1.90%

Income statement (2025)

Revenue, EUR	247,371 m
Net income, EUR	50,331 m
Profit margin	20.35%

What ETF is JPMorgan Chase & Co. in?

There are 339 ETFs which contain JPMorgan Chase & Co.. All of these ETFs are listed in the table below. The ETF with the largest weighting of JPMorgan Chase & Co. is the Xtrackers MSCI USA Banks UCITS ETF 1D.

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS MSCI USA Select Factor Mix UCITS ETF hEUR acc	0.74%	Equity United States Multi-Factor Strategy	8
iShares MSCI World Sector & Country Neutral Equal Weight UCITS ETF USD (Acc)	0.11%	Equity World Equal Weighted	18
UBS Core MSCI World UCITS ETF hCHF acc	0.97%	Equity World	905
Xtrackers MSCI USA Screened UCITS ETF 1C	1.51%	Equity United States Social/Environmental	410
Xtrackers Portfolio UCITS ETF 1C	0.32%	Equity World Multi-Asset Strategy	698
iShares Moderate Portfolio UCITS ETF EUR (Acc)	0.48%	Equity World Social/Environmental Multi-Asset Strategy	40
Invesco MSCI World Equal Weight UCITS ETF Acc	0.07%	Equity World Equal Weighted	1,296
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	1.40%	Equity World	155
State Street SPDR MSCI World Financials UCITS ETF USD	5.90%	Equity World Financials	268
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Dist)	1.54%	Equity United States Social/Environmental	14,035
Amundi Core MSCI USA UCITS ETF EUR Hedged (Acc)	1.42%	Equity United States	3
iShares Moderate Portfolio UCITS ETF GBP Hedged (Acc)	0.48%	Equity World Social/Environmental Multi-Asset Strategy	25
BNP Paribas Easy ESG Enhanced US UCITS ETF USD Acc	1.27%	Equity United States Social/Environmental	49
Goldman Sachs Paris-Aligned Climate World Equity UCITS ETF USD (Acc)	1.00%	Equity World Social/Environmental Climate Change	7
Amundi MSCI USA Screened UCITS ETF Acc	1.55%	Equity United States Social/Environmental	638
UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis	1.37%	Equity United States	48
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Acc)	1.39%	Equity United States	13,171
UBS Core MSCI World UCITS ETF USD dis	0.97%	Equity World	1,684
iShares MSCI USA ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	1.54%	Equity United States Social/Environmental	1,487
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	37
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF USD Acc	0.08%	Equity World Equal Weighted	23
Xtrackers MSCI USA Banks UCITS ETF 1D	32.53%	Equity United States Financials	22
iShares MSCI ACWI UCITS ETF USD (Dist)	0.86%	Equity World	6
Xtrackers MSCI AC World Screened UCITS ETF 2C - EUR Hedged	0.90%	Equity World Social/Environmental	86
Amundi Global Gender Equality UCITS ETF Acc	0.63%	Equity World Social/Environmental Gender Equality	49
UBS MSCI USA Value UCITS ETF USD dis	2.59%	Equity United States Value	469
Amundi Core MSCI USA UCITS ETF Acc	1.42%	Equity United States	2,899
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.85%	Equity World Social/Environmental	501
Franklin U.S. Equity UCITS ETF	1.19%	Equity United States Multi-Factor Strategy	59
Fidelity US Equity Research Enhanced UCITS ETF ACC-USD	1.82%	Equity United States Social/Environmental	1,092
iShares World Equity High Income UCITS ETF USD (Dist)	0.65%	Equity World Social/Environmental	280
iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc)	0.18%	Equity United States Equal Weighted	399
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	2.10%	Equity United States Multi-Factor Strategy	116
Scalable MSCI AC World Xtrackers UCITS ETF 1C	0.94%	Equity World	517
iShares World Equity Factor Rotation Active UCITS ETF USD (Acc)	0.15%	Equity World Multi-Factor Strategy	227
iShares U.S. Equity High Income UCITS ETF USD (Dist)	1.21%	Equity United States Social/Environmental	48
Invesco MSCI USA Universal Screened UCITS ETF Dist	1.21%	Equity United States Social/Environmental	26
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0.94%	Equity World Multi-Factor Strategy	2
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF USD	11.12%	Equity United States Financials	555
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.13%	Equity World Multi-Asset Strategy	15
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc)	1.30%	Equity World Social/Environmental Climate Change	388
Fidelity Global Quality Income UCITS ETF ACC-USD	1.15%	Equity World Dividend	14
WisdomTree US Efficient Core UCITS ETF USD Unhedged Acc	1.56%	Equity United States Social/Environmental Multi-Asset Strategy	20
State Street SPDR MSCI All Country World UCITS ETF USD Hedged (Acc)	0.84%	Equity World	69
Invesco FTSE All-World UCITS ETF EUR PfHdg Acc	0.83%	Equity World	43
Xtrackers MSCI World UCITS ETF 1D	0.95%	Equity World	4,264
L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating	1.39%	Equity United States Social/Environmental Climate Change	160
iShares US Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	0.91%	Equity United States Social/Environmental Multi-Asset Strategy	0
UBS Global Gender Equality UCITS ETF USD dis	0.89%	Equity World Social/Environmental Gender Equality	35
Xtrackers S&P 500 UCITS ETF 1C - EUR Hedged	1.41%	Equity United States	500
Xtrackers S&P 500 UCITS ETF 1D - EUR Hedged	1.41%	Equity United States	51
Xtrackers S&P 500 Equal Weight UCITS ETF 1D - GBP Hedged	0.19%	Equity United States Equal Weighted	242
UBS MSCI ACWI Universal UCITS ETF USD dis	0.78%	Equity World Social/Environmental	2,191
Amundi MSCI USA ESG Broad Transition UCITS ETF Dist	1.52%	Equity United States Social/Environmental Climate Change	1,866
HSBC MSCI World UCITS ETF EUR Hedged (Acc)	0.96%	Equity World	657
WisdomTree Megatrends UCITS ETF USD	0.07%	Equity World Social/Environmental Innovation	38
UBS Global Gender Equality UCITS ETF hUSD acc	0.89%	Equity World Social/Environmental Gender Equality	3
UBS MSCI USA Select Factor Mix UCITS ETF USD acc	0.74%	Equity United States Multi-Factor Strategy	101
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	214
WisdomTree US Value UCITS ETF USD (Acc)	0.24%	Equity United States Value	7
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	1.73%	Equity World Dividend	7,909
iShares S&P U.S. Banks UCITS ETF EUR Hedged (Acc)	6.66%	Equity United States Financials	0
Xtrackers World Green Tech Innovators UCITS ETF 1C	5.37%	Equity World Social/Environmental Innovation	14
HSBC PLUS USA Equity Quant Active UCITS ETF USD Acc	1.31%	Equity United States Multi-Factor Strategy	76
BNP Paribas Easy MSCI World Equal Weight Select UCITS ETF EUR Acc	0.08%	Equity World Equal Weighted	34
UBS Core S&P 500 UCITS ETF hGBP dis	1.38%	Equity United States	59
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Hedged Acc	0.89%	Equity World Social/Environmental	83
iShares Core S&P 500 UCITS ETF USD (Dist)	1.41%	Equity United States	17,547
BNP Paribas Easy ESG Enhanced US UCITS ETF EUR Acc	1.27%	Equity United States Social/Environmental	367
HSBC MSCI World Climate Paris Aligned UCITS ETF	1.35%	Equity World Social/Environmental Climate Change	457
Xtrackers Portfolio Income UCITS ETF 1D	0.07%	Equity World Multi-Asset Strategy	57
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF USD C	0.87%	Equity World Social/Environmental	25
Invesco S&P 500 Equal Weight UCITS ETF Acc	0.18%	Equity United States Equal Weighted	1,054
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	2.07%	Equity United States Multi-Factor Strategy	2
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.40%	Equity World Multi-Asset Strategy	994
Xtrackers MSCI USA Positioning Screened UCITS ETF 1D	2.22%	Equity United States Social/Environmental Climate Change	5
Amundi MSCI World ESG Broad Transition UCITS ETF Dist	0.74%	Equity World Social/Environmental Climate Change	237
Amundi S&P Global Financials ESG UCITS ETF DR EUR (D)	7.08%	Equity World Financials Social/Environmental	32
First Trust US Large Cap Core AlphaDEX UCITS ETF Dist	0.23%	Equity United States Multi-Factor Strategy	37
Amundi Core MSCI USA UCITS ETF UCITS ETF CHF Hedged Acc	1.42%	Equity United States	1
Amundi Prime Global UCITS ETF Acc	1.02%	Equity World	1,600
iShares Growth Portfolio UCITS ETF GBP Hedged (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	23
UBS MSCI USA Select Factor Mix UCITS ETF USD dis	0.74%	Equity United States Multi-Factor Strategy	26
HSBC MSCI World UCITS ETF USD	0.96%	Equity World	12,562
WisdomTree US Quality Dividend Growth UCITS ETF - GBP Hedged	0.89%	Equity United States Fundamental/Quality	1
UBS Core S&P 500 UCITS ETF hEUR acc	1.38%	Equity United States	228
iShares US Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	0.91%	Equity United States Social/Environmental Multi-Asset Strategy	7
L&G Global Equity UCITS ETF	0.98%	Equity World Social/Environmental	1,044
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	1.73%	Equity World Dividend	2,100
Amundi MSCI World Climate Paris Aligned UCITS ETF Acc	1.37%	Equity World Social/Environmental Climate Change	1,312
Invesco MSCI World Universal Screened UCITS ETF Acc	0.75%	Equity World Social/Environmental	233
UBS MSCI ACWI Universal UCITS ETF hCHF dis	0.78%	Equity World Social/Environmental	42
UBS Core MSCI World UCITS ETF hGBP dis	0.97%	Equity World	95
UBS MSCI ACWI Universal UCITS ETF hCHF acc	0.78%	Equity World Social/Environmental	1,390
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.40%	Equity World Multi-Asset Strategy	75
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Acc)	0.29%	Equity United States Social/Environmental Climate Change	348
Xtrackers MSCI USA UCITS ETF 1C	1.40%	Equity United States	9,837
Xtrackers MSCI World Momentum ESG UCITS ETF	2.73%	Equity World Momentum	227
UBS Core MSCI World UCITS ETF hEUR acc	0.97%	Equity World	592
UBS Core MSCI USA UCITS ETF EUR Hedged dis	1.37%	Equity United States	180
iShares Conservative Portfolio UCITS ETF EUR (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	16
Franklin FTSE Developed World UCITS ETF USD Capitalisation	0.93%	Equity World	18
Fidelity Global Equity Research Enhanced UCITS ETF ACC-USD	1.41%	Equity World Social/Environmental	199
iShares Core MSCI World UCITS ETF GBP Hedged (Dist)	0.98%	Equity World	1,031
BNP Paribas Easy MSCI World Min TE UCITS ETF USD Acc	0.97%	Equity World Social/Environmental	430
UBS Core MSCI USA UCITS ETF CHF Hedged acc	1.37%	Equity United States	523
iShares S&P 500 Equal Weight UCITS ETF USD (Dist)	0.18%	Equity United States Equal Weighted	23
iShares Core S&P 500 UCITS ETF EUR Hedged (Acc)	1.41%	Equity United States	57
Vanguard ESG North America All Cap UCITS ETF (USD) Distributing	1.35%	Equity North America Social/Environmental	25
Amundi Core MSCI World UCITS ETF Acc	1.00%	Equity World	12,670
L&G S&P 100 Equal Weight UCITS ETF USD Acc	0.94%	Equity United States Large Cap	36
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	4.77%	Equity United States Momentum	11
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	5.57%	Equity World Financials Social/Environmental	125
UBS Core MSCI USA UCITS ETF hGBP acc	1.37%	Equity United States	37
iShares Edge MSCI World Momentum Factor UCITS ETF (Acc)	3.52%	Equity World Momentum	3,777
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.26%	Equity World Multi-Asset Strategy	765
UBS Global Gender Equality UCITS ETF USD acc	0.89%	Equity World Social/Environmental Gender Equality	85
Xtrackers MSCI USA Climate Transition UCITS ETF 1D	1.48%	Equity United States Social/Environmental Climate Change	8
iShares Moderate Portfolio UCITS ETF USD Hedged (Acc)	0.48%	Equity World Social/Environmental Multi-Asset Strategy	7
Xtrackers MSCI World UCITS ETF 2D - GBP Hedged	0.95%	Equity World	427
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD (Dist)	1.52%	Equity United States Social/Environmental Climate Change	0
iShares Core MSCI World UCITS ETF USD (Acc)	0.98%	Equity World	115,215
iShares Core S&P 500 UCITS ETF GBP Hedged (Dist)	1.41%	Equity United States	1,994
ODDO BHF US Equity Active UCITS ETF (Acc)	2.36%	Equity United States Social/Environmental	63
iShares Core S&P 500 UCITS ETF USD (Acc)	1.41%	Equity United States	118,117
iShares Growth Portfolio UCITS ETF EUR (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	84
Vanguard ESG North America All Cap UCITS ETF (USD) Accumulating	1.35%	Equity North America Social/Environmental	237
BNP Paribas Easy S&P 500 II UCITS ETF USD (Acc)	1.46%	Equity United States	162
L&G US Equity UCITS ETF	1.42%	Equity United States Social/Environmental	1,156
State Street SPDR MSCI World UCITS ETF EUR Hedged (Acc)	0.97%	Equity World	708
Amundi Core MSCI World UCITS ETF EUR Hedged Acc	1.00%	Equity World	55
HSBC MSCI USA Climate Paris Aligned UCITS ETF USD Acc	1.52%	Equity United States Social/Environmental Climate Change	31
UBS Core MSCI USA UCITS ETF USD dis	1.37%	Equity United States	1,151
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.74%	Equity World	20,389
UBS MSCI USA Universal UCITS ETF USD acc	1.43%	Equity United States Social/Environmental Climate Change	3
First Trust Value Line® Dividend Index UCITS ETF Acc	0.43%	Equity United States Dividend	6
Invesco MSCI USA Universal Screened UCITS ETF GBP Hedged Acc	1.21%	Equity United States Social/Environmental	4
State Street SPDR MSCI All Country World UCITS ETF USD Unhedged (Acc)	0.84%	Equity World	9,263
iShares Growth Portfolio UCITS ETF USD Hedged (Acc)	0.80%	Equity World Social/Environmental Multi-Asset Strategy	1
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Acc)	2.54%	Equity United States Social/Environmental Climate Change	5
Xtrackers World Equity Enhanced Active UCITS ETF 1C	0.99%	Equity World Social/Environmental	365
Xtrackers MSCI World Momentum UCITS ETF 1C	3.54%	Equity World Momentum	1,634
iShares MSCI USA UCITS ETF (Acc)	1.40%	Equity United States	3,627
Fidelity Global Equity Research Enhanced PAB UCITS ETF USD (Acc)	1.71%	Equity World Social/Environmental Climate Change	305
Fidelity Global Quality Income UCITS ETF INC-USD	1.15%	Equity World Dividend	706
iShares MSCI USA Climate Transition Aware UCITS ETF USD (Dist)	2.54%	Equity United States Social/Environmental Climate Change	1
Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C	1.46%	Equity United States Social/Environmental Climate Change	10
Amundi MSCI World ESG Broad Transition UCITS ETF EUR Hedged (Acc)	0.74%	Equity World Social/Environmental Climate Change	3
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Dist)	0.80%	Equity World Social/Environmental	741
iShares MSCI World ESG Enhanced CTB UCITS ETF EUR Hedged (Acc)	0.80%	Equity World Social/Environmental	237
UBS S&P 500 Climate Transition ESG UCITS ETF hEUR acc	0.85%	Equity United States Social/Environmental Climate Change	1
Fidelity US Equity Research Enhanced UCITS ETF EUR Hedged Acc	1.82%	Equity United States Social/Environmental	-
Xtrackers S&P 500 UCITS ETF 4D	1.41%	Equity United States	1
Vanguard ESG Global All Cap UCITS ETF (USD) Accumulating	0.85%	Equity World Social/Environmental	813
Amundi MSCI World Screened UCITS ETF Acc	1.10%	Equity World Social/Environmental	1,185
UBS Core S&P 500 UCITS ETF USD dis	1.38%	Equity United States	1,045
UBS Core S&P 500 UCITS ETF hCHF acc	1.38%	Equity United States	587
WisdomTree US Quality Dividend Growth UCITS ETF - EUR Hedged Acc	0.89%	Equity United States Fundamental/Quality	51
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.26%	Equity World Multi-Asset Strategy	96
L&G S&P 100 UCITS ETF USD Acc	1.96%	Equity United States Large Cap	4
Xtrackers MSCI USA UCITS ETF 2C EUR Hedged	1.40%	Equity United States	525
Ossiam Bloomberg USA PAB UCITS ETF 1A (EUR)	1.25%	Equity United States Social/Environmental Climate Change	346
UBS Core MSCI World UCITS ETF USD acc	0.97%	Equity World	7,556
Fidelity US Quality Income UCITS ETF ACC-USD	1.86%	Equity United States Dividend	258
iShares Core MSCI World UCITS ETF USD (Dist)	0.98%	Equity World	517
Xtrackers S&P 500 Equal Weight UCITS ETF 1C	0.19%	Equity United States Equal Weighted	8,946
Invesco MSCI USA Universal Screened UCITS ETF Acc	1.21%	Equity United States Social/Environmental	2,392
iShares World Equity Enhanced Active UCITS ETF EUR Hedged (Acc)	1.15%	Equity World Social/Environmental Multi-Asset Strategy	149
Invesco FTSE RAFI All World 3000 UCITS ETF	0.89%	Equity World Fundamental/Quality	191
Invesco S&P 500 CTB Net Zero Pathway ESG UCITS ETF Acc	0.85%	Equity United States Social/Environmental Climate Change	2
Franklin S&P World Screened UCITS ETF Acc	0.73%	Equity United States Social/Environmental Climate Change	6
Amundi MSCI USA Mega Cap UCITS ETF Acc	2.45%	Equity United States Large Cap	11
WisdomTree US Quality Dividend Growth UCITS ETF USD	0.89%	Equity United States Fundamental/Quality	152
Invesco FTSE All-World UCITS ETF GBP PfHdg Dist	0.83%	Equity World	19
UBS MSCI USA NSL UCITS ETF USD acc	1.39%	Equity United States	2,736
iShares S&P 500 Paris-Aligned Climate UCITS ETF USD (Dist)	0.29%	Equity United States Social/Environmental Climate Change	36
Amundi Prime All Country World UCITS ETF Acc	0.88%	Equity World	1,378
UBS MSCI World UCITS ETF USD dis	0.97%	Equity World	1,350
UBS S&P 500 Climate Transition ESG UCITS ETF hGBP dis	0.85%	Equity United States Social/Environmental Climate Change	1
Vanguard FTSE Developed World UCITS ETF Acc	0.82%	Equity World	5,396
iShares S&P 500 3% Capped UCITS ETF USD (Acc)	1.71%	Equity United States	289
UBS Global Gender Equality UCITS ETF hGBP acc	0.89%	Equity World Social/Environmental Gender Equality	3
HSBC Multi-Factor Worldwide Equity UCITS ETF USD	0.43%	Equity World Multi-Factor Strategy	820
Xtrackers S&P 500 Equal Weight UCITS ETF 2D	0.19%	Equity United States Equal Weighted	424
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Acc	0.97%	Equity World Social/Environmental	437
Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C	1.02%	Equity World Social/Environmental Climate Change	110
Fidelity US Quality Income UCITS ETF INC-USD	1.86%	Equity United States Dividend	1,213
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Acc)	0.77%	Equity World	4,785
Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C	2.70%	Equity United States Social/Environmental	10
iShares Edge S&P 500 Minimum Volatility UCITS ETF EUR Hedged (Acc)	1.94%	Equity United States Low Volatility/Risk Weighted	39
Fidelity US Quality Income UCITS ETF ACC-GBP (hedged)	1.86%	Equity United States Dividend	6
iShares MSCI USA Screened UCITS ETF USD (Dist)	1.51%	Equity United States Social/Environmental	1,334
Franklin S&P 500 Screened UCITS ETF Acc	1.10%	Equity United States Social/Environmental Climate Change	3
State Street SPDR S&P 500 UCITS ETF GBP Hedged (Dist)	1.39%	Equity United States	268
State Street SPDR S&P 500 UCITS ETF USD Unhedged (Dist)	1.39%	Equity United States	16,250
State Street SPDR MSCI World UCITS ETF USD Unhedged	0.97%	Equity World	14,987
State Street SPDR MSCI All Country World Investable Market UCITS ETF USD Unhedged (Dist)	0.77%	Equity World	96
iShares S&P 500 Equal Weight UCITS ETF EUR Hedged (Acc)	0.18%	Equity United States Equal Weighted	285
iShares S&P U.S. Banks UCITS ETF USD (Dist)	6.66%	Equity United States Financials	12
Vanguard FTSE Developed World UCITS ETF Distributing	0.82%	Equity World	3,653
Fidelity Global Quality Income UCITS ETF INC-CHF (hedged)	1.15%	Equity World Dividend	22
Invesco FTSE RAFI US 1000 UCITS ETF	1.87%	Equity United States Fundamental/Quality	648
Vanguard FTSE North America UCITS ETF (USD) Accumulating	1.20%	Equity North America	2,358
UBS MSCI World Mega Cap UCITS ETF USD acc	2.58%	Equity World Large Cap	3
UBS MSCI ACWI Universal UCITS ETF hEUR acc	0.78%	Equity World Social/Environmental	652
HSBC S&P 500 UCITS ETF USD	1.39%	Equity United States	7,381
Xtrackers S&P 500 Equal Weight UCITS ETF 3C - CHF Hedged	0.19%	Equity United States Equal Weighted	83
HSBC USA Screened Equity UCITS ETF USD	0.20%	Equity United States Social/Environmental Climate Change	629
First Trust Indxx Innovative Transaction & Process UCITS ETF Acc	0.69%	Equity World Technology Blockchain	43
Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged	0.19%	Equity United States Equal Weighted	1,471
WisdomTree Blockchain UCITS ETF USD Acc	0.85%	Equity World Social/Environmental Blockchain	43
UBS Core MSCI USA UCITS ETF EUR Hedged acc	1.37%	Equity United States	676
Xtrackers MSCI World UCITS ETF 2C - EUR Hedged	0.95%	Equity World	366
State Street SPDR MSCI World UCITS ETF GBP Hedged (Dist)	0.97%	Equity World	271
Xtrackers MSCI World Screened UCITS ETF 1D	1.06%	Equity World Social/Environmental	120
Xtrackers MSCI AC World Screened UCITS ETF 1C	0.90%	Equity World Social/Environmental	4,803
UBS Global Gender Equality UCITS ETF hEUR acc	0.89%	Equity World Social/Environmental Gender Equality	22
Invesco FTSE All-World UCITS ETF Acc	0.83%	Equity World	2,705
iShares Conservative Portfolio UCITS ETF USD Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	0
Xtrackers MSCI World Climate Transition UCITS ETF 1C	1.01%	Equity World Social/Environmental Climate Change	20
UBS Core MSCI USA UCITS ETF USD acc	1.37%	Equity United States	2,318
Vanguard S&P 500 UCITS ETF (USD) Accumulating	1.27%	Equity United States	26,861
iShares MSCI World Screened UCITS ETF USD (Dist)	1.07%	Equity World Social/Environmental	1,055
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	1.30%	Equity World Social/Environmental Climate Change	121
iShares World Equity Enhanced Active UCITS ETF GBP Hedged (Acc)	1.15%	Equity World Social/Environmental Multi-Asset Strategy	45
Invesco S&P 500 Equal Weight UCITS ETF Dist	0.18%	Equity United States Equal Weighted	310
iShares MSCI USA ESG Enhanced CTB UCITS ETF USD (Acc)	1.54%	Equity United States Social/Environmental	7,273
HSBC MSCI World UCITS ETF CHF hedged	0.96%	Equity World	78
BNP Paribas Easy MSCI ACWI SRI S-Series PAB 5% Capped UCITS ETF EUR Acc	0.87%	Equity World Social/Environmental	15
HSBC USA Screened Equity UCITS ETF USD (Dist)	0.20%	Equity United States Social/Environmental Climate Change	82
iShares S&P 500 Top 20 UCITS ETF USD (Dist)	3.01%	Equity United States Large Cap	31
iShares MSCI World Screened UCITS ETF USD (Acc)	1.07%	Equity World Social/Environmental	4,609
Amundi Core MSCI World UCITS ETF USD Dist	1.00%	Equity World	1,422
UBS MSCI ACWI Universal UCITS ETF hGBP acc	0.78%	Equity World Social/Environmental	279
iShares S&P U.S. Banks UCITS ETF USD (Acc)	6.66%	Equity United States Financials	805
iShares MSCI ACWI Screened UCITS ETF USD (Acc)	0.94%	Equity World Social/Environmental	437
Amundi Core MSCI USA UCITS ETF Dist	1.42%	Equity United States	952
Amundi MSCI North America ESG Broad Transition UCITS ETF Acc	1.31%	Equity North America Social/Environmental Climate Change	426
Amundi Core S&P 500 UCITS ETF UCITS ETF Acc	1.43%	Equity United States	20
iShares AI Adopters & Applications UCITS ETF USD (Acc)	1.78%	Equity World Social/Environmental Artificial Intelligence	186
UBS MSCI USA Climate Paris Aligned UCITS ETF USD acc	1.49%	Equity United States Social/Environmental Climate Change	108
UBS MSCI ACWI Universal UCITS ETF hJPY acc	0.78%	Equity World Social/Environmental	104
iShares Russell 1000 Value UCITS ETF USD (Acc)	2.59%	Equity United States Value	424
Vanguard FTSE North America UCITS ETF (USD) Distributing	1.20%	Equity North America	2,620
L&G Global Brands UCITS ETF USD Acc	3.15%	Equity World Fundamental/Quality Moat	39
Xtrackers S&P 500 UCITS ETF 4C	1.41%	Equity United States	1,188
Xtrackers MSCI USA Screened UCITS ETF 2C - EUR Hedged	1.51%	Equity United States Social/Environmental	100
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)	1.94%	Equity United States Low Volatility/Risk Weighted	1,334
iShares MSCI World UCITS ETF (Dist)	0.98%	Equity World	7,581
VanEck World Equal Weight Screened UCITS ETF A	0.41%	Equity World Equal Weighted	1,241
iShares STOXX USA Equity Multifactor UCITS ETF USD (Acc)	2.07%	Equity United States Multi-Factor Strategy	83
Fidelity Global Quality Income UCITS ETF INC-Euro (hedged)	1.15%	Equity World Dividend	41
iShares Core MSCI World UCITS ETF EUR Hedged (Dist)	0.98%	Equity World	1,664
WisdomTree Global Value UCITS ETF USD (Acc)	0.16%	Equity World Value	1
iShares S&P 500 GBP Hedged UCITS ETF (Acc)	1.42%	Equity United States	1,290
Fidelity US Quality Income UCITS ETF ACC-Euro (hedged)	1.86%	Equity United States Dividend	54
iShares S&P 500 EUR Hedged UCITS ETF (Acc)	1.41%	Equity United States	8,243
State Street SPDR S&P 500 UCITS ETF EUR Hedged	1.39%	Equity United States	2,218
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.74%	Equity World	34,578
iShares Dow Jones Industrial Average UCITS ETF (Acc)	3.79%	Equity United States	1,497
HSBC MSCI World UCITS ETF USD (Acc)	0.96%	Equity World	1,614
Amundi S&P Global Financials ESG UCITS ETF DR EUR (A)	7.08%	Equity World Financials Social/Environmental	578
Xtrackers MSCI USA UCITS ETF 1D	1.40%	Equity United States	250
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Distributing	0.38%	Equity World Multi-Factor Strategy	183
iShares MSCI World ESG Enhanced CTB UCITS ETF USD (Acc)	0.80%	Equity World Social/Environmental	3,787
iShares MSCI North America UCITS ETF	1.33%	Equity North America	1,191
Franklin US Mega Cap 100 UCITS ETF Acc	1.93%	Equity United States Large Cap	100
BNP Paribas Easy S&P 500 II UCITS ETF USD (Dist)	1.46%	Equity United States	1
Xtrackers MSCI World UCITS ETF 3C - CHF Hedged	0.95%	Equity World	46
BNP Paribas Easy ESG Enhanced World UCITS ETF EUR Acc	0.89%	Equity World Social/Environmental	473
Invesco Global Enhanced Equity UCITS ETF Acc	0.94%	Equity World Multi-Factor Strategy	497
UBS Global Gender Equality UCITS ETF hCHF acc	0.89%	Equity World Social/Environmental Gender Equality	58
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	1.39%	Equity United States	4
Xtrackers MSCI AC World Screened UCITS ETF 5C - USD Hedged	0.90%	Equity World Social/Environmental	1
UBS Core MSCI World UCITS ETF hGBP acc	0.97%	Equity World	46
HSBC Developed World Screened Equity UCITS ETF USD (Dist)	0.22%	Equity World Social/Environmental Climate Change	59
iShares MSCI ACWI UCITS ETF USD (Acc)	0.86%	Equity World	24,922
UBS Global Gender Equality UCITS ETF hCHF dis	0.89%	Equity World Social/Environmental Gender Equality	6
HSBC S&P 500 UCITS ETF USD (Acc)	1.39%	Equity United States	507
HSBC PLUS World Equity Quant Active UCITS ETF USD Acc	0.90%	Equity World Multi-Factor Strategy	464
Vanguard S&P 500 UCITS ETF (USD) Distributing	1.27%	Equity United States	41,924
UBS MSCI USA Select Factor Mix UCITS ETF hCHF acc	0.74%	Equity United States Multi-Factor Strategy	25
State Street SPDR MSCI All Country World UCITS ETF EUR Hedged (Acc)	0.84%	Equity World	1,250
iShares S&P 500 Equal Weight UCITS ETF USD (Acc)	0.18%	Equity United States Equal Weighted	3,774
UBS MSCI USA Mega Cap UCITS ETF USD acc	3.41%	Equity United States Large Cap	2
L&G Gerd Kommer Multifactor Equity UCITS ETF USD Accumulating	0.38%	Equity World Multi-Factor Strategy	1,072
Xtrackers MSCI USA Financials UCITS ETF 1D	11.16%	Equity United States Financials	660
iShares MSCI World EUR Hedged UCITS ETF (Acc)	0.98%	Equity World	5,024
WisdomTree US Quality Dividend Growth UCITS ETF USD Acc	0.89%	Equity United States Fundamental/Quality	545
Invesco FTSE All-World UCITS ETF Dist	0.83%	Equity World	213
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	1.94%	Equity United States Low Volatility/Risk Weighted	98
JPMorgan BetaBuilders US Equity UCITS ETF (Acc)	1.39%	Equity United States	74
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.13%	Equity World Multi-Asset Strategy	96
Fidelity Global Quality Income UCITS ETF INC-GBP (hedged)	1.15%	Equity World Dividend	57
First Trust US Large Cap Core AlphaDEX UCITS ETF Acc	0.23%	Equity United States Multi-Factor Strategy	98
iShares MSCI USA Screened UCITS ETF USD (Acc)	1.51%	Equity United States Social/Environmental	13,872
Xtrackers S&P 500 UCITS ETF 3C CHF hedged	1.41%	Equity United States	56
HSBC PLUS World Equity Income Quant Active UCITS ETF USD Dist	0.54%	Equity World Dividend	114
BNP Paribas Easy MSCI World Min TE UCITS ETF EUR Hedged Acc	0.97%	Equity World Social/Environmental	99
Amundi MSCI USA ESG Broad Transition UCITS ETF Acc	1.52%	Equity United States Social/Environmental Climate Change	2,611
Amundi Prime Global UCITS ETF Dist	1.02%	Equity World	1,129
Xtrackers MSCI World UCITS ETF 1C	0.95%	Equity World	17,593
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0.94%	Equity World Multi-Factor Strategy	8
iShares U.S. Equity High Income UCITS ETF USD (Acc)	1.21%	Equity United States Social/Environmental	4
iShares World Equity High Income UCITS ETF USD (Acc)	0.65%	Equity World Social/Environmental	15
WisdomTree Global Efficient Core UCITS ETF USD Unhedged Acc	1.17%	Equity World Social/Environmental Multi-Asset Strategy	51
UBS Climate Aware Global Developed Equity CTB UCITS ETF USD acc	1.11%	Equity World Social/Environmental Climate Change	16
iShares MSCI World GBP Hedged UCITS ETF (Acc)	0.99%	Equity World	491
iShares World Equity Enhanced Active UCITS ETF USD (Acc)	1.15%	Equity World Social/Environmental Multi-Asset Strategy	1,586
iShares Conservative Portfolio UCITS ETF GBP Hedged (Acc)	0.14%	Equity World Social/Environmental Multi-Asset Strategy	3
iShares S&P 500 3% Capped UCITS ETF USD (Dist)	1.71%	Equity United States	1
Amundi MSCI World ESG Broad Transition UCITS ETF Acc	0.74%	Equity World Social/Environmental Climate Change	946
UBS Core S&P 500 UCITS ETF USD acc	1.38%	Equity United States	1,346
UBS MSCI ACWI Climate Paris Aligned UCITS ETF USD acc	1.15%	Equity World Social/Environmental Climate Change	34
Amundi Prime All Country World UCITS ETF Dist	0.88%	Equity World	3,691
iShares MSCI USA ESG Enhanced CTB UCITS ETF GBP Hedged (Dist)	1.54%	Equity United States Social/Environmental	423
Xtrackers US Equity Enhanced Active UCITS ETF 1C	1.27%	Equity United States Social/Environmental	344
iShares MSCI World Screened UCITS ETF GBP Hedged (Dist)	1.07%	Equity World Social/Environmental	92
UBS MSCI ACWI Universal UCITS ETF hUSD acc	0.78%	Equity World Social/Environmental	1,215
BNP Paribas Easy ESG Enhanced World UCITS ETF USD Acc	0.89%	Equity World Social/Environmental	13
iShares MSCI USA Screened UCITS ETF EUR Hedged (Acc)	1.51%	Equity United States Social/Environmental	727
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	1.31%	Equity North America Social/Environmental Climate Change	35
iShares Edge MSCI USA Momentum Factor UCITS ETF	4.77%	Equity United States Momentum	447
HSBC Multi Factor Worldwide Equity UCITS ETF USD (Acc)	0.43%	Equity World Multi-Factor Strategy	4
Xtrackers MSCI USA UCITS ETF 3C CHF Hedged	1.40%	Equity United States	314
Xtrackers MSCI World Financials UCITS ETF 1C	5.94%	Equity World Financials	738
iShares S&P 500 Financials Sector UCITS ETF (Acc)	11.06%	Equity United States Financials	1,846
Franklin Core US Enhanced Equity UCITS ETF Acc	0.49%	Equity United States Multi-Factor Strategy	4
Invesco FTSE All-World UCITS ETF CHF PfHdg Acc	0.83%	Equity World	36
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	2.00%	Equity United States	254
Invesco US Enhanced Equity UCITS ETF Acc	1.14%	Equity United States Multi-Factor Strategy	65
UBS S&P 500 Climate Transition ESG UCITS ETF USD acc	0.85%	Equity United States Social/Environmental Climate Change	2
HSBC Developed World Screened Equity UCITS ETF USD	0.22%	Equity World Social/Environmental Climate Change	253
iShares S&P 500 Top 20 UCITS ETF USD (Acc)	3.01%	Equity United States Large Cap	420
Franklin US Dividend Tilt UCITS ETF (Dis)	1.49%	Equity United States Dividend	3
Xtrackers S&P 500 UCITS ETF 2C - GBP Hedged	1.41%	Equity United States	602
iShares US Equity Enhanced Active UCITS ETF USD (Acc)	0.91%	Equity United States Social/Environmental Multi-Asset Strategy	1,043
HSBC S&P 500 UCITS ETF CHF Hedged (Acc)	1.39%	Equity United States	10
UBS MSCI USA UCITS ETF USD dis	1.38%	Equity United States	457

Performance

Returns overview

YTD	-4.46%
1 month	+6.87%
3 months	-1.65%
6 months	+3.43%
1 year	+31.26%
3 years	+103.01%
5 years	+106.70%
Since inception (MAX)	+505.91%
2025	+26.74%
2024	+41.61%
2023	+22.07%
2022	-6.62%

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).