Wells Fargo
ISIN US9497461015
|WKN 857949
Overview
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Description
Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage products and services, and consumer and commercial finance. It operates through the following segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. The Consumer Banking and Lending segment offers consumer and small business banking, home lending, credit cards, auto, and personal lending. The Commercial Banking segment offers banking and credit products across multiple industry sectors and municipalities, secured lending and lease products, and treasury management. The Corporate and Investment Banking segment offers corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity and fixed income solutions, as well as sales, trading, and research capabilities. The Wealth & Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services to affluent, high-net worth and ultra-high-net worth clients. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.
Finance Banking United States Banks United States
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Financials
Key metrics
| Market capitalisation, EUR | 198,667.06 m |
| EPS, EUR | 4.42 |
| P/B ratio | 1.30 |
| P/E ratio | 12.49 |
| Dividend yield | 2.25% |
Income statement (2023)
| Revenue, EUR | 107,500.64 m |
| Net income, EUR | 17,706.03 m |
| Profit margin | 16.47% |
What ETF is Wells Fargo in?
There are 200 ETFs which contain Wells Fargo. All of these ETFs are listed in the table below. The ETF with the largest weighting of Wells Fargo is the Xtrackers MSCI USA Banks UCITS ETF 1D.
| ETF | Weight | Investment focus | Holdings | TER | Fund size (in m EUR) | Return 1Y | WKN | ISIN |
|---|---|---|---|---|---|---|---|---|
| UBS ETF (IE) MSCI World UCITS ETF (hedged to CHF) A-acc | 0.32% | Equity World | 1,465 | 0.13% | 2 | - | A3EYDY | IE000N6LBS91 |
| Xtrackers MSCI USA ESG Screened UCITS ETF 1C | 0.50% | Equity United States Social/Environmental | 548 | 0.07% | 125 | +33.00% | A1XEJS | IE00BJZ2DC62 |
| Deka MSCI USA Climate Change ESG UCITS ETF | 0.43% | Equity United States Social/Environmental Climate Change | 487 | 0.25% | 927 | +38.94% | ETFL57 | DE000ETFL573 |
| SPDR MSCI World Financials UCITS ETF | 2.13% | Equity World Financials | 235 | 0.30% | 269 | +28.68% | A2AGZ2 | IE00BYTRR970 |
| iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist) | 0.12% | Equity United States Social/Environmental | 552 | 0.07% | 7,697 | +29.76% | A2PDNU | IE00BHZPJ890 |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-UKdis | 0.45% | Equity United States | 609 | 0.14% | 22 | +28.30% | A2ARF8 | IE00BD08DL65 |
| Lyxor Core US Equity (DR) UCITS ETF - Dist | 0.43% | Equity United States | 619 | 0.04% | 25 | +32.19% | LYX0YB | LU1781540957 |
| SPDR S&P 500 UCITS ETF USD Unhedged (Acc) | 0.47% | Equity United States | 503 | 0.03% | 2,645 | - | A3EUC1 | IE000XZSV718 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-dis | 0.32% | Equity World | 1,465 | 0.10% | 209 | +26.15% | A1JVCA | IE00B7KQ7B66 |
| iShares MSCI USA ESG Enhanced UCITS ETF EUR Hedged (Acc) | 0.12% | Equity United States Social/Environmental | 552 | 0.10% | 421 | +22.88% | A3CR2Z | IE000U7L59A3 |
| Xtrackers MSCI USA Banks UCITS ETF 1D | 16.91% | Equity United States Financials | 14 | 0.12% | 28 | +46.20% | A2N6AF | IE00BDVPTJ63 |
| Lyxor Global Gender Equality (DR) UCITS ETF - Acc | 0.79% | Equity World Social/Environmental Gender Equality | 153 | 0.20% | 49 | +13.80% | LYX0XS | LU1691909508 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 2C EUR Hedged | 0.32% | Equity World Social/Environmental | 2,017 | 0.37% | 8 | +21.31% | DBX0R5 | IE000VXC51U5 |
| Deka MSCI World Climate Change ESG UCITS ETF | 0.28% | Equity World Social/Environmental Climate Change | 1,227 | 0.26% | 760 | +31.78% | ETFL58 | DE000ETFL581 |
| UBS ETF (IE) MSCI USA Value UCITS ETF (USD) A-dis | 0.93% | Equity United States Value | 441 | 0.20% | 594 | +20.47% | A1JVB8 | IE00B78JSG98 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.69% | Equity United States Social/Environmental | 259 | 0.20% | 17 | +26.97% | A3C4Y6 | IE000CN8T855 |
| Fidelity Sustainable Research Enhanced US Equity UCITS ETF Acc | 0.62% | Equity United States Social/Environmental | 226 | 0.30% | 283 | +32.96% | A2P0ZN | IE00BKSBGS44 |
| iShares S&P 500 Equal Weight UCITS ETF GBP Hedged (Acc) | 0.22% | Equity United States Equal Weighted | 503 | 0.22% | 602 | +18.93% | A3DN3F | IE0003WV2ME7 |
| Goldman Sachs ActiveBeta US Large Cap Equity UCITS ETF CLASS USD (Acc.) | 0.33% | Equity United States Multi-Factor Strategy | 442 | 0.14% | 50 | +30.84% | A2PPCD | IE00BJ5CNR11 |
| iShares S&P 500 CHF Hedged UCITS ETF (Acc) | 0.47% | Equity United States | 503 | 0.20% | 491 | +18.62% | A1J780 | IE00B88DZ566 |
| Invesco MSCI USA ESG Universal Screened UCITS ETF Dist | 0.39% | Equity United States Social/Environmental | 568 | 0.09% | 28 | +32.87% | A3CVRZ | IE000A8N67F3 |
| JPMorgan Active US Value UCITS ETF USD (dist) | 2.05% | Equity United States Value | 145 | 0.49% | 4 | - | A3EW6N | IE000DTA2ZH9 |
| SPDR S&P US Financials Select Sector UCITS ETF | 3.63% | Equity United States Financials | 72 | 0.15% | 337 | +32.54% | A14QB1 | IE00BWBXM500 |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Acc) | 0.04% | Equity World Social/Environmental Climate Change | 597 | 0.20% | 49 | +25.00% | A2QQYX | IE00BMXC7W70 |
| SPDR MSCI ACWI UCITS ETF USD Hedged (Acc) | 0.28% | Equity World | 2,377 | 0.45% | 49 | +26.40% | A2JQU4 | IE00BF1B7272 |
| Invesco FTSE All-World UCITS ETF EUR PfHdg Acc | 0.29% | Equity World | 2,040 | 0.20% | 2 | - | A3EC3H | IE0006VDD4K1 |
| Xtrackers MSCI World UCITS ETF 1D | 0.32% | Equity World | 1,469 | 0.12% | 2,570 | +26.20% | A1XEY2 | IE00BK1PV551 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.69% | Equity United States Social/Environmental | 259 | 0.20% | 6,241 | +33.98% | A2DWM7 | IE00BF4G7076 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF GBP Hedged (acc) | 0.48% | Equity World Social/Environmental | 707 | 0.25% | 291 | +29.70% | A3C4Y8 | IE000D9DX847 |
| L&G US ESG Exclusions Paris Aligned UCITS ETF USD Accumulating | 0.39% | Equity United States Social/Environmental Climate Change | 432 | 0.12% | 937 | +32.66% | A2PVZ0 | IE00BKLWY790 |
| UBS ETF (IE) Global Gender Equality UCITS ETF USD A-dis | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.20% | 52 | +12.61% | A2PEU9 | IE00BDR5GT91 |
| Xtrackers S&P 500 UCITS ETF 1C EUR hedged | 0.47% | Equity United States | 502 | 0.20% | 465 | +24.35% | A113FP | IE00BM67HW99 |
| CSIF (IE) MSCI USA Blue UCITS ETF B USD | 0.47% | Equity United States | 623 | 0.09% | 2,525 | +32.18% | A2PW7G | IE00BJBYDR19 |
| Xtrackers S&P 500 UCITS ETF 1D EUR Hedged | 0.47% | Equity United States | 502 | 0.20% | 33 | +24.39% | A2N4YV | IE00BGJWX091 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1D GBP Hedged | 0.22% | Equity United States Equal Weighted | 503 | 0.30% | 73 | +19.08% | DBX0QA | IE000N5GJDD7 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (USD) A-dis | 0.27% | Equity World Social/Environmental | 2,013 | 0.23% | 771 | +22.23% | A2PL57 | IE00BDQZMX67 |
| HSBC MSCI World UCITS ETF EUR Hedged (Acc) | 0.33% | Equity World | 1,401 | 0.18% | 203 | +22.24% | A3DV0F | IE000QMIHY81 |
| Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Dist | 0.12% | Equity United States Social/Environmental | 544 | 0.09% | 1,748 | - | ETF059 | IE000QQ8Z0D8 |
| UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to USD) A-acc | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.23% | 221 | +15.53% | A2H5JM | IE00BDR5GY45 |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing | 0.74% | Equity World Dividend | 1,855 | 0.29% | 4,070 | +16.20% | A1T8FV | IE00B8GKDB10 |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to GBP) A-dis | 0.48% | Equity United States | 504 | 0.12% | 41 | +29.42% | A2AMYR | IE00BD34DL14 |
| iShares Core S&P 500 UCITS ETF USD (Dist) | 0.47% | Equity United States | 503 | 0.07% | 15,176 | +31.58% | 622391 | IE0031442068 |
| Invesco S&P 500 Equal Weight UCITS ETF Acc | 0.22% | Equity United States Equal Weighted | 503 | 0.20% | 135 | +20.52% | A2QP63 | IE00BNGJJT35 |
| Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) | 0.09% | Equity World Social/Environmental Climate Change | 1,185 | 0.20% | 32 | - | ETF140 | IE000PB4LRO2 |
| First Trust US Large Cap Core AlphaDEX UCITS ETF Dist | 0.38% | Equity United States Multi-Factor Strategy | 375 | 0.65% | 39 | +26.74% | A2AH2V | IE00BWTNMB87 |
| HSBC MSCI World UCITS ETF USD | 0.33% | Equity World | 1,401 | 0.15% | 8,559 | +25.71% | A1C9KK | IE00B4X9L533 |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to EUR) A-acc | 0.48% | Equity United States | 504 | 0.12% | 55 | +24.14% | A2AMYQ | IE00BD34DK07 |
| VanEck Morningstar Global Wide Moat UCITS ETF | 2.40% | Equity World Moat | 66 | 0.52% | 59 | +11.20% | A2P6EP | IE00BL0BMZ89 |
| Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc | 0.74% | Equity World Dividend | 1,855 | 0.29% | 598 | +15.70% | A2PLTB | IE00BK5BR626 |
| Invesco MSCI World ESG Universal Screened UCITS ETF Acc | 0.25% | Equity World Social/Environmental | 1,367 | 0.19% | 126 | +26.51% | A2PHLM | IE00BJQRDK83 |
| Amundi MSCI World Climate Net Zero Ambition PAB UCITS ETF Acc (C) | 0.01% | Equity World Social/Environmental Climate Change | 591 | 0.20% | 506 | - | ETF141 | IE000CL68Z69 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-dis | 0.27% | Equity World Social/Environmental | 2,013 | 0.26% | 34 | +16.99% | A2H5B6 | IE00BDQZN667 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to CHF) A-acc | 0.27% | Equity World Social/Environmental | 2,013 | 0.26% | 656 | +16.84% | A2H5B5 | IE00BDQZN774 |
| Xtrackers MSCI USA UCITS ETF 1C | 0.45% | Equity United States | 609 | 0.07% | 6,757 | +32.25% | A1XB5V | IE00BJ0KDR00 |
| UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-dis | 0.45% | Equity United States | 609 | 0.10% | 96 | +21.75% | A113UU | IE00BD4TYF66 |
| Fidelity Sustainable Research Enhanced Global Equity UCITS ETF Acc | 0.58% | Equity World Social/Environmental | 384 | 0.35% | 43 | +24.44% | A2P1GK | IE00BKSBGV72 |
| iShares Core MSCI World UCITS ETF GBP Hedged (Dist) | 0.32% | Equity World | 1,467 | 0.30% | 977 | +27.52% | A2DRG6 | IE00BD45YS76 |
| UBS ETF (IE) MSCI USA hedged CHF UCITS ETF (CHF) A-acc | 0.45% | Equity United States | 609 | 0.10% | 226 | +19.13% | A1W5DG | IE00BD4TYL27 |
| Amundi MSCI World UCITS ETF Acc (C) | 0.30% | Equity World | 1,467 | 0.12% | 1,104 | - | ETF146 | IE000BI8OT95 |
| Deka MSCI USA UCITS ETF | 0.46% | Equity United States | 602 | 0.30% | 292 | +31.94% | ETFL26 | DE000ETFL268 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR EUR (C) | 0.22% | Equity World Multi-Factor Strategy | 1,108 | 0.40% | 34 | +17.57% | A2DR4K | LU1602145119 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.48% | Equity World Social/Environmental | 707 | 0.25% | 3,355 | +28.05% | A2DWM6 | IE00BF4G6Y48 |
| iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist) | 0.53% | Equity World Financials Social/Environmental | 232 | 0.18% | 25 | +23.04% | A2PHCE | IE00BJ5JP097 |
| UBS ETF (IE) MSCI USA UCITS ETF (hedged to GBP) A-acc | 0.45% | Equity United States | 609 | 0.10% | 40 | +30.29% | A2DQG5 | IE00BYQ00Y50 |
| UBS ETF (IE) Global Gender Equality UCITS ETF (USD) A-acc | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.20% | 91 | +14.26% | A2H5CE | IE00BDR5GV14 |
| Xtrackers MSCI USA Climate Transition UCITS ETF 1D | 0.47% | Equity United States Social/Environmental Climate Change | 489 | 0.09% | 10 | +30.59% | DBX0TE | IE000GYDNJS5 |
| Xtrackers MSCI World UCITS ETF 2D - GBP Hedged | 0.32% | Equity World | 1,469 | 0.17% | 136 | +27.87% | A2DF98 | IE00BZ1BS790 |
| iShares Core MSCI World UCITS ETF USD (Acc) | 0.32% | Equity World | 1,467 | 0.20% | 66,121 | +26.11% | A0RPWH | IE00B4L5Y983 |
| iShares Core S&P 500 UCITS ETF GBP Hedged (Dist) | 0.47% | Equity United States | 503 | 0.10% | 2,351 | +29.99% | A2DHH6 | IE00BD8KRH84 |
| SPDR MSCI USA Value Weighted UCITS ETF | 2.39% | Equity United States Value | 125 | 0.20% | 116 | +24.68% | A12HU4 | IE00BSPLC520 |
| iShares Core S&P 500 UCITS ETF (Acc) | 0.47% | Equity United States | 503 | 0.07% | 75,146 | +31.61% | A0YEDG | IE00B5BMR087 |
| SPDR MSCI World UCITS ETF EUR Hedged (Acc) | 0.32% | Equity World | 1,448 | 0.17% | 147 | - | A3EG2U | IE000BZ1HVL2 |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.45% | Equity United States | 609 | 0.07% | 998 | +32.18% | A1JVB6 | IE00B77D4428 |
| Vanguard FTSE All-World UCITS ETF Distributing | 0.28% | Equity World | 3,651 | 0.22% | 12,836 | +24.47% | A1JX52 | IE00B3RBWM25 |
| UBS ETF (IE) MSCI USA ESG Universal Low Carbon Select UCITS ETF (USD) A-acc | 0.45% | Equity United States Social/Environmental Climate Change | 540 | 0.07% | 7 | +33.94% | A3CM9R | IE00BNC0M350 |
| Invesco MSCI USA ESG Universal Screened UCITS ETF GBP Hedged Acc | 0.39% | Equity United States Social/Environmental | 568 | 0.12% | 1 | +31.97% | A3C9MR | IE000T5R61X5 |
| SPDR MSCI ACWI UCITS ETF | 0.28% | Equity World | 2,377 | 0.40% | 2,626 | +24.40% | A1JJTC | IE00B44Z5B48 |
| iShares MSCI USA UCITS ETF (Acc) | 0.45% | Equity United States | 610 | 0.07% | 1,337 | +32.25% | A0YEDU | IE00B52SFT06 |
| Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C | 0.47% | Equity United States Social/Environmental Climate Change | 373 | 0.10% | 11 | +30.15% | DBX0SR | IE0002ZM3JI1 |
| Amundi MSCI World V UCITS ETF Acc | 0.31% | Equity World | 1,470 | 0.12% | 4,476 | +26.12% | LYX0YD | LU1781541179 |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Dist) | 0.09% | Equity World Social/Environmental | 1,273 | 0.20% | 411 | +23.00% | A2PDNV | IE00BG11HV38 |
| SPDR MSCI ACWI Climate Paris Aligned UCITS ETF Acc USD | 0.13% | Equity World Social/Environmental Climate Change | 787 | 0.20% | 4 | +22.39% | A3C9EW | IE00BYTH5370 |
| UBS ETF (IE) S&P 500 UCITS ETF (USD) A-dis | 0.48% | Equity United States | 504 | 0.09% | 712 | +31.55% | A1JVB5 | IE00B7K93397 |
| UBS ETF (IE) S&P 500 UCITS ETF (hedged to CHF) A-acc | 0.48% | Equity United States | 504 | 0.12% | 89 | +18.49% | A2AMYP | IE00BD34DB16 |
| Xtrackers MSCI USA UCITS ETF 2C EUR Hedged | 0.45% | Equity United States | 609 | 0.12% | 459 | +25.14% | A2JDYV | IE00BG04M077 |
| UBS ETF (IE) MSCI World UCITS ETF (USD) A-acc | 0.32% | Equity World | 1,465 | 0.10% | 40 | +26.19% | A2PK5J | IE00BD4TXV59 |
| JPMorgan Active US Value UCITS ETF USD (acc) | 2.05% | Equity United States Value | 145 | 0.49% | 4 | - | A3EW6J | IE000TD3TI26 |
| iShares Core MSCI World UCITS ETF USD (Dist) | 0.32% | Equity World | 1,467 | 0.20% | 272 | - | A3EP8F | IE000OHHIBC6 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 1C | 0.22% | Equity United States Equal Weighted | 503 | 0.20% | 5,491 | +20.53% | A1106A | IE00BLNMYC90 |
| Invesco MSCI USA ESG Universal Screened UCITS ETF Acc | 0.39% | Equity United States Social/Environmental | 568 | 0.09% | 1,984 | +33.60% | A2PHLP | IE00BJQRDM08 |
| Invesco FTSE RAFI All World 3000 UCITS ETF | 0.59% | Equity World Fundamental/Quality | 1,207 | 0.39% | 55 | +22.01% | A0M2EN | IE00B23LNQ02 |
| Invesco FTSE All-World UCITS ETF GBP PfHdg Dist | 0.29% | Equity World | 2,040 | 0.20% | 3 | - | A3EC3G | IE000UJC4MR1 |
| JPMorgan Active US Equity UCITS ETF EUR Hedged (acc) | 1.45% | Equity United States Social/Environmental | 81 | 0.39% | 2 | - | A3EYKA | IE000BZFW5H7 |
| HSBC MSCI USA UCITS ETF USD | 0.40% | Equity United States | 620 | 0.30% | 35 | +32.03% | A1CY1Q | IE00B5WFQ436 |
| UBS ETF (LU) MSCI World UCITS ETF (USD) A-dis | 0.32% | Equity World | 1,474 | 0.30% | 1,139 | +25.75% | A0NCFR | LU0340285161 |
| Vanguard FTSE Developed World UCITS ETF Acc | 0.31% | Equity World | 2,120 | 0.12% | 2,186 | +25.18% | A2PLS9 | IE00BK5BQV03 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.48% | Equity World Social/Environmental | 707 | 0.25% | 338 | +26.47% | A3CYEG | IE000HFXP0D2 |
| UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to GBP) A-acc | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.23% | 51 | +15.57% | A2JHVX | IE00BDR5H297 |
| Amundi Index Equity Global Multi Smart Allocation Scientific Beta UCITS ETF DR USD | 0.22% | Equity World Multi-Factor Strategy | 1,108 | 0.40% | 3 | - | A2DR4L | LU1602145200 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2D | 0.22% | Equity United States Equal Weighted | 503 | 0.20% | 82 | +20.58% | DBX0TP | IE000CXLGK86 |
| Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C | 0.33% | Equity World Social/Environmental Climate Change | 1,106 | 0.19% | 25 | +23.14% | DBX0RU | IE000UZCJS58 |
| SPDR MSCI ACWI IMI UCITS ETF | 0.28% | Equity World | 3,518 | 0.17% | 1,279 | +23.93% | A1JJTD | IE00B3YLTY66 |
| VanEck Morningstar US Wide Moat UCITS ETF A | 2.88% | Equity United States Equal Weighted Moat | 49 | 0.46% | 30 | - | A3ELCY | IE0007I99HX7 |
| Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C | 1.14% | Equity United States Social/Environmental | 242 | 0.30% | 8 | - | DBX0UN | IE000LOSV2D0 |
| iShares MSCI USA ESG Screened UCITS ETF USD (Dist) | 0.49% | Equity United States Social/Environmental | 550 | 0.07% | 598 | +34.48% | A2N6TC | IE00BFNM3H51 |
| SPDR S&P 500 UCITS ETF | 0.47% | Equity United States | 503 | 0.03% | 8,293 | +31.58% | A1JULM | IE00B6YX5C33 |
| SPDR MSCI World UCITS ETF | 0.32% | Equity World | 1,448 | 0.12% | 5,398 | +26.29% | A2N6CW | IE00BFY0GT14 |
| Deka MSCI World UCITS ETF Distribution | 0.32% | Equity World | 1,471 | 0.31% | 2,411 | +26.04% | ETFL50 | DE000ETFL508 |
| iShares S&P U.S. Banks UCITS ETF USD (Dist) | 7.94% | Equity United States Financials | 42 | 0.35% | 4 | +30.76% | A3CSB1 | IE000ZPUEP93 |
| Vanguard FTSE Developed World UCITS ETF Distributing | 0.31% | Equity World | 2,120 | 0.12% | 2,495 | +25.76% | A12CX1 | IE00BKX55T58 |
| Invesco FTSE RAFI US 1000 UCITS ETF | 1.24% | Equity United States Fundamental/Quality | 1,004 | 0.39% | 465 | +26.14% | A0M2EA | IE00B23D8S39 |
| Vanguard FTSE North America UCITS ETF (USD) Accumulating | 0.44% | Equity North America | 624 | 0.10% | 1,053 | +31.37% | A2PLBJ | IE00BK5BQW10 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to EUR) A-acc | 0.27% | Equity World Social/Environmental | 2,013 | 0.26% | 296 | +19.02% | A2H5B7 | IE00BDQZN337 |
| HSBC S&P 500 UCITS ETF USD | 0.47% | Equity United States | 502 | 0.09% | 6,090 | +31.67% | A1C19C | IE00B5KQNG97 |
| First Trust Indxx Innovative Transaction & Process UCITS ETF Acc | 0.99% | Equity World Technology Blockchain | 99 | 0.65% | 42 | +21.40% | A2JC8P | IE00BF5DXP42 |
| Xtrackers S&P 500 Equal Weight UCITS ETF 2C EUR Hedged | 0.22% | Equity United States Equal Weighted | 503 | 0.30% | 299 | +13.83% | DBX0P9 | IE0002EI5AG0 |
| UBS ETF (IE) MSCI USA hedged EUR UCITS ETF (EUR) A-acc | 0.45% | Equity United States | 609 | 0.10% | 319 | +24.91% | A1W5DE | IE00BD4TYG73 |
| Xtrackers MSCI World UCITS ETF 2C - EUR Hedged | 0.32% | Equity World | 1,469 | 0.17% | 24 | - | DBX0VF | IE000ONQ3X90 |
| SPDR MSCI World UCITS ETF GBP Hedged (Dist) | 0.32% | Equity World | 1,448 | 0.17% | 32 | - | A3EG2T | IE0005POVJH8 |
| Xtrackers MSCI World ESG Screened UCITS ETF 1D | 0.34% | Equity World Social/Environmental | 1,298 | 0.19% | 82 | +25.84% | A1W3F6 | IE00BCHWNQ94 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 1C | 0.32% | Equity World Social/Environmental | 2,017 | 0.25% | 3,386 | +25.21% | A1W8SB | IE00BGHQ0G80 |
| UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to EUR) A-acc | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.23% | 89 | +10.30% | A2H5JL | IE00BDR5H073 |
| Invesco FTSE All-World UCITS ETF Acc | 0.29% | Equity World | 2,040 | 0.15% | 165 | - | A3D7QX | IE000716YHJ7 |
| Xtrackers MSCI World Climate Transition UCITS ETF | 0.33% | Equity World Social/Environmental Climate Change | 1,115 | 0.19% | 31 | +24.79% | DBX0TC | IE000P4AYI47 |
| Vanguard S&P 500 UCITS ETF (USD) Accumulating | 0.47% | Equity United States | 499 | 0.07% | 10,065 | +30.98% | A2PFN2 | IE00BFMXXD54 |
| UBS ETF (IE) MSCI USA UCITS ETF (USD) A-acc | 0.45% | Equity United States | 609 | 0.07% | 1,205 | +32.24% | A2ARF7 | IE00BD4TXS21 |
| iShares MSCI World ESG Screened UCITS ETF USD (Dist) | 0.35% | Equity World Social/Environmental | 1,343 | 0.20% | 460 | +27.91% | A2N6TE | IE00BFNM3K80 |
| iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist) | 0.04% | Equity World Social/Environmental Climate Change | 597 | 0.20% | 51 | +21.77% | A2QR13 | IE00BN92ZL31 |
| Invesco S&P 500 Equal Weight UCITS ETF Dist | 0.22% | Equity United States Equal Weighted | 503 | 0.20% | 65 | +20.51% | A2QP64 | IE00BM8QRY62 |
| iShares MSCI USA ESG Enhanced UCITS ETF USD (Acc) | 0.12% | Equity United States Social/Environmental | 552 | 0.07% | 5,652 | +30.20% | A2PCB3 | IE00BHZPJ908 |
| HSBC MSCI World UCITS ETF CHF hedged | 0.33% | Equity World | 1,401 | 0.18% | 15 | - | A3ECM1 | IE000WMRNBB0 |
| iShares MSCI World ESG Screened UCITS ETF USD (Acc) | 0.35% | Equity World Social/Environmental | 1,343 | 0.20% | 2,152 | +27.74% | A2N6TD | IE00BFNM3J75 |
| iShares MSCI World CHF Hedged UCITS ETF (Acc) | 0.32% | Equity World | 1,467 | 0.55% | 1,049 | +16.59% | A1J78Z | IE00B8BVCK12 |
| Amundi MSCI World UCITS ETF USD Dist (D) | 0.30% | Equity World | 1,467 | 0.12% | 820 | +26.04% | A3DH0A | IE000CNSFAR2 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to GBP) A-acc | 0.27% | Equity World Social/Environmental | 2,013 | 0.26% | 101 | +23.44% | A2JHVY | IE00BDQZN550 |
| iShares S&P U.S. Banks UCITS ETF USD (Acc) | 7.94% | Equity United States Financials | 42 | 0.35% | 266 | +34.54% | A2JHXR | IE00BD3V0B10 |
| Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) | 0.13% | Equity North America Social/Environmental Climate Change | 608 | 0.15% | 370 | +25.77% | ETF132 | IE000MYCJA42 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to JPY) A-acc | 0.27% | Equity World Social/Environmental | 2,013 | 0.26% | 57 | +4.07% | A2H9EJ | IE00BYVHJM24 |
| iShares Russell 1000 Value UCITS ETF USD (Acc) | 0.97% | Equity United States Value | 836 | 0.18% | 13 | - | A3ECC2 | IE0002EKOXU6 |
| Vanguard FTSE North America UCITS ETF Distributing | 0.44% | Equity North America | 624 | 0.10% | 2,111 | +31.36% | A12CXY | IE00BKX55R35 |
| Xtrackers S&P 500 UCITS ETF 4C | 0.47% | Equity United States | 502 | 0.06% | 95 | +31.59% | DBX0SV | IE000Z9SJA06 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.69% | Equity United States Social/Environmental | 259 | 0.20% | 407 | +33.93% | A2PUSW | IE00BJ06C044 |
| JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF EUR Hedged (acc) | 0.48% | Equity World Social/Environmental | 707 | 0.25% | 539 | +24.20% | A3C4Y4 | IE0000UW95D6 |
| iShares Refinitiv Inclusion and Diversity UCITS ETF USD (Acc) | 1.26% | Equity World Social/Environmental | 99 | 0.25% | 57 | +12.76% | A2DVK8 | IE00BD0B9B76 |
| iShares Edge MSCI USA Value Factor UCITS ETF USD (Dist) | 2.03% | Equity United States Value | 150 | 0.20% | 90 | +20.37% | A2JAE3 | IE00BFF5RX68 |
| Xtrackers MSCI USA ESG Screened UCITS ETF 2C EUR Hedged | 0.50% | Equity United States Social/Environmental | 548 | 0.12% | 2 | +25.81% | DBX0RN | IE000TSML5I8 |
| iShares MSCI World UCITS ETF (Dist) | 0.32% | Equity World | 1,467 | 0.50% | 6,375 | +25.69% | A0HGV0 | IE00B0M62Q58 |
| JPMorgan Active US Value UCITS ETF EUR Hedged (acc) | 2.05% | Equity United States Value | 145 | 0.49% | 2 | - | A3EW6H | IE000CQQ22C8 |
| iShares Core MSCI World UCITS ETF EUR Hedged (Dist) | 0.32% | Equity World | 1,467 | 0.30% | 930 | +21.98% | A2PKSQ | IE00BKBF6H24 |
| iShares S&P 500 GBP Hedged UCITS ETF (Acc) | 0.47% | Equity United States | 504 | 0.20% | 792 | +26.09% | A1C5FA | IE00B3Y8X563 |
| SPDR S&P 500 EUR Hedged UCITS ETF | 0.47% | Equity United States | 503 | 0.05% | 510 | +24.33% | A2AGXP | IE00BYYW2V44 |
| iShares S&P 500 EUR Hedged UCITS ETF (Acc) | 0.47% | Equity United States | 505 | 0.20% | 5,471 | +24.22% | A1C5E9 | IE00B3ZW0K18 |
| Vanguard FTSE All-World UCITS ETF (USD) Accumulating | 0.28% | Equity World | 3,651 | 0.22% | 10,220 | +24.48% | A2PKXG | IE00BK5BQT80 |
| Deka MSCI USA Large Cap UCITS ETF | 0.52% | Equity United States Large Cap | 272 | 0.30% | 93 | +32.92% | ETFL09 | DE000ETFL094 |
| HSBC MSCI World UCITS ETF USD (Acc) | 0.33% | Equity World | 1,401 | 0.15% | 139 | +26.27% | A3DN5J | IE000UQND7H4 |
| Xtrackers MSCI USA UCITS ETF 1D | 0.45% | Equity United States | 609 | 0.07% | 131 | +32.28% | A1XEY1 | IE00BK1PV445 |
| iShares MSCI World ESG Enhanced UCITS ETF USD (Acc) | 0.09% | Equity World Social/Environmental | 1,273 | 0.20% | 3,890 | +23.67% | A2PCB4 | IE00BHZPJ569 |
| iShares MSCI North America UCITS ETF | 0.43% | Equity North America | 698 | 0.40% | 1,060 | +30.97% | A0J201 | IE00B14X4M10 |
| JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF CHF Hedged (acc) | 0.69% | Equity United States Social/Environmental | 259 | 0.20% | 24 | +21.46% | A3DG6Z | IE000K54GGV6 |
| Xtrackers MSCI World UCITS ETF 3C - CHF Hedged | 0.32% | Equity World | 1,469 | 0.17% | 12 | - | IE0009KLWT21 | |
| UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-acc | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.23% | 152 | +7.00% | A2H5CF | IE00BDR5H412 |
| JPMorgan BetaBuilders US Equity UCITS ETF (Dist) | 0.46% | Equity United States | 571 | 0.05% | 1 | +31.35% | A2PEJX | IE00BJK9H860 |
| Xtrackers MSCI AC World ESG Screened UCITS ETF 5C USD Hedged | 0.32% | Equity World Social/Environmental | 2,017 | 0.37% | 9 | +27.00% | DBX0R8 | IE000WGF1X01 |
| Amundi Prime Global UCITS ETF DR (C) | 0.31% | Equity World | 1,475 | 0.05% | 307 | +26.47% | A2PWMK | LU2089238203 |
| iShares MSCI ACWI UCITS ETF USD (Acc) | 0.29% | Equity World | 2,451 | 0.20% | 11,703 | +24.80% | A1JMDF | IE00B6R52259 |
| UBS ETF (IE) Global Gender Equality UCITS ETF (hedged to CHF) A-dis | 1.20% | Equity World Social/Environmental Gender Equality | 103 | 0.23% | 9 | +6.96% | A2H5CG | IE00BDR5H305 |
| HSBC S&P 500 UCITS ETF USD (Acc) | 0.47% | Equity United States | 502 | 0.09% | 126 | +31.71% | A3DN5D | IE000JZ473P7 |
| Vanguard S&P 500 UCITS ETF | 0.47% | Equity United States | 499 | 0.07% | 37,310 | +31.59% | A1JX53 | IE00B3XXRP09 |
| SPDR MSCI ACWI UCITS ETF EUR Hedged (Acc) | 0.28% | Equity World | 2,377 | 0.45% | 400 | +20.85% | A2JQU5 | IE00BF1B7389 |
| iShares S&P 500 Equal Weight UCITS ETF USD (Acc) | 0.22% | Equity United States Equal Weighted | 503 | 0.20% | 1,172 | +20.45% | A3DN3E | IE000MLMNYS0 |
| Xtrackers MSCI USA Financials UCITS ETF 1D | 3.48% | Equity United States Financials | 88 | 0.12% | 1,055 | +35.52% | A1W3F9 | IE00BCHWNT26 |
| iShares MSCI World EUR Hedged UCITS ETF (Acc) | 0.31% | Equity World | 1,469 | 0.55% | 3,128 | +21.60% | A1C5E7 | IE00B441G979 |
| Invesco FTSE All-World UCITS ETF Dist | 0.29% | Equity World | 2,040 | 0.15% | 24 | - | A3D7QY | IE0000QLH0G6 |
| JPMorgan BetaBuilders US Equity UCITS ETF (Acc) | 0.46% | Equity United States | 571 | 0.05% | 17 | +31.75% | A2PEJW | IE00BJK9H753 |
| iShares Edge MSCI USA Value Factor UCITS ETF | 2.03% | Equity United States Value | 150 | 0.20% | 1,892 | +20.75% | A2AP35 | IE00BD1F4M44 |
| Amundi Prime Global UCITS ETF DR (D) | 0.31% | Equity World | 1,475 | 0.05% | 688 | +26.37% | A2PBLJ | LU1931974692 |
| First Trust US Large Cap Core AlphaDEX UCITS ETF Acc | 0.38% | Equity United States Multi-Factor Strategy | 375 | 0.65% | 39 | +26.99% | A1T860 | IE00B8X9NW27 |
| iShares MSCI USA ESG Screened UCITS ETF USD (Acc) | 0.49% | Equity United States Social/Environmental | 550 | 0.07% | 6,154 | +34.36% | A2N6TB | IE00BFNM3G45 |
| Xtrackers S&P 500 UCITS ETF 3C CHF hedged | 0.47% | Equity United States | 502 | 0.20% | 18 | +19.00% | A1J7W9 | IE00B8KMSQ34 |
| JPMorgan Active US Equity UCITS ETF USD (dist) | 1.45% | Equity United States Social/Environmental | 81 | 0.39% | 2 | - | A3EYKB | IE0007ILCZU4 |
| Amundi MSCI USA ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) | 0.12% | Equity United States Social/Environmental | 544 | 0.09% | 2,029 | - | ETF058 | IE0006IP4XZ8 |
| Xtrackers MSCI World UCITS ETF 1C | 0.32% | Equity World | 1,469 | 0.19% | 10,630 | +26.08% | A1XB5U | IE00BJ0KDQ92 |
| JPMorgan Active US Equity UCITS ETF USD (acc) | 1.45% | Equity United States Social/Environmental | 81 | 0.39% | 3 | - | A3EYJ9 | IE000RSCXLM4 |
| iShares MSCI World GBP Hedged UCITS ETF (Acc) | 0.32% | Equity World | 1,466 | 0.55% | 320 | +26.90% | A1C5E8 | IE00B42YS929 |
| UBS ETF (IE) UBS Climate Aware Global Developed Equity CTB UCITS ETF (USD) A-acc | 0.17% | Equity World Social/Environmental Climate Change | 831 | 0.19% | 15 | +21.46% | A2QNQK | IE00BN4PXC48 |
| Amundi MSCI World ESG Climate Net Zero Ambition CTB UCITS ETF Acc (C) | 0.09% | Equity World Social/Environmental Climate Change | 1,185 | 0.25% | 1,041 | - | ETF142 | IE0001GSQ2O9 |
| Amundi Prime All Country World UCITS ETF DIST (D) | 0.34% | Equity World | 1,109 | 0.07% | 97 | - | ETF150 | IE0009HF1MK9 |
| UBS ETF (IE) MSCI ACWI Climate Paris Aligned UCITS ETF (USD) A-acc | 0.12% | Equity World Social/Environmental Climate Change | 839 | 0.18% | 9 | +22.47% | A2QNQN | IE00BN4Q0P93 |
| Xtrackers World Biodiversity Focus SRI UCITS ETF 1C | 0.63% | Equity World Social/Environmental | 653 | 0.30% | 10 | - | DBX0UK | IE000E0V65D8 |
| UBS ETF (IE) MSCI ACWI ESG Universal UCITS ETF (hedged to USD) A-acc | 0.27% | Equity World Social/Environmental | 2,013 | 0.26% | 623 | +25.08% | A2H5B8 | IE00BDQZN113 |
| iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc) | 0.49% | Equity United States Social/Environmental | 550 | 0.10% | 92 | +23.71% | A3DENJ | IE000G2LIHG9 |
| Amundi MSCI North America ESG Climate Net Zero Ambition CTB UCITS ETF Dist (D) | 0.13% | Equity North America Social/Environmental Climate Change | 608 | 0.15% | 27 | +29.58% | ETF133 | IE000MJIXFE0 |
| Xtrackers MSCI USA UCITS ETF 3C CHF Hedged | 0.45% | Equity United States | 609 | 0.12% | 78 | +19.60% | A2JDYU | IE00BG04LZ52 |
| Xtrackers MSCI World Financials UCITS ETF 1C | 2.09% | Equity World Financials | 234 | 0.25% | 387 | +29.39% | A113FE | IE00BM67HL84 |
| Amundi MSCI World Climate Paris Aligned PAB Umweltzeichen UCITS ETF DR EUR | 0.33% | Equity World Social/Environmental Climate Change | 1,016 | 0.25% | 98 | +33.08% | A3CWYD | FR0014003FW1 |
| iShares S&P 500 Financials Sector UCITS ETF (Acc) | 3.61% | Equity United States Financials | 73 | 0.15% | 1,051 | +32.73% | A142NY | IE00B4JNQZ49 |
| Invesco FTSE All-World UCITS ETF CHF PfHdg Acc | 0.29% | Equity World | 2,040 | 0.20% | 0 | - | A3EKP3 | IE000SHR0UX9 |
| Xtrackers S&P 500 UCITS ETF 2C GBP hedged | 0.47% | Equity United States | 502 | 0.09% | 395 | +30.03% | A113FQ | IE00BM67HX07 |
| HSBC S&P 500 UCITS ETF CHF Hedged (Acc) | 0.47% | Equity United States | 502 | 0.12% | 0 | - | A3E01V | IE000WMIYI33 |
| UBS ETF (LU) MSCI USA UCITS ETF (USD) A-dis | 0.45% | Equity United States | 609 | 0.14% | 423 | +31.83% | 794358 | LU0136234654 |
Savings plan offers
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Performance
Returns overview
| YTD | +24.82% |
| 1 month | +6.75% |
| 3 months | +20.73% |
| 6 months | +49.01% |
| 1 year | +56.47% |
| 3 years | +52.63% |
| 5 years | +30.99% |
| Since inception (MAX) | +18.35% |
| 2023 | +17.05% |
| 2022 | -10.41% |
| 2021 | +75.32% |
| 2020 | -49.53% |
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%.
Risk overview
| Volatility 1 year | 23.10% |
| Volatility 3 years | 29.20% |
| Volatility 5 years | 36.51% |
| Return per risk 1 year | 2.44 |
| Return per risk 3 years | 0.52 |
| Return per risk 5 years | 0.15 |
| Maximum drawdown 1 year | -13.32% |
| Maximum drawdown 3 years | -35.51% |
| Maximum drawdown 5 years | -63.56% |
| Maximum drawdown since inception | -68.15% |
Rolling 1 year volatility
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.