How to invest in Mexico using ETFs

How do I invest in Mexican stocks?

The easiest way to invest in the whole Mexican stock market is to invest in a broad market index. This can be done at low cost by using ETFs.

On the Mexican stock market you find 2 indices, which are tracked by ETFs.

Alternatively, you can consider indices on Emerging Markets. These indices weight Mexico with up to 28%.

0.60% p.a. - 0.65% p.a.
annual total expense ratio (TER) of Mexico ETFs
on the Mexican stock market, which is tracked by ETFs
on the Mexican stock market
The best indices for Mexico ETFs

Performance of Mexican stocks (MSCI Mexico)

1 month: -0.84%
1 year: 10.56%
3 years: -5.23%
5 years: -15.74%

Indices in comparison

The best indices for ETFs on Mexico

For an investment in the Mexican stock market, 2 indices tracked by 3 ETFs are available. On the MSCI Mexico index there is 1 ETF. On the MSCI Mexico Capped index there are 2 ETFs. The total expense ratio (TER) of ETFs on these indices is between 0.60% p.a. and 0.65% p.a..

Index Investment focus Number of ETFs Number of constituents Short description

MSCI Mexico

Mexico 1 ETF 27
(30/06/17)
The MSCI Mexico index tracks large and mid cap stocks in Mexico.
Index factsheet

MSCI Mexico Capped

Mexico 2 ETFs
The MSCI Mexico Capped index tracks large and mid cap stocks in Mexico. Index concentration is limited by maximum weights for sector, geography and constituents.
Index factsheet
ETF
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
db x-trackers MSCI Mexico Index UCITS ETF (DR) 1CLU0476289466 71 0.65% p.a. Accumulating Luxembourg Full replication
iShares MSCI Mexico Capped UCITS ETF (Acc)IE00B5WHFQ43 50 0.65% p.a. Accumulating Ireland Full replication
HSBC MSCI Mexico Capped UCITS ETF USDIE00B3QMYK80 13 0.60% p.a. Distributing Ireland Full replication
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI Mexico Capped -1.81% -9.10% -1.57% 12.97% -15.78%
MSCI Mexico -1.86% -9.00% -1.66% 13.10% -15.78%
Index   2017
in %
2016
in %
2015
in %
2014
in %
2013
in %
MSCI Mexico Capped 12.02% -7.46% -14.42% 0.35% -3.05%
MSCI Mexico 12.03% -7.42% -14.39% 0.19% -3.61%

Source: justETF.com; As of 30/11/17; Calculations in CHF based on the largest ETF of the respective index.

 
Alternative investment opportunities

Emerging markets indices with a share of Mexico

Besides Mexico ETFs you may consider investing in emerging markets ETFs. In total, you can invest in 2 emerging markets indices, which are tracked by 6 ETFs. The total expense ratio (TER) of ETFs on emerging markets is between 0.20% p.a. and 0.65% p.a..

 
Index Investment focus Number of ETFs Number of constituents Short description
MSCI Emerging Markets Latin America Latin America
Mexico: 25.25%
(28/02/2017)
5 ETFs 115
(30/06/17)
The MSCI Emerging Markets Latin America index tracks the equity markets of emerging markets in Latin America.
Index factsheet
S&P SMIT 40 Emerging Markets
Mexico: 25.20%
(28/02/2017)
1 ETF 40
The S&P SMIT 40 index tracks the 40 leading companies in four emerging markets: South Korea, Mexico, Indonesia and Turkey. Every September the weight of each country is rebalanced to 25%.
Index factsheet
ETF
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
Amundi ETF MSCI EM Latin America UCITS ETF EURFR0011020973 188 0.20% p.a. Accumulating France Unfunded swap
db x-trackers MSCI EM Latin America Index UCITS ETF 1CLU0292108619 113 0.65% p.a. Accumulating Luxembourg Unfunded swap
Lyxor MSCI EM Latin America UCITS ETF C-EURFR0010410266 68 0.65% p.a. Accumulating France Unfunded swap
Amundi ETF MSCI EM Latin America UCITS ETF USDFR0011018324 51 0.20% p.a. Accumulating France Unfunded swap
HSBC MSCI EM Latin America UCITS ETF USDIE00B4TS3815 16 0.60% p.a. Distributing Ireland Full replication
ComStage S&P SMIT 40 Index TRN UCITS ETFLU0860821874 5 0.60% p.a. Accumulating Luxembourg Unfunded swap
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI Emerging Markets Latin America -5.28% -2.65% 7.41% 14.71% -2.05%
S&P SMIT 40 -3.41% -3.01% 3.32% 23.20% 2.14%
Index   2017
in %
2016
in %
2015
in %
2014
in %
2013
in %
MSCI Emerging Markets Latin America 13.80% 33.30% -31.00% -2.97% -16.19%
S&P SMIT 40 20.22% 9.66% -20.78% 16.21% -

Source: justETF.com; As of 30/11/17; Calculations in CHF based on the largest ETF of the respective index.