How to invest in Taiwan using ETFs
How do I invest in Taiwanese stocks?
The easiest way to invest in the whole Taiwanese stock market is to invest in a broad market index. This can be done at low cost by using ETFs.
On the Taiwanese stock market you'll find 2 indices which are tracked by ETFs.
Alternatively, you may invest in indices on the Asia-Pacific region or emerging markets.
Performance of Taiwanese stocks (MSCI Taiwan 20/35)
Indices in comparison
The best indices for ETFs on Taiwan
For an investment in the Taiwanese stock market, there are 2 indices available which are tracked by 5 ETFs. On the MSCI Taiwan 20/35 index there are 4 ETFs. On the MSCI Taiwan 20/35 Custom index there is 1 ETF. The total expense ratio (TER) of ETFs on these indices is between 0.45% p.a. and 0.74% p.a..
Index | Investment focus | Number of ETFs | Number of constituents | Short description |
---|---|---|---|---|
MSCI Taiwan 20/35 |
Taiwan | 4 ETFs | 87 (31/03/2021) |
The MSCI Taiwan 20/35 index tracks large- and mid-cap companies from Taiwan. The weight of the largest constituent is constrained to 35% and the weights of all other constituents are constrained to a maximum of 20%.
Index factsheet |
MSCI Taiwan 20/35 Custom |
Taiwan | 1 ETF | 87 (31/03/2021) |
The MSCI Taiwan 20/35 Custom index tracks large- and mid-cap companies from Taiwan. The weight of the largest constituent is constrained to 35% and the weights of all other constituents are constrained to a maximum of 20%. A buffer of 10% is applied on these limits at each index rebalancing.
Index factsheet |
ETF ISIN |
Fund size in m CHF |
TER in % |
Use of profits | Fund domicile | Replication method | |
---|---|---|---|---|---|---|
iShares MSCI Taiwan UCITS ETFIE00B0M63623 | 555 | 0.74% p.a. | Distributing | Ireland | Full replication | |
Xtrackers MSCI Taiwan UCITS ETF 1CLU0292109187 | 267 | 0.65% p.a. | Accumulating | Luxembourg | Full replication | |
Lyxor MSCI Taiwan UCITS ETF - AccLU1900066033 | 74 | 0.45% p.a. | Accumulating | Luxembourg | Unfunded swap | |
HSBC MSCI Taiwan Capped UCITS ETF USDIE00B3S1J086 | 25 | 0.60% p.a. | Distributing | Ireland | Full replication | |
Lyxor MSCI Taiwan UCITS ETF - DistLU2090063327 | 6 | 0.45% p.a. | Distributing | Luxembourg | Unfunded swap |
Index | 1 month in % |
3 months in % |
6 months in % |
1 year in % |
3 years in % |
|
---|---|---|---|---|---|---|
MSCI Taiwan 20/35 | 5.25% | 19.65% | 39.29% | 83.33% | 74.88% | |
MSCI Taiwan 20/35 Custom | 5.25% | 19.48% | 39.14% | 85.22% | 76.73% |
Index | 2021 in % |
2020 in % |
2019 in % |
2018 in % |
2017 in % |
|
---|---|---|---|---|---|---|
MSCI Taiwan 20/35 Custom | 19.33% | 25.11% | 33.43% | -9.28% | 21.60% | |
MSCI Taiwan 20/35 | 19.92% | 23.66% | 32.87% | -8.73% | 21.25% |
Source: justETF.com; As of 31/03/2021; Calculations in CHF based on the largest ETF of the respective index.
The best Taiwan ETFs
by 1 year return
1 | Xtrackers MSCI Taiwan UCITS ETF 1C | 85.22% |
2 | HSBC MSCI Taiwan Capped UCITS ETF USD | 84.76% |
3 | Lyxor MSCI Taiwan UCITS ETF - Acc | 83.91% |
The cheapest Taiwan ETFs
by total expense ratio (TER)
1 | Lyxor MSCI Taiwan UCITS ETF - Acc | 0.45% p.a. |
2 | Lyxor MSCI Taiwan UCITS ETF - Dist | 0.45% p.a. |
3 | HSBC MSCI Taiwan Capped UCITS ETF USD | 0.60% p.a. |
Asia-Pacific indices with a share of Taiwan
Besides Taiwan ETFs you may consider ETFs on Asia-Pacific. In total, you can invest in 5 Asia-Pacific indices, which are tracked by 12 ETFs. The total expense ratio (TER) of ETFs on Asia-Pacific is between 0.20% p.a. and 0.74% p.a..
Index | Investment focus | Number of ETFs | Number of constituents | Short description |
---|---|---|---|---|
MSCI AC Asia Pacific ex Japan | Asia Pacific
Taiwan: 12.08% (30/10/2020) |
2 ETFs | 1,254 (31/03/2021) |
The MSCI AC Asia Pacific ex Japan index tracks equity markets of the emerging and developed countries of the Asia and Pacific region, excluding Japan.
Index factsheet |
MSCI AC Asia ex Japan | Asia Pacific
Taiwan: 14.01% (30/10/2020) |
2 ETFs | 1,182 (31/03/2021) |
The MSCI AC Asia ex Japan index tracks equity markets of the emerging and developed countries of the Asia region, excluding Japan.
Index factsheet |
MSCI AC Far East ex Japan | Asia Pacific
Taiwan: 15.41% (30/10/2020) |
2 ETFs | 1,083 (31/03/2021) |
The MSCI AC Far East ex Japan index tracks equity markets of the emerging and developed countries of the East Asian region, excluding Japan.
Index factsheet |
MSCI Emerging Markets Asia | Asia Pacific
Taiwan: 15.56% (30/10/2020) |
5 ETFs | 1,125 (31/03/2021) |
The MSCI Emerging Markets Asia index tracks large and mid cap companies from Asian emerging markets.
Index factsheet |
MSCI Emerging Markets Far East | Asia Pacific
Taiwan: 17.30% (30/10/2020) |
1 ETF | 1,026 (31/03/2021) |
The MSCI Emerging Markets Far East index tracks the largest companies in China (as accessible through the Hong Kong market), Indonesia, Korea, Malaysia, Philippines, Taiwan and Thailand.
Index factsheet |
ETF ISIN |
Fund size in m CHF |
TER in % |
Use of profits | Fund domicile | Replication method | |
---|---|---|---|---|---|---|
iShares MSCI AC Far East ex-Japan UCITS ETFIE00B0M63730 | 2,349 | 0.74% p.a. | Distributing | Ireland | Full replication | |
Amundi MSCI Emerging Markets Asia UCITS ETF EUR (C)LU1681044480 | 1,980 | 0.20% p.a. | Accumulating | Luxembourg | Unfunded swap | |
Amundi ETF MSCI Emerging Markets Asia UCITS ETF USDLU1681044563 | 1,644 | 0.20% p.a. | Accumulating | Luxembourg | Unfunded swap | |
iShares MSCI EM Asia UCITS ETF (Acc)IE00B5L8K969 | 1,471 | 0.20% p.a. | Accumulating | Ireland | Full replication | |
SPDR MSCI EM Asia UCITS ETFIE00B466KX20 | 1,413 | 0.55% p.a. | Accumulating | Ireland | Optimized sampling | |
Lyxor MSCI AC Asia Pacific Ex Japan UCITS ETF - AccLU1900068328 | 918 | 0.60% p.a. | Accumulating | Luxembourg | Unfunded swap | |
HSBC MSCI AC Far East ex Japan UCITS ETF USDIE00BBQ2W338 | 617 | 0.45% p.a. | Accumulating | Ireland | Optimized sampling | |
Xtrackers MSCI AC Asia ex Japan Swap UCITS ETF 1CLU0322252171 | 610 | 0.65% p.a. | Accumulating | Luxembourg | Unfunded swap | |
Xtrackers MSCI EM Asia Swap UCITS ETF 1CLU0292107991 | 387 | 0.65% p.a. | Accumulating | Luxembourg | Unfunded swap | |
UBS ETF (IE) MSCI AC Asia Ex Japan SF UCITS ETF (USD) A-accIE00B7WK2W23 | 211 | 0.23% p.a. | Accumulating | Ireland | Swap-based | |
HSBC MSCI EM Far East UCITS ETF USDIE00B5LP3W10 | 29 | 0.60% p.a. | Distributing | Ireland | Optimized sampling | |
Lyxor MSCI AC Asia Pacific Ex Japan UCITS ETF USDLU1900068674 | 21 | 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 AC Far East ex Japan | 0.90% | 9.69% | 23.66% | 50.90% | 24.98% | |
MSCI AC Asia ex Japan | 1.46% | 9.98% | 24.13% | 52.46% | 25.02% | |
MSCI AC Asia Pacific ex Japan | 1.82% | 9.39% | 24.67% | 53.80% | 24.53% | |
MSCI Emerging Markets Far East | 0.37% | 9.18% | 24.23% | 55.01% | 28.30% | |
MSCI Emerging Markets Asia | 0.92% | 8.89% | 23.88% | 55.72% | 27.44% |
Index | 2021 in % |
2020 in % |
2019 in % |
2018 in % |
2017 in % |
|
---|---|---|---|---|---|---|
MSCI Emerging Markets Far East | 9.18% | 18.79% | 17.27% | -15.84% | 36.85% | |
MSCI Emerging Markets Asia | 9.33% | 16.69% | 16.40% | -14.90% | 36.03% | |
MSCI AC Asia Pacific ex Japan | 9.44% | 10.97% | 15.89% | -13.71% | 29.97% | |
MSCI AC Far East ex Japan | 9.83% | 14.00% | 16.48% | -14.95% | 35.22% | |
MSCI AC Asia ex Japan | 10.19% | 12.87% | 16.33% | -14.96% | 35.20% |
Source: justETF.com; As of 31/03/2021; Calculations in CHF based on the largest ETF of the respective index.
Emerging markets indices with a share of Taiwan
As further alternative you may invest in ETFs on emerging markets. In total, you can consider 2 emerging markets indices tracked by 17 ETFs. The total expense ratio (TER) of ETFs on emerging markets indices is between 0.14% p.a. and 0.55% p.a..
Index | Investment focus | Number of ETFs | Number of constituents | Short description |
---|---|---|---|---|
FTSE Emerging | Emerging Markets
Taiwan: 14.33% (30/10/2020) |
1 ETF | 1,820 (26/02/2021) |
The FTSE Emerging index tracks stocks from emerging markets worldwide.
Index factsheet |
MSCI Emerging Markets | Emerging Markets
Taiwan: 12.67% (30/10/2020) |
16 ETFs | 1,392 (31/03/2021) |
The MSCI Emerging Markets index tracks stocks from emerging markets worldwide.
Index factsheet |
ETF ISIN |
Fund size in m CHF |
TER in % |
Use of profits | Fund domicile | Replication method | |
---|---|---|---|---|---|---|
Xtrackers MSCI Emerging Markets UCITS ETF 1CIE00BTJRMP35 | 5,048 | 0.18% p.a. | Accumulating | Ireland | Optimized sampling | |
iShares MSCI EM UCITS ETF (Dist)IE00B0M63177 | 3,864 | 0.18% p.a. | Distributing | Ireland | Optimized sampling | |
Amundi MSCI Emerging Markets UCITS ETF EUR (C)LU1681045370 | 3,135 | 0.20% p.a. | Accumulating | Luxembourg | Unfunded swap | |
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-accLU0950674175 | 2,888 | 0.23% p.a. | Accumulating | Luxembourg | Optimized sampling | |
Vanguard FTSE Emerging Markets UCITS ETF DistributingIE00B3VVMM84 | 2,433 | 0.22% p.a. | Distributing | Ireland | Optimized sampling | |
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-disLU0480132876 | 2,121 | 0.23% p.a. | Distributing | Luxembourg | Optimized sampling | |
Amundi ETF MSCI Emerging Markets UCITS ETF USDLU1681045453 | 1,919 | 0.20% p.a. | Accumulating | Luxembourg | Unfunded swap | |
Xtrackers MSCI Emerging Markets Swap UCITS ETF 1CLU0292107645 | 1,198 | 0.49% p.a. | Accumulating | Luxembourg | Unfunded swap | |
Lyxor MSCI Emerging Markets UCITS ETF - Acc EURFR0010429068 | 1,173 | 0.55% p.a. | Accumulating | France | Unfunded swap | |
iShares MSCI EM UCITS ETF (Acc)IE00B4L5YC18 | 1,072 | 0.18% p.a. | Accumulating | Ireland | Optimized sampling | |
HSBC MSCI Emerging Markets UCITS ETF USDIE00B5SSQT16 | 978 | 0.15% p.a. | Distributing | Ireland | Optimized sampling | |
Lyxor MSCI Emerging Markets (LUX) UCITS ETFLU0635178014 | 729 | 0.14% p.a. | Distributing | Luxembourg | Unfunded swap | |
Invesco MSCI Emerging Markets UCITS ETFIE00B3DWVS88 | 538 | 0.19% p.a. | Accumulating | Ireland | Unfunded swap | |
UBS ETF (IE) MSCI Emerging Markets SF UCITS ETF (USD) A-accIE00B3Z3FS74 | 527 | 0.21% p.a. | Accumulating | Ireland | Swap-based | |
SPDR MSCI Emerging Markets UCITS ETFIE00B469F816 | 507 | 0.42% p.a. | Accumulating | Ireland | Optimized sampling | |
Lyxor MSCI Emerging Markets UCITS ETF - Acc USDFR0010435297 | 151 | 0.55% p.a. | Accumulating | France | Unfunded swap | |
UBS ETF (LU) MSCI Emerging Markets UCITS ETF (USD) A-UKdisLU1126036976 | 68 | 0.23% p.a. | Distributing | Luxembourg | Optimized sampling |
Index | 1 month in % |
3 months in % |
6 months in % |
1 year in % |
3 years in % |
|
---|---|---|---|---|---|---|
FTSE Emerging | 2.54% | 10.11% | 23.21% | 51.80% | 18.86% | |
MSCI Emerging Markets | 2.58% | 9.66% | 25.14% | 54.46% | 18.54% |
Index | 2021 in % |
2020 in % |
2019 in % |
2018 in % |
2017 in % |
|
---|---|---|---|---|---|---|
MSCI Emerging Markets | 9.66% | 7.48% | 16.88% | -14.96% | - | |
FTSE Emerging | 10.00% | 4.44% | 17.46% | -12.73% | 26.30% |
Source: justETF.com; As of 31/03/2021; Calculations in CHF based on the largest ETF of the respective index.