Top SMI ETFs

The SMI® index

The SMI® index is the major stock market index for Switzerland and contains the 20 largest and most liquid Swiss blue chip companies. The SMI index represents around 85% of the Swiss total market capitalisation. The index constituents are weighted by free float market capitalisation.

ETF investors profit from price gains and dividends of the SMI constituents. Currently, the SMI index is tracked by 2 ETFs.

0.20% p.a. - 0.35% p.a.
annual total expense ratio
track the SMI®
-7.76%
return in CHF in 2016 per 30/11/16

Cost of SMI ETFs

The total expense ratio (TER) of SMI ETFs is between 0.20% p.a. and 0.35% p.a.. In comparison, an actively managed fund on Switzerland like the Fidelity Funds - Switzerland Fund A costs around 1.94% per year. Calculate your individual cost savings by using our cost calculator.

 

The best SMI ETF by 1-year fund return as of 30/11/16

All SMI ETFs ranked by fund return

 

The largest SMI ETF by fund size in CHF

All SMI ETFs ranked by fund size

 

The cheapest SMI ETF by total expense ratio

All SMI ETFs ranked by total expense ratio

 
 

SMI ETFs in comparison

The most important factors at a glance

Besides return, there are further important factors to consider when selecting a SMI ETF. In order to provide a sound decision basis, you find a list of all SMI ETFs with details on size, cost, age, use of profits, fund domicile and replication method ranked by fund size.

Compare all SMI ETFs in detail
Compare all SMI ETFs in a chart

Provider
ISIN
  Fund size
in m CHF
TER
in %
Use of profits Fund domicile Replication method
iShares SMI (CH)CH0008899764 2,450 0.35% p.a. Distributing Switzerland Full replication
UBS ETF (CH) SMI (CHF) A-disCH0017142719 1,430 0.20% p.a. Distributing Switzerland Full replication

Source: justETF.com; As of 04/12/16

 

Return comparison of all SMI ETFs

The table shows the returns of all SMI ETFs in comparison. All return figures are including dividends as of month end. Besides the return the reference date on which you conduct the comparison is important. In order to find the best ETFs, you can also perform a chart comparison.

ETF   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
iShares SMI (CH) -0.45% -4.37% -4.75% -9.58% 4.09%
UBS ETF (CH) SMI (CHF) A-dis -0.81% -4.63% -5.00% -9.72% 4.26%
ETF   2016
in %
2015
in %
2014
in %
2013
in %
2012
in %
iShares SMI (CH) -7.76% 0.87% 12.37% 23.23% 18.31%
UBS ETF (CH) SMI (CHF) A-dis -7.92% 0.99% 12.56% 23.31% 18.29%

Source: justETF.com; As of 30/11/16; Calculations in CHF including dividends