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.
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 31/12/16
The largest SMI ETF by fund size in CHF
The cheapest SMI ETF by total expense ratio
SMI ETFs in comparison
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.
in m CHF
|Use of profits||Fund domicile||Replication method|
|iShares SMI (CH)CH0008899764||2,557||0.35% p.a.||Distributing||Switzerland||Full replication|
|UBS ETF (CH) SMI (CHF) A-disCH0017142719||1,412||0.20% p.a.||Distributing||Switzerland||Full replication|
Source: justETF.com; As of 22/01/17
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.
|UBS ETF (CH) SMI (CHF) A-dis||4.36%||0.95%||2.65%||-3.68%||9.66%|
|iShares SMI (CH)||4.34%||0.90%||2.54%||-3.89%||9.11%|
Source: justETF.com; As of 31/12/16; Calculations in CHF including dividends