How to invest in Switzerland using ETFs

How do I invest in Swiss stocks?

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

On the Swiss stock market you find 4 indices, which are tracked by ETFs.

Alternatively, you can consider indices on Europe. These indices weight Switzerland with up to 28%.

0.25% p.a. - 0.51% p.a.
annual total expense ratio (TER) of Switzerland ETFs
on the Swiss stock market, which are tracked by ETFs
on the Swiss stock market
The best indices for Switzerland ETFs

Performance of Swiss stocks (SLI®)

1 month: -1.73%
1 year: -6.58%
3 years: 5.49%
5 years: 35.23%

Indices in comparison

The best indices for ETFs on Switzerland

For an investment in the Swiss stock market, 4 indices tracked by 5 ETFs are available. On the Dow Jones Switzerland Titans 30 index there is 1 ETF. On the MSCI Switzerland index there is 1 ETF. On the SLI® index there are 2 ETFs. On the SPI® index there is 1 ETF. The total expense ratio (TER) of ETFs on these indices is between 0.25% p.a. and 0.51% p.a..

Index Investment focus Number of ETFs Number of constituents Short description

Dow Jones Switzerland Titans 30

Switzerland 1 ETF 30
The Dow Jones Switzerland Titans 30 index tracks the 30 largest Swiss stocks. The weight of each stock is capped at 10%.

MSCI Switzerland

Switzerland 1 ETF 38
(31.08.18)
The MSCI Switzerland index tracks around 40 leading stocks on the Swiss market.
Index factsheet

SLI®

Switzerland 2 ETFs 30
The Swiss Leader Index (SLI®) (total return) index tracks the 30 largest and most liquid stocks of the entire Swiss equity market.

SPI®

Switzerland 1 ETF 205
(31.08.18)
The SPI® index tracks the performance of the Swiss equity market as a whole.
Index factsheet
ETF
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares SLI UCITS ETF (DE)DE0005933964 261 0.51% p.a. Distributing Germany Full replication
Amundi MSCI Switzerland UCITS ETF - EUR (C)LU1681044720 95 0.25% p.a. Accumulating Luxembourg Unfunded swap
ComStage Dow Jones Switzerland Titans 30 Net TR UCITS ETFLU0392496427 39 0.25% p.a. Distributing Luxembourg Full replication
Xtrackers SLI UCITS ETF 1DLU0322248146 32 0.35% p.a. Distributing Luxembourg Optimized sampling
ComStage SPI TR UCITS ETFLU0603946798 7 0.40% p.a. Distributing Luxembourg Unfunded swap
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
SLI® 0.52% -5.93% -0.81% -2.11% 4.88%
Dow Jones Switzerland Titans 30 0.77% -5.26% 0.48% -0.72% 5.35%
SPI® 1.33% -2.58% 3.74% 0.98% 5.88%
MSCI Switzerland 2.32% -1.12% 6.05% 2.28% 4.56%
Index   2018
in %
2017
in %
2016
in %
2015
in %
2014
in %
SLI® -3.48% 9.11% 0.70% 13.61% 11.45%
Dow Jones Switzerland Titans 30 -2.11% 9.63% -0.71% 13.29% 13.93%
SPI® 0.39% 8.52% -2.05% 12.75% 14.11%
MSCI Switzerland 1.65% 7.27% -2.29% 11.58% 13.47%

Source: justETF.com; As of 30.11.18; Calculations in EUR based on the largest ETF of the respective index.

 
Alternative investment opportunities

Europe indices with a share of Switzerland

Besides Switzerland ETFs you may consider investing in ETFs on the European stock market. In total, you can invest in 4 Europe indices, which are tracked by 22 ETFs. The total expense ratio (TER) of ETFs on Europe indices is between 0.12% p.a. and 0.51% p.a..

 
Index Investment focus Number of ETFs Number of constituents Short description
MSCI Europe Europe
Switzerland: 12.64%
(29/12/2017)
14 ETFs 446
(31.08.18)
The MSCI Europe (total return) index tracks the leading stocks from 15 European industrial countries.
Index factsheet
MSCI Europe ex EMU Europe
Switzerland: 25.90%
(29/12/2017)
2 ETFs 198
(31.08.18)
The MSCI Europe ex EMU indext tracks almost 200 leading stocks in European countries outside of the Eurozone.
Index factsheet
MSCI Europe ex UK Europe
Switzerland: 17.56%
(29/12/2017)
2 ETFs 345
(31.08.18)
The MSCI Europe ex UK index tracks the leading stocks from European industrial countries, excluding United Kingdom.
Index factsheet
STOXX® Europe 50 Europe
Switzerland: 18.60%
(29/12/2017)
4 ETFs 50
The STOXX® Europe 50 (total return) index tracks 50 European large cap stocks.
Index factsheet
ETF
ISIN
  Fund size
in m EUR
TER
in %
Use of profits Fund domicile Replication method
iShares Core MSCI Europe UCITS ETF EUR (Dist)IE00B1YZSC51 4,183 0.12% p.a. Distributing Ireland Optimized sampling
Xtrackers MSCI Europe Index UCITS ETF 1CLU0274209237 2,334 0.25% p.a. Accumulating Luxembourg Full replication
Amundi MSCI Europe UCITS ETF - EUR (C)LU1681042609 1,946 0.15% p.a. Accumulating Luxembourg Unfunded swap
iShares MSCI Europe ex-UK UCITS ETFIE00B14X4N27 1,838 0.40% p.a. Distributing Ireland Optimized sampling
Lyxor MSCI Europe UCITS ETF D-EURFR0010261198 1,762 0.25% p.a. Distributing France Unfunded swap
iShares Core MSCI Europe UCITS ETF EUR (Acc)IE00B4K48X80 869 0.12% p.a. Accumulating Ireland Optimized sampling
iShares STOXX Europe 50 UCITS ETFIE0008470928 584 0.35% p.a. Distributing Ireland Full replication
SPDR MSCI Europe UCITS ETFIE00BKWQ0Q14 520 0.25% p.a. Accumulating Ireland Full replication
Invesco MSCI Europe UCITS ETFIE00B60SWY32 512 0.19% p.a. Accumulating Ireland Unfunded swap
Deka MSCI Europe UCITS ETFDE000ETFL284 499 0.30% p.a. Distributing Germany Full replication
Xtrackers MSCI Europe Index UCITS ETF 1DLU1242369327 441 0.12% p.a. Distributing Luxembourg Full replication
Amundi ETF MSCI Europe ex EMU UCITS ETF - EUR (C)FR0010821819 305 0.30% p.a. Accumulating France Unfunded swap
UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-disLU0446734104 265 0.20% p.a. Distributing Luxembourg Full replication
Amundi ETF STOXX Europe 50 UCITS ETF - EUR (C)FR0010790980 230 0.15% p.a. Accumulating France Unfunded swap
iShares STOXX Europe 50 UCITS ETF (DE)DE0005933949 148 0.51% p.a. Distributing Germany Full replication
HSBC MSCI Europe UCITS ETF EURDE000A1C22L5 138 0.20% p.a. Distributing Ireland Full replication
Deka MSCI Europe ex EMU UCITS ETFDE000ETFL458 30 0.30% p.a. Distributing Germany Full replication
Deka STOXX Europe 50 UCITS ETFDE000ETFL250 29 0.20% p.a. Distributing Germany Full replication
ComStage MSCI Europe TRN UCITS ETFLU0392494646 12 0.25% p.a. Distributing Luxembourg Unfunded swap
Amundi Index MSCI Europe UCITS ETF - EUR (D)LU1737652310 9 0.15% p.a. Distributing Luxembourg Full replication
Invesco MSCI Europe ex-UK UCITS ETF AccDE000A2DPCP0 7 0.20% p.a. Accumulating Ireland Unfunded swap
Xtrackers ESG MSCI Europe UCITS ETF 1CIE00BFMNHK08 6 0.20% p.a. Accumulating Ireland Full replication
 
Index   1 month
in %
3 months
in %
6 months
in %
1 year
in %
3 years
in %
MSCI Europe ex UK 1.03% -7.01% -5.43% -5.71% 3.46%
MSCI Europe 0.84% -6.43% -6.13% -4.45% 1.65%
STOXX® Europe 50 1.61% -4.08% -3.72% -3.95% -1.00%
MSCI Europe ex EMU 1.04% -4.41% -4.04% -1.09% -0.42%
Index   2018
in %
2017
in %
2016
in %
2015
in %
2014
in %
MSCI Europe ex UK -5.22% 11.64% 2.60% 10.77% 6.67%
MSCI Europe -5.20% 10.29% 2.66% 8.23% 6.84%
STOXX® Europe 50 -4.64% 9.05% 0.93% 6.49% 6.20%
MSCI Europe ex EMU -3.58% 7.75% 0.79% 7.05% 8.93%

Source: justETF.com; As of 30.11.18; Calculations in EUR based on the largest ETF of the respective index.