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%.
Performance of Swiss stocks (SLI®)
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 | 37 (29.12.17) |
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 (17.01.18) |
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 | 197 | 0.51% p.a. | Distributing | Germany | Full replication | |
| Amundi ETF MSCI Switzerland UCITS ETF - EURLU1681044720 | 100 | 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 | 10 | 0.40% p.a. | Distributing | Luxembourg | Unfunded swap |
| Index | 1 month in % |
3 months in % |
6 months in % |
1 year in % |
3 years in % |
|
|---|---|---|---|---|---|---|
| MSCI Switzerland | -2.85% | -6.65% | -6.53% | -6.20% | -7.43% | |
| SPI® | -2.97% | -6.20% | -5.68% | -5.33% | -4.88% | |
| SLI® | -4.02% | -5.71% | -5.58% | -4.20% | -0.24% | |
| Dow Jones Switzerland Titans 30 | -3.67% | -5.62% | -4.80% | -3.36% | -1.79% |
| Index | 2018 in % |
2017 in % |
2016 in % |
2015 in % |
2014 in % |
|
|---|---|---|---|---|---|---|
| MSCI Switzerland | -6.65% | 7.27% | -2.29% | 11.58% | 13.47% | |
| SPI® | -6.20% | 8.52% | -2.05% | 12.75% | 14.11% | |
| SLI® | -5.71% | 9.11% | 0.70% | 13.61% | 11.45% | |
| Dow Jones Switzerland Titans 30 | -5.62% | 9.63% | -0.71% | 13.29% | 13.93% |
Source: justETF.com; As of 31.03.18; Calculations in EUR based on the largest ETF of the respective index.
The best Switzerland ETFs
by 1 year return
| 1 | ComStage Dow Jones Switzerland Titans 30 Net TR UCITS ETF | -3.36% |
| 2 | Xtrackers SLI UCITS ETF 1D | -3.64% |
| 3 | iShares SLI UCITS ETF (DE) | -4.20% |
The cheapest Switzerland ETFs
by total expense ratio (TER)
| 1 | Amundi ETF MSCI Switzerland UCITS ETF - EUR | 0.25% p.a. |
| 2 | ComStage Dow Jones Switzerland Titans 30 Net TR UCITS ETF | 0.25% p.a. |
| 3 | Xtrackers SLI UCITS ETF 1D | 0.35% p.a. |
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 21 ETFs. The total expense ratio (TER) of ETFs on Europe indices is between 0.15% 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) |
13 ETFs | 446 (30.03.18) |
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 (29.12.17) |
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 | 343 (29.12.17) |
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 MSCI Europe UCITS ETF (Dist)IE00B1YZSC51 | 4,490 | 0.35% p.a. | Distributing | Ireland | Optimized sampling | |
| Xtrackers MSCI Europe Index UCITS ETF 1CLU0274209237 | 2,697 | 0.25% p.a. | Accumulating | Luxembourg | Full replication | |
| iShares MSCI Europe ex-UK UCITS ETFIE00B14X4N27 | 2,257 | 0.40% p.a. | Distributing | Ireland | Optimized sampling | |
| Lyxor MSCI Europe UCITS ETF D-EURFR0010261198 | 1,822 | 0.25% p.a. | Distributing | France | Unfunded swap | |
| Amundi ETF MSCI Europe UCITS ETF - EURLU1681042609 | 1,421 | 0.15% p.a. | Accumulating | Luxembourg | Unfunded swap | |
| iShares STOXX Europe 50 UCITS ETFIE0008470928 | 725 | 0.35% p.a. | Distributing | Ireland | Full replication | |
| iShares MSCI Europe UCITS ETF (Acc)IE00B4K48X80 | 688 | 0.33% p.a. | Accumulating | Ireland | Optimized sampling | |
| SPDR MSCI Europe UCITS ETFIE00BKWQ0Q14 | 515 | 0.25% p.a. | Accumulating | Ireland | Full replication | |
| Source MSCI Europe UCITS ETF AIE00B60SWY32 | 498 | 0.19% p.a. | Accumulating | Ireland | Unfunded swap | |
| Deka MSCI Europe UCITS ETFDE000ETFL284 | 284 | 0.30% p.a. | Distributing | Germany | Full replication | |
| UBS ETF (LU) MSCI Europe UCITS ETF (EUR) A-disLU0446734104 | 241 | 0.20% p.a. | Distributing | Luxembourg | Full replication | |
| Amundi ETF STOXX Europe 50 UCITS ETFFR0010790980 | 224 | 0.15% p.a. | Accumulating | France | Unfunded swap | |
| iShares STOXX Europe 50 UCITS ETF (DE)DE0005933949 | 224 | 0.51% p.a. | Distributing | Germany | Full replication | |
| HSBC MSCI Europe UCITS ETF EURDE000A1C22L5 | 171 | 0.20% p.a. | Distributing | Ireland | Full replication | |
| Amundi ETF MSCI Europe ex EMU UCITS ETFFR0010821819 | 167 | 0.30% p.a. | Accumulating | France | Unfunded swap | |
| Deka MSCI Europe ex EMU UCITS ETFDE000ETFL458 | 34 | 0.30% p.a. | Distributing | Germany | Full replication | |
| Deka STOXX Europe 50 UCITS ETFDE000ETFL250 | 28 | 0.19% p.a. | Distributing | Germany | Full replication | |
| ComStage MSCI Europe TRN UCITS ETFLU0392494646 | 15 | 0.25% p.a. | Distributing | Luxembourg | Unfunded swap | |
| Xtrackers MSCI Europe Index UCITS ETF 1DLU1242369327 | 14 | 0.25% p.a. | Distributing | Luxembourg | Full replication | |
| Amundi ETF MSCI Europe UCITS ETF DR (D)LU1737652310 | 1 | 0.15% p.a. | Distributing | Luxembourg | Full replication | |
| Source MSCI Europe ex-UK UCITS ETF ADE000A2DPCP0 | - | 0.20% p.a. | Accumulating | Ireland | Unfunded swap |
| Index | 1 month in % |
3 months in % |
6 months in % |
1 year in % |
3 years in % |
|
|---|---|---|---|---|---|---|
| STOXX® Europe 50 | -2.01% | -5.96% | -5.44% | -3.26% | -4.46% | |
| MSCI Europe ex EMU | -1.90% | -5.91% | -4.22% | -3.25% | -4.74% | |
| MSCI Europe | -1.99% | -4.30% | -3.74% | -0.34% | 0.63% | |
| MSCI Europe ex UK | -2.33% | -3.59% | -4.26% | 0.58% | 2.91% |
| Index | 2018 in % |
2017 in % |
2016 in % |
2015 in % |
2014 in % |
|
|---|---|---|---|---|---|---|
| STOXX® Europe 50 | -5.96% | 9.05% | 0.93% | 6.49% | 6.20% | |
| MSCI Europe ex EMU | -5.91% | 7.75% | 0.79% | 7.05% | 8.93% | |
| MSCI Europe | -4.30% | 10.29% | 2.66% | 8.23% | 6.84% | |
| MSCI Europe ex UK | -3.59% | 11.64% | 2.60% | 10.77% | 6.67% |
Source: justETF.com; As of 31.03.18; Calculations in EUR based on the largest ETF of the respective index.