The best ETFs for European Small Cap Stocks

How do I invest in European Small Cap stocks?

It is well known that companies with smaller market capitalizations generate higher returns over the long term. However, they also come with higher risks that investors should efficiently manage. Diversification of investments with ETFs is the safest bet for an independent investor to approach the small cap stocks.

There are essentially four indices available to invest with ETFs in European small cap companies. This Investment Guide for European small cap stocks will help you navigate between the peculiarities of the EURO STOXX® Small, MSCI EMU Small Cap, MSCI Europe Small Cap, STOXX® Europe Small 200 and the ETFs tracking them. It will allow you to find the most suitable European small cap ETFs for you by ranking them according to your preferences.

 
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0,30% p.a. - 0,58% p.a.
ratio de gastos totales (TER) anual de European small cap ETFs
en European small cap stocks, que son seguidos por ETF
en European small cap stocks
 
Los mejores índices para European small cap ETFs

El mejor European Small Cap ETF por rentabilidad del fondo a un año a partir del 31/7/22

Todos los European small cap ETFs clasificados por la rentabilidad del fondo

 

El mayor European Small Cap ETF por patrimonio del fondo en euros

Todos los European small cap ETFs clasificados por patrimonio del fondo

 

El European Small Cap ETF más barato por gastos corrientes totales

Todos los European small cap ETFs clasificados por gastos corrientes totales

 
 

Indices on European Small Cap Stocks compared

Methodologies of the most important indices

EURO STOXX® Small MSCI EMU Small Cap MSCI Europe Small Cap STOXX® Europe Small 200
Number of ETFs 1 ETF 3 ETFs 2 ETFs 1 ETF
Number of constituents 88
(30/6/21)
461
(29/7/22)
1.040
(29/7/22)
200
Investment universe EURO STOXX® index: appr. 300 companies from the Eurozone MSCI EMU Investable Market Index: appr. 700 companies from the Eurozone MSCI Europe Investable Market Index: appr. 1,400 companies from Europe STOXX® Europe index: 600 companies from 17 European countries
Index rebalancing Quarterly Quarterly Quarterly Quarterly
Selection criteria The smallest firms (bottom third) of the underlying EURO STOXX® index The smallest firms (appr. 14 percent of the free float-adjusted market cap) of the MSCI EMU Investable Market Index The smallest firms (appr. 14 percent of the free float-adjusted market cap) of the MSCI Europe Investable Market Index The 200 smallest firms from the STOXX® Europe 600 index (ranked from 401 to 600 by their free float market cap)
Index weighting Market cap
(free float)
Market cap
(free float)
Market cap
(free float)
Market cap
(free float)

Source: justETF Research; As of 31/01/2020

 

EURO STOXX® Small index

The EURO STOXX® Small index comprises small sized companies from the underlying EURO STOXX® index. The EURO STOXX® index is a subset of the STOXX® Europe 600 index comprising only companies from countries in the Eurozone. Small caps are determined as the bottom 33 percent companies in the underlying index ranked by their market capitalization. The stocks passing the selection screen are weighted by their free float market capitalization.

 

Methodology of the EURO STOXX® Small FactsheetMethodology

  • 88 (as of 30/6/21) small cap stocks from the Eurozone
  • Index rebalancing takes place quarterly
  • Stock selection is based on the size of companies
  • Selection criteria: the bottom third of the EURO STOXX® index is selected
  • Index weighted by free float market capitalization
 

MSCI EMU Small Cap index

The MSCI EMU Small Cap index captures small cap stocks across 10 developed countries in the Eurozone. The index represents the smallest firms (appr. 14 percent of the free float-adjusted market cap) of the MSCI EMU Investable Market Index. The stocks passing the selection screen are weighted by their free float market capitalization.

 

Methodology of the MSCI EMU Small Cap FactsheetMethodology

  • 461 (as of 29/7/22) small cap stocks from developed Eurozone countries
  • Index rebalancing takes place quarterly
  • Index has minimum size, free float, liquidity and length of trading criteria
  • Stock selection is based on free float market cap
  • Selection criteria: smallest companies of the MSCI EMU Investable Market Index
  • Index weighted by free float market capitalization
 

MSCI Europe Small Cap index

The MSCI Europe Small Cap index includes small cap stocks from 15 developed countries in Europe. The index represents the smallest firms (appr. 14 percent of the free float-adjusted market cap) of the MSCI Europe Investable Market Index. The stocks passing the selection screen are weighted by their free float market capitalization.

 

Methodology of the MSCI Europe Small Cap FactsheetMethodology

  • 1.040 (as of 29/7/22) small cap stocks from developed European countries
  • Index rebalancing takes place quarterly
  • Index has minimum size, free float, liquidity and length of trading criteria
  • Stock selection is based on free float market cap
  • Selection criteria: smallest companies of the MSCI Europe Investable Market Index
  • Index weighted by free float market capitalization
 

STOXX® Europe Small 200 index

The STOXX® Europe Small 200 index tracks the 200 smallest companies (as measured by free float market cap) from the underlying STOXX® Europe 600 index, which consists of 600 European companies. The stocks passing the selection screen are weighted by their free float market capitalization.

 

Methodology of the STOXX® Europe Small 200 FactsheetMethodology

  • 200 small cap stocks from European countries
  • Index rebalancing takes place quarterly
  • Stock selection is based on their free float market cap
  • Selection criteria: The 200 smallest stocks (ranked from 401 to 600) from the STOXX® Europe 600 index are selected
  • Index weighted by free float market capitalization
 

European Small Cap ETFs en comparación

Los factores más importantes de un vistazo

A la hora de elegir el a European small cap ETF hay que tener en cuenta otros factores además de la metodología del índice subyacente y el rendimiento de un ETF. Para una mejor comparación, encontrarás una lista de todos los European small cap ETFs con detalles sobre el patrimonio, el coste, la edad, los ingresos, el domicilio y el método de replicación clasificados por patrimonio del fondo.

Compara todos los European small cap ETFs en detalle
Compara todos los European small cap ETFs en un gráfico

ETF
ISIN
  Patrimonio
en m EUR
Gastos corrientes
en %
Uso del beneficio Domicilio del fondo Método de replica
Xtrackers MSCI Europe Small Cap UCITS ETF 1CLU0322253906 696 0,30% p.a. Acumulación Luxemburgo Optimizada muestreo
iShares MSCI EMU Small Cap UCITS ETF (Acc)IE00B3VWMM18 566 0,58% p.a. Acumulación Irlanda Optimizada muestreo
iShares EURO STOXX Small UCITS ETFIE00B02KXM00 457 0,40% p.a. Distribución Irlanda Optimizada muestreo
Lyxor MSCI EMU Small Cap (DR) UCITS ETF - DistLU1598689153 186 0,40% p.a. Distribución Luxemburgo Replicación física perfecta
SPDR MSCI Europe Small Cap UCITS ETFIE00BKWQ0M75 160 0,30% p.a. Acumulación Irlanda Optimizada muestreo
SPDR MSCI Europe Small Cap Value Weighted UCITS ETFIE00BSPLC298 105 0,30% p.a. Acumulación Irlanda Optimizada muestreo
UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-disLU0671493277 96 0,33% p.a. Distribución Luxemburgo Replicación física perfecta
WisdomTree Europe SmallCap Dividend UCITS ETFIE00BQZJC527 31 0,38% p.a. Distribución Irlanda Replicación física perfecta
WisdomTree Europe SmallCap Dividend UCITS ETF AccIE00BDF16114 10 0,38% p.a. Acumulación Irlanda Replicación física perfecta
Invesco STOXX Europe Small 200 UCITS ETFIE00B60SWZ49 2 0,35% p.a. Acumulación Irlanda Swap sin fondos

Fuente: justETF.com; A partir de 8/8/22

 

Comparación del rendimiento de todos los Small Cap ETFs on European equities

La tabla muestra los rendimientos de todos los European small cap ETFs en comparación. Todas las cifras de rentabilidad incluyen los dividendos a final de mes. Además de la rentabilidad es importante la fecha de referencia en la que se realiza la comparación. Para encontrar el mejor ETF, también puedes realizar una comparación gráfica.

ETF   1 mes
en %
3 meses
en %
6 meses
en %
1 año
en %
3 años
en %
WisdomTree Europe SmallCap Dividend UCITS ETF Acc 8,60% -2,42% -4,52% -6,10% 28,48%
WisdomTree Europe SmallCap Dividend UCITS ETF 5,39% -2,48% -4,57% -6,12% 28,34%
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF 7,35% -6,01% -8,30% -6,61% 27,05%
iShares EURO STOXX Small UCITS ETF 6,96% -5,82% -7,35% -8,87% 27,21%
UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-dis 5,26% -7,39% -10,41% -11,18% 22,84%
iShares MSCI EMU Small Cap UCITS ETF (Acc) 5,30% -7,51% -10,64% -11,46% 21,76%
Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist 5,24% -7,59% -10,77% -11,60% 21,24%
SPDR MSCI Europe Small Cap UCITS ETF 9,78% -4,57% -9,30% -12,45% 24,25%
Xtrackers MSCI Europe Small Cap UCITS ETF 1C 9,08% -4,80% -9,92% -12,52% 24,29%
Invesco STOXX Europe Small 200 UCITS ETF 9,71% -4,90% -10,84% -15,33% 16,43%
ETF   2022
en %
2021
en %
2020
en %
2019
en %
2018
en %
WisdomTree Europe SmallCap Dividend UCITS ETF Acc -9,37% 28,02% -4,63% 29,27% -17,25%
WisdomTree Europe SmallCap Dividend UCITS ETF -9,42% 27,99% -4,66% 29,33% -17,24%
SPDR MSCI Europe Small Cap Value Weighted UCITS ETF -10,59% 28,28% -3,49% 26,92% -18,16%
iShares EURO STOXX Small UCITS ETF -10,89% 20,98% 9,01% 26,38% -13,20%
UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-dis -13,92% 23,65% 5,66% 28,36% -17,27%
iShares MSCI EMU Small Cap UCITS ETF (Acc) -14,15% 22,89% 5,68% 28,29% -17,29%
Lyxor MSCI EMU Small Cap (DR) UCITS ETF - Dist -14,27% 23,21% 5,13% 28,17% -17,36%
SPDR MSCI Europe Small Cap UCITS ETF -15,34% 23,72% 4,37% 31,55% -15,68%
Xtrackers MSCI Europe Small Cap UCITS ETF 1C -15,95% 24,71% 4,28% 32,65% -16,50%
Invesco STOXX Europe Small 200 UCITS ETF -17,35% 22,43% 4,42% 28,64% -13,20%

Fuente: justETF.com; A partir de 31/7/22; Cálculos en EUR, incluidos los dividendos