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'll find 4 indices which are tracked by ETFs.
Alternatively, you can consider indices on Europe.
Rendimiento de las acciones Swiss (SLI®)
Índices en comparación
Los mejores índices para ETF sobre Switzerland
Para una inversión en la bolsa Swiss, existen 4 índices disponibles que son seguidos por 5 ETF. En el índice Dow Jones Switzerland Titans 30 hay 1 ETF. En el índice MSCI Switzerland hay 2 ETF. En el índice SLI® hay 1 ETF. En el índice Solactive Swiss Large Cap hay 1 ETF. El ratio de gastos totales (TER) de los ETFs sobre estos índices está entre el 0,25% p.a. y el 0,30% p.a..
| Índice | Enfoque de inversión | Número de ETF | Número de componentes | Descripción breve |
|---|---|---|---|---|
Dow Jones Switzerland Titans 30 | Suiza | 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%. Ficha técnica del índice |
MSCI Switzerland | Suiza | 2 ETF | 46 (30/9/24) | The MSCI Switzerland index tracks leading stocks on the Swiss market. Ficha técnica del índice |
SLI® | Suiza | 1 ETF | 30 | The SLI® index tracks the 30 largest and most liquid stocks of the entire Swiss equity market. Ficha técnica del índice |
Solactive Swiss Large Cap | Suiza | 1 ETF | 20 | The Solactive Swiss Large Cap index tracks the 20 largest and most liquid Swiss large and mid cap stocks. |
| ETF ISIN | Patrimonio en m EUR | Gastos corrientes en % | Uso del beneficio | Domicilio del fondo | Método de replica | |
|---|---|---|---|---|---|---|
| Xtrackers Swiss Large Cap UCITS ETF 1DLU0274221281 | 1.272 | 0,30% p.a. | Distribución | Luxemburgo | Replicación física perfecta | |
| Xtrackers SLI UCITS ETF 1DLU0322248146 | 309 | 0,25% p.a. | Distribución | Luxemburgo | Replicación física perfecta | |
| Amundi MSCI Switzerland UCITS ETF CHFLU1681044993 | 206 | 0,25% p.a. | Acumulación | Luxemburgo | Swap sin fondos | |
| Amundi MSCI Switzerland UCITS ETF EUR (C)LU1681044720 | 138 | 0,25% p.a. | Acumulación | Luxemburgo | Swap sin fondos | |
| Amundi DJ Switzerland Titans 30 UCITS ETF DistLU2611732632 | 136 | 0,25% p.a. | Distribución | Luxemburgo | Replicación física perfecta |
| Índice | 1 mes en % | 3 meses en % | 6 meses en % | 1 año en % | 3 años en % | |
|---|---|---|---|---|---|---|
| Solactive Swiss Large Cap | -2,63% | -2,95% | 8,62% | 16,43% | 12,55% | |
| MSCI Switzerland | -2,78% | -2,44% | 9,18% | 17,19% | 11,13% | |
| Dow Jones Switzerland Titans 30 | -2,97% | -2,16% | 9,74% | 22,12% | 18,37% | |
| SLI® | -3,04% | -2,37% | 9,47% | 22,99% | 16,82% |
| Índice | 2024 en % | 2023 en % | 2022 en % | 2021 en % | 2020 en % | |
|---|---|---|---|---|---|---|
| Solactive Swiss Large Cap | 5,32% | 11,65% | -12,20% | 28,62% | 1,60% | |
| MSCI Switzerland | 6,07% | 11,65% | -13,16% | 28,18% | 2,17% | |
| Dow Jones Switzerland Titans 30 | 8,11% | 17,20% | -13,69% | 30,97% | 4,52% | |
| SLI® | 8,65% | 17,46% | -15,50% | 31,34% | 5,05% |
Fuente: justETF.com; a 31/10/24; cálculos en Euros basados en el mayor ETF del índice respectivo.
Los mejores ETFs de Switzerland
por rentabilidad a 1 año
| 1 | Xtrackers SLI UCITS ETF 1D | 22,99% |
| 2 | Amundi DJ Switzerland Titans 30 UCITS ETF Dist | 22,12% |
| 3 | Amundi MSCI Switzerland UCITS ETF CHF | 17,19% |
Los ETFs de Switzerland más baratos
por ratio de gastos totales (TER)
| 1 | Amundi DJ Switzerland Titans 30 UCITS ETF Dist | 0,25% p.a. |
| 2 | Amundi MSCI Switzerland UCITS ETF CHF | 0,25% p.a. |
| 3 | Amundi MSCI Switzerland UCITS ETF EUR (C) | 0,25% p.a. |
Switzerland indices that follow a certain equity strategy
Alternatively, you can consider indices on small and mid caps or dividend strategies. In total you can invest in 1 alternative index on Switzerland tracked by 1 ETF. El ratio de gastos totales (TER) de los ETFs que siguen valores de these alternative indices está en torno al 0,28% p.a..
| Índice | Enfoque de inversión | Número de ETF | Número de componentes | Descripción breve |
|---|---|---|---|---|
| MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped | Suiza Social/Medioambiental | 1 ETF | 61 (30/11/22) | The MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped index tracks large, mid and small cap stocks of the Swiss equity markets. The index only considers companies with high Environmental, Social and Governance (ESG) ratings relative to their sector peers, to ensure the inclusion of the best of class companies from an ESG perspective. The weight of each company is capped to 5%. Ficha técnica del índice |
| ETF ISIN | Patrimonio en m EUR | Gastos corrientes en % | Uso del beneficio | Domicilio del fondo | Método de replica | |
|---|---|---|---|---|---|---|
| UBS ETF (LU) MSCI Switzerland IMI Socially Responsible UCITS ETF (CHF) A-accLU2250132763 | 177 | 0,28% p.a. | Acumulación | Luxemburgo | Replicación física perfecta |
| Índice | 1 mes en % | 3 meses en % | 6 meses en % | 1 año en % | 3 años en % | |
|---|---|---|---|---|---|---|
| MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped | -3,84% | -2,02% | 10,17% | 21,00% | 11,01% |
| Índice | 2024 en % | 2023 en % | 2022 en % | 2021 en % | 2020 en % | |
|---|---|---|---|---|---|---|
| MSCI Switzerland IMI Extended SRI Low Carbon Select 5% Issuer Capped | 7,08% | 16,49% | -17,33% | - | - |
Fuente: justETF.com; a 31/10/24; cálculos en Euros basados en el mayor ETF del índice respectivo.
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 6 ETFs. El ratio de gastos totales (TER) de los ETFs que siguen valores de Europe indices está entre el 0,09% p.a. y el 0,40% p.a..
| Índice | Enfoque de inversión | Número de ETF | Número de componentes | Descripción breve |
|---|---|---|---|---|
| FTSE Developed Europe ex UK | Europa Switzerland: 20,36% (30/11/2022) | 2 ETF | 459 (31/7/23) | The FTSE Developed Europe ex UK index tracks large and mid cap stocks from developed countries in Europe excluding the UK. Ficha técnica del índice |
| MSCI Europe ex UK | Europa Switzerland: 20,75% (30/11/2022) | 2 ETF | 338 (30/9/24) | The MSCI Europe ex UK index tracks the leading stocks from European industrial countries, excluding United Kingdom. Ficha técnica del índice |
| S&P Europe ex UK | Europa Switzerland: 20,00% (30/11/2022) | 1 ETF | 358 (31/8/23) | The S&P Europe ex UK index tracks European stocks in developed markets, except stocks from the UK. Ficha técnica del índice |
| STOXX® Europe 50 | Europa Switzerland: 21,10% (30/11/2022) | 1 ETF | 50 | The STOXX® Europe 50 index tracks 50 European large cap stocks. Ficha técnica del índice |
| ETF ISIN | Patrimonio en m EUR | Gastos corrientes en % | Uso del beneficio | Domicilio del fondo | Método de replica | |
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Europe ex UK UCITS ETF DistributingIE00BKX55S42 | 2.073 | 0,10% p.a. | Distribución | Irlanda | Replicación física perfecta | |
| iShares MSCI Europe ex-UK UCITS ETFIE00B14X4N27 | 1.048 | 0,40% p.a. | Distribución | Irlanda | Optimizada muestreo | |
| iShares STOXX Europe 50 UCITS ETFIE0008470928 | 588 | 0,35% p.a. | Distribución | Irlanda | Replicación física perfecta | |
| Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) AccumulatingIE00BK5BQY34 | 550 | 0,10% p.a. | Acumulación | Irlanda | Replicación física perfecta | |
| Xtrackers S&P Europe ex UK UCITS ETFIE00BGV5VM45 | 417 | 0,09% p.a. | Distribución | Irlanda | Replicación física perfecta | |
| Invesco MSCI Europe ex-UK UCITS ETFIE00BYX5K108 | 75 | 0,20% p.a. | Acumulación | Irlanda | Swap sin fondos |
| Índice | 1 mes en % | 3 meses en % | 6 meses en % | 1 año en % | 3 años en % | |
|---|---|---|---|---|---|---|
| STOXX® Europe 50 | -3,09% | -3,61% | -0,78% | 16,17% | 26,45% | |
| MSCI Europe ex UK | -3,37% | -2,09% | 1,03% | 19,55% | 13,59% | |
| FTSE Developed Europe ex UK | -3,34% | -2,00% | 1,28% | 20,00% | 13,62% | |
| S&P Europe ex UK | -3,33% | -2,06% | 1,24% | 20,69% | 14,29% |
| Índice | 2024 en % | 2023 en % | 2022 en % | 2021 en % | 2020 en % | |
|---|---|---|---|---|---|---|
| MSCI Europe ex UK | 7,23% | 17,70% | -12,70% | 24,45% | 1,61% | |
| FTSE Developed Europe ex UK | 7,46% | 18,11% | -12,73% | 24,91% | 2,57% | |
| S&P Europe ex UK | 7,60% | 18,42% | -12,94% | 25,29% | 2,36% | |
| STOXX® Europe 50 | 7,99% | 15,04% | -2,33% | 26,55% | -6,30% |
Fuente: justETF.com; a 31/10/24; cálculos en Euros basados en el mayor ETF del índice respectivo.