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.
El mejor European Small Cap ETF por rentabilidad del fondo a un año a partir del 30/11/24
| 1 | WisdomTree Europe SmallCap Dividend UCITS ETF Acc | 13,86% | ||
| 2 | WisdomTree Europe SmallCap Dividend UCITS ETF | 13,80% | ||
| 3 | Xtrackers MSCI Europe Small Cap UCITS ETF 1C | 13,63% |
Todos los European small cap ETFs clasificados por la rentabilidad del fondo
El mayor European Small Cap ETF por patrimonio del fondo en euros
| 1 | Xtrackers MSCI Europe Small Cap UCITS ETF 1C | 1.983 m | ||
| 2 | iShares MSCI EMU Small Cap UCITS ETF (Acc) | 849 m | ||
| 3 | iShares EURO STOXX Small UCITS ETF | 410 m |
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 | 2 ETFs | 2 ETFs | 1 ETF |
| Number of constituents | 88 (30/6/21) | 388 (30/9/24) | 870 (30/9/24) | 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 Factsheet Methodology
- 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 Factsheet Methodology
- 388 (as of 30/9/24) 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 Factsheet Methodology
- 870 (as of 30/9/24) 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 Factsheet Methodology
- 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
Comparativa de European Small Cap ETFs
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 | 1.983 | 0,30% p.a. | Acumulación | Luxemburgo | Optimizada muestreo | |
| iShares MSCI EMU Small Cap UCITS ETF (Acc)IE00B3VWMM18 | 849 | 0,58% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| iShares EURO STOXX Small UCITS ETFIE00B02KXM00 | 410 | 0,40% p.a. | Distribución | Irlanda | Optimizada muestreo | |
| Amundi MSCI EMU Small Cap ESG CTB Net Zero Ambition UCITS ETFLU1598689153 | 346 | 0,40% p.a. | Distribución | Luxemburgo | Replicación física perfecta | |
| SPDR MSCI Europe Small Cap UCITS ETFIE00BKWQ0M75 | 248 | 0,30% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| UBS ETF (LU) MSCI EMU Small Cap UCITS ETF (EUR) A-disLU0671493277 | 230 | 0,33% p.a. | Distribución | Luxemburgo | Replicación física perfecta | |
| SPDR MSCI Europe Small Cap Value Weighted UCITS ETFIE00BSPLC298 | 224 | 0,30% p.a. | Acumulación | Irlanda | Optimizada muestreo | |
| BNP Paribas Easy MSCI Europe Small Caps SRI S-Series PAB 5% Capped UCITS ETFLU1291101555 | 143 | 0,26% p.a. | Acumulación | Luxemburgo | Replicación física perfecta | |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF AccLU1681041544 | 113 | 0,23% p.a. | Acumulación | Luxemburgo | Replicación física perfecta | |
| Amundi MSCI Europe Small Cap ESG Climate Net Zero Ambition CTB UCITS ETF DistLU2572257470 | 109 | 0,23% p.a. | Distribución | Luxemburgo | Replicación física perfecta | |
| WisdomTree Europe SmallCap Dividend UCITS ETFIE00BQZJC527 | 28 | 0,38% p.a. | Distribución | Irlanda | Replicación física perfecta | |
| WisdomTree Europe SmallCap Dividend UCITS ETF AccIE00BDF16114 | 26 | 0,38% p.a. | Acumulación | Irlanda | Replicación física perfecta |
Fuente: justETF.com; A partir de 17/12/24
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.
Fuente: justETF.com; A partir de 30/11/24; Cálculos en EUR, incluidos los dividendos