Overview: The iShares Swiss Dividend ETF CH is an exchange-traded fund that aims to replicate the performance of an index composed of Swiss companies offering high dividend yields and adopting a sustainable dividend policy. This ETF allows investors to access a diversified portfolio of Swiss stocks, focused on generating passive income through dividends.
Benefits: This ETF has several strengths, including exposure to Swiss companies known for their financial stability and commitment to sustainable dividends. By investing in high-yield companies, this ETF can provide a source of regular income, which is particularly attractive for investors seeking cash flow. Additionally, diversification within the Swiss market can reduce company-specific risk.
Risks: Like any equity investment, the iShares Swiss Dividend ETF CH carries risks, including stock market volatility. Fluctuations in stock prices can affect the value of the ETF, and past performance does not guarantee future results. Furthermore, the focus on high-dividend companies may expose the investor to specific sector risks, especially during economic downturns.
Investor Profile: This ETF is particularly suitable for investors seeking passive income, such as retirees or those looking to diversify their portfolio with Swiss stocks. It may also appeal to investors who prioritize a dividend-focused approach and are willing to accept some volatility in exchange for potentially higher returns.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |