Overview: The iShares Core SPI ETF CH is an exchange-traded fund that aims to replicate the performance of an index composed of large, mid, and small-cap stocks primarily listed on the SIX Swiss Exchange. This ETF provides investors with access to a wide range of Swiss companies, thus offering diversified exposure to the Swiss stock market.
Benefits: One of the main advantages of this ETF is its ability to offer instant diversification within the Swiss market, which can reduce company-specific risk. Additionally, by investing in stocks of different capitalization sizes, it allows investors to benefit from the growth potential of smaller companies while maintaining exposure to more established firms. The passive management of the ETF can also result in generally lower management fees compared to actively managed funds.
Risks: Like any equity investment, the iShares Core SPI ETF CH is subject to stock market volatility. Fluctuations in stock prices can lead to significant changes in the value of the ETF. Furthermore, the concentration on the Swiss market may expose investors to region-specific risks, such as local economic or political changes.
Investor Profile: This ETF is particularly suitable for investors looking to diversify their portfolio with exposure to the Swiss market. It may be appealing to those with a medium to long-term investment horizon who are comfortable with stock market volatility. Investors seeking a passive and low-cost approach to access a wide range of Swiss stocks will also find this ETF attractive.
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 |