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EWLiShares MSCI Switzerland ETF

Grow my money30y track recordRanked #429 of 3,055 in this goal

Tracks the investment results of the MSCI Switzerland 25/50 Index.

By iShares · Launched 1996

Annual Cost

0.50%

#2,766 of 6,040 · average

Fund Size

$2.4B

#701 of 6,040 · large

Return (1Y)

+10.7%

Track Record

30 years

#28 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,066+10.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Europe

Cap

Multi cap

Strategy

Index tracking

Index tracked

MSCI Switzerland 25/50 Index

Holdings

By weight

Concentration

Top 10 holdings = 67.4% of fundconcentrated

Roche Holding AG
14.8%
Novartis AG
14.1%
Nestle S.A.
12.5%
UBS Group AG
5.5%
ABB Ltd
5.1%
Zurich Insurance Group AG
4.1%
COMPAGNIE FINANCIERE RICHEMONT SA
3.9%
Swiss Re AG
2.6%
Lonza Group AG
2.4%
Holcim AG
2.4%

Asset allocation

Stocks
99.0%
Cash
1.0%

By sector

Healthcare
37.5%
Financial Services
20.6%
Consumer Defensive
13.3%
Industrials
11.8%
Basic Materials
7.5%
Consumer Cyclical
5.9%
Communication
1.2%
Technology
1.0%
Other
1.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.9%Moderate

Year-on-year price swings

Max drawdown
-29.0%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.85Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the MSCI Switzerland 25/50 Index.
Strategy
Invests primarily in Swiss equities, seeking to track the MSCI Switzerland 25/50 Index using a representative sampling indexing strategy. Focuses on large- and mid-capitalization segments of the Swiss equity market.
Inception date
March 12, 1996
Fund family
iShares

Next steps

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Data updated on 2026-09-18