1Sem.·

Best etf

I recently found out that the s&p500 etf I bought $VUSA (+1,54 %) poorly track the actual index. Do you have any etf recommendations for s&p500 etf in Chf for Swiss citizens?

10 Commentaires

Arthur@NasdaqNinja

1Sem.

The fund has a tracking error of just 0.02%, indicating it closely mirrors the performance of the S&P 500. The discrepancy you're noticing between the fund's returns and those of the index is primarily due to currency fluctuations. The fund is traded in Swiss francs, and since the U.S. dollar has depreciated this year, the fund's price appears lower when converted. Hope this helps

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DH I.@fund_whisperer_1682

1Sem.

$IUSA

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ClaraLvt@ClaraLvt

1Sem.

@fund_whisperer_1682 on what broker do you have it? Because I cannot find it on ibkr

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Fl_ow@Fl_ow

1Sem.

What do you mean with poorly? I got the same one and i like it.

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ClaraLvt@ClaraLvt

1Sem.

@Fl_ow it’s horrible, compare it to the actual index and you’ll want to change. Someone commented $IUSA and it tracks way better

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21SatsCapital@SatsStacker

1Sem.

The US version of $VUSA from Vanguard would be $VOO. As a Swiss resident you can buy it using Interactive Brokers.

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ClaraLvt@ClaraLvt

1Sem.

@SatsStacker do you own any? Because I read that the taxes are higher but I don’t know if it’s bs or not? I really want to get out of vusa since it’s down 9%yoy while the others are in the black

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MoneyIncinerator@DoppelSchlechtMinus

1Sem.

@ClaraLvt Are you sure you are comparing them in the same currency? Nothing seems to be wrong with the Vanguard ETF but the USD/CHF exchange rate is down around that much since Trump took office.

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ClaraLvt@ClaraLvt

1Sem.

@DoppelSchlechtMinus I am stupid haha that’s probably it. Thanks

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21SatsCapital@SatsStacker

1Sem.

@ClaraLvt Yes, I do.
Regarding taxes, you fill out the DA-1 form to reclaim the withholding tax. Overall, for a Swiss resident, a US-domiciled S&P 500 ETF is more tax-efficient than an Ireland-domiciled S&P 500 ETF, as the latter results in a 15% loss on dividends due to withholding tax.

ThePoorSwiss wrote an article about it:
https://thepoorswiss.com/what-makes-us-etfs-so-great/#2-us-etfs-are-more-tax-efficient

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