The Swiss ETF rating winners 2024
The ETF quality winners of 2024 for bond and equity ETFs are:
Swiss ETF Quality Winner 2024 in the category Equity ETFs USA (S&P 500 Index with sustainability features):
UBS ETF (IE) S&P 500 ESG UCITS ETF USD A-dis
E00BHXMHK04 – SPESG
Best ETF in the XENIX rating in its peer category.
Rating: 4 XENIX STARS ****
Swiss ETF Quality Winner 2024 in the category Equity ETFs Europe (market-wide with sustainability features):
iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc)
IE00BFNM3D14 – SLMC
Best ETF in the XENIX rating in its peer category.
Rating: 5 XENIX STARS *****
Swiss ETF quality winner 2024 in the category “Corporate bond ETFs (short residual term) in US dollars (investment grade / good credit rating)”:
Vanguard USD Corporate 1-3 Year Bond UCITS ETF Accumulating
IE00BGYWSV06 – VSCA
Best ETF in the XENIX rating in its peer category.
Rating: 4 XENIX STARS ****
The SWISS ETF AWARDS 2024 for ETF newcomers
In this category, three passively managed equity ETFs and one passively managed bond maturity ETF as well as one commodity ETF and one actively managed bond ETF were honored. These products were first listed in Switzerland in 2023 and represent real ETF innovations for private investors.
These awards are therefore not based on a qualitative ETF rating, but on the innovative index concepts of their ETFs. The winners of a XENIX SWISS ETF AWARD 2024 for ETF newcomers will be presented with the date of their first listing on the SIX Swiss Exchange in Zurich:
GLDCO2 – UBS (CH) Fund Solutions Carbon Compensated Gold ETF (USD) A-acc – CH1233056329
Reference index: Carbon Neutral LBMA Gold USD Index
First listing on the SIX: 23.03.2023
IB28 – iShares iBonds Dec 2028 Term EUR Corporate UCITS ETF EUR (Dist) – IE000264WWY0
Reference index: Bloomberg MSCI December 2028 Maturity EUR Corporate ESG Screened Index
First listing on the SIX: 04.10.2023
XDGI – Xtrackers MSCI Global SDGs UCITS ETF 1C – IE000PSF3A70
Reference index: MSCI ACWI IMI SDG Impact Select Index
First listing on the SIX: 23.02.2023
IEWQ – Invesco NASDAQ-100 Equal Weight UCITS ETF Acc – IE000L2SA8K5
Reference index: Nasdaq-100 Equal Weighted Index
First listing on the SIX: 13.07.2023
USASUS – Amundi S&P SmallCap 600 ESG UCITS ETF D CHF – IE000XLJ2JQ9
Benchmark index: S&P SmallCap 600 ESG+
First listing on the SIX: 20.01.2023
JAGA – JPMorgan Active Global Aggregate Bond UCITS ETF USD (acc) – IE0006MM8VN6
Benchmark index: Bloomberg Global Aggregate Index Total Return USD Unhedged
First listing on the SIX: 18.10.2023
Special prize 2024 to the “ZKB Gold ETF” investment fund
The XENIX Special Prize for the Swiss ETF market was awarded to the “ZKB Gold ETF” investment fund [einen Anlagefonds schweizerischen Rechts der Art „Übrige Fonds für traditionelle Anlagen“] with its seven ETF share classes listed on SIX.
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