Comparing 3a fund performance: ETFs vs. CSIF, Swisscanto, UBS

Banks, Insurances & Third Pillar
6

Excellent point.

So lets compare average annual tracking differences (underperformance vs. the index tracked by the fund)

  • iShares EM IMI (EIMI): 0.06%
  • CSIF EM Blue DB: 0.14%

→ Total cost of holding CSIF EM with Finpension: 0.53% (0.39+0.14), and then 1.24% Rücknahmespread at redemption
→ Total cost of holdin iShares EM with Truewealth: 0.24% (0.18+0.06) (no Rücknahmespread, but 0.075% stamp duty and 0.1% FX markup at purchase)
→ OMG :money_mouth_face:

1 Like