VT/VWRL hedged to CHF

Investing / Others
1

This should be an easy question but somehow I could not find the answer.

I hold VT (denominated in USD) and VWRL (in EUR and in GBP). I know that the currency does not matter and hedging is not worth it long term for me. But it occurred to me that if I held also a single share of each of these hedged to CHF then I could quickly see in the brokers’ apps which movements are due to exchange rate changes and which due to the change in the value of the underlying assets.

Does this make sense? It would be just for my own edification. I know that I could also look at exchange rate fluctuations separately and think through them, but I’m too lazy. (Yes, I could also never look at any of this and live a happier life, but that’s even more work.)

And if it makes sense, then what are the ISINs I should get? I was surprised that googling “VT hedged to CHF” didn’t immediately yield results.

2

I think you could have easily searched on e.g. justetf.

SWDA and IWDC are for example two etfs with same index, with one hedged to CHF.

3 Likes
4

There is no equivalent for VT hedged in chf. There are only ucits etf.

There performance will not be 1:1. ACWIS is an all world etf hedged to chf.
You could just put that in your favorites and check it.
Mind the trading hours though. Ucits etfs will show you prices until 17:30 and Us etfs start at 15:30. so you only have 2h where they trade at the same time.

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5

On the other hand, does this “foreign currency risk” need to be a highly precise number? It’s an imaginary thing anyway. I got the impression OP just wanted to look at it.

Excluding the minor and quite correlated small caps and EM using

with yahoo data could be one way. Or we could directly look at MSCI World 100% Hedged to CHF Index (CHF).

I wonder if we would be far off by just looking at plain USD/CHF exchange rate.

Else country percentages per fund are freely available. Shouldn’t be much work multiplying that with exchange rates in a spreadsheet.

6

I don’t see a reason to explicitly buy.
You could simply create a portfolio on Yahoo Finance and add whichever instruments you wish, i.e. “simulate buying”.
And then look there for your own edification when wanted.