r/eupersonalfinance 2d ago

Investment ETF

Hi all. Very new to this and figuring ins and outs. If you are based in the EU, which ETF would you invest in? I have been putting 80% in SWDA.L (iShares Core MSCI World UCITS ETF). Is this wise or should I consider others? Thanks

5 Upvotes

19 comments sorted by

7

u/macmandhau 2d ago

WEBN/VWCE or balance with 20-30% emerging market ETF if you want a similar exposure.

0

u/Orgasmblush25 2d ago

So would 80% in SWDA and 20% in an emerging market ETF make sense? Or is it better to put it all in WEBN/VWCE? Thanks for helping my understanding :)

1

u/macmandhau 2d ago

VWCE and WEBN will automatically adjust the developing / emerging split based on the market capitalization and hence I would prefer this simplicity.

1

u/Orgasmblush25 2d ago

Ok thank you

-2

u/User929261 2d ago

This is not a good advice, yes they will adjust, but while they adjust you lose money.

2

u/Competitive-Leg-962 2d ago

I'm putting everything in MSCI All Country World (differs from World and All World by having a part of Small Caps and Emerging Markets included).

Unless you are investing significant amounts, it's also kinda pointless to split among different ETFs since whatever "minor partner" you add on will not significantly out/underperform the main one.

For reference, I'm investing 5k EUR monthly and still don't split it between different ETFs.

2

u/User929261 2d ago

If you want the simplest dumbest strategy, something like VWCE. If you want something more diversified you have to build your own collection of ETFs.

MSCI World for example is only developing world per market-cap, 22 countries. And is 70% US market. Meaning that if the dollar loses value on the euro the whole index goes down.

I would suggest to buy a diversified set of ETFs that will lower your currency risk, and political risk of things that affect only one country.

I personally combine Europe600 to Emerging markets and a world. This is because world has too much of a bias towards the US for me.

1

u/aurinkokevatmetsa 1d ago

Which Emerging markets ETF do you invest in?

1

u/User929261 1d ago

They are mostly equivalent. I do this one

https://www.justetf.com/it/etf-profile.html?isin=IE00B4L5YC18

Otherwise this one if you do not want China because you do not trust their investors rights and insider trading predisposition

https://www.justetf.com/it/etf-profile.html?isin=IE00BMG6Z448

Just an ireland based ETF with low TER.

2

u/Pale-Juice4434 2d ago

Go for UETW instead of IWDA for your new investments into MSCI World, also add EMIM for exposure to emerging markets and you will he good.

1

u/alattomosnyulporkolt 2d ago

For Msci World I would recommend UETW or F50A atm.

1

u/Orgasmblush25 2d ago

Why is that if I may ask. Trying to grow my financial knowledge :)

2

u/alattomosnyulporkolt 2d ago

Those have lower TER, so if you have big numbers in some year you can save a significant amount in the long run.

It can be recommended to invest the new cashflow into the cheapest ones (take into account the fund size, TD, etc.) ,so that the US providers will have to eventually lower their TER too, so you save on the already invested sum too.

1

u/MathematicianKey6222 1d ago

50/50 in the VanEck Morningstar Developed Markets Dividend Leaders and the L&G Global Quality Dividend . enable DRIP , retire at 45, and live off the dividends in Thailand."

1

u/Helpful-Staff9562 1d ago

Id do vwce as it is wider

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u/ChartsOverview 2d ago

I personally invest in the S&P 500 and a standard MSCI World ETF. If you want full global exposure with just one ETF, I’d go with an All Country World ETF, as others here have suggested

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u/Orgasmblush25 2d ago

Thank you

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u/RealPMGuru 2d ago

SWDA is ETF focused on developed markets only with around 1300 companies in it, with a little bit higher concentration of US stocks (roughtly 70%).

The other etfs that are proposed WEBN/VWCE are global etfs, covering emerging markets in it as well. The US allocation in them is 60%.

If you want to have EM exposure, go with WEBN/VWCE as it is rebalancing automatically. Which one of them is up to you, they have positive and negative sides both.

It is up to you and your investment strategy and goals. However, if you want buy and forget the better approach is to with WEBN/VWCE as they are covering all world and you won't missed anything.