Compare funds

Evaluate funds side by side, to find the best fit for your investment goals.

€IBCF

The investment objective of the Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of S&P 500 EUR Hedged. The Index measures the performance of the S&P 500 with currency exposures hedged to Euro using one-month currency forwards according to the S&P Hedged Indices methodology.
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VS

€IUSA

The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the return of the S&P 500. The Index measures the performance of 500 stocks from top US companies in leading industries of the US economy which comply with S&Ps size, liquidity and free-float criteria.
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Key takeaways

€IUSA pays out dividends to shareholders (a distributing fund), while €IBCF reinvests dividends (an accumulating fund). €IUSA has lower annual fund charges at 0.07% compared to €IBCF's 0.2%. The fund size of €IUSA is larger at €18.2 billion, whereas €IBCF is €8.5 billion. €IUSA is listed on Euronext Amsterdam, while €IBCF is on Deutsche Börse Xetra. Both ETFs are managed by BlackRock, track the S&P 500, and have their share currency in EUR.

Fund highlights

Fund name
iShares S&P 500 EUR Hedged
iShares Core S&P 500
Share currency
EUR
EUR
Base currency
EUR
USD
Use of income
Accumulating
Distributing
Fund size
€8.4bn
€18bn
Beta
1.07
1.00
Last price
€151.89
€63.65
Annual fund charges
0.20%
0.07%
Fund manager
Benchmark
S&P 500
S&P 500
Risk
Ticker
€IBCF
€IUSA
Primary listing
XETRA
AEX
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment
€IBCF
€IUSA
Past performance is no guarantee of future returns.
The “cumulative” calculation shows returns on a price basis (i.e. excluding dividends). If an instrument trades in a different currency from your home currency, currency fluctuations may affect returns.

Sector exposure

ChartTable
€IBCF
€IUSA

Top holdings

NVIDIA

8.03%

Apple

6.77%

Microsoft

4.75%

Amazon

3.79%

Alphabet Class A

3.39%

Broadcom

2.95%

Alphabet Class C

2.72%

Meta

2.03%

Tesla

1.77%

Other

63.80%

NVIDIA

7.97%

Apple

6.72%

Microsoft

4.72%

Amazon

3.76%

Alphabet Class A

3.37%

Broadcom

2.93%

Alphabet Class C

2.70%

Meta

2.02%

Tesla

1.76%

Other

64.05%

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