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Evaluate funds side by side, to find the best fit for your investment goals.
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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VS
The Fund is a passively managed Exchange-Traded Fund ("ETF''), which aims to achieve the net total return performance of the S&P 500 Index (the “Index”) , less fees, expenses and transaction costs.
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Key takeaways

$IDUS distributes dividends to shareholders, while £SPXP reinvests dividends (an accumulating fund). $IDUS is managed by BlackRock with annual charges of 0.07% and is in USD, whereas £SPXP is managed by Invesco with lower charges of 0.05% and is in GBP. $IDUS has a fund size of $21.4 billion, while £SPXP's fund size is £28.7 billion. Both track the S&P 500 and are listed on the London Stock Exchange.

Fund highlights

Fund comparison highlights
Fund name
iShares Core S&P 500Invesco S&P 500
USD
GBP
USD
USD
DistributingAccumulating
Fund size
$22bn£31bn
1.00-
Last price
$73.88£11.19
0.07%0.05%
Fund manager
BlackRockInvesco
Benchmark
S&P 500S&P 500
Risk
-
Ticker
$IDUS£SPXP
Primary listing
LSELSE
Documents
$IDUS Key Information Document£SPXP Key Information Document
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment
$IDUS
£SPXP
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. These instruments are traded in different currencies, and performance is shown in the instruments' trading currencies

Sector exposure

ChartTable
$IDUS
£SPXP

Top holdings

NVIDIA

7.93%

Apple

7.41%

Microsoft

4.44%

Amazon

3.59%

Alphabet Class A

2.92%

Broadcom

2.91%

Alphabet Class C

2.36%

Meta

2.09%

Micron Technology

1.75%

Other

64.60%

NVIDIA

7.80%

Apple

6.90%

Microsoft

4.70%

Amazon

3.70%

Alphabet Class A

3.40%

Broadcom

2.80%

Alphabet Class C

2.70%

Meta

2.00%

Tesla

1.70%

Other

64.30%

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