Compare funds
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.
View fundThe investment objective of the Fund is to track the performance of large and mid-sized equities in developed markets globally.
View fundKey takeaways
These funds track different benchmarks: £SWLD follows the MSCI World Index, which includes around 1,500 companies from 23 developed countries, while £IUSA tracks the S&P 500, comprising 500 of the largest companies in the United States.
They also differ in annual fund charges (£SWLD: 0.12%, £IUSA: 0.07%) and distribution policy (£SWLD reinvests dividends as an accumulating fund, while £IUSA pays out dividends as a distributing fund). Both trade on the London Stock Exchange and have their share currency in GBP.
Fund highlights
Fund name | iShares Core S&P 500 | SPDR MSCI World |
|---|---|---|
GBP | GBP | |
USD | USD | |
| Distributing | Accumulating | |
Fund size | £17B | £15B |
| 1.00 | - | |
Last price | £58.10 | £40.73 |
| 0.07% | 0.12% | |
Fund manager | BlackRock | SPDR ETFs |
Benchmark | S&P 500 | MSCI World Index |
Risk | - | |
Ticker | £IUSA | £SWLD |
Primary listing | LSE | LSE |
Documents |
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£IUSA
£SWLD
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
£IUSA
£SWLD
Top holdings
NVIDIA
8.21%
Apple
7.38%
Microsoft
5.56%
Amazon
3.79%
Alphabet Class A
3.11%
Broadcom
2.57%
Alphabet Class C
2.49%
Meta
2.44%
Micron Technology
1.76%
Other
62.69%
NVIDIA
5.70%
Apple
5.43%
Microsoft
3.85%
Amazon
2.73%
Alphabet Class A
2.27%
Broadcom
1.79%
Alphabet Class C
1.78%
Meta
1.77%
Micron Technology
1.28%
Other
73.41%
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