Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£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.
View fund£SWLD
The 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: £IUSA follows the S&P 500, which includes 500 of the largest listed companies in the United States, while £SWLD tracks the MSCI World Index, encompassing around 1,500 companies in 23 developed countries. They also differ in annual fund charges (£IUSA: 0.07%, £SWLD: 0.12%) and distribution policy (£IUSA pays out dividends to shareholders, while £SWLD reinvests dividends, making it an accumulating 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
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Distributing
Accumulating
Fund size
£14B
£8.9B
Beta
1.00
-
Last price
£43.69
£30.59
Annual fund charges
0.07%
0.12%
Benchmark
S&P 500
MSCI World Index
Risk
-
Ticker
£IUSA
£SWLD
Trading on
LSE
LSE
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
Microsoft
6.78%
NVIDIA
6.77%
Apple
5.97%
Amazon
3.86%
Meta
2.81%
Broadcom
2.25%
Tesla
1.99%
Alphabet Class A
1.99%
Berkshire Hathaway Inc Class B
1.84%
Other
65.74%
NVIDIA
4.70%
Microsoft
4.47%
Apple
4.14%
Amazon
2.68%
Meta
1.93%
Broadcom
1.49%
Tesla
1.43%
Alphabet Class A
1.38%
Alphabet Class C
1.19%
Other
76.59%
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