Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
$IWDA
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 the MSCI World Index. The Index measures the performance of large and mid capitalisation stocks across Developed Market countries which comply with MSCI's size, liquidity, and free-float criteria.
View fund£SPXP
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.
View fundKey takeaways
These funds track different benchmarks: £SPXP follows the S&P 500, which includes 500 of the largest listed companies in the United States, while $IWDA tracks the MSCI World Index, comprising around 1,500 companies in 23 developed countries. The ETFs also differ in currency, fund charges, and fund manager. Both trade on the London Stock Exchange and have an accumulating distribution policy.
Fund highlights
Fund name
iShares Core MSCI World
Invesco S&P 500
Share currency
USD
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
$103B
£23B
Beta
1.00
-
Last price
$112.85
£867.91
Annual fund charges
0.20%
0.05%
Benchmark
MSCI World Index
S&P 500
Risk
-
Ticker
$IWDA
£SPXP
Trading on
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
$IWDA
£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
$IWDA
£SPXP
Top holdings
NVIDIA
4.55%
Microsoft
4.45%
Apple
4.15%
Amazon
2.67%
Meta
1.93%
Broadcom
1.47%
Tesla
1.42%
Alphabet Class A
1.39%
Alphabet Class C
1.19%
Other
76.78%
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