Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
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 fundThe 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 fundKey takeaways
These funds track different benchmarks: £SPXP follows the S&P 500, which includes 500 of the largest companies in the United States, while £SWDA tracks the MSCI World Index, covering around 1,500 companies in 23 developed countries.
They also differ in annual fund charges (£SPXP: 0.05%, £SWDA: 0.2%) and fund size (£SWDA is larger than £SPXP). Both funds reinvest dividends (accumulating funds) and are traded on the London Stock Exchange.
Fund highlights
Fund name | Invesco S&P 500 | iShares Core MSCI World |
|---|---|---|
GBP | GBP | |
USD | USD | |
| Accumulating | Accumulating | |
Fund size | £31bn | £106bn |
| - | 1.00 | |
Last price | £11.24 | £106.96 |
| 0.05% | 0.20% | |
Fund manager | Invesco | BlackRock |
Benchmark | S&P 500 | MSCI World Index |
Risk | - | |
Ticker | £SPXP | £SWDA |
Primary listing | LSE | LSE |
Documents | £SPXP Key Information Document | £SWDA Key Information Document |
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SPXP
£SWDA
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
£SPXP
£SWDA
Top holdings
NVIDIA
7.90%
Apple
7.10%
Microsoft
5.10%
Amazon
4.10%
Alphabet Class A
3.40%
Broadcom
3.30%
Alphabet Class C
2.70%
Meta
2.10%
Tesla
1.90%
Other
62.40%
NVIDIA
5.44%
Apple
5.14%
Microsoft
3.02%
Amazon
2.66%
Alphabet Class A
2.33%
Broadcom
1.95%
Alphabet Class C
1.84%
Meta
1.61%
Tesla
1.24%
Other
74.77%
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