Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£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 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: £SPXP follows the S&P 500, which includes 500 of the largest listed companies in the United States, while £SWLD tracks the MSCI World Index, comprising around 1,500 companies in 23 developed countries. The ETFs also differ in annual fund charges (£SPXP: 0.05%, £SWLD: 0.12%) and fund size (£SPXP is larger than £SWLD). Both funds reinvest dividends (accumulating funds) and are traded on the London Stock Exchange.
Fund highlights
Fund name
Invesco S&P 500
SPDR MSCI World
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£28bn
£13bn
Beta
-
-
Last price
£10.55
£36.86
Annual fund charges
0.05%
0.12%
Benchmark
S&P 500
MSCI World Index
Risk
-
-
Ticker
£SPXP
£SWLD
Primary listing
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SPXP
£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
£SPXP
£SWLD
Top holdings
NVIDIA
7.70%
Apple
6.50%
Microsoft
5.20%
Amazon
3.60%
Alphabet Class A
3.10%
Broadcom
2.70%
Alphabet Class C
2.50%
Meta
2.40%
Tesla
1.90%
Other
64.40%
NVIDIA
5.84%
Apple
4.60%
Microsoft
3.46%
Amazon
2.93%
Alphabet Class A
2.32%
Broadcom
2.20%
Alphabet Class C
1.92%
Meta
1.69%
Tesla
1.23%
Other
73.80%
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