Compare funds

Evaluate funds side by side, to find the best fit for your investment goals.

£SWDA

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
£SWDA
VS

€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
€IUSA

Key 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 £SWDA tracks the MSCI World Index, comprising around 1,500 companies across 23 developed countries. The ETFs also differ in currency, fund charges, distribution policy, and fund size. Both are managed by BlackRock.

Fund highlights

Fund name
iShares Core MSCI World
iShares Core S&P 500
Share currency
GBP
EUR
Base currency
USD
USD
Use of income
Accumulating
Distributing
Fund size
£75B
€16B
Beta
1.00
1.00
Last price
£81.51
€50.08
Annual fund charges
0.20%
0.07%
Fund manager
Benchmark
MSCI World Index
S&P 500
Risk
Ticker
£SWDA
€IUSA
Trading on
LSE
AEX
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment
£SWDA
€IUSA
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
£SWDA
€IUSA

Top holdings

Microsoft

4.40%

Apple

4.24%

NVIDIA

4.12%

Amazon

2.56%

Meta

1.87%

Broadcom

1.31%

Alphabet Class A

1.27%

Tesla

1.15%

Alphabet Class C

1.09%

Other

77.99%

Microsoft

6.74%

Apple

6.16%

NVIDIA

5.99%

Amazon

3.72%

Meta

2.73%

Broadcom

2.01%

Berkshire Hathaway Inc Class B

1.99%

Alphabet Class A

1.85%

Tesla

1.62%

Other

67.19%

Invest in £SWDA or €IUSA on Lightyear

Save on broker fees and invest in 3500+ stocks and funds. When you invest, your capital is at risk.