Compare funds

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

€VUSA

The Fund seeks to track the performance of the Standard and Poor's 500 Index (the Index). The Index is comprised of large-sized company stocks in the US. The Fund attempts to track the performance of the Index by investing in all constituent securities of the Index in the same proportion as the Index, where not practicable to fully replicate, the Fund will use a sampling process, and remain fully invested except in extraordinary market, political or similar conditions.
View fund
€VUSA
VS

€IBCF

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 S&P 500 EUR Hedged. The Index measures the performance of the S&P 500 with currency exposures hedged to Euro using one-month currency forwards according to the S&P Hedged Indices methodology.
View fund
€IBCF

Key takeaways

€IBCF reinvests dividends (an accumulating fund), while €VUSA pays out dividends to shareholders (a distributing fund). €IBCF has higher annual fund charges at 0.2% compared to €VUSA's 0.07%. The fund size of €IBCF is €6.8 billion, significantly smaller than €VUSA's €45.3 billion. €IBCF is managed by BlackRock and trades on Deutsche Börse Xetra, whereas €VUSA is managed by Vanguard and trades on Euronext Amsterdam. Both ETFs track the S&P 500 and have their share currency in EUR.

Fund highlights

Fund name
Vanguard S&P 500
iShares S&P 500 EUR Hedged
Share currency
EUR
EUR
Base currency
USD
EUR
Use of income
Distributing
Accumulating
Fund size
€36B
€5.9B
Beta
1.00
1.07
Last price
€89.49
€112.49
Annual fund charges
0.07%
0.20%
Fund manager
Benchmark
S&P 500
S&P 500
Risk
Ticker
€VUSA
€IBCF
Trading on
AEX
XETRA
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment
€VUSA
€IBCF
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
€VUSA
€IBCF

Top holdings

Apple

7.06%

NVIDIA

6.71%

Microsoft

6.21%

Amazon

3.58%

Meta

2.55%

Alphabet Class A

2.06%

Alphabet Class C

1.70%

Berkshire Hathaway Inc

1.70%

Broadcom

1.62%

Other

66.81%

Apple

6.27%

Microsoft

5.94%

NVIDIA

5.59%

Usd/eur

5.13%

Amazon

3.54%

Meta

2.40%

Berkshire Hathaway Inc Class B

2.00%

Alphabet Class A

1.91%

Broadcom

1.72%

Other

65.50%

Invest in €VUSA or €IBCF on Lightyear

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