Compare funds

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

€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.
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€IBCF
VS

€VWCE

The Fund seeks to track the performance of the FTSE All-World Index. The Index is comprised of large and mid-sized company stocks in developed and emerging markets. The Fund attempts track the performance of the Index by investing in a representative sample of Index constituent securities and remain fully invested except in extraordinary market, political or similar conditions.
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€VWCE

Key takeaways

These funds track different benchmarks: €VWCE follows the FTSE All World Index, which includes approximately 4,000 companies from both developed and emerging markets globally, while €IBCF tracks the S&P 500, comprising 500 of the largest listed companies in the United States. They also differ in annual fund charges (€VWCE: 0.22%, €IBCF: 0.2%) and fund size (€VWCE is larger than €IBCF). Both funds reinvest dividends (accumulating funds) and are traded on the Deutsche Börse Xetra.

Fund highlights

Fund name
iShares S&P 500 EUR Hedged
Vanguard FTSE All-World
Share currency
EUR
EUR
Base currency
EUR
USD
Use of income
Accumulating
Accumulating
Fund size
€6.7B
€19B
Beta
1.07
0.96
Last price
€124.28
€130.39
Annual fund charges
0.20%
0.22%
Fund manager
Benchmark
S&P 500
FTSE All World Index
Risk
Ticker
€IBCF
€VWCE
Trading on
XETRA
XETRA
Market data provided by CBOE Europe and Deutsche Börse.

Performance

CumulativeRolling yearsLump sum investment
€IBCF
€VWCE
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
€IBCF
€VWCE

Top holdings

Microsoft

6.79%

NVIDIA

6.69%

Apple

6.43%

Amazon

4.00%

Meta

2.91%

Broadcom

2.19%

Tesla

1.96%

Alphabet Class A

1.95%

Berkshire Hathaway Inc Class B

1.86%

Other

65.22%

Apple

4.15%

Microsoft

3.54%

NVIDIA

3.22%

Amazon

2.26%

Meta

1.60%

Alphabet Class A

1.15%

Broadcom

0.98%

Alphabet Class C

0.96%

Tesla

0.91%

Other

81.23%

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