Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£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£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: £IUSA follows the S&P 500, which includes 500 of the largest listed companies in the United States, while £SWLD tracks the MSCI World Index, encompassing around 1,500 companies in 23 developed countries. They also differ in annual fund charges (£IUSA: 0.07%, £SWLD: 0.12%) and distribution policy (£IUSA pays out dividends to shareholders, while £SWLD reinvests dividends, making it an accumulating fund). Both trade on the London Stock Exchange and have their share currency in GBP.
Fund highlights
Fund name
iShares Core S&P 500
SPDR MSCI World
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Distributing
Accumulating
Fund size
£16B
£12B
Beta
1.00
-
Last price
£52.07
£35.98
Annual fund charges
0.07%
0.12%
Benchmark
S&P 500
MSCI World Index
Risk
-
Ticker
£IUSA
£SWLD
Primary listing
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£IUSA
£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
£IUSA
£SWLD
Top holdings
NVIDIA
8.58%
Microsoft
6.84%
Apple
6.80%
Amazon
3.80%
Broadcom
3.08%
Meta
2.77%
Alphabet Class A
2.71%
Tesla
2.20%
Alphabet Class C
2.18%
Other
61.04%
NVIDIA
6.09%
Apple
4.86%
Microsoft
4.61%
Amazon
2.65%
Broadcom
2.08%
Meta
1.97%
Alphabet Class A
1.93%
Alphabet Class C
1.64%
Tesla
1.61%
Other
72.56%
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