Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
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 fundThe 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 fundKey takeaways
These funds track different benchmarks: £SWDA follows the MSCI World Index, which includes around 1,500 companies from 23 developed countries, while $IDUS tracks the S&P 500, comprising 500 of the largest companies in the United States.
The ETFs also differ in currency, fund charges, distribution policy, and fund size. Both trade on the London Stock Exchange and are managed by BlackRock.
Fund highlights
Fund name | iShares Core MSCI World | iShares Core S&P 500 |
|---|---|---|
GBP | USD | |
USD | USD | |
| Accumulating | Distributing | |
Fund size | £106bn | $22bn |
| 1.00 | 1.00 | |
Last price | £107.15 | $74.67 |
| 0.20% | 0.07% | |
Fund manager | BlackRock | BlackRock |
Benchmark | MSCI World Index | S&P 500 |
Risk | ||
Ticker | £SWDA | $IDUS |
Primary listing | LSE | LSE |
Documents | £SWDA Key Information Document | $IDUS Key Information Document |
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SWDA
$IDUS
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
$IDUS
Top holdings
Apple
5.50%
NVIDIA
5.26%
Microsoft
3.12%
Amazon
2.69%
Alphabet Class A
2.27%
Broadcom
1.87%
Alphabet Class C
1.80%
Meta
1.59%
Tesla
1.20%
Other
74.70%
NVIDIA
7.65%
Apple
7.63%
Microsoft
4.56%
Amazon
3.77%
Alphabet Class A
3.17%
Broadcom
2.73%
Alphabet Class C
2.55%
Meta
2.21%
Tesla
1.67%
Other
64.06%
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