Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£SWLD
The investment objective of the Fund is to track the performance of large and mid-sized equities in developed markets globally.
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£SWLD
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.
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£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 £SWLD tracks the MSCI World Index, encompassing around 1,500 companies in 23 developed countries. The ETFs also differ in annual fund charges (£IUSA: 0.07%, £SWLD: 0.12%), distribution policy (£IUSA pays out dividends to shareholders, while £SWLD reinvests dividends), and fund size (£IUSA is larger than £SWLD). Both trade on the London Stock Exchange and have their share currency in GBP.
Fund highlights
Fund name
SPDR MSCI World
iShares Core S&P 500
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Distributing
Fund size
£8.4B
£13B
Beta
-
1.00
Last price
£29.36
£41.70
Annual fund charges
0.12%
0.07%
Benchmark
MSCI World Index
S&P 500
Risk
-
Ticker
£SWLD
£IUSA
Trading on
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SWLD
£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.
Sector exposure
ChartTable
£SWLD
£IUSA
Top holdings
Microsoft
6.70%
Apple
6.39%
NVIDIA
5.81%
Amazon
3.71%
Meta
2.71%
Berkshire Hathaway Inc Class B
2.05%
Alphabet Class A
1.98%
Broadcom
1.98%
Tesla
1.66%
Other
67.01%
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