Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£IWRD
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 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 fundKey takeaways
These funds track different benchmarks: €SXR8 follows the S&P 500, which includes 500 of the largest companies in the United States, while £IWRD tracks the MSCI World Index, covering around 1,500 companies in 23 developed countries.
They also differ in annual fund charges (€SXR8: 0.07%, £IWRD: 0.5%) and distribution policy (€SXR8 reinvests dividends, being an accumulating fund, while £IWRD pays out dividends to shareholders, being a distributing fund).
Both funds are managed by BlackRock.
Fund highlights
Fund name
iShares Core S&P 500
iShares MSCI World
Share currency
EUR
GBP
Base currency
USD
USD
Use of income
Accumulating
Distributing
Fund size
€127bn
£6.9bn
Beta
-
1.00
Last price
€681.42
£75.11
Annual fund charges
0.07%
0.50%
Benchmark
S&P 500
MSCI World Index
Risk
Ticker
€SXR8
£IWRD
Primary listing
XETRA
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
€SXR8
£IWRD
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
€SXR8
£IWRD
Top holdings
NVIDIA
7.97%
Apple
6.96%
Microsoft
4.80%
Amazon
3.76%
Alphabet Class A
3.35%
Broadcom
2.95%
Alphabet Class C
2.68%
Meta
2.01%
Tesla
1.81%
Other
63.71%
NVIDIA
5.47%
Apple
5.03%
Microsoft
3.30%
Amazon
2.69%
Alphabet Class A
2.40%
Broadcom
2.02%
Alphabet Class C
1.89%
Meta
1.46%
Tesla
1.31%
Other
74.43%
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