Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£SPXP
The Fund is a passively managed Exchange-Traded Fund ("ETF''), which aims to achieve the net total return performance of the S&P 500 Index (the “Index”) , less fees, expenses and transaction costs.
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£SPXP
£SWDA
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.
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£SWDA
Key takeaways
These funds track different benchmarks: £SPXP follows the S&P 500, which includes 500 of the largest listed companies in the United States, while £SWDA tracks the MSCI World Index, comprising around 1,500 companies across 23 developed countries. The ETFs also differ in fund manager, annual fund charges, and fund size. Both trade on the London Stock Exchange and have an accumulating distribution policy.
Fund highlights
Fund name
Invesco S&P 500
iShares Core MSCI World
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£22B
£74B
Beta
-
1.00
Last price
£846.45
£81.63
Annual fund charges
0.05%
0.20%
Benchmark
S&P 500
MSCI World Index
Risk
-
Ticker
£SPXP
£SWDA
Trading on
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SPXP
£SWDA
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
£SPXP
£SWDA
Top holdings
Microsoft
4.41%
Apple
4.28%
NVIDIA
3.99%
Amazon
2.53%
Meta
1.87%
Alphabet Class A
1.37%
Broadcom
1.28%
Alphabet Class C
1.18%
Tesla
1.16%
Other
77.93%
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