Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
€IBCF
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 S&P 500 EUR Hedged. The Index measures the performance of the S&P 500 with currency exposures hedged to Euro using one-month currency forwards according to the S&P Hedged Indices methodology.
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€IBCF
VS
£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
Key takeaways
These funds track different benchmarks: €IBCF follows the S&P 500, which includes 500 of the largest listed companies in the United States, while £SWLD tracks the MSCI World Index, comprising approximately 1,500 companies across 23 developed countries. The ETFs also differ in currency, fund charges, exchange, and fund size. Both funds are accumulating, meaning they reinvest dividends, and they trade on European exchanges.
Fund highlights
Fund name
iShares S&P 500 EUR Hedged
SPDR MSCI World
Share currency
EUR
GBP
Base currency
EUR
USD
Use of income
Accumulating
Accumulating
Fund size
€6.3B
£8.4B
Beta
1.07
-
Last price
€117.21
£29.37
Annual fund charges
0.20%
0.12%
Benchmark
S&P 500
MSCI World Index
Risk
-
Ticker
€IBCF
£SWLD
Trading on
XETRA
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
€IBCF
£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. These instruments are traded in different currencies, and performance is shown in the instruments' trading currencies
Sector exposure
ChartTable
€IBCF
£SWLD
Top holdings
Microsoft
6.67%
Apple
6.36%
NVIDIA
5.78%
Amazon
3.70%
Meta
2.70%
Berkshire Hathaway Inc Class B
2.04%
Alphabet Class A
1.97%
Broadcom
1.97%
Tesla
1.66%
Other
67.15%
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