Compare funds
Evaluate funds side by side, to find the best fit for your investment goals.
£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.
View fund
£SWDA
VS
£SWLD
The investment objective of the Fund is to track the performance of large and mid-sized equities in developed markets globally.
View fund
£SWLD
Key takeaways
£SWLD, managed by SPDR ETFs, has lower annual fund charges of 0.12% compared to £SWDA, managed by BlackRock, which charges 0.2%. Both ETFs reinvest dividends (accumulating funds) and are traded in GBP on the London Stock Exchange, but £SWDA has a significantly larger fund size of £74.6 billion compared to £SWLD's £8.4 billion.
Fund highlights
Fund name
iShares Core MSCI World
SPDR MSCI World
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£70B
£7.8B
Beta
1.00
-
Last price
£76.45
£27.93
Annual fund charges
0.20%
0.12%
Benchmark
MSCI World Index
MSCI World Index
Risk
-
Ticker
£SWDA
£SWLD
Trading on
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SWDA
£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.
Sector exposure
ChartTable
£SWDA
£SWLD
Top holdings
Apple
4.57%
NVIDIA
4.13%
Microsoft
4.10%
Amazon
2.56%
Meta
1.71%
Alphabet Class A
1.37%
Broadcom
1.20%
Alphabet Class C
1.19%
Tesla
1.10%
Other
78.07%
Invest in £SWDA or £SWLD on Lightyear
Save on broker fees and invest in 3500+ stocks and funds. When you invest, your capital is at risk.