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
£500G
The objective of this Sub-Fund is to track the performance of S&P 500 Index, and to minimise the tracking error between the net asset value of the Sub-Fund and the performance of the Index
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£500G
Key takeaways
These funds track different benchmarks: £500G 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 around 1,500 companies in 23 developed countries. The ETFs also differ in annual fund charges (£500G: 0.15%, £SWLD: 0.12%) and fund size (£SWLD is larger than £500G). Both funds reinvest dividends (accumulating funds) and trade on the London Stock Exchange, but they are managed by different entities (£500G by Amundi Luxembourg and £SWLD by SPDR ETFs).
Fund highlights
Fund name
SPDR MSCI World
Amundi S&P 500
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Accumulating
Fund size
£8.4B
£6.6B
Beta
-
-
Last price
£29.78
£83.98
Annual fund charges
0.12%
0.15%
Benchmark
MSCI World Index
S&P 500
Risk
-
-
Ticker
£SWLD
£500G
Trading on
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SWLD
£500G
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
£500G
Top holdings
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