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.
View fund£IUSA
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 S&P 500. The Index measures the performance of 500 stocks from top US companies in leading industries of the US economy which comply with S&Ps size, liquidity and free-float criteria.
View fundKey takeaways
These funds track different benchmarks: £SWLD follows the MSCI World Index, which includes around 1,500 companies from 23 developed countries, while £IUSA tracks the S&P 500, comprising 500 of the largest companies in the United States.
They also differ in annual fund charges (£SWLD: 0.12%, £IUSA: 0.07%) and distribution policy (£SWLD reinvests dividends as an accumulating fund, while £IUSA pays out dividends as a distributing fund). Both trade on the London Stock Exchange and have their share currency in GBP.
Fund highlights
Fund name
SPDR MSCI World
iShares Core S&P 500
Share currency
GBP
GBP
Base currency
USD
USD
Use of income
Accumulating
Distributing
Fund size
£14bn
£17bn
Beta
-
1.00
Last price
£39.30
£56.21
Annual fund charges
0.12%
0.07%
Benchmark
MSCI World Index
S&P 500
Risk
-
Ticker
£SWLD
£IUSA
Primary listing
LSE
LSE
Market data provided by CBOE Europe and Deutsche Börse.
Performance
CumulativeRolling yearsLump sum investment
£SWLD
£IUSA
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
£IUSA
Top holdings
NVIDIA
5.37%
Apple
4.85%
Microsoft
3.12%
Amazon
2.62%
Alphabet Class A
2.38%
Broadcom
1.95%
Alphabet Class C
1.87%
Meta
1.41%
Tesla
1.29%
Other
75.13%
NVIDIA
7.81%
Apple
6.69%
Microsoft
4.54%
Amazon
3.65%
Alphabet Class A
3.30%
Broadcom
2.84%
Alphabet Class C
2.65%
Meta
1.94%
Tesla
1.79%
Other
64.79%
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