Compare
Compare funds and ETFs
Put two to four funds next to each other: what they are, what they cost, how they have done after inflation, how bumpy the ride was, and how much of what they hold is the same. Nothing here says which one to choose.
Vanguard Global Core Bond FundStart againTwo to four funds. Each one you add changes the link, so a comparison can be shared.
Common comparisons
Pairs people often look up. Each is a fixed link that can be shared.
- Two S&P 500 trackersVanguard (VUAG) and iShares (CSP1): the same index from two providers.
- All-World and MSCI WorldVWRP includes emerging markets; SWDA holds developed markets only.
- FTSE 100 and FTSE 250The UK’s 100 largest listed companies against the next 250.
- The world and the US aloneA global tracker against its largest single country.
- Gold and UK giltsTwo holdings people keep for very different reasons.
What a comparison shows
- What differs
- Whether the funds track the same index, pay income out or reinvest it, hedge currencies, and how far apart their charges are in pounds a year. Index funds
- Charges
- The ongoing charge of each fund as a percentage and in pounds a year on £10,000, the cost before any platform fee. Ongoing charges figure
- Returns before and after inflation
- One, three and five years after charges, then after UK inflation (ONS CPIH), each with its end date and how it was measured. How real returns are worked out
- Calendar years
- Each fund’s return in each full calendar year and the year so far, side by side, with the basis of each figure. Calendar-year returns
- Ups and downs
- How much each price has swung, its largest fall over five years with the dates, and its lowest and highest 12 months. Largest fall
- Holdings overlap
- How much of the funds is the same companies at the same weights, shown only when both publish enough of their holdings to measure it. How overlap is measured
Looking for a starting point? Browse fund categories or the full price table, then add funds here by name, ticker or ISIN.