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Fundology

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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 Bond Index FundStart again

Two 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.

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.