Compare
Funds side by side.
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 to choose.
VWRP
SWDAGrowth of £10,000 · 5 years
19/09/2021 → 22/09/2026 · after fund charges, before inflation- VWRP£17,704
- SWDA£17,782
Start is the first date all funds have a price. Past performance is not a guide to future returns.
Type
Provider
Tracks
The index the fund copies, or "actively chosen" when a manager picks the holdings.
Income
Accumulating funds reinvest income; distributing funds pay it out as cash.
Launched
ISA / SIPP
Ongoing charge
The yearly running cost, taken from the fund’s value. Platform fees are extra.
Fund size
How much money the fund manages. A fact, not a measure of quality.
Latest price
1 year
3 years
5 years
5 years after inflation
What the return was worth once UK price rises (CPIH) are taken out.
Measured as
Income reinvested counts dividends and interest the fund paid. Price only leaves them out, so it reads lower for funds that pay income.
Volatility
How far the price typically swings in a year. Higher means bumpier.
Biggest fall
The largest drop from a high point to a later low.
Sharpe
Return for each unit of ups and downs. Higher meant a smoother ride for the return.
Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published. Past performance is not a guide to future returns.
How much do they hold in common?
89%
of what VWRP and SWDA disclose is the same set of companies at the same weights. Owning both adds less variety than it may seem.
NVIDIA4.50%5.34%
Apple4.30%5.39%
Alphabet3.60%4.04%
Microsoft3.30%3.93%
Amazon2.50%2.70%
Broadcom1.70%1.72%
Meta Platforms1.20%1.61%Overlap = Σ min(weight A, weight B) over each fund’s latest issuer-published top holdings. Snapshots are from different dates, so overlap is approximate. Source: issuer-published holdings.