Index
Funds that track the S&P 500 Scored & Screened
5 UK-listed funds Fundology covers track the S&P 500 Scored & Screened. Ongoing charges run from 0.09% (SPEP) to 0.15% a year, as of 09/10/2026.
At a glance
- Funds
- 5
- Providers
- 3
- Ongoing charges
- 0.09% to 0.15%
- Accumulating · distributing
- 3 · 2
The lowest ongoing charge among the 5 S&P 500 Scored & Screened funds Fundology tracks is 0.09% a year (SPEP), as of 09/10/2026. A lower charge does not guarantee a better return.
3 accumulate their income and 2 pay it out; 1 is a currency-hedged share class. Each fund is listed once, by one share class; its other share classes are on its own page.
By fund size, the 5 largest are SPEP (£2.0bn), S5EE (£388m), S5SD (£285m), SPUS (£145m) and 5ESG (£14.8m), as reported on 09/10/2026. Size shows how widely a fund is held, not how it will perform.
They come from 3 providers: BNP Paribas (1), Invesco (1), UBS (3).
Terms:Index fundsOngoing charges figureTracking differenceAccumulating or incomeCurrency hedging
Past returns, side by side
Over the five years to 09/10/2026, total returns with income reinvested ranged from +83.9% (5ESG) to +97.6% (S5SD); the median of 2 funds was +90.7%. 2 funds report the price change only, without income paid out: from +98.6% (SPEP) to +107.4% (S5EE).
Over the three years to 09/10/2026, total returns with income reinvested ranged from +70.1% (SPEP) to +81.3% (5ESG); the median of 3 funds was +80.8%.
Over the year to 09/10/2026, total returns with income reinvested ranged from +17.3% (5ESG) to +32.0% (S5EE); the median of 5 funds was +19.4%.
| Period | Funds | Lowest | Median | Highest |
|---|---|---|---|---|
| 1 yearIncome reinvested · to | 5 | +17.3% 5ESG | +19.4% | +32.0% S5EE |
| 3 yearsIncome reinvested · to | 3 | +70.1% SPEP | +80.8% | +81.3% 5ESG |
| 5 yearsIncome reinvested · to | 2 | +83.9% 5ESG | +90.7% | +97.6% S5SD |
| 5 yearsPrice only · to | 2 | +98.6% SPEP | +103.0% | +107.4% S5EE |
Source: TradingView reported returns, and Fundology’s own from daily closes where none is reported, as of
How we work it out:ReturnsReturns after inflationTotal return
Funds that track the S&P 500 Scored & Screened (5)
All 5 funds that track the S&P 500 Scored & Screened, one share class each, listed by name. An order is not a ranking of quality.
| Fund | Charge | Size | 1 year | 3 years | 5 years | 5 years after inflation |
|---|---|---|---|---|---|---|
| SPUS BNP Paribas Easy S&P 500 Scored And Screened Ucits ETF Accum USDAccumulating | 0.12% | £145m | +20.3% | Not reported | Not reported | Not reported |
| SPEP Invesco S&P 500 Scored & Screened UCITS ETFAccumulating | 0.09% | £2.0bn | +19.4% | +70.1% | +98.6%price | +55.2%price |
| S5EE UBS S&P 500 ESG Elite UCITS ETF Accum USDAccumulating | 0.15% | £388m | +32.0% | +80.8% | +107.4%price | +62.2%price |
| S5SD UBS S&P 500 Scored & Screened UCITS ETF USDDistributing | 0.10% | £285m | +19.3% | +64.1%price | +97.6% | +54.5% |
| 5ESG UBS S&P 500 Scored & Screened UCITS ETF-h GBPDistributing · Hedged to GBP | 0.13% | £14.8m | +17.3% | +81.3% | +83.9% | +43.7% |
Source: TradingView (returns, size and most charges), fund issuers (some charges), ONS CPIH (inflation), as of , at least 15 min delayed
Questions people ask
How many UK funds track the S&P 500 Scored & Screened?
5 UK-listed funds Fundology covers track the S&P 500 Scored & Screened, as of 09/10/2026. 3 accumulate their income and 2 pay it out; 1 is a currency-hedged share class. They come from 3 providers: BNP Paribas (1), Invesco (1), UBS (3). Each fund is listed once, by one share class; its other share classes are on its own page.
Which S&P 500 Scored & Screened fund has the lowest ongoing charge?
The lowest ongoing charge among the 5 S&P 500 Scored & Screened funds Fundology tracks is 0.09% a year (SPEP), as of 09/10/2026. A lower charge does not guarantee a better return.
What is the largest S&P 500 Scored & Screened fund in the UK?
By fund size, SPEP (Invesco S&P 500 Scored & Screened UCITS ETF) is the largest of the 5 funds here, at £2.0bn as reported on 09/10/2026. Size shows how widely a fund is held, not how it will perform.
What is the difference between the accumulating and distributing versions?
An accumulating share class reinvests the income from its holdings inside the fund, so it shows up as a rising price; a distributing class pays it out to holders as cash, usually a few times a year. Of the 5 S&P 500 Scored & Screened funds here, 3 accumulate and 2 distribute.
How is this list ordered?
Listed by name unless ordered by ongoing charge. No order on this page is a ranking or a recommendation.