Sovereign

ETF comparison

VUSA vs IWDA

Vanguard S&P 500 UCITS ETF (Vanguard) against iShares MSCI World UCITS ETF (BlackRock). Compare fee drag, CAGR, dividend yield, and sector concentration.

Vanguard

Vanguard S&P 500 UCITS ETF

VUSA · S&P 500 Market Cap Weighted

Ireland

Distributing

Expense ratio

0.07%

5Y CAGR

11.2%

Dividend yield

1.4%

Fund size

$32.1B

Top holdings

AppleMicrosoftAmazonNVIDIAMeta

BlackRock

iShares MSCI World UCITS ETF

IWDA · MSCI World Market Cap Weighted

Ireland

Accumulating

Expense ratio

0.20%

5Y CAGR

10.1%

Dividend yield

1.5%

Fund size

$65.8B

Top holdings

AppleMicrosoftNVIDIAAmazonMeta

Scenario

1,000 per month · 15 years

VUSA balance

$463,276

IWDA balance

$418,297

Fee drag delta

0.13%

Inflation assumption

2.0%

Use cases

Allocation notes

  • VUSA acts as global core beta with `Distributing` distribution, ideal for automated savings plans.
  • IWDA offers concentrated growth exposure. Pair with a global core to avoid overweighting mega-cap tech.

Related ETF comparisons

FAQ

Which ETF has the lower expense ratio: VUSA or IWDA?

VUSA charges 0.07% while IWDA charges 0.20%. The fee delta compounds significantly over 15 years.

FAQ

How do projected balances compare with 1,000 USD monthly?

Investing $1,000 per month for 15 years yields $463,276 with VUSA versus $418,297 with IWDA.

FAQ

Which fund suits long-term core allocation?

Vanguard S&P 500 UCITS ETF targets S&P 500 Market Cap Weighted, whereas iShares MSCI World UCITS ETF focuses on MSCI World Market Cap Weighted. Choose the fund whose coverage and volatility profile align with your broader portfolio construction.

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