iShares Core MSCI World UCITS ETF USD (Acc) SWDA

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Morningstar’s Analysis SWDA

Will SWDA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

This broad and well-diversified fund is a sensible option to hold during a full market cycle.

Analyst Eugene Gorbatikov

Eugene Gorbatikov

Analyst

Summary

IShares Core MSCI World ETF offers a strong passive approach to global equity investing, providing exposure to large-cap stocks across 23 developed markets that together represent about 85% of the developed-market universe. The fund has historically delivered strong performance, consistently outperforming the majority of its category peers despite its relatively high expense ratio. The challenges faced by active managers in the highly efficient US market, which accounts for roughly two-thirds of the global equity space, have further underscored the advantages of passive funds like this one.

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Portfolio Holdings SWDA

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings26.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.639B
Technology

NVIDIA Corp

5.058B
Technology

Microsoft Corp

4.307B
Technology

Amazon.com Inc

2.834B
Consumer Cyclical

Alphabet Inc Class A

1.863B
Communication Services

Broadcom Inc

1.612B
Technology

Meta Platforms Inc Class A

1.522B
Communication Services

Alphabet Inc Class C

1.472B
Communication Services

Eli Lilly and Co

1.252B
Healthcare

Tesla Inc

1.212B
Consumer Cyclical

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