# Favourite S&P 500 etf

**URL:** <https://community.investengine.com/t/favourite-s-p-500-etf/263>\
**Category:** General\
**Created:** [22 April 2022 07:47 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263 "2022-04-22T07:47:33Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![Omian](https://avatars.discourse-cdn.com/v4/letter/o/71e660/32.png) [@Omian](https://community.investengine.com/u/Omian)\
**Post date:** [22 April 2022 07:47 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/1 "2022-04-22T07:47:34Z")

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Which S&P 500 etf is your favourite? There’s a few about and I was considering what the differentiators might be for other users. I’ve both Vanguard and Investec fwiw.

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**Author:** ![Sal2022](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@Sal2022](https://community.investengine.com/u/Sal2022)\
**Post date:** [22 April 2022 09:41 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/2 "2022-04-22T09:41:52Z")

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The Invesco S&P 500 (IE00B3YCGJ38) appears to offer, for my requirements, the ‘best’ value v growth opportunities. Followed by iShares S&P 500 (IE00B5BMR087).

Unfortunately the IE platform is very basic. You can however analyze and compare ETF’s sold on IE against traditional funds through [https://www.trustnet.com/](https://www.trustnet.com/)

Thoughts?

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**Author:** ![Optimisery](https://avatars.discourse-cdn.com/v4/letter/o/ed8c4c/32.png) [@Optimisery](https://community.investengine.com/u/Optimisery)\
**Post date:** [22 April 2022 15:37 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/3 "2022-04-22T15:37:28Z")

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I’ve gone for L&G US Equity ETF … It’s Large & Mid cap 0.05% fee & has done slightly better than the S&P… But its a fairly new ETF.

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**Author:** ![xray](https://avatars.discourse-cdn.com/v4/letter/x/54ee81/32.png) [@xray](https://community.investengine.com/u/xray)\
**Post date:** [22 April 2022 15:51 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/4 "2022-04-22T15:51:30Z")

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[https://www.vanguardinvestor.co.uk/investments/vanguard-s-and-p-500-ucits-etf-usd-distributing/overview](https://www.vanguardinvestor.co.uk/investments/vanguard-s-and-p-500-ucits-etf-usd-distributing/overview)

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**Author:** ![stehuk](https://avatars.discourse-cdn.com/v4/letter/s/90db22/32.png) [@stehuk](https://community.investengine.com/u/stehuk)\
**Post date:** [22 April 2022 16:12 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/5 "2022-04-22T16:12:29Z")

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I would choose iShares Core S&P 500 UCITS ETF (Acc) (CSP1). It’s full physical replication, fairly low ocf and it’s large and liquid.

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**Author:** ![Omian](https://avatars.discourse-cdn.com/v4/letter/o/71e660/32.png) [@Omian](https://community.investengine.com/u/Omian)\
**Post date:** [22 April 2022 18:25 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/6 "2022-04-22T18:25:07Z")

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Some great shares already. Many thanks.

I use [www.justetf.com](http://www.justetf.com) a lot for my ETF research.

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**Author:** ![Sal2022](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@Sal2022](https://community.investengine.com/u/Sal2022)\
**Post date:** [23 April 2022 07:32 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/7 "2022-04-23T07:32:00Z")

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Good point, a Synthetic unfunded swap model ETF such as Invesco S&P 500 (IE00B3YCGJ38) is a riskier investment.

The question is, would ‘we’ accept that additional risk for slightly increased returns and a lower expense ratio over the iShares ETF?

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**Author:** ![Omian](https://avatars.discourse-cdn.com/v4/letter/o/71e660/32.png) [@Omian](https://community.investengine.com/u/Omian)\
**Post date:** [23 April 2022 08:02 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/8 "2022-04-23T08:02:17Z")

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I’ve yet to drill down into a relatively small data set but so far my Vanguard S&P 500 VUSA appears to be outperforming my Invesco synthetic S&P 500 SPXP. I’ll be ‘on watch’ and more so in these coming months. Interest rates, inflation, housing markets, commodities, war, climate change: all in a state of flux and change.

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**Author:** ![Sal2022](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@Sal2022](https://community.investengine.com/u/Sal2022)\
**Post date:** [23 April 2022 08:37 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/9 "2022-04-23T08:37:28Z")

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My understanding is that MXWS tracks the World Index and not the S&P?

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**Author:** ![Omian](https://avatars.discourse-cdn.com/v4/letter/o/71e660/32.png) [@Omian](https://community.investengine.com/u/Omian)\
**Post date:** [23 April 2022 08:54 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/10 "2022-04-23T08:54:49Z")

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Apologies, typo! Thanks and duly corrected.,

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**Author:** ![Sal2022](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@Sal2022](https://community.investengine.com/u/Sal2022)\
**Post date:** [23 April 2022 09:28 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/11 "2022-04-23T09:28:09Z")

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This is interesting. Are you comparing performance between Vanguard S&P 500 VUSA v Invesco S&P 500 SPXP based on data performance received on the IE platform or data comparison from the ‘[justetf.com](http://justetf.com)’ platform?

[Justetf.com](http://Justetf.com) platform indicates that Invesco has slightly outperformed Vanguard over a 3 year period.

Further, IE and Just are giving different performance data sets across a significant number of ETF’s held on the IE platform. (not checked all !) This is worrying, am I missing something? 🤔

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**Author:** ![Omian](https://avatars.discourse-cdn.com/v4/letter/o/71e660/32.png) [@Omian](https://community.investengine.com/u/Omian)\
**Post date:** [23 April 2022 10:11 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/12 "2022-04-23T10:11:21Z")

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I’ll recheck with IE and Justetf and another source over a couple of time periods.  
I’m invested less than a year with these two so my own data is almost statistically irrelevant.  
Thanks for the share. Appreciated.

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**Author:** ![Sal2022](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@Sal2022](https://community.investengine.com/u/Sal2022)\
**Post date:** [23 April 2022 10:20 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/13 "2022-04-23T10:20:12Z")

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Would be interesting to hear other investor views on the accuracy of ETF performance data held on the IE platform, when cross referenced against external sources. 🧐

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**Author:** ![P.H](https://avatars.discourse-cdn.com/v4/letter/p/50afbb/32.png) [@P.H](https://community.investengine.com/u/P.H)\
**Post date:** [23 April 2022 11:16 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/14 "2022-04-23T11:16:34Z")

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When you say “IE Performance data” what do you mean by that. I use various sources but the one most useful for the IE fund range is the Financial Times. The FT being UK has a better match than the US sites and gives historic daily closing prices. Is there somewhere in IE that also gives historic daily closing prices?

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**Author:** ![jamesc](https://avatars.discourse-cdn.com/v4/letter/j/bc8723/32.png) [@jamesc](https://community.investengine.com/u/jamesc)\
**Post date:** [23 April 2022 19:11 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/15 "2022-04-23T19:11:22Z")

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[www.justetf.com](http://www.justetf.com) and [https://markets.ft.com/data/funds/uk/compare](https://markets.ft.com/data/funds/uk/compare) are good for research and comparison’s

The following is comparing VUSA and LG, using the FT Fund Comparison Tool

When looking for funds, I personally always look for physicals funds.

 ![Screenshot 2022-04-23 200910](https://europe1.discourse-cdn.com/flex017/uploads/investengine/original/1X/e9f8ec2a0e35b88e64664e3e6c0c7a71b5400c49.png)

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**Author:** ![stehuk](https://avatars.discourse-cdn.com/v4/letter/s/90db22/32.png) [@stehuk](https://community.investengine.com/u/stehuk)\
**Post date:** [24 April 2022 22:14 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/16 "2022-04-24T22:14:22Z")

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> [@Sal2022](#):
>
> The question is, would ‘we’ accept that additional risk for slightly increased returns and a lower expense ratio over the iShares ETF?

Yes, that’s an interesting question. It would be nice if we could quantify the risk, but I haven’t found anything that helps with this. Personally, I’m a bit cautious but wouldn’t rule out unfunded swaps altogether. I think there’s not much in it anyway on the TER in this particular instance, so I just personally prefer the iShares one to the Invesco one.

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**Author:** ![Sal2022](https://avatars.discourse-cdn.com/v4/letter/s/58956e/32.png) [@Sal2022](https://community.investengine.com/u/Sal2022)\
**Post date:** [25 April 2022 07:18 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/17 "2022-04-25T07:18:19Z")

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Another respectable ETF is HSBC S&P 500 (HSPX). It also has a full physical replication and relatively low ter (0.09%).

However when you deep dive into the Key Investor Information you come across these statements:

- The Fund may invest up to 35% of its assets in securities from a single issuer during exceptional market conditions.
- The Fund may invest up to 10% of its assets in total return swaps and contracts for difference. However, this is not expected to exceed 5%.
- The Fund may invest up to 10% of its assets in other funds, including HSBC funds.
- The Fund may also invest in derivatives for efficient portfolio management purposes (such as to manage risk and costs, or to generate additional capital or income) and for investment purposes.

A safe investment? Thoughts?

 ![HSBC](https://europe1.discourse-cdn.com/flex017/uploads/investengine/original/1X/7ae7e525eb2ebe23e916895b09b4683aeb8919a5.jpeg)

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**Author:** ![Omian](https://avatars.discourse-cdn.com/v4/letter/o/71e660/32.png) [@Omian](https://community.investengine.com/u/Omian)\
**Post date:** [25 April 2022 07:44 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/18 "2022-04-25T07:44:14Z")

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V. Quick comment. Isn’t there another platform provider that also does this or something similar?

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**Author:** ![Womble](https://avatars.discourse-cdn.com/v4/letter/w/f4b2a3/32.png) [@Womble](https://community.investengine.com/u/Womble)\
**Post date:** [30 August 2022 14:04 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/20 "2022-08-30T14:04:33Z")

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Is it better to go for the best performing ETF (and, if so, over what period) or the ETF with the best record of tracking the index?  
Here are [Just ETF’s best performers over 1 year](https://www.justetf.com/uk/find-etf.html?assetClass=class-equity&index=S%2526P%2B500%25C2%25AE&groupField=none&sortField=yearReturnGBP&sortOrder=desc&tab=overview)  
And [Just ETF’s best performers over 3 years](https://www.justetf.com/uk/find-etf.html?assetClass=class-equity&index=S%2526P%2B500%25C2%25AE&groupField=none&sortField=fiveYearReturnGBP&sortOrder=desc&tab=rollreturn)  
And [the lowest cost ETFs](https://www.justetf.com/uk/find-etf.html?assetClass=class-equity&index=S%2526P%2B500%25C2%25AE&groupField=none&sortField=ter&sortOrder=asc&tab=overview)

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**Author:** ![Womble](https://avatars.discourse-cdn.com/v4/letter/w/f4b2a3/32.png) [@Womble](https://community.investengine.com/u/Womble)\
**Post date:** [30 August 2022 14:10 UTC](https://community.investengine.com/t/favourite-s-p-500-etf/263/21 "2022-08-30T14:10:43Z")

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Anyone know an easy-to-access data source showing how well different ETFs have tracked the index?
