Developed equity · iShares

SWDA Investment Calculator

Covers large and mid-sized companies across 23 developed markets, with no emerging markets. One of the largest UCITS ETFs; also listed as IWDA in Amsterdam.

$
$
yrs
%
SWDA default: 7% a yearA round planning assumption for the MSCI World, not a guaranteed or historical figure. Change it above.
Subtract fund feesSWDA TER 0.2% a year
Show in today's moneyAdjust for inflation
Currency

Estimated result

SWDA · 6.8% net
$83,937

Estimated SWDA value after 25 years

You put in
$31,000
Investment growth
$52,937

63% of your final balance would come from growth, not from money you paid in.

Fees of 0.2% a year would cost about $2,795 over 25 years.

Return scenarios

Lower · 4%
$52,534
Base · 7%
$83,937
Higher · 10%
$139,722

Projected growth

Hover or tap the chart for any year
SWDA balanceYour contributions
$0$25k$50k$75k$100kNowYr 2Yr 4Yr 6Yr 8Yr 10Yr 12Yr 14Yr 16Yr 18Yr 20Yr 22Yr 25

Assumes monthly compounding at a constant rate, with contributions at the end of each month. Educational estimate only: markets rise and fall, and taxes, fees, currency movements and trading costs change real results.

SWDA at a glance

Full nameiShares Core MSCI World UCITS ETF (Acc)
IndexMSCI World
Annual fee (TER)0.2%
DividendsAccumulating
DomicileIreland
Main listingLondon Stock Exchange (GBP)
Default return used here7% a year (planning assumption)

Fund details checked November 2026. Always confirm current figures on the iShares factsheet.

Questions about SWDA

How much would $500 a month in SWDA be worth after 20 years?

At an assumed 7% a year minus the 0.2% fee, $500 a month for 20 years would grow to an estimated $254,229, from $120,000 paid in. Real returns will differ, so try the lower and higher scenarios too.

Is SWDA accumulating or distributing?

SWDA is accumulating: dividends are reinvested inside the fund automatically, so you don't receive cash payouts.

What is the SWDA expense ratio?

SWDA has a total expense ratio (TER) of about 0.2% a year (data checked November 2026; confirm with iShares before investing). The calculator subtracts this from the return when fees are switched on.

Where is SWDA domiciled?

SWDA is domiciled in Ireland (a UCITS fund). Investors outside the US often prefer Irish-domiciled funds for their lower US dividend withholding tax and simpler estate rules.

What is the difference between SWDA and IWDA?

They are closely related listings or share classes of the same underlying index exposure. Differences are usually the trading currency, exchange or dividend treatment rather than what the fund holds.