What are the UK Equivalents of Popular US Investment Funds in 2024?

UK investors can find suitable alternatives across various fund categories that mirror the investment objectives of popular US funds while adhering to local regulatory frameworks.

Total Stock Market Funds:

UK equivalents to popular US total stock market funds offer broad exposure to domestic and international equities, appealing to investors seeking diversified portfolios.

VT & VTWAX UK equivalents

UK investors looking for alternatives to Vanguard Total World Stock ETF (VT) or Vanguard Total World Index Fund Admiral Shares (VTWAX) can consider global equity funds like the Vanguard FTSE All-World UCITS ETF (VWRL). VWRL tracks the FTSE All-World Index, providing exposure to large and mid-cap stocks across developed and emerging markets, offering comprehensive global diversification.

VTSAX & VTI UK equivalents

For exposure similar to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) or Vanguard Total Stock Market ETF (VTI), UK investors may opt for funds such as the Legal & General UK Index Trust (C) Accumulation. This fund tracks the performance of the FTSE All-Share Index, representing the broader UK equity market with a focus on large-cap stocks, aligning closely with US total stock market characteristics.

VOO & SPY UK equivalents

UK equivalents to US large-cap ETFs like Vanguard S&P 500 ETF (VOO) or SPDR S&P 500 ETF Trust (SPY) include the iShares Core S&P 500 UCITS ETF (CSPX). CSPX mirrors the performance of the S&P 500 Index, offering exposure to 500 of the largest US companies, providing UK investors with direct access to the US large-cap segment while mitigating currency risks.

Large Cap and Growth Funds:

UK alternatives to US large-cap and growth funds cater to investors seeking stable returns and growth opportunities within established companies.

VFIAX UK equivalent

The UK equivalent to Vanguard 500 Index Fund Admiral Shares (VFIAX) is represented by the HSBC FTSE 100 Index Fund (C). This fund tracks the FTSE 100 Index, composed of the largest companies listed on the London Stock Exchange by market capitalization, providing exposure to leading UK blue-chip stocks with potential for steady growth and dividend income.

QQQ & QQQM UK equivalents

For exposure to technology and innovation sectors akin to Invesco QQQ Trust (QQQ) or Invesco QQQM ETF (QQQM), UK investors can consider the Invesco EQQQ NASDAQ-100 UCITS ETF (EQQQ). EQQQ tracks the performance of the NASDAQ-100 Index, comprising non-financial companies listed on the NASDAQ Stock Market, offering growth potential driven by leading global technology firms.

VTV UK equivalent

UK investors seeking US value stocks similar to Vanguard Value ETF (VTV) can explore the SPDR Russell 1000 US Value ETF (SVLU). SVLU tracks the performance of US large-cap value stocks within the Russell 1000 Index, focusing on companies with lower price-to-book ratios and higher dividend yields, suitable for value-oriented investment strategies.

VBR & AVUV UK equivalents

UK equivalents to US small-cap value ETFs like Vanguard Small-Cap Value ETF (VBR) or Avantis U.S. Small Cap Value ETF (AVUV) include the iShares MSCI UK Small Cap ETF (CUKS). CUKS tracks the MSCI UK Small Cap Index, offering exposure to small-cap stocks listed on the London Stock Exchange, emphasizing companies with strong growth potential and attractive valuations.

Dividend and Income Funds:

UK equivalents focusing on dividend-paying stocks provide investors with stable income streams and potential for capital appreciation.

VYM UK equivalent

The UK equivalent to Vanguard High Dividend Yield ETF (VYM) is the iShares UK Dividend UCITS ETF (IUKD). IUKD invests in UK companies with a track record of consistent dividend payments, offering income stability and exposure to sectors such as utilities, telecommunications, and consumer staples.

SCHD UK equivalent

For exposure to US dividend equities similar to Schwab U.S. Dividend Equity ETF (SCHD), UK investors can consider the SPDR S&P US Dividend Aristocrats UCITS ETF (UKDV). UKDV tracks the performance of high-dividend-yielding US companies that have increased dividends for at least 20 consecutive years, emphasizing dividend sustainability and income generation.

Global and International Funds:

UK equivalents to global and international funds provide diversified exposure outside the UK market, enhancing portfolio diversification and capturing global economic growth.

VGT UK equivalent

Investors seeking exposure to global technology companies similar to Vanguard Information Technology ETF (VGT) can opt for the iShares Global Tech ETF (IGLT). IGLT invests in technology companies worldwide, including major US tech giants, offering growth potential driven by technological innovation and sector-specific advancements.

VXUS UK equivalent

For broader international equity exposure akin to Vanguard Total International Stock ETF (VXUS), UK investors can consider the HSBC MSCI World UCITS ETF (HMWO). HMWO tracks the MSCI World Index, encompassing large and mid-cap stocks across developed and emerging markets outside the UK and US, providing comprehensive global diversification.

Bond Funds:

UK equivalents to US bond funds offer fixed-income opportunities with varying risk profiles and investment objectives.

BND UK equivalent

The UK equivalent to Vanguard Total Bond Market ETF (BND) includes funds such as the iShares Core UK Gilts UCITS ETF (IGLT). IGLT focuses on UK government bonds, offering income stability and capital preservation with minimal credit risk, suitable for investors seeking low-risk fixed-income investments.