Institute for Investment
Home Guides Platforms Funds Tools
Home Guides Platforms Funds Tools

Index Fund Comparisons

Not all global trackers are created equal. We analyze the underlying indexes, OCFs (Ongoing Charges Figure), and tracking errors of the UK's most popular passive funds.

Vanguard Global All Cap

The darling of the UK FIRE community. 7,000+ stocks including emerging markets and small caps. OCF: 0.23%.

HSBC FTSE All-World

A slightly cheaper alternative (0.13% OCF) that tracks large and mid-cap stocks, skipping small caps.

ESG Fund Analysis

Does ethical investing hurt returns? A look at the tracking error of ESG screens.

Guides

  • Asset Allocation
  • Tax Wrappers
  • Index Investing
  • Rebalancing

Tools

  • Compound Calculator
  • Fee Calculator
  • Inflation Adjuster
  • Drawdown Tool
  • FIRE Calculator

Platforms

  • Vanguard vs HL
  • Interactive Investor
  • Vanguard UK
  • Hargreaves Lansdown

Funds

  • ESG Funds
  • Vanguard All Cap
  • HSBC All-World

Institute for Investment

Independent research and comparison for self-directed investors. We aim for clarity over complexity.

Core Guides

  • Investing Basics
  • Asset Allocation
  • Tax Wrappers (ISA/SIPP)
  • Index Investing
  • Portfolio Rebalancing

Comparisons

  • Brokerage Platforms
  • Vanguard vs HL
  • Interactive Investor
  • Global Tracker Funds
  • ESG Funds Analysed

Tools & Resources

  • All Calculators
  • Compound Interest
  • Platform Fee Calculator
  • Inflation Adjuster
  • Drawdown Calculator

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Disclaimer: The Institute for Investment provides educational information and comparative data. We do not provide financial advice. All investments carry risk, and the value of investments can go down as well as up. Always conduct your own research or consult a regulated financial advisor.