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State Street® SPDR® MSCI World EUR Hdg UCITS ETF (Acc)Index, costs, backtest, listings and taxation

ISIN: IE000BZ1HVL2Ticker: SWRE (Borsa Italiana) · SPFH (Xetra)Issuer: SPDR
Issuer-declared data
Declared index
MSCI World 100% Hedged to EUR Index
TER
0.17%
Transaction costs
0.01% (issuer estimate, from the KID)
Management
Passive (index-tracking) (from the KID)
Income policy
SFDR
Article 6 — does not promote specific ESG characteristics — inferred (issuer documents do not declare art. 8/9) what does it mean?
Fund assets
19.2 bn EUR
NAV
16.35 EUR (30 August 2026)
Domicile
Ireland
Inception date
18 July 2023
Data as declared by SPDR in the issuer’s official files and endpoints · collected on 2 September 2026 (monthly refresh). Facts only, no recommendation.
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Description

State Street® SPDR® MSCI World EUR Hdg UCITS ETF (Acc) tracks the issuer-declared index: MSCI World 100% Hedged to EUR Index. The declared annual cost (TER) is 0.17%, plus 0.01% in transaction costs estimated by the issuer in the KID. Replication is optimised physical replication; income is accumulated and reinvested in the fund. The fund has assets of about 19.2 billion euro, was launched on 18 July 2023 and is domiciled in Ireland. In our registry it is the largest by assets among the 2 ETFs declaring the same index.

The fund’s objective — in the issuer’s words

Investment objective The investment objective of the Fund is to track the performance of large and mid-sized equities in developed markets globally. The Fund seeks to track the performance of the MSCI World 100% Hedged to EUR Index (the "Index") as closely as possible. The Fund is an index tracking fund (also known as a passively managed fund). Investment policies The Fund invests primarily in securities included in the Index. These securities include large and mid-sized equities issued in developed markets globally. As it may be difficult to purchase all securities in the Index efficiently, in seeking to track the performance of the Index the Fund will use an optimisation strategy to build a representative portfolio which should reflect the performance of the Index. Consequently, the Fund will typically hold only a subset of the securities included in the Index. In limited circumstances the Fund may purchase securities that are not included in the Index. This EUR Hedged Class is made available to reduce exchange rate fluctuations between the currency of this Share Class and the currency in which the underlying assets of the Fund are denominated. The Share Class will be hedged back to EUR and consequently should more closely track the corresponding hedged version of the Index (MSCI World 100% Hedged to EUR Index). The Fund may use financial derivative instruments (that is, financial contracts whose prices are dependent on one or more underlying assets) in order to manage the portfolio efficiently. Save in exceptional circumstances, the Fund will generally only issue and redeem shares to certain institutional investors. However, shares of the Fund may be purchased or sold through brokers on one or more stock exchanges. The Fund trades on these stock exchanges at market prices which may fluctuate throughout the day. Market prices may be greater or less than the daily net asset value of the Fund. The Fund's maximum exposure to securities lending as a percentage of its Net Asset Value will not exceed 40%. Shareholders may redeem shares on any UK business day (other than days on which relevant financial markets are closed for business and/or the day preceding any such day provided that a list of such closed market days will be published for the Fund on www.ssga.com); and any other day at the Directors' discretion (acting reasonably) provided Shareholders are notified in advance of any such days. Any income earned by the Fund will be retained and reflected in an increase in the value of the shares. The Shares of the EUR Class are issued in Euro. Index Source: The funds or securities referred to herein are not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to any such funds or securities or any index on which such funds or securities are based. The Prospectus contains a more detailed description of the limited relationship MSCI has with State Street Investment Management and any related funds, as well as additional disclaimers that apply to the MSCI indexes. The MSCI indexes are the exclusive property of MSCI and may not be reproduced or extracted and used for any other purpose without MSCI's consent. The MSCI indexes are provided without any warranties of any kind. Please see the Prospectus for the full index disclaimer.

Keep reading the KID section ▾

Intended retail investorThis Fund is intended for investors who plan to stay invested for at least 5 years and are prepared to take on a medium-high level of risk of loss to their original capital in order to get a higher potential return. It is designed to form part of a portfolio of investments. Practical information Depositary The Fund depositary is State Street Custodial Services (Ireland) Limited.

From the KID’s “Objectives” section · 5 August 2026 · original document ↓
Text generated from the data the issuer declares in official product lists. No recommendation.

Quick reads

  • TER 0.17%: below the median of equity ETFs we track (0.22%).
  • Assets larger than 98% of equity ETFs we track.
Comparisons computed by Rebalix on the declared data in our census; they describe the past and are not indicative of future results.

Official documents

Key Information Document (KID)PDF in English, from the issuer’s site — always the latest filed versionProspectusPDF in English, from the issuer’s site — the fund’s full legal documentFactsheetPDF in English, from the issuer’s site — the fund’s monthly snapshot
The KID is the document the law requires you to read before investing: 3 pages covering risks, costs and scenarios. The link opens the issuer’s published PDF.

Fund performance

issuer-declared net asset value (NAV) · EUR · from Jul 2023 to Sept 2026
Compare with another ETF
Only funds we hold a history for. Three at a time, at most.
Return
+64.3%
Annualised
+17.2%
Volatility (ann.)
12.2%
Max drawdown
-17.04%
-11%+9%+30%+50%+71%Jul 2023May 2024Feb 2025Nov 2025Sept 2026The break-even line: the value at the start of the period. Above it you are in gain, below in loss.break-even (0%)+64%Jul 2023Sept 2026
Currency-hedged share class: our figures are computed on the issuer’s NAV, where the hedge is applied at the daily fixing. Comparison sites using the exchange price may show returns and volatility that differ by 1–2 points: on hedged classes the price-vs-NAV gap is structurally wider and grows with the length of the window. Not a data error — a measurement convention. Details in the methodology.
Tip: drag across the chart to zoom into a period.

Drawdown — distance from previous peak

This isn’t the return: it shows how far the fund is below its previous peak. 0% = you’re at the peak; below zero = how much you’re down and haven’t recovered yet.
0%-5%-10%-15%-20%2023202420252026−17.04% · 08 Apr 2025
Max drawdown
-17.04%
peak → trough
Trough
08 Apr 2025
from the 18 Feb 2025 peak
Recovery time
80 days
recovery only: trough to break-even · ≈ 3 months
Underwater
129 days
decline + recovery: peak to break-even · ≈ 4 months · → recovered on 27 Jun 2025

The five worst falls in the period

From the peak ofTroughDepthBack to break-evenDays underwater
18 Feb 202508 Apr 2025-17.04%27 Jun 2025129
31 Jul 202327 Oct 2023-9.50%08 Dec 2023130
16 Jul 202405 Aug 2024-8.83%19 Sept 202465
25 Feb 202630 Mar 2026-8.39%15 Apr 202649
28 Mar 202419 Apr 2024-4.88%14 May 202447

Calendar-year returns

2023
4.1%
2024
20.1%
2025
16.6%
2026
12.7%

Month-by-month returns

JanFebMarAprMayJunJulAugSeptOctNovDecYear
20261.60.9-5.88.54.7-0.20.22.30.512.7
20253.4-1.0-5.0-0.75.83.51.91.93.12.50.20.416.6
20241.84.53.3-3.34.02.31.21.71.4-1.04.9-2.020.1
2023-1.8-3.9-2.78.14.04.1
From month-end NAVs, over the fund’s full history, on the series shown in the chart (dividends reinvested where declared). Deeper colour = larger move.
Source: SPDR. Issuer-declared historical series; inflation: Eurostat and national statistical institutes, latest available July 2026 — for later days the index stays at the last published value (institutes publish with a few weeks’ lag). The «adjusted for inflation» view expresses value in today’s purchasing power for the selected country; volatility always stays nominal, as elsewhere on the site (deflating it would add artificial swings caused by the monthly cadence of the price index). Past performance is not indicative of future results: these are facts, not a recommendation.

Tracking difference — issuer-declared

How much the fund returned above (+) or below (−) its index, year by year. It measures the actual deviation: the combined effect of costs (TER and transaction), securities-lending revenue and replication optimisations — which is why it can beat the TER. Tracking difference was positive in 2 of the last 3 calendar years: a past observation, not an indication of future outperformance.
Average TD (last 3 years)
+0.03% /anno
Declared TER
0.17%
YearFundIndexDifference
2025+16.57%+16.73%-0.16%
2024+20.11%+19.89%+0.22%
2023+4.10%+4.08%+0.03%
Figures declared by the issuer on the fund page (net fund and index returns per calendar year, as of 31 July 2026), not computed by us. Partial years excluded. What is tracking difference? →

Risk indicators· EUR

Last yearLast 3 years
Volatility (ann.)10.97%12.17%
Max drawdown-8.39%-17.04%
Sharpe1.501.16
Sortino2.201.64
Windows longer than the available price history cannot be computed and are not shown: they will appear on their own as time passes. Computed from the daily NAV series, always in nominal terms. Sharpe and Sortino use the ECB main refinancing rate averaged over the period (last year: 2.20%), weighted by days in force, as the risk-free rate. Same formulas as our public methodology: sample standard deviation annualised over 252 days; Sortino with downside deviation. Past performance is not indicative of future results. Figures in EUR, the fund's currency; the table follows the currency selected in the chart.

Portfolio holdings

Securities in portfolio
1,243
Top-10 weight
26.7%

Top 10 holdings

NVIDIA Corporation
5.49%
Apple Inc.
5.25%
Microsoft Corporation
3.88%
Amazon.com Inc.
2.71%
Alphabet Inc. Class A
2.16%
Broadcom Inc.
1.84%
Alphabet Inc. Class C
1.70%
Meta Platforms Inc Class A
1.39%
Micron Technology Inc.
1.15%
Tesla Inc.
1.12%

Sectors

Information Technology
29.9%
Financials
16.5%
Industrials
11.1%
Health Care
9.4%
Consumer Discretionary
8.6%
Communication Services
7.9%
Consumer Staples
4.9%

Countries

AfghanistanAngolaAlbaniaUnited Arab EmiratesArgentinaArmeniaFrench Southern and Antarctic LandsAustralia: 1.6%Austria: 0.1%AzerbaijanBurundiBelgium: 0.3%BeninBurkina FasoBangladeshBulgariaThe BahamasBosnia and HerzegovinaBelarusBelizeBoliviaBrazilBruneiBhutanBotswanaCentral African RepublicCanada: 3.4%Switzerland: 2.3%ChileChinaIvory CoastCameroonDemocratic Republic of the CongoRepublic of the CongoColombiaCosta RicaCubaCyprusCzech RepublicGermany: 2.2%DjiboutiDenmark: 0.4%Dominican RepublicAlgeriaEcuadorEgyptEritreaSpain: 1%EstoniaEthiopiaFinland: 0.3%FijiFalkland IslandsFrance: 2.4%GabonUnited KingdomGeorgiaGhanaGuineaGambiaGuinea BissauEquatorial GuineaGreeceGreenlandGuatemalaFrench GuianaGuyanaHondurasCroatiaHaitiHungaryIndonesiaIndiaIreland: 0.1%IranIraqIcelandIsrael: 0.3%Italy: 0.8%JamaicaJordanJapan: 5.9%KazakhstanKenyaKyrgyzstanCambodiaSouth KoreaKosovoKuwaitLaosLebanonLiberiaLibyaSri LankaLesothoLithuaniaLuxembourgLatviaMoroccoMoldovaMadagascarMexicoMacedoniaMaliMyanmarMontenegroMongoliaMozambiqueMauritaniaMalawiMalaysiaNamibiaNew CaledoniaNigerNigeriaNicaraguaNetherlands: 1.3%Norway: 0.2%NepalNew Zealand: 0.1%OmanPakistanPanamaPeruPhilippinesPapua New GuineaPolandPuerto RicoNorth KoreaPortugal: 0.1%ParaguayQatarRomaniaRussiaRwandaWestern SaharaSaudi ArabiaSudanSouth SudanSenegalSolomon IslandsSierra LeoneEl SalvadorSomaliaRepublic of SerbiaSurinameSlovakiaSloveniaSweden: 0.8%SwazilandSyriaChadTogoThailandTajikistanTurkmenistanEast TimorTrinidad and TobagoTunisiaTurkeyTaiwanUnited Republic of TanzaniaUgandaUkraineUruguayUnited States of America: 72.2%UzbekistanVenezuelaVietnamVanuatuWest BankYemenSouth AfricaZambiaZimbabwe
up to 1%1–5%5–15%15–30%over 30%
Hover a country for its percentage.
Top 7 countries
United States72.2%
Japan5.9%
United Kingdom3.6%
Canada3.4%
France2.4%
Switzerland2.3%
Germany2.2%
Download the full portfolio — Excel, 1,243 rows
Full portfolio declared by SPDR, as of 31 August 2026: this is the summary. Percentages may not sum to 100 due to cash, derivatives and rounding.
Fund historyFund-assets (AUM) chart year by year and monthly basket snapshots.Open the history →

ETFs declaring the same index

FundTERIncomeFund size
UBS
0.09%910 mln EUR
2 ETFs in our census declare this index (including this fund). Funds declaring the exact same index, word for word, in official product lists. Differently-worded variants (or other index versions) are not shown: a short list beats a wrong match. Sorted by TER. A dash “—” = not declared by the issuer in the files we read — not a zero.

Italian taxation

Effective rate on capital gains
26.00%
White-list share
0.00%
From the government-bond («white list») share certified by the issuer every semester: 12.5% on that portion, 26% on the rest.
Deep-dive into this fund’s taxation →

Where it shows up commission-free in Italy

According to the official lists published by the brokers (downloaded and cross-checked by us), these share classes of the fund appear tradable with zero fees:

IE000BZ1HVL2SWRE
  • BG Saxozero within the savings plan (buys)
  • Directazero within the savings plan (buys)
  • Directazero on single buys from 2,000 €, agreement until 31 May 2027
  • Moneyfarmzero on single buys from 1,000 €, agreement until 12 January 2028
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
IE0005POVJH8SWLH
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
IE00BFY0GT14SWRD
  • BG Saxozero within the savings plan (buys)
  • XTBzero (up to €100,000 monthly volume, unreachable for a retail plan); fractions available in plans
Full terms, traps and method in the observatory: Free savings plans and zero-commission ETFs: the broker survey

Official lists verified on 3 September 2026. We record published terms — this is neither an invitation to open accounts nor a recommendation: lists change, the broker’s documents prevail. Trade Republic, Scalable Capital and Trading 212 publish no per-ISIN lists and don’t appear here.

Stock exchange listings

ExchangeTickerTrading since
Borsa Italiana (ETFplus)SWRE21 Jul 2023
Börse DüsseldorfSPFH27 Jul 2023
Börse FrankfurtSPFH20 Jul 2023
Börse HamburgSPFH2 Sept 2025
Börse HannoverSPFH9 Dec 2024
Börse München / gettexSPFH20 Jul 2023
Börse StuttgartSPFH4 Aug 2023
Tradegate ExchangeSPFH4 Sept 2023
Xetra (Deutsche Börse)SPFH20 Jul 2023
+ 18 more trading venues (MTFs and professional platforms).
Trading venues from the official ESMA register (FIRDS); per-exchange tickers from the issuer’s tax documents and official listings. A dash “—” = that venue does not publish the item (ticker, currency or start date) in the sources we read. The same fund may trade in different currencies depending on the exchange: check the trading currency with your broker. Non-EU listings (e.g. UK, Mexico) not included.

Frequently asked questions

Which index does State Street® SPDR® MSCI World EUR Hdg UCITS ETF (Acc) track?
The issuer SPDR declares the benchmark: MSCI World 100% Hedged to EUR Index.
How much does SWRE cost?
The issuer-declared TER is 0.17% per year; the transaction costs estimated in the KID are 0.01%.
How is SWRE taxed in Italy?
On sale, the capital gain is taxed at an effective 26.00% rate (white-list share 0.00%): 12.5% on the government-bond “white list” portion, 26% on the rest.
What is the fund size of SWRE?
The fund size declared by SPDR is about 19.2 billion euro.
When was SWRE launched?
The fund was launched on 18 July 2023: it has 3 years of history.
How does SWRE replicate its index?
It is a passively managed ETF: it follows the declared index. Physical (optimised) (issuer wording: “Optimised”).
Does SWRE pay dividends?
No: it is an accumulating share class — income stays in the fund and is reinvested automatically (issuer wording: “Accumulation”).
Where does SWRE trade?
Per the official ESMA register it trades on 9 main exchanges, including Borsa Italiana (ETFplus) (SWRE), Börse Düsseldorf (SPFH), Börse Frankfurt (SPFH), Börse Hamburg (SPFH), Börse Hannover (SPFH), Börse München / gettex (SPFH).
What was SWRE's worst fall?
Over the available history (since 2023), the maximum drawdown was -17.04%, reached in April 2025. Past performance is not indicative of future results.
How many securities does SWRE hold?
The declared portfolio holds 1,243 securities; the top 10 positions weigh 26.7%.
Transparency note
The data in this sheet is declared by SPDR in the issuer’s official files and endpoints, collected by Rebalix with a monthly refresh; taxation derives from the issuer’s tax documents (Italian Law Decree 138/2011). This is factual information for informational purposes only: it is not financial or tax advice, nor an investment recommendation. Read the fund’s KID and prospectus before investing.