Data Study

S&P 500 vs MSCI World vs FTSE All-World:
20-year comparison

Three indexes dominate the passive-investing debate for European investors. The S&P 500 has delivered the highest raw returns. MSCI World spreads across 23 developed markets. FTSE All-World adds emerging economies on top. This study uses 20 years of index data (2004–2024) to compare returns, drawdowns, recovery times, and the UCITS ETFs that give you access to each.

Dark wood infographic comparing the S&P 500, MSCI World, and FTSE All-World over 20 years, featuring a performance chart, summary return and drawdown panels, and key takeaways on growth, diversification, and index coverage.

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What 20 years of data shows

All figures USD total return (dividends reinvested), gross of fund costs and tax. EUR-based investors should account for currency effects separately — see the FX drag study.

10.5%
S&P 500 CAGR — 20 years, USD
8.6%
MSCI World CAGR — 20 years, USD
8.4%
FTSE All-World CAGR — 20 years, USD
-55.2%
Worst single drawdown (GFC 2008–09)
66 mo
GFC recovery time — S&P 500
$73,700
S&P 500: $10k grown over 20 years
The S&P 500 won — historically
  • S&P 500 outperformed MSCI World by ~1.9% per year over 20 years.
  • That gap is largely explained by US tech dominance post-2010 (FAANG, then Magnificent 7).
  • The next 20 years may look very different if non-US markets catch up.
Diversification did not protect drawdowns
  • All three indexes fell 33–56% in the GFC and COVID crashes.
  • Global diversification only helped meaningfully in the 2022 bear market.
  • Recovery speed varied: S&P 500 recovered GFC 12 months faster than MSCI World.

What each index actually tracks

Before comparing returns, it helps to be clear on the structural differences between the three. They are not equally diversified — despite the names.

S&P 500

500 of the largest US-listed companies, selected by a committee. Covers roughly 80% of total US market cap.

  • Holdings: ~500
  • Markets: USA only (100%)
  • Weighting: Float-adjusted market cap
  • Provider: S&P Dow Jones Indices
MSCI World

Large- and mid-cap stocks across 23 developed markets. Despite the name, it excludes all emerging markets.

  • Holdings: ~1,460
  • Markets: 23 developed (US ~70%)
  • Weighting: Float-adjusted market cap
  • Provider: MSCI Inc.
FTSE All-World

Large- and mid-cap stocks across both developed and emerging markets. The broadest of the three indexes.

  • Holdings: ~4,200
  • Markets: 49 (developed + emerging)
  • Weighting: Float-adjusted market cap
  • Provider: FTSE Russell
Key nuance: MSCI World and FTSE All-World are far more correlated than their names suggest. Because both are market-cap weighted and US equities dominate global market cap, the two indexes have moved almost identically in most market conditions. The main structural difference is the approximately 11% emerging markets sleeve in FTSE All-World.

20-year annualised return (CAGR), USD total return

Jan 2004 – Dec 2024. Dividends reinvested. Gross of fund costs and tax. EUR-based investors: see the FX drag study to understand how currency conversion affects your actual result.

S&P 500 MSCI World FTSE All-World

$10,000 invested in January 2004 to December 2024

Lump sum at start. USD total return. Gross of costs. The compounding effect of even a ~2% annual gap becomes dramatic over 20 years.

Metric S&P 500 MSCI World FTSE All-World
20-yr CAGR (USD) 10.5% 8.6% 8.4%
Annualised volatility ~15.0% ~14.5% ~14.2%
Best calendar year +32.4% (2013) +27.7% (2019) +26.8% (2019)
Worst calendar year -38.5% (2008) -40.3% (2008) -41.5% (2008)
Positive years 16 of 20 15 of 20 15 of 20
$10k grown to (USD) $73,700 $52,400 $50,800
Context matters: The S&P 500’s outperformance over this specific 20-year window was driven largely by US tech dominance. The period ending 2024 was unusually favourable for US equities. Valuation multiples for US large-caps now sit well above historical averages, which is a headwind — not a guarantee — for future returns.

Sources: MSCI index fact sheets, FTSE Russell, S&P Dow Jones Indices. Figures are illustrative; minor variations exist across data providers. All returns gross of fund costs and tax.


Major drawdowns: how far did each index fall?

Drawdown behaviour matters as much as headline returns — especially for investors drawing down a portfolio or approaching retirement. Here are the three significant bear markets in the 20-year window.

Global Financial Crisis (Oct 2007 – Mar 2009)
Severe
Index Peak-to-trough Trough date Recovery (ATH)
S&P 500 -55.2% Mar 2009 Mar 2013 (~66 mo)
MSCI World -54.3% Mar 2009 Jun 2014 (~78 mo)
FTSE All-World -55.8% Mar 2009 Jul 2014 (~79 mo)

All three indexes fell by roughly the same magnitude. Geographic diversification provided negligible downside protection: global equities fell in unison as financial contagion spread across all developed and emerging markets simultaneously.

COVID Crash (Feb – Mar 2020)
Sharp and fast
Index Peak-to-trough Trough date Recovery (ATH)
S&P 500 -33.9% Mar 2020 Aug 2020 (~5 mo)
MSCI World -33.5% Mar 2020 Aug 2020 (~5 mo)
FTSE All-World -34.7% Mar 2020 Sep 2020 (~6 mo)

The fastest bear market on record: all three fell roughly 34% in about 33 days, then recovered almost as quickly. FTSE All-World fell slightly more due to emerging market exposure adding to the initial selloff.

2022 Rate Hike Bear Market (Jan – Oct 2022)
Moderate
Index Peak-to-trough Trough date Recovery (ATH)
S&P 500 -24.5% Oct 2022 Jan 2024 (~24 mo)
MSCI World -18.2% Oct 2022 Nov 2023 (~22 mo)
FTSE All-World -17.3% Oct 2022 Oct 2023 (~21 mo)

The one scenario where global diversification provided meaningful downside protection. The S&P 500 fell roughly 6–7 percentage points more than global indexes, partly because US tech valuations were more stretched entering the rate cycle. MSCI World and FTSE All-World also recovered faster — their lower US tech weight worked in their favour during the rebound.


Geographic allocation breakdown

US concentration is the defining structural difference between these indexes. Despite their global branding, MSCI World and FTSE All-World are both still majority US equity funds.

S&P 500 ~500 stocks
USA 100%
MSCI World ~1,460 stocks
USA 70%
JP
UK
Other 20%
FTSE All-World ~4,200 stocks
USA 62%
JP
UK
EM 11%
Other
United States Japan United Kingdom Emerging Markets Other Developed

Data approximate, based on index fact sheets as of Q1 2026. Market-cap weighting means the US allocation shifts as relative valuations change.


UCITS ETF options for European investors

None of the three indexes are directly investable — you need a fund. Here are the main UCITS ETFs available across European stock exchanges, all accessible through brokers like IBKR, DEGIRO, or Trading 212. All funds listed are Ireland-domiciled, which is important for EU tax treaty access and dividend withholding treatment.

S&P 500 UCITS ETFs

Full breakdown in the S&P 500 UCITS ETF guide.

ETF Ticker TER Type Exchange
iShares Core S&P 500 UCITS CSPX / IUSA 0.07% Acc / Dist LSE, Xetra
Vanguard S&P 500 UCITS VUSD / VUSA 0.07% Acc / Dist LSE, Euronext
Invesco S&P 500 UCITS SPXS 0.05% Acc LSE, Xetra
Amundi S&P 500 UCITS SP5 / 500 0.07% Acc / Dist Euronext Paris
MSCI World UCITS ETFs

Full breakdown in the MSCI World UCITS ETF guide.

ETF Ticker TER Type Exchange
iShares Core MSCI World UCITS IWDA / SWDA 0.20% Acc LSE, Xetra
Xtrackers MSCI World UCITS XDWD 0.19% Acc LSE, Xetra
Amundi MSCI World UCITS CW8 0.12% Acc Euronext Paris
HSBC MSCI World UCITS HMWO / HGSD 0.15% Acc / Dist LSE, Xetra
FTSE All-World UCITS ETFs
ETF Ticker TER Type Exchange
Vanguard FTSE All-World UCITS VWCE / VWRL 0.22% Acc / Dist Xetra, LSE, Euronext
iShares MSCI ACWI UCITS SSAC / ISAC 0.20% Acc LSE, Xetra
SPDR MSCI ACWI UCITS ACWI 0.12% Acc LSE, Xetra
MSCI ACWI vs FTSE All-World: iShares SSAC and SPDR ACWI track the MSCI ACWI index rather than FTSE All-World, but the composition is nearly identical — both cover developed and emerging markets with similar methodology. For most investors the practical difference is negligible. Also see the UCITS vs US ETF total drag study to understand costs beyond TER.

TERs accurate as of Q1 2026. Always verify on the fund provider’s official website before investing. Accumulating share classes (Acc) are generally more tax-efficient for investors in countries that do not tax unrealised gains annually — check the rules for your country.


Which index should you choose?

There is no universally correct answer. It depends on your investment philosophy, conviction about the future, and what other assets you hold. Here is how to think through the decision.

S&P 500 — Choose if…
  • You believe US market dominance continues long-term
  • You want the lowest-cost UCITS option (0.05–0.07% TER)
  • You already have non-US exposure elsewhere (pension, property, income)
  • You can accept single-country concentration risk
MSCI World — Choose if…
  • You want developed-market diversification without EM volatility
  • You prefer a lower TER than FTSE All-World (Amundi CW8 at 0.12%)
  • You want to add a separate EM fund at a custom allocation
  • Your broker has strong availability for IWDA or SWDA
FTSE All-World — Choose if…
  • You want the broadest possible global diversification in one fund
  • You believe emerging markets will outperform over your horizon
  • You want a true one-fund portfolio (VWCE is the Bogleheads default in Europe)
  • You prefer simplicity over granular allocation control
The honest answer: Over the past 20 years, the S&P 500 won on returns. Over the next 20, no one knows. All three are reasonable, low-cost options for a long-term passive investor. The decision between them matters far less than starting early, investing consistently, and keeping costs low. Agonising over index choice is itself a cost.

Ready to invest in any of these indexes?

European investors can access UCITS versions of all three indexes through regulated brokers. IBKR offers the widest ETF selection across European exchanges, the lowest FX conversion costs, and multi-currency accounts — making it the practical default for most non-US investors. DEGIRO and Trading 212 are solid lower-cost alternatives for smaller regular contributions.

EU Investor Cost Toolkit — 49 EUR

One spreadsheet, 11 tabs, 739 formulas. Broker comparison, UCITS vs US ETF drag, FX drag, spread cost, cadence breakeven, and a 30-year projection with charts. Enter your numbers once — get the full picture. 30-day money-back guarantee.

Get the toolkit (49 EUR)


Frequently asked questions

Is the S&P 500 better than MSCI World for European investors?

The S&P 500 has delivered higher returns over the past 20 years (~10.5% CAGR vs ~8.6% for MSCI World in USD), but it concentrates 100% of your exposure in the US market. MSCI World spreads risk across 23 developed countries. Neither is objectively better. The S&P 500 is a high-conviction bet on US dominance continuing; MSCI World is a broader diversification approach. Your choice should reflect your conviction about US outperformance, your time horizon, and whether you already have non-US exposure elsewhere in your life.

What is the difference between MSCI World and FTSE All-World?

MSCI World covers around 1,460 large- and mid-cap stocks across 23 developed markets only — it excludes all emerging markets. FTSE All-World covers around 4,200 stocks across 49 markets, including approximately 11% in emerging markets such as China, India, Taiwan, and Brazil. Historically their returns have been very similar because the EM sleeve has not dramatically outperformed or underperformed over 20 years. The practical difference comes down to which UCITS ETF you prefer: VWCE tracks FTSE All-World; IWDA tracks MSCI World.

Which UCITS ETF should I buy to track the MSCI World?

As of Q1 2026, the Amundi MSCI World UCITS ETF (ticker: CW8 on Euronext Paris) has a TER of 0.12% — the lowest available for MSCI World exposure. The Xtrackers MSCI World (XDWD) follows at 0.19%, and iShares Core MSCI World (IWDA/SWDA) at 0.20%. If you buy in EUR and your broker supports Euronext Paris, CW8 is the cost-optimal choice. All three are Ireland-domiciled accumulating funds, which is the most tax-efficient structure for most EU investors. Beyond TER, also compare tracking difference — see the tracking difference vs TER guide.

How long did it take the S&P 500 to recover from the 2008 crash?

The S&P 500 peaked in October 2007 and did not reach a new all-time high until March 2013 — approximately 66 months (5.5 years) from peak to recovery. If you had invested at the worst possible moment — the October 2007 peak — you would have been underwater for over five years. MSCI World and FTSE All-World took even longer, recovering around mid-2014 (roughly 78–80 months from the pre-crisis peak) because European and Japanese equities recovered more slowly than US equities.

Should I combine an MSCI World ETF with an Emerging Markets ETF?

This two-fund approach lets you replicate FTSE All-World-like exposure while controlling your EM allocation. A common split is 90% MSCI World (IWDA) plus 10% MSCI Emerging Markets. The advantage is flexibility — you can tilt EM higher or lower than the market-cap default. The trade-off is rebalancing complexity and possibly a higher combined TER depending on which EM fund you choose. VWCE (FTSE All-World at 0.22% TER) achieves similar diversification in one fund with no rebalancing required, which is why it is the default one-fund solution for most European investors.

QuantRoutine provides educational content only. Nothing on this page is an offer, solicitation, or recommendation to buy or sell any security or to open an account with any specific broker. Investments can lose value and past performance does not guarantee future results. You are responsible for your own investment, tax, and legal decisions. Always review each broker’s current terms, fees, and eligibility on their official website before opening or funding an account.

Return data: MSCI index fact sheets, FTSE Russell, S&P Dow Jones Indices. 20-year window: January 2004 – December 2024. All returns USD total return gross of fund costs and tax. Figures illustrative; minor variations exist across data providers. Geographic allocations approximate as of Q1 2026. Last updated: March 2026.

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