Summary

All Country and S&P 500 funds are two of the most common choices that New NISA beginners struggle to compare.

In simple terms, choose All Country if you want broad global diversification. Choose the S&P 500 if you want stronger exposure to U.S. growth.

Comparison PointAll CountryS&P 500
Investment regionGlobalMainly the U.S.
DiversificationBroadConcentrated in the U.S.
Growth expectationGlobal economy overallGrowth of U.S. companies
RiskDiversified beyond the U.S.U.S. concentration risk
Suited forPeople who want simple global diversificationPeople who can believe in and hold U.S. stocks long term

For beginners, the clearest approach is to use All Country as the core if you are unsure, and choose the S&P 500 only if you want stronger U.S. exposure.

What Is All Country?

In Japan, "All Country" generally refers to investment trusts that invest in global equities.

A representative index, MSCI ACWI, broadly covers stock markets in both developed and emerging countries.

MSCI states that the MSCI ACWI captures about 85% of the global investable equity opportunity set.

In other words, All Country is an investment that does not try to guess which country will win.

It is like holding the U.S., Japan, Europe, emerging markets, and other regions together.

What Is the S&P 500?

The S&P 500 is an equity index composed of 500 leading large-cap U.S. companies.

S&P Dow Jones Indices describes the S&P 500 as a leading gauge of U.S. large-cap equities.

It includes many global companies such as Apple, Microsoft, NVIDIA, Amazon, Alphabet, and Meta.

However, even if those companies operate globally, the index itself is U.S. equities.

It is strongly affected by the U.S. economy, U.S. companies, the dollar, and U.S. interest rates.

The Biggest Difference

The biggest difference is U.S. concentration versus global diversification.

PerspectiveAll CountryS&P 500
Country diversificationHighLow
U.S. weightHigh, but only part of the worldAlmost 100% U.S.
Emerging marketsIncludedNot included
Japanese stocksIncludedNot included
U.S. large-cap techIncludedReflected more strongly

In practice, All Country funds also include many U.S. stocks.

So even if you buy All Country, you still receive some benefit from U.S. growth.

The difference is whether you also hold countries outside the U.S.

The Risk of Choosing Only by Past Returns

In recent years, the S&P 500 has often looked stronger.

That was largely because U.S. large-cap technology companies grew significantly.

But what was strong in the past will not necessarily stay strong in the future.

Selection MethodCaution
Choosing S&P 500 based on past returnsYou may worry about buying near highs
Choosing All Country only because it is diversifiedIt may underperform the U.S. alone for some periods
Choosing based on social media popularityYou may lose your reason to hold during a downturn
Choosing only by feesYou may miss differences in investment exposure

What matters in investing is not whether you can choose it when it is rising, but whether you can keep holding when it falls.

Which Should Beginners Choose?

If a beginner is unsure, All Country is easier to explain as a first choice.

The reason is that it does not make a single-country bet.

Investor TypeSuitable Choice
Wants to avoid overthinkingAll Country
Wants exposure to global growthAll Country
Believes strongly in U.S. corporate growthS&P 500
Can tolerate U.S.-concentrated volatilityS&P 500
Wants bothAll Country core plus a small S&P 500 allocation

That does not mean All Country is absolutely safe.

If it is 100% equities, even global equities can fall sharply.

Is It Okay to Buy Both?

You can buy both All Country and S&P 500 funds.

But doing so usually raises your U.S. exposure more than it increases diversification.

Because All Country already includes many U.S. stocks, adding the S&P 500 increases concentration in the U.S.

CombinationWhat It Really Means
100% All CountryGlobal diversification
100% S&P 500U.S. concentration
70% All Country + 30% S&P 500Global diversification with a U.S. tilt
50% All Country + 50% S&P 500Strong U.S. tilt

If you buy both, decide based on how much you want to raise your U.S. weight, not simply because splitting it half and half feels balanced.

How to Think About It in New NISA

New NISA is a system meant to be used over the long term.

According to the Financial Services Agency and Japan's government public relations information, the 2024 New NISA became permanent and allows the accumulation investment quota and growth investment quota to be used together.

For long-term use, simpler product selection is easier to maintain.

PolicyNumber of Products
Avoid overthinkingOne All Country fund
Focus on the U.S.One S&P 500 fund
Tilt slightly more toward the U.S.All Country + S&P 500
Also want high-dividend stocksSeparate the investment purpose

If beginners start with too many products, management becomes difficult.

Keeping it to one or two funds at first is realistic.

Summary

The difference between All Country and the S&P 500 is global diversification versus U.S. concentration.

If a beginner is unsure, using All Country as the core is the easier choice to understand.

If you strongly believe in U.S. corporate growth and can tolerate U.S.-concentrated volatility, the S&P 500 can also make sense.

Rather than asking which is the single correct answer, ask whether you can explain why you could hold it for 20 years.

References

This article is for educational and informational purposes only, based on public information. It is not a recommendation or solicitation to buy or sell any specific security or financial product. Although care is taken with accuracy, the content and future investment outcomes are not guaranteed. Final investment decisions should be made at your own judgment and responsibility.