Back
Compare US
Compare AFMC vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the First Trust Active Factor Mid Cap ETF (AFMC) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
AFMC | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 741 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $788.51 |
Average age group | N/A | 26 - 35 |
Key Summary
AFMC | IVV | |
|---|---|---|
Strategy | AFMC was created on 2019-12-03 by First Trust. The fund's investment portfolio concentrates primarily on mid cap equity. AFMC is an actively managed portfolio of factor-focused US mid-cap companies seeking capital appreciation. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 754074.78m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | TechnipFMC PLC (1.40 %) Mueller Industries Inc (1.31 %) Casey's General Stores Inc (1.26 %) | NVIDIA CORP (7.50 %) APPLE INC (6.68 %) MICROSOFT CORP (5.14 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.68 % | 0.03 % |
Key Summary
AFMC | IVV | |
|---|---|---|
Issuer | First Trust | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.68 % | 0.03 % |
Price | $36.40 USD | $682.13 USD |
Size | $136.817 million | $757.290 billion |
10Y return | N/A | 239.12 % |
Annual distribution yield (5Y) | 1.14 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
AFMC | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 741 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $788.51 |
Average age group | N/A | 26 - 35 |
Pros and Cons
AFMC | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
AFMC | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |