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Compare BALI 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 iShares U.S. Large Cap Premium Income Active ETF (BALI) 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
BALI | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 936 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $864.51 |
Average age group | N/A | 26 - 35 |
Key Summary
BALI | IVV | |
|---|---|---|
Strategy | BALI was created on 2023-09-26 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1281.54m in AUM and 197 holdings. BALI is an actively managed ETF that holds a portfolio of US large-cap equity securities. The fund seeks to achieve its investment objective by utilizing proprietary return forecast models combined with quantitative analysis methods. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | NVIDIA CORP (7.04 %) APPLE INC (6.39 %) MICROSOFT CORP (4.58 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
BALI | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $33.73 USD | $744.54 USD |
Size | $1.300 billion | $878.895 billion |
10Y return | N/A | 241.95 % |
Annual distribution yield (5Y) | 2.79 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
BALI | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 936 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $864.51 |
Average age group | N/A | 26 - 35 |
Pros and Cons
BALI | IVV | |
|---|---|---|
Pros |
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Cons |
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BALI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |