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Compare BPH 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 BP p.l.c. ADRhedged (BPH) 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
BPH | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
BPH | IVV | |
|---|---|---|
Strategy | BPH was created on 2025-01-07 by ADRhedged. The fund's investment portfolio concentrates primarily on energy equity. BPH provides exposure to BP p.l.c ADR, while using swaps to hedge daily currency fluctuations. The fund aims to provide the total return performance of BP p.l.c, in its local market, to US investors. | 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 | BP PLC ADR (96.51 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.19 % | 0.03 % |
Key Summary
BPH | IVV | |
|---|---|---|
Issuer | ADRhedged | iShares |
Tracking index | BP PLC Sponsored ADR | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.03 % |
Price | $69.28 USD | $742.34 USD |
Size | $2.029 million | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual distribution yield (5Y) | 3.85 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
BPH | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
BPH | IVV | |
|---|---|---|
Pros |
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Cons |
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BPH | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |