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Compare BREE 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, shares and ETFs are a popular choice. Two options in the US are BREE and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BREE | 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
BREE | IVV | |
|---|---|---|
Strategy | BREE was created on 2026-03-05 by MFS. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 25.43m in AUM and 132 holdings. BREE is an actively managed ETF that invests in equities of companies tied economically to emerging market countries. The portfolio blends fundamental and quantitative research to construct a diversified emerging markets equity portfolio. | 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 | MFS Blended Research Emerging Markets Equity ETF (100 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.44 % | 0.03 % |
Key Summary
BREE | IVV | |
|---|---|---|
Issuer | MFS | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.44 % | 0.03 % |
Price | $26.05 USD | $743.96 USD |
Size | $25.670 million | $878.895 billion |
10Y return | N/A | 241.69 % |
Annual dividend/ distribution yield (5Y) | - % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
BREE | 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
BREE | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
BREE | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |