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Compare BWTG 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 Brendan Wood TopGun Index ETF (BWTG) 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
BWTG | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 788 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $837.36 |
Average age group | N/A | 26 - 35 |
Key Summary
BWTG | IVV | |
|---|---|---|
Strategy | BWTG was created on 2023-11-09 by Brendan Wood. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 19.52m in AUM and 26 holdings. BWTG is actively managed to invest in a model portfolio of 25 large- and mid-cap US companies identified to have the highest quality ratings. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 747951.49m 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 | Taiwan Semiconductor Manufacturing Co Ltd ADR (4.76 %) Broadcom Inc (4.47 %) Welltower Inc (4.45 %) | NVIDIA CORP (7.98 %) APPLE INC (6.35 %) MICROSOFT CORP (4.88 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.95 % | 0.03 % |
Key Summary
BWTG | IVV | |
|---|---|---|
Issuer | Brendan Wood | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.95 % | 0.03 % |
Price | $40.17 USD | $713.96 USD |
Size | $19.913 million | $772.016 billion |
10Y return | N/A | 238.64 % |
Annual distribution yield (5Y) | 1.02 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
BWTG | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 788 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $837.36 |
Average age group | N/A | 26 - 35 |
Pros and Cons
BWTG | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
BWTG | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |