Back
Compare US
Compare BWX 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 SPDR Bloomberg International Treasury Bond ETF (BWX) 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
BWX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $767.21 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
BWX | IVV | |
|---|---|---|
Strategy | BWX was created on 2007-10-02 by SPDR. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 1522.23m in AUM and 1385 holdings. BWX tracks a market-value-weighted index of investment-grade, fixed-rate government bonds issued by countries outside the US. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 699597.19m 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 | JAPAN (10 YEAR ISSUE) BONDS 09/32 0.2 (0.29 %) JAPAN (10 YEAR ISSUE) BONDS 03/28 0.1 (0.28 %) JAPAN (10 YEAR ISSUE) BONDS 12/33 0.6 (0.27 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
BWX | IVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | Bloomberg Global Treasury x US Capped (Inception 8/31/2007) | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $21.88 USD | $658.90 USD |
Size | $1.515 billion | $724.282 billion |
10Y return | -21.52 % | 217.32 % |
Annual distribution yield (5Y) | 0.53 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
BWX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $767.21 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
BWX | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
BWX | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |