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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, shares and ETFs are a popular choice. Two options in the US are BWX and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
BWX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 609 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $967.75 |
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 1319.28m in AUM and 1326 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. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | SPDR Bloomberg International Treasury Bond ETF (100 %) | NVIDIA Corp (7.26 %) Apple Inc (7.02 %) Microsoft Corp (6.16 %) |
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 | $22.45 USD | $687.88 USD |
Size | $1.347 billion | $717.955 billion |
10Y return | -13.10 % | 230.55 % |
Annual dividend/ distribution yield (5Y) | 0.54 % | 1.36 % |
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 | 609 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $967.75 |
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 |