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Compare CEPI 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 ETF Opportunities Trust REX Crypto Equity Premium Income ETF (CEPI) 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
CEPI | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 690 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $93.70 | $869.06 |
Average age group | > 35 | 26 - 35 |
Key Summary
CEPI | IVV | |
|---|---|---|
Strategy | CEPI was created on 2024-12-04 by REX Shares. The fund's investment portfolio concentrates primarily on theme equity. The ETF currently has 90.76m in AUM and 28 holdings. CEPI is actively managed, investing in crypto-related and digital payment solutions stocks selected from the index. The fund seeks to generate income by writing covered call options on its holdings, aiming for capital growth and current income, while maintaining the flexibility to adapt based on market conditions. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 760892.36m 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 | Applied Digital Corp (6.57 %) IREN Ltd (6.53 %) Micron Technology Inc (6.05 %) | NVIDIA CORP (7.85 %) APPLE INC (6.40 %) MICROSOFT CORP (5.41 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.85 % | 0.03 % |
Key Summary
CEPI | IVV | |
|---|---|---|
Issuer | REX Shares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.03 % |
Price | $33.32 USD | $700.00 USD |
Size | $92.435 million | $766.897 billion |
10Y return | N/A | 264.80 % |
Annual distribution yield (5Y) | 14.45 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
CEPI | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 690 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $93.70 | $869.06 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
CEPI | IVV | |
|---|---|---|
Pros |
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Cons |
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CEPI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |