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Compare DFCF 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 DFCF and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
DFCF | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.21 |
Average age group | N/A | 26 - 35 |
Key Summary
DFCF | IVV | |
|---|---|---|
Strategy | DFCF was created on 2021-11-15 by Dimensional. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 9627.3m in AUM and 1639 holdings. DFCF seeks income and capital appreciation from a broad, actively managed portfolio of global investment-grade fixed income securities. | 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 | Dimensional Core Fixed Income ETF (100 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.17 % | 0.03 % |
Key Summary
DFCF | IVV | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.17 % | 0.03 % |
Price | $42.35 USD | $658.90 USD |
Size | $9.525 billion | $714.076 billion |
10Y return | N/A | 221.46 % |
Annual dividend/ distribution yield (5Y) | 1.32 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFCF | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.21 |
Average age group | N/A | 26 - 35 |
Pros and Cons
DFCF | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
DFCF | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |