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Compare DFIS 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 Dimensional International Small Cap ETF (DFIS) 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
DFIS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $793.64 |
Average age group | N/A | 26 - 35 |
Key Summary
DFIS | IVV | |
|---|---|---|
Strategy | DFIS was created on 2022-03-23 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 5512.06m in AUM and 3460 holdings. DFIS actively invests in a broad and diverse portfolio of small-cap companies in developed markets outside the US, selected and weighted by market capitalization, in aim of long-term capital appreciation. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m 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 | Shibaura Mechatronics Corp (0.43 %) Helvetia Baloise Holding AG (0.41 %) VAT Group AG (0.40 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.39 % | 0.03 % |
Key Summary
DFIS | IVV | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.39 % | 0.03 % |
Price | $33.44 USD | $665.64 USD |
Size | $5.302 billion | $718.709 billion |
10Y return | N/A | 227.95 % |
Annual distribution yield (5Y) | 2.22 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFIS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $793.64 |
Average age group | N/A | 26 - 35 |
Pros and Cons
DFIS | IVV | |
|---|---|---|
Pros |
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Cons |
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DFIS | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |