Back
Compare US
Compare DFSD 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 Short-Duration Fixed Income ETF (DFSD) 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
DFSD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 746 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $798.90 |
Average age group | N/A | 26 - 35 |
Key Summary
DFSD | IVV | |
|---|---|---|
Strategy | DFSD was created on 2021-11-15 by Dimensional. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 6392.45m in AUM and 1474 holdings. DFSD is an actively managed ETF that provides broad exposure to investment-grade debt securities with short duration. | 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 | New Zealand (Government Of) 4.5% (1.44 %) United States Treasury Notes 4.625% (0.82 %) Accenture Capital Inc. 4.05% (0.78 %) | NVIDIA CORP (7.49 %) APPLE INC (6.59 %) MICROSOFT CORP (5.27 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.16 % | 0.03 % |
Key Summary
DFSD | IVV | |
|---|---|---|
Issuer | Dimensional | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.16 % | 0.03 % |
Price | $48.24 USD | $681.17 USD |
Size | $6.388 billion | $745.527 billion |
10Y return | N/A | 234.69 % |
Annual distribution yield (5Y) | 1.29 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
DFSD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 746 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $798.90 |
Average age group | N/A | 26 - 35 |
Pros and Cons
DFSD | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
DFSD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |