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Compare EFIV 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 State Street SPDR S&P 500 ESG ETF (EFIV) 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
EFIV | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 819 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $379.69 | $830.54 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
EFIV | IVV | |
|---|---|---|
Strategy | EFIV was created on 2020-07-27 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. EFIV tracks a market-cap weighted index of S&P 500 stocks that are screened for sustainability criteria related to ESG factors. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 817658.27m 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 | NVIDIA CORP (13.38 %) MICROSOFT CORP (7.89 %) ALPHABET INC CL A (5.97 %) | NVIDIA CORP (8.17 %) APPLE INC (6.70 %) MICROSOFT CORP (4.96 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.1 % | 0.03 % |
Key Summary
EFIV | IVV | |
|---|---|---|
Issuer | SPDR | iShares |
Tracking index | S&P 500 Scored & Screened Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.03 % |
Price | $71.62 USD | $742.58 USD |
Size | $1.059 billion | $817.658 billion |
10Y return | N/A | 254.94 % |
Annual distribution yield (5Y) | 1.33 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EFIV | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 819 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $379.69 | $830.54 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
EFIV | IVV | |
|---|---|---|
Pros |
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Cons |
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EFIV | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |