Back
Compare US
Compare EFV 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 iShares MSCI EAFE Value ETF (EFV) 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
EFV | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 779 |
Median incremental investment | $0 | $0 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,794.46 | $781.10 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
EFV | IVV | |
|---|---|---|
Strategy | EFV was created on 2005-08-01 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 29039.24m in AUM and 407 holdings. EFV tracks a market-cap-weighted index of developed-market value stocks from Europe, Australia and the Far East. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | HSBC HOLDINGS PLC (2.70 %) ROCHE PS PAR AG (2.47 %) SHELL PLC (2.31 %) | NVIDIA CORP (7.63 %) APPLE INC (6.53 %) MICROSOFT CORP (4.73 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.33 % | 0.03 % |
Key Summary
EFV | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI EAFE Value | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.33 % | 0.03 % |
Price | $77.73 USD | $683.55 USD |
Size | $29.986 billion | $743.862 billion |
10Y return | 69.20 % | 227.38 % |
Annual distribution yield (5Y) | 8.02 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EFV | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 779 |
Median incremental investment | $0 | $0 |
Median investment frequency | Daily | Monthly |
Median total investment | $1,794.46 | $781.10 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
EFV | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
EFV | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |