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Compare EFZ 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 EFZ and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EFZ | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 763 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $770.84 |
Average age group | N/A | 26 - 35 |
Key Summary
EFZ | IVV | |
|---|---|---|
Strategy | EFZ was created on 2007-10-23 by ProShares. The fund's investment portfolio concentrates primarily on total market equity. EFZ provides daily inverse exposure to a market-cap-weighted index representing 85% of the market capitalization in developed markets excluding North America. | 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 | ProShares Trust Short MSCI EAFE (100 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.95 % | 0.03 % |
Key Summary
EFZ | IVV | |
|---|---|---|
Issuer | ProShares | iShares |
Tracking index | MSCI EAFE Index - USD | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.95 % | 0.03 % |
Price | $12.35 USD | $660.86 USD |
Size | $29.254 million | $724.282 billion |
10Y return | -63.70 % | 220.31 % |
Annual dividend/ distribution yield (5Y) | 4.26 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EFZ | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 763 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $770.84 |
Average age group | N/A | 26 - 35 |
Pros and Cons
EFZ | IVV | |
|---|---|---|
Pros |
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Cons |
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EFZ | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |