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Compare EPEM 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 Harbor Emerging Markets Equity ETF (EPEM) 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
EPEM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
EPEM | IVV | |
|---|---|---|
Strategy | EPEM was created on 2025-06-04 by Harbor. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 7.93m in AUM and 43 holdings. EPEM is actively managed, focusing on emerging markets equities with strong fundamentals and undervalued opportunities. The fund aims for long-term total return. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Taiwan Semiconductor Manufacturing Co Ltd (13.83 %) Samsung Electronics Co Ltd (7.24 %) ASE Technology Holding Co Ltd (4.33 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.84 % | 0.03 % |
Key Summary
EPEM | IVV | |
|---|---|---|
Issuer | Harbor | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.84 % | 0.03 % |
Price | $28.59 USD | $741.19 USD |
Size | $7.992 million | $878.895 billion |
10Y return | N/A | 240.79 % |
Annual distribution yield (5Y) | 14.97 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EPEM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
EPEM | IVV | |
|---|---|---|
Pros |
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Cons |
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EPEM | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |