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Compare EPU 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 Peru and Global Exposure ETF (EPU) 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
EPU | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 808 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $600.90 | $826.09 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
EPU | IVV | |
|---|---|---|
Strategy | EPU was created on 2009-06-19 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 527.32m in AUM and 27 holdings. EPU is passively managed to track market cap -weighted index that seeks to provide broad Peru equity exposure. Selection includes a minimum number of Peruvian securities and issuers before expanding exposure to those stocks with related exposure. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 784802.71m in AUM and 504 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | CREDICORP LTD (23.59 %) SOUTHERN COPPER CORP (22.23 %) HOCHSCHILD MINING PLC (4.30 %) | NVIDIA CORP (8.45 %) APPLE INC (6.48 %) MICROSOFT CORP (5.20 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.0059 % | 0.0003 % |
Key Summary
EPU | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI All Peru Capped | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.0059 % | 0.0003 % |
Price | $79.13 USD | $726.43 USD |
Size | $527.324 million | $784.803 billion |
10Y return | 153.58 % | 250.73 % |
Annual distribution yield (5Y) | 8.53 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EPU | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 808 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $600.90 | $826.09 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
EPU | IVV | |
|---|---|---|
Pros |
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Cons |
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EPU | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |