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Compare ESN 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 Northern Lights Fund Trust II Essential 40 Stock ETF (ESN) 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
ESN | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $789.46 |
Average age group | N/A | 26 - 35 |
Key Summary
ESN | IVV | |
|---|---|---|
Strategy | ESN was created on 2024-10-21 by KKM Financial. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 225.33m in AUM and 41 holdings. ESN attempts to track an index of 40 US blue-chip stocks that are deemed essential to the US economy by the index provider. Holdings are equally weighted in the index. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m 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 | Verizon Communications Inc (3.12 %) Marathon Petroleum Corp (2.94 %) FedEx Corp (2.93 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.7 % | 0.03 % |
Key Summary
ESN | IVV | |
|---|---|---|
Issuer | KKM Financial | iShares |
Tracking index | Essential 40 Stock Index - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.03 % |
Price | $17.86 USD | $667.33 USD |
Size | $224.347 million | $745.527 billion |
10Y return | N/A | 228.24 % |
Annual distribution yield (5Y) | 2.02 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
ESN | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $789.46 |
Average age group | N/A | 26 - 35 |
Pros and Cons
ESN | IVV | |
|---|---|---|
Pros |
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Cons |
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ESN | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |