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Compare EVTR 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 EVTR and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EVTR | 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
EVTR | IVV | |
|---|---|---|
Strategy | EVTR was created on 2024-03-25 by Eaton Vance. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 5617.24m in AUM and 830 holdings. EVTR is an actively managed fund that aims to invest in USD-denominated, investment grade securities from government and corporate issuers. The fund aims to maintain an average weighted maturity between five and ten years. | 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 | Eaton Vance Total Return Bond ETF (100 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.32 % | 0.03 % |
Key Summary
EVTR | IVV | |
|---|---|---|
Issuer | Eaton Vance | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.03 % |
Price | $50.09 USD | $742.34 USD |
Size | $5.639 billion | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual dividend/ distribution yield (5Y) | 1.60 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EVTR | 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
EVTR | IVV | |
|---|---|---|
Pros |
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Cons |
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EVTR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |