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Compare EXEQ 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 Wedbush ReturnOnLeadership U.S. Large-Cap ETF (EXEQ) 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
EXEQ | 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
EXEQ | IVV | |
|---|---|---|
Strategy | EXEQ was created on 2026-02-13 by Wedbush. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 1.08m in AUM and 53 holdings. EXEQ tracks an index comprised of 50 US large-cap equities selected based on a proprietary leadership composite score. The index ranks firms across four leadership fundamentals using a structured data and AI-based assessment framework. | 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 | Delta Air Lines Inc (9.54 %) United Airlines Holdings Inc (6.90 %) AerCap Holdings NV (3.59 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.75 % | 0.03 % |
Key Summary
EXEQ | IVV | |
|---|---|---|
Issuer | Wedbush | iShares |
Tracking index | Solactive Indiggo Return on Leadership U.S. Large-Cap Index - USD - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.03 % |
Price | $26.93 USD | $742.64 USD |
Size | $1.073 million | $878.895 billion |
10Y return | N/A | 241.46 % |
Annual distribution yield (5Y) | 0.37 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
EXEQ | 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
EXEQ | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
EXEQ | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |