Back
Compare US
Compare FDLS 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 Inspire Fidelis Multi Factor ETF (FDLS) 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
FDLS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 743 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $783.66 |
Average age group | N/A | 26 - 35 |
Key Summary
FDLS | IVV | |
|---|---|---|
Strategy | FDLS was created on 2022-08-23 by Inspire. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 163.24m in AUM and 101 holdings. FDLS tracks an equal-weighted index that provides exposure to 100 US-listed stocks of various sectors and market capitalizations. Selection is based on high quality, value, and momentum characteristics that include a Christian values component, as defined by the issuer. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 754074.78m 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 | National Energy Services Reunited Corp (1.54 %) Transocean Ltd (1.44 %) MKS Inc (1.41 %) | NVIDIA CORP (7.50 %) APPLE INC (6.68 %) MICROSOFT CORP (5.14 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.69 % | 0.03 % |
Key Summary
FDLS | IVV | |
|---|---|---|
Issuer | Inspire | iShares |
Tracking index | WI Fidelis Multi-Cap, Multi-Factor Index - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.69 % | 0.03 % |
Price | $37.40 USD | $674.50 USD |
Size | $168.221 million | $757.290 billion |
10Y return | N/A | 234.98 % |
Annual distribution yield (5Y) | 2.71 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FDLS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 743 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $783.66 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FDLS | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FDLS | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |