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Compare FIVY 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 Tidal Trust II YieldMax Dorsey Wright Hybrid 5 Income ETF (FIVY) 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
FIVY | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.59 |
Average age group | N/A | 26 - 35 |
Key Summary
FIVY | IVV | |
|---|---|---|
Strategy | FIVY was created on 2024-12-16 by YieldMax. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 4.82m in AUM and 11 holdings. FIVY is a passively managed fund-of-funds that tracks an index of five stocks and five affiliated ETFs. The underlying ETFs seek to provide current income and capped gains by employing synthetic covered call strategies, collateralized by cash and US Treasurys. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 699597.19m 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 | YieldMax MRNA Option Income Strategy ETF (13.16 %) YieldMax AMD Option Income Strategy ETF (11.73 %) YieldMax GOOGL Option Income Stgy ETF (11.58 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.7 % | 0.03 % |
Key Summary
FIVY | IVV | |
|---|---|---|
Issuer | YieldMax | iShares |
Tracking index | Nasdaq Dorsey Wright Tactical Hybrid Option Income Strategy Index - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.03 % |
Price | $23.06 USD | $659.00 USD |
Size | $4.849 million | $724.282 billion |
10Y return | N/A | 217.37 % |
Annual distribution yield (5Y) | 5.47 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIVY | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.59 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FIVY | IVV | |
|---|---|---|
Pros |
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Cons |
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FIVY | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |