Back
Compare US
Compare FNDA 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 Schwab Fundamental U.S. Small Company ETF (FNDA) 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
FNDA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 610 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $972.68 |
Average age group | N/A | 26 - 35 |
Key Summary
FNDA | IVV | |
|---|---|---|
Strategy | FNDA was created on 2013-08-15 by Schwab. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 9058.14m in AUM and 963 holdings. FNDA tracks a fundamentally selected and weighted index of small US firms based on adjusted sales, retained operation cash flow, and dividends plus buybacks. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Lumentum Holdings Inc (0.64 %) Anywhere Real Estate Inc (0.54 %) EchoStar Corp Class A (0.46 %) | NVIDIA CORP (7.73 %) APPLE INC (6.83 %) MICROSOFT CORP (6.12 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.25 % | 0.03 % |
Key Summary
FNDA | IVV | |
|---|---|---|
Issuer | Schwab | iShares |
Tracking index | RAFI Fundamental High Liquidity US Small Index - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.03 % |
Price | $32.12 USD | $693.27 USD |
Size | $9.394 billion | $717.955 billion |
10Y return | 13.34 % | 235.66 % |
Annual distribution yield (5Y) | 1.50 % | 1.37 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FNDA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 610 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $972.68 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FNDA | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FNDA | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |