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Compare FNDX 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. Large Company ETF (FNDX) 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
FNDX | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
FNDX | IVV | |
|---|---|---|
Strategy | FNDX was created on 2013-08-15 by Schwab. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 26354.55m in AUM and 739 holdings. FNDX tracks a fundamentally selected and weighted index of large-cap US companies based on sales, cash flow and dividends/buybacks. | 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 | Apple Inc (4.80 %) ExxonMobil Holdings Corp (2.41 %) Microsoft Corp (2.17 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.25 % | 0.03 % |
Key Summary
FNDX | IVV | |
|---|---|---|
Issuer | Schwab | iShares |
Tracking index | RAFI Fundamental High Liquidity US Large Index - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.03 % |
Price | $31.61 USD | $741.15 USD |
Size | $26.596 billion | $878.895 billion |
10Y return | 203.08 % | 240.77 % |
Annual distribution yield (5Y) | 1.79 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FNDX | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FNDX | IVV | |
|---|---|---|
Pros |
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Cons |
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FNDX | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |