Back
Compare US
Compare FVD 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 First Trust Value Line Dividend Fund (FVD) 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
FVD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $793.64 |
Average age group | N/A | 26 - 35 |
Key Summary
FVD | IVV | |
|---|---|---|
Strategy | FVD was created on 2006-12-18 by First Trust. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 8693.33m in AUM and 234 holdings. FVD tracks an equal-weighted index of dividend-paying companies. The index excludes companies with less than $1 billion in market cap, risky ranking and lower-than-average dividend yield. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m 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 | Thomson Reuters Corp (0.55 %) VeriSign Inc (0.49 %) International Business Machines Corp (0.49 %) | NVIDIA CORP (7.79 %) APPLE INC (6.61 %) MICROSOFT CORP (5.23 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.61 % | 0.03 % |
Key Summary
FVD | IVV | |
|---|---|---|
Issuer | First Trust | iShares |
Tracking index | Value Line Dividend (TR) | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.61 % | 0.03 % |
Price | $47.76 USD | $665.64 USD |
Size | $8.313 billion | $718.709 billion |
10Y return | 87.92 % | 225.99 % |
Annual distribution yield (5Y) | 2.21 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FVD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $793.64 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FVD | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
FVD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |