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Compare FXO 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 Financials AlphaDEX Fund (FXO) 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
FXO | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 751 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $794.60 |
Average age group | N/A | 26 - 35 |
Key Summary
FXO | IVV | |
|---|---|---|
Strategy | FXO was created on 2007-05-08 by First Trust. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 1176.47m in AUM and 106 holdings. FXO tracks an index of large- and mid-cap US financials stocks. The underlying index uses multi-factor selection and tiered equal-weighting. | 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 | RenaissanceRe Holdings Ltd (1.87 %) First American Financial Corp (1.87 %) Bank of New York Mellon Corp (1.82 %) | NVIDIA CORP (7.79 %) APPLE INC (6.61 %) MICROSOFT CORP (5.23 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.6 % | 0.03 % |
Key Summary
FXO | IVV | |
|---|---|---|
Issuer | First Trust | iShares |
Tracking index | StrataQuant Financials Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.03 % |
Price | $56.41 USD | $672.17 USD |
Size | $1.085 billion | $718.709 billion |
10Y return | 151.80 % | 227.17 % |
Annual distribution yield (5Y) | 2.37 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FXO | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 751 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $794.60 |
Average age group | N/A | 26 - 35 |
Pros and Cons
FXO | IVV | |
|---|---|---|
Pros |
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Cons |
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FXO | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |