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Compare FYX 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 Small Cap Core AlphaDEX Fund (FYX) 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
FYX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 762 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $742.69 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FYX | IVV | |
|---|---|---|
Strategy | FYX was created on 2007-05-08 by First Trust. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 1027.13m in AUM and 527 holdings. FYX tracks an index of small-cap stocks selected based on quantitatively driven growth and value factors. | 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 | Kosmos Energy Ltd (0.79 %) Applied Optoelectronics Inc (0.69 %) Fastly Inc Class A (0.66 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.58 % | 0.03 % |
Key Summary
FYX | IVV | |
|---|---|---|
Issuer | First Trust | iShares |
Tracking index | Nasdaq AlphaDEX Small Cap Core Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.58 % | 0.03 % |
Price | $119.07 USD | $654.09 USD |
Size | $1.058 billion | $724.282 billion |
10Y return | 163.08 % | 217.03 % |
Annual distribution yield (5Y) | 1.20 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
FYX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 762 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $742.69 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FYX | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
FYX | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |