Back
Compare US
Compare HOLD 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, shares and ETFs are a popular choice. Two options in the US are HOLD and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
HOLD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 858 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $827.76 |
Average age group | N/A | 26 - 35 |
Key Summary
HOLD | IVV | |
|---|---|---|
Strategy | HOLD was created on 2025-08-13 by Harbor. The fund's investment portfolio concentrates primarily on target outcome asset allocation. HOLD employs two strategies: a passive equity strategy that replicates a US large-cap index and a trend-following, managed futures strategy that applies a quantitative framework to various asset classes. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 827490.17m in AUM and 504 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Harbor Alpha Layering ETF (100 %) | NVIDIA Corp (8.04 %) Apple Inc (7.02 %) Microsoft Corp (4.89 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.7 % | 0.03 % |
Key Summary
HOLD | IVV | |
|---|---|---|
Issuer | Harbor | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.7 % | 0.03 % |
Price | $34.13 USD | $741.63 USD |
Size | $8.660 million | $851.402 billion |
10Y return | -65.71 % | 248.43 % |
Annual dividend/ distribution yield (5Y) | 1.43 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
HOLD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 858 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $827.76 |
Average age group | N/A | 26 - 35 |
Pros and Cons
HOLD | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
HOLD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |