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Compare INCM 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 Franklin Income Focus ETF (INCM) 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
INCM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
INCM | IVV | |
|---|---|---|
Strategy | INCM was created on 2023-06-08 by Franklin. The fund's investment portfolio concentrates primarily on target outcome asset allocation. INCM actively manages a diversified portfolio of equities and debt securities. The fund seeks to maximize income over a full market cycle by utilizing income generation strategies and investing opportunistically across various assets classes, markets, and sectors. | 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 | Procter & Gamble Co (1.92 %) Franklin Instl U.S. Govt Mny Mkt Fund (1.89 %) Verizon Communications Inc (1.55 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.38 % | 0.03 % |
Key Summary
INCM | IVV | |
|---|---|---|
Issuer | Franklin | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.38 % | 0.03 % |
Price | $29.06 USD | $742.34 USD |
Size | $1.692 billion | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual distribution yield (5Y) | 1.73 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
INCM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
INCM | IVV | |
|---|---|---|
Pros |
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Cons |
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INCM | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |