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Compare ISMD 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 Inspire Small/Mid Cap ETF (ISMD) 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
ISMD | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 609 |
Median incremental investment | $0 | $0 |
Median investment frequency | Biannually | Monthly |
Median total investment | $40.96 | $967.75 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
ISMD | IVV | |
|---|---|---|
Strategy | ISMD was created on 2017-02-28 by Inspire. The fund's investment portfolio concentrates primarily on extended market equity. The ETF currently has 231.34m in AUM and 493 holdings. ISMD tracks an equal-weighted index of 500 small- and mid-cap US stocks that are screened for alignment with biblical values defined by the Issuer. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Tandem Diabetes Care Inc (0.36 %) Fluence Energy Inc Class A (0.36 %) Castle Biosciences Inc (0.35 %) | NVIDIA Corp (7.26 %) Apple Inc (7.02 %) Microsoft Corp (6.16 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.57 % | 0.03 % |
Key Summary
ISMD | IVV | |
|---|---|---|
Issuer | Inspire | iShares |
Tracking index | Inspire Small/Mid Cap Impact Equal Weight Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.57 % | 0.03 % |
Price | $39.35 USD | $684.20 USD |
Size | $232.704 million | $717.955 billion |
10Y return | N/A | 232.91 % |
Annual distribution yield (5Y) | 2.12 % | 1.36 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
ISMD | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 609 |
Median incremental investment | $0 | $0 |
Median investment frequency | Biannually | Monthly |
Median total investment | $40.96 | $967.75 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
ISMD | IVV | |
|---|---|---|
Pros |
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Cons |
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ISMD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |