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Compare IVE 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 iShares S&P 500 Value ETF (IVE) 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
IVE | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 847 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $139.91 | $846.78 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
IVE | IVV | |
|---|---|---|
Strategy | IVE was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 49943.17m in AUM and 440 holdings. IVE tracks an index of primarily large-cap US stocks. The index uses three fundamental factors to select value stocks from the S&P 500 Index. | 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 | Apple Inc (7.70 %) Amazon.com Inc (4.22 %) Exxon Mobil Corp (2.27 %) | NVIDIA Corp (8.51 %) Apple Inc (6.95 %) Microsoft Corp (4.90 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.18 % | 0.03 % |
Key Summary
IVE | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 Value | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.03 % |
Price | $228.12 USD | $753.18 USD |
Size | $49.943 billion | $827.490 billion |
10Y return | 145.77 % | 256.95 % |
Annual distribution yield (5Y) | 1.91 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
IVE | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 6 | 847 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $139.91 | $846.78 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
IVE | IVV | |
|---|---|---|
Pros |
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Cons |
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IVE | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |