Back
Compare US
Compare IWR 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 Russell Mid-Cap ETF (IWR) 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
IWR | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 791 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $828.79 |
Average age group | < 26 | 26 - 35 |
Key Summary
IWR | IVV | |
|---|---|---|
Strategy | IWR was created on 2001-07-17 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 50631.56m in AUM and 805 holdings. IWR tracks a market-cap-weighted index of the 800-smallest companies in the Russell 1000. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 747951.49m 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 | SANDISK CORP (0.98 %) CORNING INC (0.95 %) WESTERN DIGITAL CORP (0.94 %) | NVIDIA CORP (8.01 %) APPLE INC (6.48 %) MICROSOFT CORP (5.13 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.18 % | 0.03 % |
Key Summary
IWR | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | Russell Midcap | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.18 % | 0.03 % |
Price | $103.85 USD | $713.05 USD |
Size | $51.287 billion | $772.016 billion |
10Y return | 151.41 % | 240.01 % |
Annual distribution yield (5Y) | 1.38 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
IWR | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 791 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $0 | $828.79 |
Average age group | < 26 | 26 - 35 |
Pros and Cons
IWR | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
IWR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |