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Compare JPEF 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 J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Focus ETF (JPEF) 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
JPEF | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 852 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $852.04 |
Average age group | N/A | 26 - 35 |
Key Summary
JPEF | IVV | |
|---|---|---|
Strategy | JPEF was created on 2023-07-28 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 1930.6m in AUM and 42 holdings. JPEF is an actively managed ETF that provides exposure to a narrow basket of US stocks. Selection integrates ESG factors to their bottom-up fundamental analysis. | 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 | NVIDIA CORP COMMON STOCK (9.26 %) ALPHABET INC-CL C - (6.82 %) AMAZON.COM INC COMMON (5.15 %) | NVIDIA Corp (8.51 %) Apple Inc (6.95 %) Microsoft Corp (4.90 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.44 % | 0.03 % |
Key Summary
JPEF | IVV | |
|---|---|---|
Issuer | JPMorgan | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.44 % | 0.03 % |
Price | $80.82 USD | $759.87 USD |
Size | $1.946 billion | $836.183 billion |
10Y return | N/A | 260.13 % |
Annual distribution yield (5Y) | 1.79 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPEF | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 852 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $852.04 |
Average age group | N/A | 26 - 35 |
Pros and Cons
JPEF | IVV | |
|---|---|---|
Pros |
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Cons |
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JPEF | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |