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Compare JULT 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 AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) 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
JULT | 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
JULT | IVV | |
|---|---|---|
Strategy | JULT was created on 2020-06-30 by Allianz. The fund's investment portfolio concentrates primarily on downside hedge alternatives. JULT aims for specific buffered losses and capped gains on the SPDR S&P 500 ETF Trust over a specific holdings period. The actively managed fund holds options and collateral. | 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 | SPY 06/30/2026 4.57 C 0.00000000 (103.31 %) SPY 06/30/2026 617.79 P 0.00000000 (2.62 %) SPY 06/30/2026 556.07 P 0.00000000 (-1.44 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.74 % | 0.03 % |
Key Summary
JULT | IVV | |
|---|---|---|
Issuer | Allianz | iShares |
Tracking index | SPDR S&P 500 ETF Trust - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.74 % | 0.03 % |
Price | $47.47 USD | $742.34 USD |
Size | $59.807 million | $878.895 billion |
10Y return | N/A | 241.32 % |
Annual distribution yield (5Y) | - % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
JULT | 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
JULT | IVV | |
|---|---|---|
Pros |
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Cons |
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JULT | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |