Back
Compare US
Compare KBWD 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 Invesco Exchange-Traded Fund Trust II Invesco KBW High Dividend Yield Financial ETF (KBWD) 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
KBWD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 609 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $958.39 |
Average age group | N/A | 26 - 35 |
Key Summary
KBWD | IVV | |
|---|---|---|
Strategy | KBWD was created on 2010-12-02 by Invesco. The fund's investment portfolio concentrates primarily on financials equity. The ETF currently has 423.51m in AUM and 42 holdings. KBWD tracks a dividend-yield-weighted index of US financial firms. | 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 | Orchid Island Capital Inc (5.06 %) ARMOUR Residential REIT Inc (5.01 %) Invesco Mortgage Capital Inc (4.44 %) | NVIDIA Corp (7.26 %) Apple Inc (7.02 %) Microsoft Corp (6.16 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 4.93 % | 0.03 % |
Key Summary
KBWD | IVV | |
|---|---|---|
Issuer | Invesco | iShares |
Tracking index | KBW Nasdaq Financial Sector Dividend Yield Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 4.93 % | 0.03 % |
Price | $13.64 USD | $690.94 USD |
Size | $426.358 million | $717.955 billion |
10Y return | -36.94 % | 234.54 % |
Annual distribution yield (5Y) | 3.73 % | 1.36 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
KBWD | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 609 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $958.39 |
Average age group | N/A | 26 - 35 |
Pros and Cons
KBWD | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
KBWD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |