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Compare LOHA 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 Roundhill HALO ETF (LOHA) 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
LOHA | IVV | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,015 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $910.30 |
Average age group | N/A | 26 - 35 |
Key Summary
LOHA | IVV | |
|---|---|---|
Strategy | LOHA was created on 2026-05-14 by Roundhill. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 43.44m in AUM and 102 holdings. LOHA tracks an index of US-listed companies of various market capitalization identified to withstand threats of AI disruption. The fund uses fundamental screens to select 100 companies that score high in their fitness assessment. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 896648.74m 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 | Carnival Corp Ltd (1.18 %) Lamb Weston Holdings Inc (1.17 %) Royal Caribbean Cruises Ltd (1.15 %) | NVIDIA (7.87 %) APPLE (7.44 %) MICROSOFT (5.93 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
LOHA | IVV | |
|---|---|---|
Issuer | Roundhill | iShares |
Tracking index | Akros U.S. Heavy Assets Low Obsolescence Index - USD - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $26.28 USD | $767.46 USD |
Size | $43.619 million | $887.043 billion |
10Y return | N/A | 257.18 % |
Annual distribution yield (5Y) | - % | 1.41 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
LOHA | IVV | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,015 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $910.30 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LOHA | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
LOHA | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |