Back
Compare US
Compare LQPE 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 PEO AlphaQuest Thematic PE ETF (LQPE) 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
LQPE | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 743 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $780.00 |
Average age group | N/A | 26 - 35 |
Key Summary
LQPE | IVV | |
|---|---|---|
Strategy | LQPE was created on 2025-01-28 by PEO. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 12.98m in AUM and 204 holdings. LQPE is an actively managed fund that seeks to replicate characteristics of traditional private equity funds through a portfolio of US-listed equity securities and derivatives. The fund aims for long-term capital growth and secondarily, current income. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 754074.78m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Netflix Inc (2.79 %) McKesson Corp (2.62 %) CVS Health Corp (2.48 %) | NVIDIA CORP (7.53 %) APPLE INC (6.64 %) MICROSOFT CORP (5.03 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.25 % | 0.03 % |
Key Summary
LQPE | IVV | |
|---|---|---|
Issuer | PEO | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0.03 % |
Price | $18.73 USD | $683.04 USD |
Size | $13.006 million | $757.290 billion |
10Y return | N/A | 239.58 % |
Annual distribution yield (5Y) | 1.05 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
LQPE | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 743 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $780.00 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LQPE | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
LQPE | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |