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Compare MBS 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, shares and ETFs are a popular choice. Two options in the US are MBS and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MBS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 791 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $831.70 |
Average age group | N/A | 26 - 35 |
Key Summary
MBS | IVV | |
|---|---|---|
Strategy | MBS was created on 2024-02-20 by Angel Oak. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 153.69m in AUM and 130 holdings. MBS is actively managed, seekingtotal returns through investments in various US mortgage-backed securities (MBS) of any credit quality and maturity. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 747951.49m 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 | Angel Oak Funds Trust Angel Oak Mortgage-Backed Securities ETF (100 %) | NVIDIA CORP (8.01 %) APPLE INC (6.48 %) MICROSOFT CORP (5.13 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.49 % | 0.03 % |
Key Summary
MBS | IVV | |
|---|---|---|
Issuer | Angel Oak | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.03 % |
Price | $8.74 USD | $710.00 USD |
Size | $154.004 million | $772.016 billion |
10Y return | N/A | 238.53 % |
Annual dividend/ distribution yield (5Y) | 1.73 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MBS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 791 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $831.70 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MBS | IVV | |
|---|---|---|
Pros |
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Cons |
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MBS | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |