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Compare MCVT 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 Miller Convertible Total Return ETF (MCVT) 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
MCVT | 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 | $906.19 |
Average age group | N/A | 26 - 35 |
Key Summary
MCVT | IVV | |
|---|---|---|
Strategy | MCVT was created on 2026-03-24 by Miller. The fund's investment portfolio concentrates primarily on broad credit fixed income. MCVT is actively managed, seeking income and capital appreciation through exposure to convertible bonds, including synthetic versions and similar instruments. Security selection is combines fundamental and quantitative research. | 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 | Datadog Inc 0% (3.34 %) Bridgebio Pharma Inc 1.75% (3.29 %) HAT Holdings I LLC and HAT Holdings II LLC 3.75% (3.00 %) | NVIDIA (8.02 %) APPLE (7.50 %) MICROSOFT (5.91 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.85 % | 0.03 % |
Key Summary
MCVT | IVV | |
|---|---|---|
Issuer | Miller | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.03 % |
Price | $26.85 USD | $764.00 USD |
Size | $28.381 million | $889.156 billion |
10Y return | N/A | 255.18 % |
Annual distribution yield (5Y) | 0.23 % | 1.41 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MCVT | 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 | $906.19 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MCVT | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
MCVT | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |