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Compare MDIV 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 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) 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
MDIV | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.59 |
Average age group | N/A | 26 - 35 |
Key Summary
MDIV | IVV | |
|---|---|---|
Strategy | MDIV was created on 2012-08-14 by First Trust. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The ETF currently has 407.48m in AUM and 123 holdings. MDIV tracks an index of equal-weighted US-listed securities, comprised of dividend-paying equities, REITs, preferred securities, MLPs, and a high-yield bond ETF. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 699597.19m 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 | First Trust Tactical High Yield ETF (20.03 %) Mach Natural Resources LP (1.78 %) TXO Partners LP (1.71 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.71 % | 0.03 % |
Key Summary
MDIV | IVV | |
|---|---|---|
Issuer | First Trust | iShares |
Tracking index | NASDAQ US Multi-Asset Diversified Income Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.71 % | 0.03 % |
Price | $16.18 USD | $657.79 USD |
Size | $400.312 million | $724.282 billion |
10Y return | -12.07 % | 216.79 % |
Annual distribution yield (5Y) | 2.09 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MDIV | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.59 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MDIV | IVV | |
|---|---|---|
Pros |
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Cons |
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MDIV | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |