Back
Compare US
Compare MFSV 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 MFS Active Value ETF (MFSV) 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
MFSV | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 987 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $894.20 |
Average age group | N/A | 26 - 35 |
Key Summary
MFSV | IVV | |
|---|---|---|
Strategy | MFSV was created on 2024-12-05 by MFS. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 576.19m in AUM and 62 holdings. MFSV is an actively managed portfolio of US and non-US value stocks of any market capitalization. The fund utilizes a bottom-up fundamental approach to select investments. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 902128.47m 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 | Amazon.com Inc (5.43 %) Microsoft Corp (5.11 %) JPMorgan Chase & Co (4.44 %) | NVIDIA (7.65 %) APPLE (6.91 %) MICROSOFT (5.49 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.44 % | 0.03 % |
Key Summary
MFSV | IVV | |
|---|---|---|
Issuer | MFS | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.44 % | 0.03 % |
Price | $29.82 USD | $774.03 USD |
Size | $575.490 million | $897.103 billion |
10Y return | N/A | 254.73 % |
Annual distribution yield (5Y) | 1.42 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MFSV | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 987 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $894.20 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MFSV | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
MFSV | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |