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Compare MTUM 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 iShares MSCI USA Momentum Factor ETF (MTUM) 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
MTUM | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 881 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,215.47 | $862.13 |
Average age group | > 35 | 26 - 35 |
Key Summary
MTUM | IVV | |
|---|---|---|
Strategy | MTUM was created on 2013-04-16 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 27061.75m in AUM and 128 holdings. MTUM tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 793216.81m 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 | MICRON TECHNOLOGY INC (7.50 %) INTEL CORPORATION (5.50 %) ADVANCED MICRO DEVICES INC (5.14 %) | NVIDIA CORP (7.86 %) APPLE INC (6.78 %) MICROSOFT CORP (4.24 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.15 % | 0.03 % |
Key Summary
MTUM | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | MSCI USA Momentum SR Variant Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.03 % |
Price | $330.47 USD | $741.71 USD |
Size | $27.332 billion | $828.929 billion |
10Y return | 342.93 % | 263.42 % |
Annual distribution yield (5Y) | 1.14 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MTUM | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 881 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,215.47 | $862.13 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MTUM | IVV | |
|---|---|---|
Pros |
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Cons |
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MTUM | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |