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Compare MUNX 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 MUNX and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MUNX | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 828 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $853.31 |
Average age group | N/A | 26 - 35 |
Key Summary
MUNX | IVV | |
|---|---|---|
Strategy | MUNX was created on 2025-10-29 by AMG Funds. The fund's investment portfolio concentrates primarily on broad credit fixed income. MUNX is an actively managed ETF aiming to provide current income, exempt from federal income tax, by investing in municipal bonds. The fund targets intermediate-term, but has the flexibility to invest across sectors, duration, and credit quality. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 817658.27m 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 | AMG GW&K Muni Income ETF (100 %) | NVIDIA CORP (8.90 %) APPLE INC (6.80 %) MICROSOFT CORP (4.72 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.29 % | 0.03 % |
Key Summary
MUNX | IVV | |
|---|---|---|
Issuer | AMG Funds | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.29 % | 0.03 % |
Price | $24.83 USD | $740.97 USD |
Size | $17.935 million | $829.421 billion |
10Y return | N/A | 256.96 % |
Annual dividend/ distribution yield (5Y) | 1.10 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
MUNX | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 828 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $853.31 |
Average age group | N/A | 26 - 35 |
Pros and Cons
MUNX | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
MUNX | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |