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Compare OALC 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 OneAscent Large Cap Core ETF (OALC) 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
OALC | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
OALC | IVV | |
|---|---|---|
Strategy | OALC was created on 2021-11-16 by Oneascent. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 243.41m in AUM and 209 holdings. OALC is an actively-managed portfolio of US large-cap companies screened and selected for its value-based philosophy and fundamental evaluation. The fund seeks capital appreciation. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m 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 | NVIDIA Corp (7.65 %) Microsoft Corp (4.56 %) Amazon.com Inc (3.72 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.49 % | 0.03 % |
Key Summary
OALC | IVV | |
|---|---|---|
Issuer | Oneascent | iShares |
Tracking index | S&P 500 | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.49 % | 0.03 % |
Price | $39.74 USD | $742.46 USD |
Size | $243.089 million | $878.895 billion |
10Y return | N/A | 241.00 % |
Annual distribution yield (5Y) | 1.72 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
OALC | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
OALC | IVV | |
|---|---|---|
Pros |
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Cons |
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OALC | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |