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Compare OEFA 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 ALPS O'Shares International Developed Quality Dividend ETF (OEFA) 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
OEFA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 763 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $770.84 |
Average age group | N/A | 26 - 35 |
Key Summary
OEFA | IVV | |
|---|---|---|
Strategy | OEFA was created on 2015-08-19 by ALPS. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 37.88m in AUM and 52 holdings. OEFA seeks to track an index of large- and mid-cap dividend-paying companies from developed markets outside the US, screened for quality, low volatility, yield, and dividend sustainability. | 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 | ASML Holding NV (5.70 %) Novartis AG (3.78 %) HSBC Holdings PLC (3.73 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.48 % | 0.03 % |
Key Summary
OEFA | IVV | |
|---|---|---|
Issuer | ALPS | iShares |
Tracking index | O'Shares International Developed Quality Dividend Index - Benchmark TR Net | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.48 % | 0.03 % |
Price | $32.07 USD | $660.03 USD |
Size | $36.363 million | $724.282 billion |
10Y return | 37.86 % | 219.91 % |
Annual distribution yield (5Y) | 1.93 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
OEFA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 763 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $770.84 |
Average age group | N/A | 26 - 35 |
Pros and Cons
OEFA | IVV | |
|---|---|---|
Pros |
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Cons |
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OEFA | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |