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Compare US
Compare OVS 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 Overlay Shares Small Cap Equity ETF (OVS) 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
OVS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.59 |
Average age group | N/A | 26 - 35 |
Key Summary
OVS | IVV | |
|---|---|---|
Strategy | OVS was created on 2019-09-30 by Overlay Shares. The fund's investment portfolio concentrates primarily on small cap equity. OVS is actively managed to provide exposure to small cap U.S. equities combined with a put spread option overlay strategy. | 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 | iShares Core S&P Small-Cap ETF (100.43 %) First American Government Obligs X (0.85 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.83 % | 0.03 % |
Key Summary
OVS | IVV | |
|---|---|---|
Issuer | Overlay Shares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.83 % | 0.03 % |
Price | $36.59 USD | $657.79 USD |
Size | $18.865 million | $724.282 billion |
10Y return | N/A | 216.79 % |
Annual distribution yield (5Y) | 3.46 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
OVS | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.59 |
Average age group | N/A | 26 - 35 |
Pros and Cons
OVS | IVV | |
|---|---|---|
Pros |
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Cons |
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OVS | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |