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Compare OZEM 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 Roundhill ETF Trust Roundhill GLP-1 & Weight Loss ETF (OZEM) 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
OZEM | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 774 |
Median incremental investment | $0 | $0 |
Median investment frequency | Biannually | Monthly |
Median total investment | $444.36 | $787.15 |
Average age group | > 35 | 26 - 35 |
Key Summary
OZEM | IVV | |
|---|---|---|
Strategy | OZEM was created on 2024-05-21 by Roundhill. The fund's investment portfolio concentrates primarily on health care equity. The ETF currently has 55.72m in AUM and 27 holdings. OZEM is an actively managed fund that invests in companies from around the world involved in pharmaceutical drugs and supplements used for weight management. | 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 | SWISS FRANC (0 %) Eli Lilly & Co (16.07 %) Novo Nordisk A/S (13.01 %) | NVIDIA Corp (7.63 %) Apple Inc (6.65 %) Microsoft Corp (4.91 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.59 % | 0.03 % |
Key Summary
OZEM | IVV | |
|---|---|---|
Issuer | Roundhill | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.03 % |
Price | $31.54 USD | $678.16 USD |
Size | $50.393 million | $714.076 billion |
10Y return | N/A | 230.36 % |
Annual distribution yield (5Y) | 2.79 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
OZEM | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 774 |
Median incremental investment | $0 | $0 |
Median investment frequency | Biannually | Monthly |
Median total investment | $444.36 | $787.15 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
OZEM | IVV | |
|---|---|---|
Pros |
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Cons |
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OZEM | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |