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Compare PREF 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 Principal Spectrum Preferred Securities Active ETF (PREF) 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
PREF | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.21 |
Average age group | N/A | 26 - 35 |
Key Summary
PREF | IVV | |
|---|---|---|
Strategy | PREF was created on 2017-07-10 by Principal. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 1452.31m in AUM and 147 holdings. PREF is an actively managed fund with a primary focus on $1,000 par preferred securities. | 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 | Bank of America Corp. 6.25% (2.60 %) JPMorgan Chase & Co. 6.5% (2.44 %) PNC Financial Services Group Inc. 6.25% (2.06 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.55 % | 0.03 % |
Key Summary
PREF | IVV | |
|---|---|---|
Issuer | Principal | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.55 % | 0.03 % |
Price | $18.84 USD | $658.90 USD |
Size | $1.443 billion | $714.076 billion |
10Y return | N/A | 221.46 % |
Annual distribution yield (5Y) | 1.54 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
PREF | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $767.21 |
Average age group | N/A | 26 - 35 |
Pros and Cons
PREF | IVV | |
|---|---|---|
Pros |
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Cons |
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PREF | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |