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Compare RAA 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 ETF Opportunities Trust SMI 3Fourteen REAL Asset Allocation ETF (RAA) 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
RAA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 743 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $795.26 |
Average age group | N/A | 26 - 35 |
Key Summary
RAA | IVV | |
|---|---|---|
Strategy | RAA was created on 2025-02-26 by SMI Funds. The fund's investment portfolio concentrates primarily on target outcome asset allocation. RAA is an actively managed fund of funds. The strategy involves monitoring five broad asset classes and adjusting the weighting to each using various trend-following techniques. The investment objective seeks total return. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 754074.78m 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 | BNY Mellon US Large Cap Core Equity ETF (15.10 %) Vanguard Interm-Term Corp Bd ETF (9.03 %) Schwab High Yield Bond ETF (8.03 %) | NVIDIA CORP (7.50 %) APPLE INC (6.68 %) MICROSOFT CORP (5.14 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.85 % | 0.03 % |
Key Summary
RAA | IVV | |
|---|---|---|
Issuer | SMI Funds | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.03 % |
Price | $28.23 USD | $674.50 USD |
Size | $589.506 million | $757.290 billion |
10Y return | N/A | 234.98 % |
Annual distribution yield (5Y) | 2.91 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
RAA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 743 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $795.26 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RAA | IVV | |
|---|---|---|
Pros |
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Cons |
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RAA | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |