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Compare RDVI 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 FT Vest Rising Dividend Achievers Target Income ETF (RDVI) 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
RDVI | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 746 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $790.68 |
Average age group | N/A | 26 - 35 |
Key Summary
RDVI | IVV | |
|---|---|---|
Strategy | RDVI was created on 2022-10-19 by FT Vest. The fund's investment portfolio concentrates primarily on income alternatives. The ETF currently has 2901.85m in AUM and 72 holdings. RDVI seeks a target level of current income and capital appreciation by holding a portfolio of dividend-paying US equities, while utilizing a naked call writing strategy on the S&P 500 Index or related ETF. The fund is actively managed. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m 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 | Lam Research Corp (3.97 %) Applied Materials Inc (3.53 %) KLA Corp (3.00 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.75 % | 0.03 % |
Key Summary
RDVI | IVV | |
|---|---|---|
Issuer | FT Vest | iShares |
Tracking index | NASDAQ US Rising Dividend Achievers | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.75 % | 0.03 % |
Price | $25.72 USD | $671.20 USD |
Size | $2.892 billion | $745.527 billion |
10Y return | N/A | 229.79 % |
Annual distribution yield (5Y) | 2.90 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
RDVI | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 746 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $790.68 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RDVI | IVV | |
|---|---|---|
Pros |
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Cons |
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RDVI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |