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Compare RISR 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 FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) 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
RISR | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 869 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $816.25 |
Average age group | N/A | 26 - 35 |
Key Summary
RISR | IVV | |
|---|---|---|
Strategy | RISR was created on 2021-09-30 by FolioBeyond. The fund's investment portfolio concentrates primarily on spreads alternatives. The ETF currently has 248.31m in AUM and 114 holdings. RISR is actively managed, seeking to provide income and protect against rising interest rates through exposure to interest-only MBS and US Treasury bonds. Investments in MBS IOs have a duration between -3 and -10 years, while the US Treasury bonds have a positive duration. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 827490.17m in AUM and 504 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Government National Mortgage Association (3.27 %) Government National Mortgage Association (2.92 %) Government National Mortgage Association (2.70 %) | NVIDIA CORP (7.96 %) APPLE INC (6.95 %) MICROSOFT CORP (4.80 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.04 % | 0.03 % |
Key Summary
RISR | IVV | |
|---|---|---|
Issuer | FolioBeyond | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.04 % | 0.03 % |
Price | $36.37 USD | $742.66 USD |
Size | $251.263 million | $851.402 billion |
10Y return | N/A | 252.15 % |
Annual distribution yield (5Y) | 1.91 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
RISR | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 869 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $816.25 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RISR | IVV | |
|---|---|---|
Pros |
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Cons |
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RISR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |