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Compare SCLZ 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 Swan Enhanced Dividend Income ETF (SCLZ) 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
SCLZ | IVV | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,015 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $910.30 |
Average age group | N/A | 26 - 35 |
Key Summary
SCLZ | IVV | |
|---|---|---|
Strategy | SCLZ was created on 2024-02-26 by Swan. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 20.2m in AUM and 74 holdings. SCLZ is actively managed, aiming for total return by investing in dividend-paying large- and mid-cap US stocks while enhancing returns through a covered call-writing options strategy. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 896648.74m in AUM and 505 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | Microsoft Corp (6.99 %) Apple Inc (6.37 %) NVIDIA Corp (6.12 %) | NVIDIA (7.87 %) APPLE (7.44 %) MICROSOFT (5.93 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.79 % | 0.03 % |
Key Summary
SCLZ | IVV | |
|---|---|---|
Issuer | Swan | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.03 % |
Price | $55.79 USD | $767.46 USD |
Size | $19.999 million | $887.043 billion |
10Y return | N/A | 257.18 % |
Annual distribution yield (5Y) | 4.09 % | 1.41 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SCLZ | IVV | |
|---|---|---|
Popularity | N/A | Medium |
Pearlers invested | 0 | 1,015 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $910.30 |
Average age group | N/A | 26 - 35 |
Pros and Cons
SCLZ | IVV | |
|---|---|---|
Pros |
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Cons |
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SCLZ | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |