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Compare SDVY 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 First Trust Exchange-Traded Fund VI First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) 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
SDVY | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | Biannually | Monthly |
Median total investment | $386.30 | $767.59 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SDVY | IVV | |
|---|---|---|
Strategy | SDVY was created on 2017-11-01 by First Trust. The fund's investment portfolio concentrates primarily on extended market equity. The ETF currently has 10026.92m in AUM and 176 holdings. SDVY tracks an equal-weighted index of small- and mid-cap US companies with historically increasing dividends and that meet various fundamental criteria. | 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 | Comfort Systems USA Inc (1.49 %) Clear Secure Inc Ordinary Shares Class A (1.32 %) EnerSys (1.24 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.59 % | 0.03 % |
Key Summary
SDVY | IVV | |
|---|---|---|
Issuer | First Trust | iShares |
Tracking index | Nasdaq US Small Mid Cap Rising Dividend Achievers Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.59 % | 0.03 % |
Price | $39.75 USD | $657.79 USD |
Size | $10.209 billion | $724.282 billion |
10Y return | N/A | 216.79 % |
Annual distribution yield (5Y) | 1.75 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SDVY | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 767 |
Median incremental investment | $0 | $0 |
Median investment frequency | Biannually | Monthly |
Median total investment | $386.30 | $767.59 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SDVY | IVV | |
|---|---|---|
Pros |
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Cons |
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SDVY | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |