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Compare SGLC 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 SGI U.S. Large Cap Core ETF (SGLC) 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
SGLC | 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
SGLC | IVV | |
|---|---|---|
Strategy | SGLC was created on 2023-03-31 by Summit Global Investments. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 155.73m in AUM and 121 holdings. SGLC is an actively-managed, non-transparent ETF that invests in US large-cap equities firms considered to be within the range of companies in the Russell 1000 and S&P 500 index. The fund utilizes the Blue Tractor non-transparent model. | 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 | NVIDIA Corp (9.41 %) Microsoft Corp (6.96 %) Apple Inc (6.39 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.85 % | 0.03 % |
Key Summary
SGLC | IVV | |
|---|---|---|
Issuer | Summit Global Investments | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.85 % | 0.03 % |
Price | $38.04 USD | $669.89 USD |
Size | $167.120 million | $745.527 billion |
10Y return | N/A | 229.15 % |
Annual distribution yield (5Y) | 9.66 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SGLC | 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
SGLC | IVV | |
|---|---|---|
Pros |
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Cons |
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SGLC | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |