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Compare SHLD 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 Global X Defense Tech ETF (SHLD) 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
SHLD | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $349.33 | $767.21 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SHLD | IVV | |
|---|---|---|
Strategy | SHLD was created on 2023-09-11 by Global X. The fund's investment portfolio concentrates primarily on industrials equity. The ETF currently has 8240.18m in AUM and 50 holdings. SHLD tracks a modified market-cap weighted index of the top 50 pure-play defense technology companies from around the world. These companies are considered best positioned to benefit from increased governmental defense spending. | 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 | Lockheed Martin Corp (9.06 %) RTX Corp (7.77 %) General Dynamics Corp (7.17 %) | NVIDIA CORP (7.45 %) APPLE INC (6.68 %) MICROSOFT CORP (4.85 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.5 % | 0.03 % |
Key Summary
SHLD | IVV | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | Global X Defense Tech Index - Benchmark TR Net | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.5 % | 0.03 % |
Price | $74.09 USD | $658.90 USD |
Size | $8.260 billion | $714.076 billion |
10Y return | N/A | 221.46 % |
Annual distribution yield (5Y) | 0.74 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SHLD | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 102 | 770 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $349.33 | $767.21 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SHLD | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
SHLD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |