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Compare US
Compare SMDX 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 Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) 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
SMDX | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
SMDX | IVV | |
|---|---|---|
Strategy | SMDX was created on 2025-02-27 by Intech ETFs. The fund's investment portfolio concentrates primarily on extended market equity. SMDX is an actively managed fund of US small- to mid-cap companies found in the S&P 1000 Index. It utilizes volatility, correlation, profitability, and valuations to identify and select stocks. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m 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 | Jones Lang LaSalle Inc (1.09 %) United Therapeutics Corp (1.03 %) East West Bancorp Inc (0.96 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
SMDX | IVV | |
|---|---|---|
Issuer | Intech ETFs | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $26.89 USD | $742.34 USD |
Size | $130.847 million | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual distribution yield (5Y) | 2.40 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMDX | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
SMDX | IVV | |
|---|---|---|
Pros |
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Cons |
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SMDX | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |