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Compare SMIG 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 Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) 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
SMIG | 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 | $906.19 |
Average age group | N/A | 26 - 35 |
Key Summary
SMIG | IVV | |
|---|---|---|
Strategy | SMIG was created on 2021-08-25 by Bahl & Gaynor. The fund's investment portfolio concentrates primarily on extended market equity. The ETF currently has 1441.07m in AUM and 42 holdings. SMIG is an actively managed fund that invests in US mid and small-cap companies that selects and weights securities based on the advisers assessment. | 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 | Silicon Motion Technology Corp ADR (5.18 %) Targa Resources Corp (4.74 %) Snap-on Inc (4.41 %) | NVIDIA (8.02 %) APPLE (7.50 %) MICROSOFT (5.91 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.6 % | 0.03 % |
Key Summary
SMIG | IVV | |
|---|---|---|
Issuer | Bahl & Gaynor | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.03 % |
Price | $31.62 USD | $764.00 USD |
Size | $1.433 billion | $887.043 billion |
10Y return | N/A | 254.06 % |
Annual distribution yield (5Y) | 0.64 % | 1.41 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMIG | 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 | $906.19 |
Average age group | N/A | 26 - 35 |
Pros and Cons
SMIG | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
SMIG | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |