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Compare SMLF 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 iShares U.S. Small Cap Equity Factor ETF (SMLF) 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
SMLF | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,364.08 | $793.64 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
SMLF | IVV | |
|---|---|---|
Strategy | SMLF was created on 2015-04-28 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 3473.68m in AUM and 835 holdings. SMLF tracks an index of small-cap US equities. Stocks are selected and weighted to increase exposure to four factors (quality, value, momentum, and low volatility). | 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 | WESTERN UNION (0 %) JACKSON FINANCIAL INC CLASS A (0 %) PREFERRED BANK (0 %) | NVIDIA CORP (7.79 %) APPLE INC (6.61 %) MICROSOFT CORP (5.23 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.15 % | 0.03 % |
Key Summary
SMLF | IVV | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | STOXX US Small Cap Equity Factor Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.03 % |
Price | $74.44 USD | $665.64 USD |
Size | $3.293 billion | $718.709 billion |
10Y return | 162.11 % | 227.95 % |
Annual distribution yield (5Y) | 1.26 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SMLF | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,364.08 | $793.64 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
SMLF | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
SMLF | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |