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Compare SOFR 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 Amplify Samsung SOFR ETF (SOFR) 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
SOFR | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 617 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $960.84 |
Average age group | N/A | 26 - 35 |
Key Summary
SOFR | IVV | |
|---|---|---|
Strategy | SOFR was created on 2023-11-15 by Amplify. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 359.25m in AUM and 2 holdings. SOFR is actively managed, focusing mainly on repurchase agreements (repo) with the intent to mirror the Secured Overnight Financing Rate. The fund seeks to generate higher monthly income over cash portfolios while limiting yield curve exposure. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | SOF REPO 04/11/25 4.42% 04/11/2025 (43.12 %) SOF REPO 04/11/25 4.41% 04/11/2025 (29.86 %) SOF REPO 04/11/25 4.41% 04/11/2025 (26.95 %) | NVIDIA CORP (7.81 %) APPLE INC (6.82 %) MICROSOFT CORP (6.12 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.2 % | 0.03 % |
Key Summary
SOFR | IVV | |
|---|---|---|
Issuer | Amplify | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.2 % | 0.03 % |
Price | $100.18 USD | $690.07 USD |
Size | $359.253 million | $762.360 billion |
10Y return | N/A | 233.87 % |
Annual distribution yield (5Y) | 1.37 % | 1.37 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SOFR | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 617 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $960.84 |
Average age group | N/A | 26 - 35 |
Pros and Cons
SOFR | IVV | |
|---|---|---|
Pros |
| |
Cons |
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SOFR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |