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Compare SPHB 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 Invesco S&P 500 High Beta ETF (SPHB) 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
SPHB | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $413.72 | $895.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
SPHB | IVV | |
|---|---|---|
Strategy | SPHB was created on 2011-05-05 by Invesco. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 642.98m in AUM and 102 holdings. SPHB tracks a beta-weighted index of the 100 highest-beta stocks in the S&P 500. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 759845.55m 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 | Micron Technology Inc (1.72 %) Microchip Technology Inc (1.66 %) Albemarle Corp (1.46 %) | NVIDIA CORP (7.62 %) APPLE INC (6.36 %) MICROSOFT CORP (5.75 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.25 % | 0.03 % |
Key Summary
SPHB | IVV | |
|---|---|---|
Issuer | Invesco | iShares |
Tracking index | S&P 500 High Beta Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.25 % | 0.03 % |
Price | $122.82 USD | $690.02 USD |
Size | $679.037 million | $768.435 billion |
10Y return | 389.91 % | 260.97 % |
Annual distribution yield (5Y) | 0.80 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPHB | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 5 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $413.72 | $895.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SPHB | IVV | |
|---|---|---|
Pros |
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Cons |
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SPHB | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |