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Compare SPHQ 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 Quality ETF (SPHQ) 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
SPHQ | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 826 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,535.35 | $864.97 |
Average age group | > 35 | 26 - 35 |
Key Summary
SPHQ | IVV | |
|---|---|---|
Strategy | SPHQ was created on 2005-12-06 by Invesco. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 17612.95m in AUM and 100 holdings. SPHQ tracks an index of US large-cap stocks selected by return on equity, changes in net operating assets and financial leverage. Stocks are weighted by these quality factors, scaled by market cap. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 817658.27m 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 | Apple Inc (4.83 %) Costco Wholesale Corp (4.82 %) Lam Research Corp (4.63 %) | NVIDIA CORP (8.59 %) APPLE INC (6.87 %) MICROSOFT CORP (4.71 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.15 % | 0.03 % |
Key Summary
SPHQ | IVV | |
|---|---|---|
Issuer | Invesco | iShares |
Tracking index | S&P 500 Quality | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.03 % |
Price | $82.63 USD | $744.58 USD |
Size | $17.613 billion | $817.658 billion |
10Y return | 236.16 % | 262.31 % |
Annual distribution yield (5Y) | 1.42 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
SPHQ | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 826 |
Median incremental investment | $0 | $0 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $1,535.35 | $864.97 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
SPHQ | IVV | |
|---|---|---|
Pros |
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Cons |
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SPHQ | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |