Back
Compare US
Compare TAFM 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, shares and ETFs are a popular choice. Two options in the US are TAFM and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
TAFM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Key Summary
TAFM | IVV | |
|---|---|---|
Strategy | TAFM was created on 2023-12-13 by AB Funds. The fund's investment portfolio concentrates primarily on broad credit fixed income. The ETF currently has 683.65m in AUM and 600 holdings. TAFM is an actively managed ETF that primarily invests in investment grade municipal bonds from the US. The fund seeks to maintain an effective duration of 4 to 7 years. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 885970.5m 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 | AB Tax-Aware Intermediate Municipal ETF (100 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.28 % | 0.03 % |
Key Summary
TAFM | IVV | |
|---|---|---|
Issuer | AB Funds | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.28 % | 0.03 % |
Price | $25.14 USD | $742.34 USD |
Size | $697.287 million | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual dividend/ distribution yield (5Y) | 1.15 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
TAFM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 937 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $862.48 |
Average age group | N/A | 26 - 35 |
Pros and Cons
TAFM | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
TAFM | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |