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Compare UPAR 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 UPAR Ultra Risk Parity ETF (UPAR) 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
UPAR | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 936 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $864.51 |
Average age group | N/A | 26 - 35 |
Key Summary
UPAR | IVV | |
|---|---|---|
Strategy | UPAR was created on 2022-01-03 by Evoke. The fund's investment portfolio concentrates primarily on global macro alternatives. UPAR is actively managed to provide leveraged exposure to an index that allocates to four major asset classes: global equities, US Treasurys, commodities and TIPS based on risk parity. | 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 | ExxonMobil Holdings Corp (1.93 %) Deere & Co (1.79 %) BHP Group Ltd ADR (1.18 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.68 % | 0.03 % |
Key Summary
UPAR | IVV | |
|---|---|---|
Issuer | Evoke | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.68 % | 0.03 % |
Price | $15.76 USD | $744.88 USD |
Size | $59.423 million | $878.895 billion |
10Y return | N/A | 242.11 % |
Annual distribution yield (5Y) | 3.65 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
UPAR | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 936 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $864.51 |
Average age group | N/A | 26 - 35 |
Pros and Cons
UPAR | IVV | |
|---|---|---|
Pros |
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Cons |
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UPAR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |