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Compare USFR 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 WisdomTree Floating Rate Treasury Fund (USFR) 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
USFR | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 881 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,728.36 | $862.13 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
USFR | IVV | |
|---|---|---|
Strategy | USFR was created on 2014-02-04 by WisdomTree. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 17566.16m in AUM and 5 holdings. USFR tracks a market-value-weighted index of US Treasury floating-rate securities. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 793216.81m 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 | United States Treasury Notes 3.86% (27.24 %) United States Treasury Notes 3.83% (27.22 %) United States Treasury Notes 3.77% (27.20 %) | NVIDIA CORP (7.86 %) APPLE INC (6.78 %) MICROSOFT CORP (4.24 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.15 % | 0.03 % |
Key Summary
USFR | IVV | |
|---|---|---|
Issuer | WisdomTree | iShares |
Tracking index | Bloomberg US Treasury Floating Rate Bond | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.15 % | 0.03 % |
Price | $50.47 USD | $741.42 USD |
Size | $17.455 billion | $828.929 billion |
10Y return | -49.29 % | 263.28 % |
Annual distribution yield (5Y) | 1.40 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
USFR | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 881 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $7,728.36 | $862.13 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
USFR | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
USFR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |