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Compare USMD 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 CoreValues America First Technology ETF (USMD) 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
USMD | 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
USMD | IVV | |
|---|---|---|
Strategy | USMD was created on 2026-02-06 by CoreValues Alpha. The fund's investment portfolio concentrates primarily on theme equity. USMD is actively managed, seeking long-term capital appreciation US companies that are expected to benefit from the advancement of strategically important technologies critical to US innovation, national security, and industrial leadership. | 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 | Advanced Micro Devices Inc (8.72 %) Broadcom Inc (5.08 %) NVIDIA Corp (4.80 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.87 % | 0.03 % |
Key Summary
USMD | IVV | |
|---|---|---|
Issuer | CoreValues Alpha | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.87 % | 0.03 % |
Price | $29.29 USD | $744.58 USD |
Size | $302.113 thousand | $878.895 billion |
10Y return | 44.57 % | 241.97 % |
Annual distribution yield (5Y) | - % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
USMD | 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
USMD | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
USMD | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |