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Compare UUPP 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 Principal CLO ETF (UUPP) 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
UUPP | 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
UUPP | IVV | |
|---|---|---|
Strategy | UUPP was created on 2026-05-21 by Principal. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 15.06m in AUM and 29 holdings. UUPP is an actively managed ETF investing in collateralized loan obligations (CLOs) and other floating rate securities. It uses fundamental, technical, and valuation methods to select 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 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 | APIDOS CLO XLVI LTD 5.17509% (4.52 %) Brant Point CLO 2024-3 Ltd. / Brant Point CLO 2024-3 LLC 4.94921% (4.52 %) ARES LVII CLO LTD 4.89659% (4.52 %) | NVIDIA CORP (7.85 %) APPLE INC (7.66 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.19 % | 0.03 % |
Key Summary
UUPP | IVV | |
|---|---|---|
Issuer | Principal | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.19 % | 0.03 % |
Price | $25.07 USD | $742.46 USD |
Size | $15.079 million | $878.895 billion |
10Y return | N/A | 241.37 % |
Annual distribution yield (5Y) | 1.96 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
UUPP | 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
UUPP | IVV | |
|---|---|---|
Pros |
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Cons |
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UUPP | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |