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Compare VBR 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 Vanguard Small-Cap Value ETF (VBR) 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
VBR | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 758 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,769.19 | $781.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
VBR | IVV | |
|---|---|---|
Strategy | VBR was created on 2004-01-26 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 34481.77m in AUM and 845 holdings. VBR tracks the CRSP US Small Cap Value Index. The index selects from a list of stocks in the 85-99% range of market cap, based on five value factors. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | SanDisk Corp Ordinary Shares (1.06 %) NRG Energy Inc (0.78 %) EMCOR Group Inc (0.73 %) | NVIDIA Corp (7.76 %) Apple Inc (6.51 %) Microsoft Corp (5.18 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.05 % | 0.03 % |
Key Summary
VBR | IVV | |
|---|---|---|
Issuer | Vanguard | iShares |
Tracking index | CRSP US Small Value | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.03 % |
Price | $214.37 USD | $656.48 USD |
Size | $32.833 billion | $718.709 billion |
10Y return | 113.94 % | 218.22 % |
Annual distribution yield (5Y) | 2.06 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
VBR | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 758 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,769.19 | $781.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
VBR | IVV | |
|---|---|---|
Pros |
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Cons |
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VBR | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |