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Compare WAMA 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 Trust WisdomTree US Adaptive Moving Average Fund (WAMA) 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
WAMA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 819 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $833.69 |
Average age group | N/A | 26 - 35 |
Key Summary
WAMA | IVV | |
|---|---|---|
Strategy | WAMA was created on 2026-03-12 by WisdomTree. The fund's investment portfolio concentrates primarily on target outcome asset allocation. WAMA tracks an index that utilizes a 200-day moving average strategy to dynamically switch investments between US equities and short-term treasury bills. Selection and weighting are based on momentum. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 817658.27m 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 | NVIDIA Corp (8.25 %) Alphabet Inc Class A (7.45 %) Apple Inc (6.83 %) | NVIDIA CORP (8.24 %) APPLE INC (6.78 %) MICROSOFT CORP (4.86 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.32 % | 0.03 % |
Key Summary
WAMA | IVV | |
|---|---|---|
Issuer | WisdomTree | iShares |
Tracking index | WisdomTree U.S. Adaptive Moving Average Index - USD - Benchmark TR Gross | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.32 % | 0.03 % |
Price | $25.76 USD | $737.49 USD |
Size | $183.581 million | $817.658 billion |
10Y return | N/A | 255.46 % |
Annual distribution yield (5Y) | - % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
WAMA | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 819 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $833.69 |
Average age group | N/A | 26 - 35 |
Pros and Cons
WAMA | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
WAMA | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |