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Compare WMTI 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, shares and ETFs are a popular choice. Two options in the US are WMTI and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
WMTI | 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
WMTI | IVV | |
|---|---|---|
Strategy | WMTI was created on 2025-11-03 by REX Shares. The fund's investment portfolio concentrates primarily on consumer staples equity. WMTI seeks to provide weekly distributions through a synthetic covered call strategy on Walmart Inc. (NYSE: WMT), while also aiming for 105% to 150% of WMTs daily share price performance. WMT operates a chain of hypermarkets, discount department stores, and grocery stores, offering a wide range of products at everyday low prices. | 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 | REX WMT Growth & Income ETF (100 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.99 % | 0.03 % |
Key Summary
WMTI | IVV | |
|---|---|---|
Issuer | REX Shares | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.03 % |
Price | $20.65 USD | $742.34 USD |
Size | $15.274 million | $878.895 billion |
10Y return | N/A | 241.04 % |
Annual dividend/ distribution yield (5Y) | 2.56 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
WMTI | 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
WMTI | IVV | |
|---|---|---|
Pros |
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Cons |
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WMTI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |