Back
Compare US
Compare XMMO 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 Invesco S&P MidCap Momentum ETF (XMMO) 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
XMMO | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $789.46 |
Average age group | > 35 | 26 - 35 |
Key Summary
XMMO | IVV | |
|---|---|---|
Strategy | XMMO was created on 2005-03-03 by Invesco. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 5788.58m in AUM and 78 holdings. XMMO tracks an index of S&P 400 MidCap stocks selected by momentum and weighted by market cap and 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 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 | Lumentum Holdings Inc (5.78 %) Curtiss-Wright Corp (4.40 %) Woodward Inc (4.06 %) | NVIDIA CORP (7.73 %) APPLE INC (6.64 %) MICROSOFT CORP (5.19 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.35 % | 0.03 % |
Key Summary
XMMO | IVV | |
|---|---|---|
Issuer | Invesco | iShares |
Tracking index | S&P MidCap 400 Momentum Index (USD) | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.35 % | 0.03 % |
Price | $142.88 USD | $665.94 USD |
Size | $5.683 billion | $745.527 billion |
10Y return | 421.49 % | 227.21 % |
Annual distribution yield (5Y) | 0.80 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
XMMO | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 749 |
Median incremental investment | $0 | $0 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $789.46 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
XMMO | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
XMMO | IVV |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |