Back
Compare US
Compare XRMI 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 Global X S&P 500 Risk Managed Income ETF (XRMI) 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
XRMI | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 791 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $828.79 |
Average age group | N/A | 26 - 35 |
Key Summary
XRMI | IVV | |
|---|---|---|
Strategy | XRMI was created on 2021-08-25 by Global X. The fund's investment portfolio concentrates primarily on income alternatives. The ETF currently has 48.72m in AUM and 505 holdings. XRMI tracks an index that holds S&P 500 stocks combined with an options collar strategy. The fund buys 5% OTM put options and sells ATM covered call options on a monthly basis. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 747951.49m 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 | NVIDIA Corp (8.13 %) Apple Inc (6.59 %) Microsoft Corp (5.18 %) | NVIDIA CORP (8.01 %) APPLE INC (6.48 %) MICROSOFT CORP (5.13 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.6 % | 0.03 % |
Key Summary
XRMI | IVV | |
|---|---|---|
Issuer | Global X | iShares |
Tracking index | Cboe SP 500 Risk Managed Income Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.6 % | 0.03 % |
Price | $17.11 USD | $712.91 USD |
Size | $48.731 million | $772.016 billion |
10Y return | N/A | 239.87 % |
Annual distribution yield (5Y) | 3.88 % | 1.43 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
XRMI | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 791 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $828.79 |
Average age group | N/A | 26 - 35 |
Pros and Cons
XRMI | IVV | |
|---|---|---|
Pros |
|
|
Cons |
|
|
XRMI | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |