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Compare XTRE 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 XTRE and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XTRE | 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
XTRE | IVV | |
|---|---|---|
Strategy | XTRE was created on 2022-09-13 by BondBloxx. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 179.81m in AUM and 74 holdings. XTRE is passively managed to invest in a portfolio of US Treasury securities with a target duration of three years. | 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 | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (100 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.05 % | 0.03 % |
Key Summary
XTRE | IVV | |
|---|---|---|
Issuer | BondBloxx | iShares |
Tracking index | Bloomberg US Treasury 3 Year Target Duration Index | S&P 500 |
Asset class | ETF | ETF |
Management fee | 0.05 % | 0.03 % |
Price | $48.72 USD | $742.34 USD |
Size | $179.781 million | $878.895 billion |
10Y return | N/A | 241.13 % |
Annual dividend/ distribution yield (5Y) | 1.35 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
XTRE | 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
XTRE | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
XTRE | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |