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Compare XYZY 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 XYZY and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
XYZY | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 623 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $953.90 |
Average age group | N/A | 26 - 35 |
Key Summary
XYZY | IVV | |
|---|---|---|
Strategy | XYZY was created on 2023-10-10 by YieldMax. The fund's investment portfolio concentrates primarily on financials equity. XYZY seeks to provide current income and capped gains on the Block stock (XYZ) through a synthetic covered call strategy, collateralized by cash and US Treasurys. The actively managed fund uses both standardized exchange-traded and FLEX options. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | YieldMax XYZ Option Income Strategy ETF (100 %) | NVIDIA CORP (7.73 %) APPLE INC (6.84 %) MICROSOFT CORP (6.14 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.44 % | 0.03 % |
Key Summary
XYZY | IVV | |
|---|---|---|
Issuer | YieldMax | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.44 % | 0.03 % |
Price | $34.00 USD | $685.50 USD |
Size | $45.873 million | $762.360 billion |
10Y return | N/A | 234.96 % |
Annual dividend/ distribution yield (5Y) | 7.83 % | 1.37 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
XYZY | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 623 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $953.90 |
Average age group | N/A | 26 - 35 |
Pros and Cons
XYZY | IVV | |
|---|---|---|
Pros |
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Cons |
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XYZY | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |