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Compare YMAX 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 YieldMax Universe Fund of Option Income ETFs (YMAX) 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
YMAX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,542.06 | $895.52 |
Average age group | > 35 | 26 - 35 |
Key Summary
YMAX | IVV | |
|---|---|---|
Strategy | YMAX was created on 2024-01-17 by YieldMax. The fund's investment portfolio concentrates primarily on total market equity. YMAX is an actively managed fund-of-funds that invests in shares of other YieldMax ETFs. The underlying ETFs seek to provide current income and capped gains on select securities through a synthetic covered call strategy. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 759845.55m 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 | YieldMax BABA Option Income Strategy ETF (2.99 %) YieldMax MRNA Option Income Strategy ETF (2.97 %) YieldMax TSM Option Inc Strat ETF (2.97 %) | NVIDIA CORP (7.62 %) APPLE INC (6.36 %) MICROSOFT CORP (5.75 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.28 % | 0.03 % |
Key Summary
YMAX | IVV | |
|---|---|---|
Issuer | YieldMax | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 1.28 % | 0.03 % |
Price | $9.80 USD | $681.72 USD |
Size | $629.287 million | $768.435 billion |
10Y return | N/A | 263.91 % |
Annual distribution yield (5Y) | 5.22 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
YMAX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 662 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,542.06 | $895.52 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
YMAX | IVV | |
|---|---|---|
Pros |
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Cons |
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YMAX | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |