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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, shares are a popular choice. Two options in the US are YMAX and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
YMAX | IVV | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 601 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,680.53 | $980.25 |
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 709637.11m 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 Universe Fund of Option Income ETFs (100 %) | iShares Core S&P 500 ETF (100 %) |
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 | $10.68 USD | $692.18 USD |
Size | $760.841 million | $734.977 billion |
10Y return | N/A | 241.49 % |
Annual dividend yield (5Y) | 5.24 % | 1.41 % |
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 | 601 |
Median incremental investment | $0 | $0 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,680.53 | $980.25 |
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 |