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Compare ZHDG 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 ZHDG and IVV. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
ZHDG | 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
ZHDG | IVV | |
|---|---|---|
Strategy | ZHDG was created on 2021-07-06 by ZEGA. The fund's investment portfolio concentrates primarily on target outcome asset allocation. ZHDG is an actively-managed options strategy that provides S&P 500 equity exposure while attempting to mitigate downside risk. The fund uses options and a broad range of fixed income securities to pursue its investment objective. | 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 | Zega Buy & Hedge ETF (100 %) | NVIDIA CORP (7.92 %) APPLE INC (7.40 %) MICROSOFT CORP (4.44 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 0.03 % |
Key Summary
ZHDG | IVV | |
|---|---|---|
Issuer | ZEGA | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.03 % |
Price | $23.27 USD | $742.34 USD |
Size | $35.280 million | $878.895 billion |
10Y return | N/A | 241.32 % |
Annual dividend/ distribution yield (5Y) | 9.25 % | 1.42 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
ZHDG | 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
ZHDG | IVV | |
|---|---|---|
Pros |
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Cons |
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ZHDG | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |