ETF profile
iShares Large Cap Moderate Quarterly Laddered ETF (IVVM)
Watchlist
ETF overview
This iShares ETF is designed to track the stock price returns of the iShares Core S&P 500 ETF. While it sets an approximate ceiling on how much it can gain, it simultaneously aims to shield investors from significant losses.
Current price
38.18 USD+0.42%
Close 21 Oct 2026Interval
BenchmarksFund facts
- Expense ratio
- 0.53%
- Fund assets
- 196.24M USD (all share classes)
- Issuer
- iShares
- Inception date
- Jun 28, 2023
- Number of holdings
- 10
Breakdown
Holdings (10)
| Name | Ticker | Weight |
|---|---|---|
| ISHARES CORE S&P ETF TRUST | IVV | 99.35% |
| JAN27 IVV US P @ 765.85 | 0.63% | |
| DEC26 IVV US P @ 770.74 | 0.47% | |
| NOV26 IVV US P @ 750.32 | 0.11% | |
| NOV26 IVV US P @ 712.8 | -0.03% | |
| DEC26 IVV US C @ 809.35 | -0.11% | |
| NOV26 IVV US C @ 788.96 | -0.13% | |
| DEC26 IVV US P @ 732.2 | -0.18% | |
| JAN27 IVV US C @ 807.21 | -0.31% | |
| JAN27 IVV US P @ 727.56 | -0.32% |
Similar ETFs
- Simplify Hedged Equity ETFHEQT · Overlap 99% · Expense ratio 0.53%
- Defiance S&P 500 Target Income ETFSPYT · Overlap 99% · Expense ratio 0.92%
- iShares Trust - iShares Large Cap Max Buffer Jun ETFMAXJ · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Deep Quarterly Laddered ETFIVVB · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Max Buffer Dec ETFDMAX · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Max Buffer Mar ETFMMAX · Overlap 99% · Expense ratio 0.53%
- iShares Trust - iShares Large Cap 10% Target Buffer Dec ETFTEND · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Max Buffer Sep ETFSMAX · Overlap 99% · Expense ratio 0.53%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
iShares Large Cap Moderate Quarterly Laddered ETF (IVVM)
IVVM · CBOE
38.18 USD+0.42%
Sign up to track this ETFBenchmarks
Fund facts
- Expense ratio
- 0.53%
- Fund assets
- 196.24M USD (all share classes)
- Issuer
- iShares
- Inception date
- Jun 28, 2023
- Number of holdings
- 10
Breakdown
Holdings (10)
| Name | Ticker | Weight |
|---|---|---|
| ISHARES CORE S&P ETF TRUST | IVV | 99.35% |
| JAN27 IVV US P @ 765.85 | 0.63% | |
| DEC26 IVV US P @ 770.74 | 0.47% | |
| NOV26 IVV US P @ 750.32 | 0.11% | |
| NOV26 IVV US P @ 712.8 | -0.03% | |
| DEC26 IVV US C @ 809.35 | -0.11% | |
| NOV26 IVV US C @ 788.96 | -0.13% | |
| DEC26 IVV US P @ 732.2 | -0.18% | |
| JAN27 IVV US C @ 807.21 | -0.31% | |
| JAN27 IVV US P @ 727.56 | -0.32% |
ETF overview
This iShares ETF is designed to track the stock price returns of the iShares Core S&P 500 ETF. While it sets an approximate ceiling on how much it can gain, it simultaneously aims to shield investors from significant losses.
- Simplify Hedged Equity ETFHEQT · Overlap 99% · Expense ratio 0.53%
- Defiance S&P 500 Target Income ETFSPYT · Overlap 99% · Expense ratio 0.92%
- iShares Trust - iShares Large Cap Max Buffer Jun ETFMAXJ · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Deep Quarterly Laddered ETFIVVB · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Max Buffer Dec ETFDMAX · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Max Buffer Mar ETFMMAX · Overlap 99% · Expense ratio 0.53%
- iShares Trust - iShares Large Cap 10% Target Buffer Dec ETFTEND · Overlap 99% · Expense ratio 0.53%
- iShares Large Cap Max Buffer Sep ETFSMAX · Overlap 99% · Expense ratio 0.53%
Overlap is the share of assets the two funds hold in common.
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