iShares Large Cap Moderate Buffer ETF (IVVM)
IVVM is an actively managed ETF by iShares. IVVM launched on Jun 28, 2023 and has a 0.50% expense ratio.
ETF Info
US0925287023
Jun 28, 2023
1x
No Index (Active)
Large-Cap
Growth
Expense Ratio
IVVM has an expense ratio of 0.50%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
iShares Large Cap Moderate Buffer ETF (IVVM) returned 2.83% year-to-date (YTD) and 12.23% over the past 12 months.
IVVM
2.83%
9.23%
2.36%
12.23%
N/A
N/A
N/A
^GSPC (Benchmark)
-0.63%
13.31%
-1.23%
9.83%
14.42%
14.61%
10.64%
Monthly Returns
The table below presents the monthly returns of IVVM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.95% | -0.34% | -1.88% | -0.11% | 3.28% | 2.83% | |||||||
| 2024 | 1.29% | 2.61% | 0.87% | -1.76% | 2.76% | 2.98% | 0.78% | 1.70% | 1.92% | -0.16% | 3.90% | -1.72% | 16.08% |
| 2023 | 1.86% | -0.32% | -2.39% | -0.97% | 5.71% | 1.37% | 5.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 82, IVVM is among the top 18% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Large Cap Moderate Buffer ETF (IVVM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Large Cap Moderate Buffer ETF provided a 0.60% dividend yield over the last twelve months, with an annual payout of $0.19 per share.
| Period | TTM | 2024 |
|---|---|---|
| Dividend | $0.19 | $0.19 |
Dividend yield | 0.60% | 0.62% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Large Cap Moderate Buffer ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.19 | $0.19 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Large Cap Moderate Buffer ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Large Cap Moderate Buffer ETF was 11.62%, occurring on Apr 8, 2025. Recovery took 25 trading sessions.
The current iShares Large Cap Moderate Buffer ETF drawdown is 0.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.62% | Feb 20, 2025 | 34 | Apr 8, 2025 | 25 | May 14, 2025 | 59 |
| -5.33% | Jul 17, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -4.93% | Jul 31, 2023 | 64 | Oct 27, 2023 | 12 | Nov 14, 2023 | 76 |
| -2.91% | Apr 1, 2024 | 15 | Apr 19, 2024 | 14 | May 9, 2024 | 29 |
| -2.87% | Dec 27, 2024 | 9 | Jan 10, 2025 | 23 | Feb 13, 2025 | 32 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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