IVVB vs. IVVM
Compare and contrast key facts about iShares Large Cap Deep Buffer ETF (IVVB) and iShares Large Cap Moderate Buffer ETF (IVVM).
IVVB and IVVM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVVB is an actively managed fund by iShares. It was launched on Jun 28, 2023. IVVM is an actively managed fund by iShares. It was launched on Jun 28, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVB or IVVM.
Correlation
The correlation between IVVB and IVVM is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IVVB vs. IVVM - Performance Comparison
Key characteristics
IVVB:
2.12
IVVM:
2.27
IVVB:
2.92
IVVM:
3.04
IVVB:
1.40
IVVM:
1.47
IVVB:
3.46
IVVM:
3.25
IVVB:
13.34
IVVM:
16.61
IVVB:
1.39%
IVVM:
1.04%
IVVB:
8.73%
IVVM:
7.63%
IVVB:
-7.77%
IVVM:
-5.33%
IVVB:
-0.04%
IVVM:
-0.09%
Returns By Period
The year-to-date returns for both stocks are quite close, with IVVB having a 2.93% return and IVVM slightly lower at 2.86%.
IVVB
2.93%
2.03%
8.75%
17.49%
N/A
N/A
IVVM
2.86%
1.92%
8.80%
16.47%
N/A
N/A
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IVVB vs. IVVM - Expense Ratio Comparison
Both IVVB and IVVM have an expense ratio of 0.50%.
Risk-Adjusted Performance
IVVB vs. IVVM — Risk-Adjusted Performance Rank
IVVB
IVVM
IVVB vs. IVVM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Deep Buffer ETF (IVVB) and iShares Large Cap Moderate Buffer ETF (IVVM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
IVVB vs. IVVM - Dividend Comparison
IVVB's dividend yield for the trailing twelve months is around 0.85%, less than IVVM's 1.18% yield.
| TTM | 2024 | |
|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | 0.85% | 0.87% |
IVVM iShares Large Cap Moderate Buffer ETF | 1.18% | 1.21% |
Drawdowns
IVVB vs. IVVM - Drawdown Comparison
The maximum IVVB drawdown since its inception was -7.77%, which is greater than IVVM's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for IVVB and IVVM. For additional features, visit the drawdowns tool.
Volatility
IVVB vs. IVVM - Volatility Comparison
iShares Large Cap Deep Buffer ETF (IVVB) and iShares Large Cap Moderate Buffer ETF (IVVM) have volatilities of 1.87% and 1.87%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.