IVVM vs. IVVB
Compare and contrast key facts about iShares Large Cap Moderate Buffer ETF (IVVM) and iShares Large Cap Deep Buffer ETF (IVVB).
IVVM and IVVB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVVM is an actively managed fund by iShares. It was launched on Jun 28, 2023. IVVB 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: IVVM or IVVB.
Correlation
The correlation between IVVM and IVVB 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
IVVM vs. IVVB - Performance Comparison
Key characteristics
IVVM:
0.90
IVVB:
0.74
IVVM:
1.34
IVVB:
1.10
IVVM:
1.22
IVVB:
1.15
IVVM:
1.04
IVVB:
0.68
IVVM:
5.12
IVVB:
2.68
IVVM:
2.36%
IVVB:
3.32%
IVVM:
13.54%
IVVB:
12.11%
IVVM:
-11.62%
IVVB:
-13.08%
IVVM:
-3.80%
IVVB:
-7.66%
Returns By Period
In the year-to-date period, IVVM achieves a -0.89% return, which is significantly higher than IVVB's -4.65% return.
IVVM
-0.89%
-0.15%
0.61%
11.69%
N/A
N/A
IVVB
-4.65%
-0.51%
-3.68%
8.55%
N/A
N/A
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IVVM vs. IVVB - Expense Ratio Comparison
Both IVVM and IVVB have an expense ratio of 0.50%.
Risk-Adjusted Performance
IVVM vs. IVVB — Risk-Adjusted Performance Rank
IVVM
IVVB
IVVM vs. IVVB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Moderate Buffer ETF (IVVM) and iShares Large Cap Deep Buffer ETF (IVVB). 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
IVVM vs. IVVB - Dividend Comparison
IVVM's dividend yield for the trailing twelve months is around 0.62%, less than IVVB's 0.91% yield.
| TTM | 2024 | |
|---|---|---|
IVVM iShares Large Cap Moderate Buffer ETF | 0.62% | 0.62% |
IVVB iShares Large Cap Deep Buffer ETF | 0.91% | 0.87% |
Drawdowns
IVVM vs. IVVB - Drawdown Comparison
The maximum IVVM drawdown since its inception was -11.62%, smaller than the maximum IVVB drawdown of -13.08%. Use the drawdown chart below to compare losses from any high point for IVVM and IVVB. For additional features, visit the drawdowns tool.
Volatility
IVVM vs. IVVB - Volatility Comparison
iShares Large Cap Moderate Buffer ETF (IVVM) has a higher volatility of 10.93% compared to iShares Large Cap Deep Buffer ETF (IVVB) at 7.86%. This indicates that IVVM's price experiences larger fluctuations and is considered to be riskier than IVVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.