HEQTvsIVVMETF Comparison
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Simplify Hedged Equity ETF (HEQT) and iShares Large Cap Moderate Buffer ETF (IVVM) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. HEQT is less expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.53% for IVVM. HEQT is up 4.21% year-to-date (YTD) with -$28M in YTD flows. IVVM performs better with 5.31% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of HEQT and IVVM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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HEQT vs IVVM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | HEQT IVVM | +0.13%+0.20% | +3.79%+5.65% | +4.21%+5.31% | +13.25%+14.86% | +44.20%n/a | n/an/a |
| Flows | HEQT IVVM | -$8M+$3M | -$29M+$8M | -$28M+$9M | -$53M+$59M | +$142M- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | HEQT IVVM | +7.17%+8.79% | +6.20%+7.09% | +7.61%n/a | n/an/a |
| Max drawdown | HEQT IVVM | -3.80%-3.62% | -5.27%-5.18% | -10.18%n/a | n/an/a |
| Max drawdown duration | HEQT IVVM | 30d27d | 49d72d | 149dn/a | n/an/a |
Trading data
HEQT | IVVM | |
Last sale 6/12/2026 at 3:45 PM | $33.31 | $36.60 |
| Previous close 06/11/2026 | $33.24 | $36.34 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/12/2026 at 3:45 PM
Live
Closed
HEQT | IVVM | |
|---|---|---|
| Last price | $33.31 | $36.60 |
| 1D performance | +0.21% | +0.71% |
| AuM | $314.32 M | $165.39 M |
| E/R | 0.2% | 0.53% |
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Exposure
Countries
HEQT
USA
99.49%
Other
0.51%
IVVM
USA
98.54%
Other
1.46%
Sectors
HEQT
Information Techn.
36.54%
Communication Ser.
11.24%
Consumer Discreti.
10.35%
Financials
10.13%
Health Care
8.57%
Industrials
8.27%
Other
14.89%
IVVM
Information Techn.
36.2%
Communication Ser.
11.13%
Consumer Discreti.
10.25%
Financials
10.03%
Health Care
8.49%
Industrials
8.19%
Other
15.7%
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Diversification
HEQT
Total weight of top 15 holdings out of 15
44.94%
IVVM
Total weight of top 15 holdings out of 15
44.52%
Top 15 holdings
Data as of April 30, 2026
HEQT
NVIDIA
8.03%
APPLE
6.60%
MICROSOFT-T
5.02%
AMAZON.COM INC
4.29%
ALPHABET INC-CL
3.71%
BROADCOM LIMITED
3.28%
ALPHABET INC-CL
2.96%
META PLATFORMS
2.22%
TESLA
1.78%
BERKSHIRE HATHWAY
1.44%
JPMORGAN CHASE
1.40%
LILLY
1.23%
EXXON
1.07%
MICRON TECHNOLOGY
0.96%
WALMART INC
0.96%
IVVM
NVIDIA
7.96%
APPLE
6.54%
MICROSOFT-T
4.97%
AMAZON.COM INC
4.25%
ALPHABET INC-CL
3.68%
BROADCOM LIMITED
3.25%
ALPHABET INC-CL
2.93%
META PLATFORMS
2.20%
TESLA
1.76%
BERKSHIRE HATHWAY
1.43%
JPMORGAN CHASE
1.39%
LILLY
1.22%
EXXON
1.06%
MICRON TECHNOLOGY
0.96%
WALMART INC
0.95%
Frequently asked questions about HEQT and IVVM
How have the HEQT and IVVM ETFs performed in 2026?
As of June 11, 2026, HEQT is up 4.21% year-to-date (YTD), while IVVM has returned 5.31%. That puts IVVM better performer ahead so far this year.
Which ETF is attracting more investor money: HEQT or IVVM?
Year-to-date, the HEQT ETF saw -$28M in flows, compared to +$9M for IVVM.
Which ETF is more volatile: HEQT or IVVM?
Over the past year, HEQT had a volatility of 6.2%, while IVVM experienced 7.09%.
Which ETF is bigger: HEQT or IVVM?
As of June 11, 2026, HEQT holds $314.32 M in assets under management (AUM), while IVVM manages $165.39 M.
What sectors do the HEQT and IVVM ETFs invest in?
HEQT leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, IVVM focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the HEQT ETF and IVVM ETF?
HEQT top holdings include NVIDIA, APPLE and MICROSOFT-T. IVVM holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: HEQT or IVVM?
HEQT holds 504 securities with 44.94% of its assets in the top 15. IVVM has 504 securities and a top 15 weight of 44.52%.
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Latest news about HEQT & IVVM
Tony’s ETF Buyer’s Guide: Hedged Equity ETFs
February 10, 2026
HEQT
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
March 25, 2025
HEQT
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