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IVVvsSHDGETF Comparison
iShares Core S&P 500 ETF (IVV) belongs to the US Large Cap segment. Soundwatch Hedged Equity ETF - USD (SHDG) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. IVV is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.63% for SHDG. IVV is down -4.69% year-to-date (YTD) with -$48.63B in YTD flows. SHDG performs better with -3.6% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of IVV and SHDG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
IVV vs SHDG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVV SHDG | -5.72%-4.68% | -5.12%-4.03% | -4.69%-3.60% | +16.31%+10.74% | +71.56%+47.25% | +77.35%n/a |
| Flows | IVV SHDG | -$36.03B-$812K | -$47.37B-$2M | -$48.63B-$2M | +$44.09B-$3M | +$157.02B+$13M | +$195.19B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVV SHDG | +12.42%+8.81% | +18.21%+12.65% | +14.80%+10.80% | +16.85%n/a |
| Max drawdown | IVV SHDG | -6.57%-5.17% | -13.71%-10.54% | -18.75%-15.48% | -24.51%n/a |
| Max drawdown duration | IVV SHDG | 52d46d | 45d45d | 126d153d | 708dn/a |
IVV | SHDG | |
Last sale 3/20/2026 at 1:30 PM | $651.30 | $31.08 |
| Previous close 03/19/2026 | $660.93 | $31.39 |
| Consolidated volume 03/19/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
IVV | SHDG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IVV | SHDG | |
|---|---|---|
| Last price | $651.30 | $31.08 |
| 1D performance | -1.46% | -1.00% |
| AuM | $676.84 B | $158.62 M |
| E/R | 0.03% | 0.63% |
IVV | SHDG | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Soundwatch Capital |
| Benchmark | S&P 500 Index | - |
| N° of holdings | 479 | 479 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 15, 2000 | October 24, 2022 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IVV and SHDG ETFs performed in 2026?
As of March 20, 2026, IVV is down -4.69% year-to-date (YTD), while SHDG has lost -3.6%. That puts SHDG better performer ahead so far this year.
Which ETF is attracting more investor money: IVV or SHDG?
Year-to-date, the IVV ETF saw -$48.63B in flows, compared to -$2M for SHDG.
Which ETF is more volatile: IVV or SHDG?
Over the past year, IVV had a volatility of 18.21%, while SHDG experienced 12.65%.
Which ETF is bigger: IVV or SHDG?
As of March 20, 2026, IVV holds $676.84 B in assets under management (AUM), while SHDG manages $158.62 M.
What sectors do the IVV and SHDG ETFs invest in?
IVV leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SHDG focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the IVV ETF and SHDG ETF?
IVV top holdings include NVIDIA, APPLE and MICROSOFT-T. SHDG holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVV or SHDG?
IVV holds 504 securities with 42.57% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 41.57%.
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