IVVBvsSHDGETF Comparison
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iShares Large Cap Deep Buffer ETF (IVVB) and Soundwatch Hedged Equity ETF - USD (SHDG) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. IVVB is less expensive with a Total Expense Ratio (TER) of 0.54%, versus 0.63% for SHDG. IVVB is down -0.87% year-to-date (YTD) with -$8M in YTD flows. SHDG performs worse with -2.3% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of IVVB 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.
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IVVB vs SHDG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/10/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVB SHDG | -0.61%-1.89% | -2.26%-3.66% | -0.87%-2.30% | +17.31%+19.38% | n/a+43.83% | n/an/a |
| Flows | IVVB SHDG | -$8M- | -$6M-$812K | -$8M-$2M | -$149M-$4M | -+$13M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVB SHDG | +9.23%+9.39% | +7.98%+8.91% | n/a+10.74% | n/an/a |
| Max drawdown | IVVB SHDG | -5.73%-6.58% | -5.73%-6.58% | n/a-15.48% | n/an/a |
| Max drawdown duration | IVVB SHDG | 67d67d | 67d67d | n/a153d | n/an/a |
Trading data
IVVB | SHDG | |
Last sale 4/10/2026 at 1:30 PM | $32.77 | $31.50 |
| Previous close 04/10/2026 | $32.83 | $31.54 |
| Consolidated volume 04/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 4/10/2026 at 1:30 PM
Live
Closed
IVVB | SHDG | |
|---|---|---|
| Last price | $32.77 | $31.50 |
| 1D performance | -0.18% | -0.13% |
| AuM | $120.79 M | $160.77 M |
| E/R | 0.54% | 0.63% |
Characteristics
IVVB | SHDG | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iShares | Soundwatch Capital |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 28, 2023 | October 24, 2022 |
| ESG | No | No |
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Exposure
Countries
IVVB
USA
96.5%
Other
3.5%
SHDG
USA
94.58%
Other
5.42%
Sectors
IVVB
Information Techn.
33.72%
Financials
10.4%
Communication Ser.
10.19%
Consumer Discreti.
9.96%
Health Care
9.38%
Industrials
8.4%
Other
17.95%
SHDG
Information Techn.
33.2%
Financials
10.24%
Communication Ser.
10.03%
Consumer Discreti.
9.81%
Health Care
9.24%
Industrials
8.27%
Other
19.21%
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Diversification
IVVB
Total weight of top 15 holdings out of 15
42.22%
SHDG
Total weight of top 15 holdings out of 15
41.57%
Top 15 holdings
Data as of February 28, 2026
IVVB
NVIDIA
7.53%
APPLE
6.76%
MICROSOFT-T
5.01%
AMAZON.COM INC
3.39%
ALPHABET INC-CL
3.00%
BROADCOM LIMITED
2.55%
META PLATFORMS
2.40%
ALPHABET INC-CL
2.40%
TESLA
1.93%
BERKSHIRE HATHWAY
1.55%
JPMORGAN CHASE
1.40%
LILLY
1.36%
EXXON
1.05%
JOHNSON&JOHNSON
0.98%
WALMART INC
0.92%
SHDG
NVIDIA
7.42%
APPLE
6.66%
MICROSOFT-T
4.93%
AMAZON.COM INC
3.34%
ALPHABET INC-CL
2.95%
BROADCOM LIMITED
2.51%
META PLATFORMS
2.36%
ALPHABET INC-CL
2.36%
TESLA
1.90%
BERKSHIRE HATHWAY
1.52%
JPMORGAN CHASE
1.38%
LILLY
1.34%
EXXON
1.03%
JOHNSON&JOHNSON
0.97%
WALMART INC
0.90%
Frequently asked questions about IVVB and SHDG
How have the IVVB and SHDG ETFs performed in 2026?
As of April 10, 2026, IVVB is down -0.87% year-to-date (YTD), while SHDG has lost -2.3%. That puts IVVB better performer ahead so far this year.
Which ETF is attracting more investor money: IVVB or SHDG?
Year-to-date, the IVVB ETF saw -$8M in flows, compared to -$2M for SHDG.
Which ETF is more volatile: IVVB or SHDG?
Over the past year, IVVB had a volatility of 7.98%, while SHDG experienced 8.91%.
Which ETF is bigger: IVVB or SHDG?
As of April 10, 2026, IVVB holds $120.79 M in assets under management (AUM), while SHDG manages $160.77 M.
What sectors do the IVVB and SHDG ETFs invest in?
IVVB 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 IVVB ETF and SHDG ETF?
IVVB top holdings include NVIDIA, APPLE and MICROSOFT-T. SHDG holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVVB or SHDG?
IVVB holds 504 securities with 42.22% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 41.57%.
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