IVVMvsHEQTETF Comparison
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iShares Large Cap Moderate Buffer ETF (IVVM) and Simplify Hedged Equity ETF (HEQT) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Consumer Discretionary. Both IVVM and HEQT have the same Total Expense Ratio (TER) of 0.53%. IVVM is up 5.68% year-to-date (YTD) with +$9M in YTD flows. HEQT performs worse with 4.51% YTD performance, and -$28M in YTD flows. Run a side-by-side ETF comparison of IVVM and HEQT 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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IVVM vs HEQT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVM HEQT | +0.35%+0.53% | +6.53%+4.91% | +5.68%+4.51% | +15.39%+13.73% | n/a+44.27% | n/an/a |
| Flows | IVVM HEQT | +$3M-$7M | +$8M-$26M | +$9M-$28M | +$59M-$53M | -+$141M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVM HEQT | +8.54%+6.89% | +7.11%+6.23% | n/a+7.63% | n/an/a |
| Max drawdown | IVVM HEQT | -3.16%-3.04% | -5.18%-5.27% | n/a-10.18% | n/an/a |
| Max drawdown duration | IVVM HEQT | 21d21d | 72d49d | n/a149d | n/an/a |
Trading data
IVVM | HEQT | |
Last sale 6/18/2026 at 7:33 PM | $36.88 | $33.59 |
| Previous close 06/17/2026 | $36.74 | $33.37 |
| Consolidated volume 06/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/18/2026 at 7:33 PM
Live
Closed
IVVM | HEQT | |
|---|---|---|
| Last price | $36.88 | $33.59 |
| 1D performance | +0.37% | +0.66% |
| AuM | $165.97 M | $315.23 M |
| E/R | 0.53% | 0.53% |
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Exposure
Countries
IVVM
USA
98.54%
Other
1.46%
HEQT
USA
99.49%
Other
0.51%
Sectors
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%
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%
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Diversification
IVVM
Total weight of top 15 holdings out of 15
44.52%
HEQT
Total weight of top 15 holdings out of 15
44.94%
Top 15 holdings
Data as of April 30, 2026
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%
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%
Frequently asked questions about IVVM and HEQT
How have the IVVM and HEQT ETFs performed in 2026?
As of June 17, 2026, IVVM is up 5.68% year-to-date (YTD), while HEQT has returned 4.51%. That puts IVVM better performer ahead so far this year.
Which ETF is attracting more investor money: IVVM or HEQT?
Year-to-date, the IVVM ETF saw +$9M in flows, compared to -$28M for HEQT.
Which ETF is more volatile: IVVM or HEQT?
Over the past year, IVVM had a volatility of 7.11%, while HEQT experienced 6.23%.
Which ETF is bigger: IVVM or HEQT?
As of June 17, 2026, IVVM holds $165.97 M in assets under management (AUM), while HEQT manages $315.23 M.
What sectors do the IVVM and HEQT ETFs invest in?
IVVM leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, HEQT focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the IVVM ETF and HEQT ETF?
IVVM top holdings include NVIDIA, APPLE and MICROSOFT-T. HEQT holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVVM or HEQT?
IVVM holds 504 securities with 44.52% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 44.94%.
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Latest news about IVVM & HEQT
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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