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IVVMvsHEQTETF Comparison
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 Financials. IVVM is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.2% for HEQT. IVVM is down -1.37% year-to-date (YTD) with +$1M in YTD flows. HEQT performs better with 0.41% YTD performance, and -$32K 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.
IVVM vs HEQT performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVM HEQT | -1.51%-1.20% | -1.11%+0.22% | -1.37%+0.41% | +14.70%+13.46% | n/a+50.66% | n/an/a |
| Flows | IVVM HEQT | +$4M-$10M | +$3M-$32K | +$1M-$32K | +$53M-$101M | -+$170M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVM HEQT | +7.73%+6.77% | +12.60%+7.64% | n/a+7.65% | n/an/a |
| Max drawdown | IVVM HEQT | -2.66%-1.78% | -9.18%-5.70% | n/a-10.18% | n/an/a |
| Max drawdown duration | IVVM HEQT | 43d14d | 29d45d | n/a149d | n/an/a |
IVVM | HEQT | |
Last sale 3/12/2026 at 7:59 PM | $34.31 | $31.78 |
| Previous close 03/12/2026 | $34.65 | $32.13 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
IVVM | HEQT | |
|---|---|---|
| Last price | $34.31 | $31.78 |
| 1D performance | -0.99% | -1.09% |
| AuM | $146.67 M | $331.95 M |
| E/R | 0.53% | 0.2% |
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 IVVM and HEQT ETFs performed in 2026?
As of March 12, 2026, IVVM is down -1.37% year-to-date (YTD), while HEQT has returned 0.41%. That puts HEQT better performer ahead so far this year.
Which ETF is attracting more investor money: IVVM or HEQT?
Year-to-date, the IVVM ETF saw +$1M in flows, compared to -$32K for HEQT.
Which ETF is more volatile: IVVM or HEQT?
Over the past year, IVVM had a volatility of 12.6%, while HEQT experienced 7.64%.
Which ETF is bigger: IVVM or HEQT?
As of March 12, 2026, IVVM holds $146.67 M in assets under management (AUM), while HEQT manages $331.95 M.
What sectors do the IVVM and HEQT ETFs invest in?
IVVM leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, HEQT focuses on Information Technology, Communication Services and Financials.
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 43.64% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 44.25%.
Tony’s ETF Buyer’s Guide: Hedged Equity ETFs
Hedged Equity ETFs: Options-Based Alternatives to the 60/40 Portfolio
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