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: Technology, Finance and Healthcare. Both IVVM and HEQT have the same Total Expense Ratio (TER) of 0.53%. IVVM is up 7.74% year-to-date (YTD) with +$18M in YTD flows. HEQT performs worse with 7.16% YTD performance, and -$56M 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 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVM HEQT | -1.03%-1.16% | +1.47%+1.88% | +7.74%+7.16% | +11.25%+10.93% | +49.37%+45.74% | n/an/a |
| Flows | IVVM HEQT | +$3M-$6M | +$9M-$28M | +$18M-$56M | +$41M-$37M | +$133M+$108M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVM HEQT | +6.48%+7.13% | +7.38%+6.90% | +9.61%+7.71% | n/an/a |
| Max drawdown | IVVM HEQT | -2.02%-1.91% | -5.18%-5.27% | -11.79%-10.18% | n/an/a |
| Max drawdown duration | IVVM HEQT | 16d16d | 72d49d | 84d149d | n/an/a |
Trading data
IVVM | HEQT | |
Last sale 9/17/2026 at 1:30 PM | $37.73 | $34.31 |
| Previous close 09/16/2026 | $37.44 | $34.01 |
| Consolidated volume 09/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/17/2026 at 1:30 PM
Live
Closed
IVVM | HEQT | |
|---|---|---|
| Last price | $37.73 | $34.31 |
| 1D performance | +0.77% | +0.88% |
| AuM | $178.19 M | $294.12 M |
| E/R | 0.53% | 0.53% |
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Exposure
Countries
IVVM
USA
96.62%
Other
3.38%
HEQT
USA
96.95%
Other
3.05%
Sectors
IVVM
Technology
44.1%
Finance
13.81%
Healthcare
8.85%
Consumer Non-Cycl.
8.81%
Industrials
7.72%
Other
16.71%
HEQT
Technology
44.49%
Finance
13.93%
Healthcare
8.93%
Consumer Non-Cycl.
8.89%
Industrials
7.79%
Other
15.98%
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Diversification
IVVM
Total weight of top 15 holdings out of 15
42.95%
HEQT
Total weight of top 15 holdings out of 15
43.33%
Top 15 holdings
Data as of July 31, 2026
IVVM
Apple, Inc.
7.53%
NVIDIA Corp.
7.27%
Microsoft Corp.
5.16%
Amazon.com, Inc.
3.55%
Alphabet, Inc.
3.01%
Broadcom Inc.
2.83%
Alphabet, Inc.
2.43%
Meta Platforms, Inc.
1.82%
Micron Technology, Inc.
1.52%
JPMorgan Chase & Co.
1.45%
Berkshire Hathaway, Inc.
1.44%
Eli Lilly & Co.
1.41%
Tesla, Inc.
1.34%
Advanced Micro Devices, Inc.
1.22%
ExxonMobil Holdings Corp.
1.00%
HEQT
Apple, Inc.
7.60%
NVIDIA Corp.
7.33%
Microsoft Corp.
5.20%
Amazon.com, Inc.
3.58%
Alphabet, Inc.
3.04%
Broadcom Inc.
2.85%
Alphabet, Inc.
2.45%
Meta Platforms, Inc.
1.84%
Micron Technology, Inc.
1.53%
JPMorgan Chase & Co.
1.46%
Berkshire Hathaway, Inc.
1.45%
Eli Lilly & Co.
1.42%
Tesla, Inc.
1.35%
Advanced Micro Devices, Inc.
1.23%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about IVVM and HEQT
How have the IVVM and HEQT ETFs performed in 2026?
As of September 16, 2026, IVVM is up 7.74% year-to-date (YTD), while HEQT has returned 7.16%. 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 +$18M in flows, compared to -$56M for HEQT.
Which ETF is more volatile: IVVM or HEQT?
Over the past year, IVVM had a volatility of 7.38%, while HEQT experienced 6.9%.
Which ETF is bigger: IVVM or HEQT?
As of September 16, 2026, IVVM holds $178.19 M in assets under management (AUM), while HEQT manages $294.12 M.
What sectors do the IVVM and HEQT ETFs invest in?
IVVM leans toward sectors like Technology, Finance and Healthcare. Meanwhile, HEQT focuses on Technology, Finance and Healthcare.
What are the top holdings of the IVVM ETF and HEQT ETF?
IVVM top holdings include Apple, Inc., NVIDIA Corp. and Microsoft Corp.. HEQT holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: IVVM or HEQT?
IVVM holds 504 securities with 42.95% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 43.33%.
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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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