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IVVMvsSHDGETF Comparison
iShares Large Cap Moderate Buffer ETF (IVVM) 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, Communication Services and Financials. IVVM is less expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.63% for SHDG. IVVM is up 0.03% year-to-date (YTD) with +$1M in YTD flows. SHDG performs worse with -0.42% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of IVVM 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.
IVVM vs SHDG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVM SHDG | -1.04%-1.75% | -0.21%-0.84% | +0.03%-0.42% | +16.32%+14.28% | n/a+55.23% | n/an/a |
| Flows | IVVM SHDG | +$4M-$812K | +$3M-$2M | +$1M-$2M | +$54M-$3M | -+$13M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVM SHDG | +7.52%+8.89% | +12.56%+12.60% | n/a+10.85% | n/an/a |
| Max drawdown | IVVM SHDG | -2.15%-2.45% | -9.18%-10.54% | n/a-15.48% | n/an/a |
| Max drawdown duration | IVVM SHDG | 41d36d | 29d45d | n/a153d | n/an/a |
IVVM | SHDG | |
Last sale 3/11/2026 at 1:30 PM | $34.65 | $32.11 |
| Previous close 03/10/2026 | $34.65 | $32.13 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
IVVM | SHDG | |
|---|---|---|
| Last price | $34.65 | $32.11 |
| 1D performance | +0.00% | -0.07% |
| AuM | $148.75 M | $163.86 M |
| E/R | 0.53% | 0.63% |
IVVM | 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 |
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 SHDG ETFs performed in 2026?
As of March 10, 2026, IVVM is up 0.03% year-to-date (YTD), while SHDG has lost -0.42%. That puts IVVM better performer ahead so far this year.
Which ETF is attracting more investor money: IVVM or SHDG?
Year-to-date, the IVVM ETF saw +$1M in flows, compared to -$2M for SHDG.
Which ETF is more volatile: IVVM or SHDG?
Over the past year, IVVM had a volatility of 12.56%, while SHDG experienced 12.6%.
Which ETF is bigger: IVVM or SHDG?
As of March 10, 2026, IVVM holds $148.75 M in assets under management (AUM), while SHDG manages $163.86 M.
What sectors do the IVVM and SHDG ETFs invest in?
IVVM leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, SHDG focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the IVVM ETF and SHDG ETF?
IVVM top holdings include NVIDIA, APPLE and MICROSOFT-T. SHDG holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVVM or SHDG?
IVVM holds 504 securities with 43.64% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 43.09%.
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