IVVMvsSHDGETF Comparison
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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 Consumer Discretionary. IVVM is less expensive with a Total Expense Ratio (TER) of 0.53%, versus 1.01% for SHDG. IVVM is up 5.68% year-to-date (YTD) with +$9M in YTD flows. SHDG performs worse with 1.07% YTD performance, and -$4M 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.
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IVVM vs SHDG 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 SHDG | +0.35%+0.70% | +6.53%+2.63% | +5.68%+1.07% | +15.39%+11.99% | n/a+40.41% | n/an/a |
| Flows | IVVM SHDG | +$3M-$2M | +$8M-$2M | +$9M-$4M | +$59M-$6M | -+$12M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVM SHDG | +8.54%+5.51% | +7.11%+7.39% | n/a+10.45% | n/an/a |
| Max drawdown | IVVM SHDG | -3.16%-3.58% | -5.18%-6.58% | n/a-15.48% | n/an/a |
| Max drawdown duration | IVVM SHDG | 21d27d | 72d135d | n/a153d | n/an/a |
Trading data
IVVM | SHDG | |
Last sale 6/18/2026 at 1:30 PM | $36.88 | $32.44 |
| Previous close 06/17/2026 | $36.74 | $32.63 |
| 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 1:30 PM
Live
Closed
IVVM | SHDG | |
|---|---|---|
| Last price | $36.88 | $32.44 |
| 1D performance | +0.37% | -0.59% |
| AuM | $165.97 M | $163.86 M |
| E/R | 0.53% | 1.01% |
Characteristics
IVVM | SHDG | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | iShares | Soundwatch Capital |
| Benchmark | - | - |
| N° of holdings | 478 | 478 |
| 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
IVVM
USA
98.54%
Other
1.46%
SHDG
USA
100.12%
Other
-0.12%
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%
SHDG
Information Techn.
36.78%
Communication Ser.
11.31%
Consumer Discreti.
10.42%
Financials
10.19%
Health Care
8.63%
Industrials
8.32%
Other
14.35%
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Diversification
IVVM
Total weight of top 15 holdings out of 15
44.52%
SHDG
Total weight of top 15 holdings out of 15
45.23%
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%
SHDG
NVIDIA
8.09%
APPLE
6.64%
MICROSOFT-T
5.05%
AMAZON.COM INC
4.32%
ALPHABET INC-CL
3.74%
BROADCOM LIMITED
3.30%
ALPHABET INC-CL
2.98%
META PLATFORMS
2.23%
TESLA
1.79%
BERKSHIRE HATHWAY
1.45%
JPMORGAN CHASE
1.41%
LILLY
1.23%
EXXON
1.08%
MICRON TECHNOLOGY
0.97%
WALMART INC
0.96%
Frequently asked questions about IVVM and SHDG
How have the IVVM and SHDG ETFs performed in 2026?
As of June 17, 2026, IVVM is up 5.68% year-to-date (YTD), while SHDG has returned 1.07%. 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 +$9M in flows, compared to -$4M for SHDG.
Which ETF is more volatile: IVVM or SHDG?
Over the past year, IVVM had a volatility of 7.11%, while SHDG experienced 7.39%.
Which ETF is bigger: IVVM or SHDG?
As of June 17, 2026, IVVM holds $165.97 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 Consumer Discretionary. Meanwhile, SHDG focuses on Information Technology, Communication Services and Consumer Discretionary.
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 44.52% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 45.23%.
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