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IVVMvsSPDETF Comparison

ETF 1

IVVM

iShares Large Cap Moderate Buffer ETF

This fund is part of

Options Strategies

+0%

Full IVVM fund page

VS

ETF 2

SPD

Simplify US Equity PLUS Downside Convexity ETF

This fund is part of

Options Strategies

+0%

Full SPD fund page

iShares Large Cap Moderate Buffer ETF (IVVM) and Simplify US Equity PLUS Downside Convexity ETF (SPD) 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 SPD have the same Total Expense Ratio (TER) of 0.53%. IVVM is up 6.13% year-to-date (YTD) with +$9M in YTD flows. SPD performs better with 6.6% YTD performance, and -$16M in YTD flows. Run a side-by-side ETF comparison of IVVM and SPD 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 SPD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IVVM SPD	+0.78%+2.62%	+7.88%+12.85%	+6.13%+6.60%	+15.79%+16.59%	n/a+59.58%	n/a+49.54%
Flows	IVVM SPD	+$3M-$1M	+$8M-$8M	+$9M-$16M	+$57M+$10M	--$32M	--$56M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IVVM SPD	+8.36%+14.04%	+7.12%+13.49%	n/a+16.93%	n/a+16.20%
Max drawdown	IVVM SPD	-2.59%-4.07%	-5.18%-11.92%	n/a-14.87%	n/a-26.93%
Max drawdown duration	IVVM SPD	13d17d	72d185d	n/a98d	n/a897d

Trading data

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	IVVM	SPD
Last sale 6/18/2026 at 1:30 PM	$36.92	$41.72
Previous close 06/18/2026	$36.74	$41.26
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	IVVM	SPD
Last price	$36.92	$41.72
1D performance	+0.48%	+1.13%
AuM	$166.68 M	$107.39 M
E/R	0.53%	0.53%

Characteristics

	IVVM	SPD
Management strategy	Active	Active
Provider	iShares	Simplify
Benchmark	-	-
N° of holdings	478	478
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	June 28, 2023	September 3, 2020
ESG	No	No

More IVVM data on Trackinsight

More SPD data on Trackinsight

Exposure

Countries

IVVM

USA

98.54%

Other

1.46%

SPD

USA

96.6%

Other

3.4%

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%

SPD

Information Techn.

35.48%

Communication Ser.

10.91%

Consumer Discreti.

10.05%

Financials

9.84%

Health Care

8.32%

Industrials

8.03%

Other

17.36%

Diversification

IVVM

Total weight of top 15 holdings out of 15

44.52%

SPD

Total weight of top 15 holdings out of 15

43.64%

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%

SPD

NVIDIA

7.80%

APPLE

6.41%

MICROSOFT-T

4.87%

AMAZON.COM INC

4.17%

ALPHABET INC-CL

3.60%

BROADCOM LIMITED

3.18%

ALPHABET INC-CL

2.87%

META PLATFORMS

2.15%

TESLA

1.73%

BERKSHIRE HATHWAY

1.40%

JPMORGAN CHASE

1.36%

LILLY

1.19%

EXXON

1.04%

MICRON TECHNOLOGY

0.94%

WALMART INC

0.93%

Frequently asked questions about IVVM and SPD

How have the IVVM and SPD ETFs performed in 2026?

As of June 18, 2026, IVVM is up 6.13% year-to-date (YTD), while SPD has returned 6.6%. That puts SPD better performer ahead so far this year.

Which ETF is attracting more investor money: IVVM or SPD?

Year-to-date, the IVVM ETF saw +$9M in flows, compared to -$16M for SPD.

Which ETF is more volatile: IVVM or SPD?

Over the past year, IVVM had a volatility of 7.12%, while SPD experienced 13.49%.

Which ETF is bigger: IVVM or SPD?

As of June 18, 2026, IVVM holds $166.68 M in assets under management (AUM), while SPD manages $107.39 M.

What sectors do the IVVM and SPD ETFs invest in?

IVVM leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, SPD focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the IVVM ETF and SPD ETF?

IVVM top holdings include NVIDIA, APPLE and MICROSOFT-T. SPD holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: IVVM or SPD?

IVVM holds 504 securities with 44.52% of its assets in the top 15. SPD has 504 securities and a top 15 weight of 43.64%.

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September 8, 2022

SPD

IVVMvsSPDETF Comparison

iShares Large Cap Moderate Buffer ETF

Simplify US Equity PLUS Downside Convexity ETF

IVVM vs SPD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IVVM and SPD ETFs performed in 2026?

As of June 18, 2026, IVVM is up 6.13% year-to-date (YTD), while SPD has returned 6.6%. That puts SPD better performer ahead so far this year.

Which ETF is attracting more investor money: IVVM or SPD?

Year-to-date, the IVVM ETF saw +$9M in flows, compared to -$16M for SPD.

Which ETF is more volatile: IVVM or SPD?

Over the past year, IVVM had a volatility of 7.12%, while SPD experienced 13.49%.

Which ETF is bigger: IVVM or SPD?

As of June 18, 2026, IVVM holds $166.68 M in assets under management (AUM), while SPD manages $107.39 M.

What sectors do the IVVM and SPD ETFs invest in?

IVVM leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. Meanwhile, SPD focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the IVVM ETF and SPD ETF?

IVVM top holdings include NVIDIA, APPLE and MICROSOFT-T. SPD holds in its top three: NVIDIA, APPLE and MICROSOFT-T.

Which ETF is more diversified: IVVM or SPD?

IVVM holds 504 securities with 44.52% of its assets in the top 15. SPD has 504 securities and a top 15 weight of 43.64%.

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