IVVWvsHEQTETF Comparison
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iShares S&P 500 BuyWrite ETF (IVVW) 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, Financials and Communication Services. IVVW is more expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.2% for HEQT. IVVW is up 0.8% year-to-date (YTD) with +$46M in YTD flows. HEQT performs worse with -1.53% YTD performance, and -$23M in YTD flows. Run a side-by-side ETF comparison of IVVW 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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IVVW vs HEQT performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/08/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVW HEQT | -0.05%-2.17% | +0.28%-2.23% | +0.80%-1.53% | +29.74%+15.98% | n/a+41.72% | n/an/a |
| Flows | IVVW HEQT | +$21M-$23M | +$43M-$23M | +$46M-$23M | +$223M-$131M | -+$150M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVW HEQT | +11.93%+7.84% | +13.24%+7.22% | n/a+7.67% | n/an/a |
| Max drawdown | IVVW HEQT | -5.83%-5.27% | -5.83%-5.27% | n/a-10.18% | n/an/a |
| Max drawdown duration | IVVW HEQT | 42d41d | 42d41d | n/a149d | n/an/a |
Trading data
IVVW | HEQT | |
Last sale 4/8/2026 at 1:30 PM | $43.78 | $31.82 |
| Previous close 04/08/2026 | $43.24 | $31.40 |
| Consolidated volume 04/08/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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HEQT
is actively managed and doesn’t replicate an indexIVVW | HEQT | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
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Main metrics
Last update 4/8/2026 at 1:30 PM
Live
Closed
IVVW | HEQT | |
|---|---|---|
| Last price | $43.78 | $31.82 |
| 1D performance | +1.25% | +1.34% |
| AuM | $252.40 M | $301.73 M |
| E/R | 0.25% | 0.2% |
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Exposure
Countries
IVVW
USA
97.84%
Other
2.16%
HEQT
USA
96.44%
Other
3.56%
Sectors
IVVW
Information Techn.
34.28%
Financials
10.58%
Communication Ser.
10.36%
Consumer Discreti.
10.13%
Health Care
9.54%
Industrials
8.54%
Other
16.58%
HEQT
Information Techn.
33.85%
Financials
10.44%
Communication Ser.
10.23%
Consumer Discreti.
10%
Health Care
9.42%
Industrials
8.43%
Other
17.62%
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Diversification
IVVW
Total weight of top 15 holdings out of 15
42.92%
HEQT
Total weight of top 15 holdings out of 15
42.39%
Top 15 holdings
Data as of February 28, 2026
IVVW
NVIDIA
7.66%
APPLE
6.88%
MICROSOFT-T
5.09%
AMAZON.COM INC
3.45%
ALPHABET INC-CL
3.05%
BROADCOM LIMITED
2.59%
META PLATFORMS
2.44%
ALPHABET INC-CL
2.44%
TESLA
1.96%
BERKSHIRE HATHWAY
1.57%
JPMORGAN CHASE
1.42%
LILLY
1.38%
EXXON
1.07%
JOHNSON&JOHNSON
1.00%
WALMART INC
0.93%
HEQT
NVIDIA
7.56%
APPLE
6.79%
MICROSOFT-T
5.03%
AMAZON.COM INC
3.41%
ALPHABET INC-CL
3.01%
BROADCOM LIMITED
2.56%
META PLATFORMS
2.41%
ALPHABET INC-CL
2.40%
TESLA
1.93%
BERKSHIRE HATHWAY
1.55%
JPMORGAN CHASE
1.40%
LILLY
1.37%
EXXON
1.05%
JOHNSON&JOHNSON
0.99%
WALMART INC
0.92%
Frequently asked questions about IVVW and HEQT
How have the IVVW and HEQT ETFs performed in 2026?
As of April 8, 2026, IVVW is up 0.8% year-to-date (YTD), while HEQT has lost -1.53%. That puts IVVW better performer ahead so far this year.
Which ETF is attracting more investor money: IVVW or HEQT?
Year-to-date, the IVVW ETF saw +$46M in flows, compared to -$23M for HEQT.
Which ETF is more volatile: IVVW or HEQT?
Over the past year, IVVW had a volatility of 13.24%, while HEQT experienced 7.22%.
Which ETF is bigger: IVVW or HEQT?
As of April 8, 2026, IVVW holds $252.40 M in assets under management (AUM), while HEQT manages $301.73 M.
What sectors do the IVVW and HEQT ETFs invest in?
IVVW leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, HEQT focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the IVVW ETF and HEQT ETF?
IVVW top holdings include NVIDIA, APPLE and MICROSOFT-T. HEQT holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVVW or HEQT?
IVVW holds 504 securities with 42.92% of its assets in the top 15. HEQT has 504 securities and a top 15 weight of 42.39%.
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Latest news about IVVW & 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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