IVVWvsSHDGETF Comparison
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iShares S&P 500 BuyWrite ETF (IVVW) 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, Financials and Communication Services. IVVW is less expensive with a Total Expense Ratio (TER) of 0.25%, versus 0.63% for SHDG. IVVW is up 1.09% year-to-date (YTD) with +$46M in YTD flows. SHDG performs worse with -2.31% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of IVVW 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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IVVW vs SHDG performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/09/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVVW SHDG | +0.24%-2.04% | +0.42%-3.55% | +1.09%-2.31% | +19.11%+16.39% | n/a+43.80% | n/an/a |
| Flows | IVVW SHDG | +$21M- | +$42M-$812K | +$46M-$2M | +$223M-$4M | -+$13M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVVW SHDG | +11.94%+9.40% | +9.50%+9.28% | n/a+10.75% | n/an/a |
| Max drawdown | IVVW SHDG | -5.83%-6.58% | -5.83%-6.58% | n/a-15.48% | n/an/a |
| Max drawdown duration | IVVW SHDG | 43d66d | 43d66d | n/a153d | n/an/a |
Trading data
IVVW | SHDG | |
Last sale 4/10/2026 at 1:30 PM | $43.99 | $31.50 |
| Previous close 04/09/2026 | $43.93 | $31.54 |
| Consolidated volume 04/09/2026 | ||
| 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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SHDG
is actively managed and doesn’t replicate an indexIVVW | SHDG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/10/2026 at 1:30 PM
Live
Closed
IVVW | SHDG | |
|---|---|---|
| Last price | $43.99 | $31.50 |
| 1D performance | +0.15% | -0.13% |
| AuM | $253.12 M | $160.74 M |
| E/R | 0.25% | 0.63% |
Characteristics
IVVW | SHDG | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | Soundwatch Capital |
| Benchmark | Cboe S&P 500 Enhanced 1% OTM BuyWrite Index | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 14, 2024 | October 24, 2022 |
| ESG | No | No |
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Exposure
Countries
IVVW
USA
97.84%
Other
2.16%
SHDG
USA
94.58%
Other
5.42%
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%
SHDG
Information Techn.
33.2%
Financials
10.24%
Communication Ser.
10.03%
Consumer Discreti.
9.81%
Health Care
9.24%
Industrials
8.27%
Other
19.21%
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Diversification
IVVW
Total weight of top 15 holdings out of 15
42.92%
SHDG
Total weight of top 15 holdings out of 15
41.57%
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%
SHDG
NVIDIA
7.42%
APPLE
6.66%
MICROSOFT-T
4.93%
AMAZON.COM INC
3.34%
ALPHABET INC-CL
2.95%
BROADCOM LIMITED
2.51%
META PLATFORMS
2.36%
ALPHABET INC-CL
2.36%
TESLA
1.90%
BERKSHIRE HATHWAY
1.52%
JPMORGAN CHASE
1.38%
LILLY
1.34%
EXXON
1.03%
JOHNSON&JOHNSON
0.97%
WALMART INC
0.90%
Frequently asked questions about IVVW and SHDG
How have the IVVW and SHDG ETFs performed in 2026?
As of April 9, 2026, IVVW is up 1.09% year-to-date (YTD), while SHDG has lost -2.31%. That puts IVVW better performer ahead so far this year.
Which ETF is attracting more investor money: IVVW or SHDG?
Year-to-date, the IVVW ETF saw +$46M in flows, compared to -$2M for SHDG.
Which ETF is more volatile: IVVW or SHDG?
Over the past year, IVVW had a volatility of 9.5%, while SHDG experienced 9.28%.
Which ETF is bigger: IVVW or SHDG?
As of April 9, 2026, IVVW holds $253.12 M in assets under management (AUM), while SHDG manages $160.74 M.
What sectors do the IVVW and SHDG ETFs invest in?
IVVW leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SHDG focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the IVVW ETF and SHDG ETF?
IVVW top holdings include NVIDIA, APPLE and MICROSOFT-T. SHDG holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: IVVW or SHDG?
IVVW holds 504 securities with 42.92% of its assets in the top 15. SHDG has 504 securities and a top 15 weight of 41.57%.
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