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SHDGvsIVVMETF Comparison
Soundwatch Hedged Equity ETF - USD (SHDG) and iShares Large Cap Moderate Buffer ETF (IVVM) belong to the same industry segment: Options Strategies. Both ETFs have the same top 3 sector exposures: Information Technology, Communication Services and Financials. SHDG is more expensive with a Total Expense Ratio (TER) of 0.63%, versus 0.53% for IVVM. SHDG is down -1.7% year-to-date (YTD) with -$2M in YTD flows. IVVM performs better with -1.37% YTD performance, and +$1M in YTD flows. Run a side-by-side ETF comparison of SHDG and IVVM below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHDG vs IVVM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHDG IVVM | -1.86%-1.51% | -1.45%-1.11% | -1.70%-1.37% | +13.22%+14.70% | +53.50%n/a | n/an/a |
| Flows | SHDG IVVM | -$812K+$4M | -$2M+$3M | -$2M+$1M | -$3M+$53M | +$13M- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHDG IVVM | +8.98%+7.73% | +12.65%+12.60% | +10.86%n/a | n/an/a |
| Max drawdown | SHDG IVVM | -3.30%-2.66% | -10.54%-9.18% | -15.48%n/a | n/an/a |
| Max drawdown duration | SHDG IVVM | 38d43d | 45d29d | 153dn/a | n/an/a |
SHDG | IVVM | |
Last sale 3/12/2026 at 6:39 PM | $31.76 | $34.25 |
| Previous close 03/12/2026 | $32.11 | $34.31 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
SHDG | IVVM | |
|---|---|---|
| Last price | $31.76 | $34.25 |
| 1D performance | -1.10% | -0.17% |
| AuM | $161.75 M | $146.67 M |
| E/R | 0.63% | 0.53% |
SHDG | IVVM | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Soundwatch Capital | iShares |
| Benchmark | - | - |
| N° of holdings | 479 | 479 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 24, 2022 | June 28, 2023 |
| 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 SHDG and IVVM ETFs performed in 2026?
As of March 12, 2026, SHDG is down -1.7% year-to-date (YTD), while IVVM has lost -1.37%. That puts IVVM better performer ahead so far this year.
Which ETF is attracting more investor money: SHDG or IVVM?
Year-to-date, the SHDG ETF saw -$2M in flows, compared to +$1M for IVVM.
Which ETF is more volatile: SHDG or IVVM?
Over the past year, SHDG had a volatility of 12.65%, while IVVM experienced 12.6%.
Which ETF is bigger: SHDG or IVVM?
As of March 12, 2026, SHDG holds $161.75 M in assets under management (AUM), while IVVM manages $146.67 M.
What sectors do the SHDG and IVVM ETFs invest in?
SHDG leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, IVVM focuses on Information Technology, Communication Services and Financials.
What are the top holdings of the SHDG ETF and IVVM ETF?
SHDG top holdings include NVIDIA, APPLE and MICROSOFT-T. IVVM holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SHDG or IVVM?
SHDG holds 504 securities with 43.09% of its assets in the top 15. IVVM has 504 securities and a top 15 weight of 43.64%.
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