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SPDvsIVVMETF Comparison

ETF 1

SPD

Simplify US Equity PLUS Downside Convexity ETF

This fund is part of

Options Strategies

+0.4%

Full SPD fund page

VS

ETF 2

IVVM

iShares Large Cap Moderate Buffer ETF

This fund is part of

Options Strategies

+0.4%

Full IVVM fund page

Simplify US Equity PLUS Downside Convexity ETF (SPD) 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 Consumer Discretionary. Both SPD and IVVM have the same Total Expense Ratio (TER) of 0.53%. SPD is up 5.51% year-to-date (YTD) with -$16M in YTD flows. IVVM performs better with 5.62% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of SPD 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.

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SPD vs IVVM 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 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SPD IVVM	+0.88%+0.49%	+10.20%+7.09%	+5.51%+5.62%	+12.29%+15.08%	+59.64%n/a	+46.97%n/a
Flows	SPD IVVM	-$1M+$3M	-$8M+$8M	-$16M+$9M	+$10M+$59M	-$32M-	-$59M-

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SPD IVVM	+13.28%+8.49%	+13.35%+7.10%	+16.87%n/a	+16.18%n/a
Max drawdown	SPD IVVM	-4.48%-3.16%	-11.92%-5.18%	-14.87%n/a	-26.93%n/a
Max drawdown duration	SPD IVVM	21d21d	185d72d	98dn/a	897dn/a

Trading data

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	SPD	IVVM
Last sale 6/12/2026 at 1:30 PM	$41.28	$36.69
Previous close 06/11/2026	$41.11	$36.60
Consolidated volume 06/11/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	SPD	IVVM
Last price	$41.28	$36.69
1D performance	+0.40%	+0.25%
AuM	$106.29 M	$165.88 M
E/R	0.53%	0.53%

Characteristics

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

More SPD data on Trackinsight

More IVVM data on Trackinsight

Exposure

Countries

SPD

USA

96.6%

Other

3.4%

IVVM

USA

98.54%

Other

1.46%

Sectors

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%

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%

Diversification

SPD

Total weight of top 15 holdings out of 15

43.64%

IVVM

Total weight of top 15 holdings out of 15

44.52%

Top 15 holdings

Data as of April 30, 2026

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%

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%

Frequently asked questions about SPD and IVVM

How have the SPD and IVVM ETFs performed in 2026?

As of June 12, 2026, SPD is up 5.51% year-to-date (YTD), while IVVM has returned 5.62%. That puts IVVM better performer ahead so far this year.

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

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

Which ETF is more volatile: SPD or IVVM?

Over the past year, SPD had a volatility of 13.35%, while IVVM experienced 7.1%.

Which ETF is bigger: SPD or IVVM?

As of June 12, 2026, SPD holds $106.29 M in assets under management (AUM), while IVVM manages $165.88 M.

What sectors do the SPD and IVVM ETFs invest in?

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

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

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

Which ETF is more diversified: SPD or IVVM?

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

Hedging tail risk: ETFs with crash protection

September 8, 2022

SPD

SPDvsIVVMETF Comparison

Simplify US Equity PLUS Downside Convexity ETF

iShares Large Cap Moderate Buffer ETF

SPD vs IVVM 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 SPD and IVVM ETFs performed in 2026?

As of June 12, 2026, SPD is up 5.51% year-to-date (YTD), while IVVM has returned 5.62%. That puts IVVM better performer ahead so far this year.

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

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

Which ETF is more volatile: SPD or IVVM?

Over the past year, SPD had a volatility of 13.35%, while IVVM experienced 7.1%.

Which ETF is bigger: SPD or IVVM?

As of June 12, 2026, SPD holds $106.29 M in assets under management (AUM), while IVVM manages $165.88 M.

What sectors do the SPD and IVVM ETFs invest in?

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

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

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

Which ETF is more diversified: SPD or IVVM?

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

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