SPDvsIVVMETF Comparison
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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: Technology, Finance and Consumer Non-Cyclicals. Both SPD and IVVM have the same Total Expense Ratio (TER) of 0.53%. SPD is up 4.81% year-to-date (YTD) with -$17M in YTD flows. IVVM performs better with 6.22% YTD performance, and +$15M 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
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPD IVVM | -0.64%+0.22% | +3.93%+2.69% | +4.81%+6.22% | +8.12%+12.38% | +50.85%+45.36% | +41.19%n/a |
| Flows | SPD IVVM | -$1M+$6M | -$7M+$2M | -$17M+$15M | +$6M+$49M | -$40M+$130M | -$84M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPD IVVM | +13.54%+5.69% | +13.10%+7.28% | +17.00%+9.64% | +16.24%n/a |
| Max drawdown | SPD IVVM | -4.07%-1.69% | -11.92%-5.18% | -14.87%-11.79% | -26.93%n/a |
| Max drawdown duration | SPD IVVM | 56d10d | 185d72d | 98d84d | 897dn/a |
Trading data
SPD | IVVM | |
Last sale 7/29/2026 at 1:30 PM | $40.65 | $36.73 |
| Previous close 07/28/2026 | $40.92 | $36.91 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/29/2026 at 1:30 PM
Live
Closed
SPD | IVVM | |
|---|---|---|
| Last price | $40.65 | $36.73 |
| 1D performance | -0.67% | -0.48% |
| AuM | $104.30 M | $172.72 M |
| E/R | 0.53% | 0.53% |
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Exposure
Countries
SPD
USA
93.06%
Other
6.94%
IVVM
USA
97.07%
Other
2.93%
Sectors
SPD
Technology
43.68%
Finance
12.55%
Consumer Non-Cycl.
8.37%
Healthcare
8.27%
Industrials
7.58%
Other
19.55%
IVVM
Technology
44.88%
Finance
12.89%
Consumer Non-Cycl.
8.6%
Healthcare
8.5%
Industrials
7.79%
Other
17.34%
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Diversification
SPD
Total weight of top 15 holdings out of 15
42.33%
IVVM
Total weight of top 15 holdings out of 15
42.8%
Top 15 holdings
Data as of June 30, 2026
SPD
NVIDIA Corp.
7.16%
Apple, Inc.
6.28%
Microsoft Corp.
4.10%
Amazon.com, Inc.
3.45%
Alphabet, Inc.
3.10%
Broadcom Inc.
2.64%
Alphabet, Inc.
2.47%
US912797UW50
2.17%
Micron Technology, Inc.
1.92%
Meta Platforms, Inc.
1.83%
Tesla, Inc.
1.75%
Eli Lilly & Co.
1.40%
Advanced Micro Devices, Inc.
1.40%
Berkshire Hathaway, Inc.
1.36%
JPMorgan Chase & Co.
1.30%
IVVM
NVIDIA Corp.
7.36%
Apple, Inc.
6.45%
Microsoft Corp.
4.21%
Amazon.com, Inc.
3.54%
Alphabet, Inc.
3.18%
Broadcom Inc.
2.72%
Alphabet, Inc.
2.54%
Micron Technology, Inc.
1.98%
Meta Platforms, Inc.
1.88%
Tesla, Inc.
1.80%
BlackRock Cash Funds - Treasury
1.54%
Eli Lilly & Co.
1.44%
Advanced Micro Devices, Inc.
1.44%
Berkshire Hathaway, Inc.
1.39%
JPMorgan Chase & Co.
1.33%
Frequently asked questions about SPD and IVVM
How have the SPD and IVVM ETFs performed in 2026?
As of July 28, 2026, SPD is up 4.81% year-to-date (YTD), while IVVM has returned 6.22%. 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 -$17M in flows, compared to +$15M for IVVM.
Which ETF is more volatile: SPD or IVVM?
Over the past year, SPD had a volatility of 13.1%, while IVVM experienced 7.28%.
Which ETF is bigger: SPD or IVVM?
As of July 28, 2026, SPD holds $104.30 M in assets under management (AUM), while IVVM manages $172.72 M.
What sectors do the SPD and IVVM ETFs invest in?
SPD leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, IVVM focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the SPD ETF and IVVM ETF?
SPD top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. IVVM holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SPD or IVVM?
SPD holds 507 securities with 42.33% of its assets in the top 15. IVVM has 504 securities and a top 15 weight of 42.8%.
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Latest news about SPD & IVVM
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