IVVM vs. SHDG ETF Comparison
Comparison of iShares Large Cap Moderate Buffer ETF (IVVM) to Soundwatch Hedged Equity ETF (SHDG)
IVVM
iShares Large Cap Moderate Buffer ETF
IVVM Description
Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against approximately the first 5% of Underlying ETF losses and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.83
Average Daily Volume
2,901
1
SHDG
Soundwatch Hedged Equity ETF
SHDG Description
The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in a portfolio of equity securities and investments that have economic characteristics similar to equity securities. These equity securities and investments may include U.S. exchange-listed common stocks, equity index futures, and/or exchange-traded funds (“ETFs”) that track U.S. large-capitalization (“large-cap”) indices, such as the S&P 500® Index.Grade (RS Rating)
Last Trade
$26.09
Average Daily Volume
2,519
1
Performance
| Period | IVVM | SHDG |
|---|---|---|
| 30 Days | 0.35% | -0.47% |
| 60 Days | 0.58% | 0.25% |
| 90 Days | 1.98% | 2.71% |
| 12 Months | 16.76% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IVVM | Weight in SHDG | Overlap | |
|---|---|---|---|---|---|
| IVV | A | 98.96% | 98.17% | 98.17% |
IVVM Overweight 0 Positions Relative to SHDG
| Symbol | Grade | Weight |
|---|
IVVM Underweight 0 Positions Relative to SHDG
| Symbol | Grade | Weight |
|---|
IVVM: Top Represented Industries & Keywords
SHDG: Top Represented Industries & Keywords
Compare ETFs
