IVVW vs. SHDG ETF Comparison
Comparison of iShares Trust iShares S&P 500 BuyWrite ETF (IVVW) to Soundwatch Hedged Equity ETF (SHDG)
IVVW
iShares Trust iShares S&P 500 BuyWrite ETF
IVVW Description
The index is designed to measure the performance of a strategy of holding the iShares Core S&P 500 ETF while writing (selling) one-month call options primarily on the S&P 500 Index to generate income. The fund seeks to achieve its investment objective by investing a substantial portion of its assets in the underlying fund and options on the option index.
Grade (RS Rating)
Last Trade
$48.93
Average Daily Volume
2,626
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
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
Number of Holdings
*
1
* may have additional holdings in another (foreign) market
Performance
| Period | IVVW | SHDG |
|---|---|---|
| 30 Days | -0.46% | -0.47% |
| 60 Days | 0.25% | |
| 90 Days | 2.71% | |
| 12 Months | 16.76% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IVVW | Weight in SHDG | Overlap | |
|---|---|---|---|---|---|
| IVV | A | 99.21% | 98.17% | 98.17% |
IVVW Overweight 0 Positions Relative to SHDG
| Symbol | Grade | Weight |
|---|
IVVW Underweight 0 Positions Relative to SHDG
| Symbol | Grade | Weight |
|---|
IVVW: Top Represented Industries & Keywords
Industries:
SHDG: Top Represented Industries & Keywords
Industries:
Compare ETFs
