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IVVB vs IVVM

iShares Large Cap Deep Quarterly Laddered ETF vs iShares Large Cap Moderate Quarterly Laddered ETF

IVVB

iShares Large Cap Deep Quarterly Laddered ETF

BlackRock

Annual cost

0.51%

Fund size

$124M

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

BlackRock

Annual cost

0.50%

Fund size

$169M

Key differences

  • IVVB is classified as fixed income, while IVVM is alternative — different risk/return profiles.
  • IVVB follows a index tracking strategy; IVVM uses structured outcome.

Side-by-side comparison

IVVBIVVM
Annual cost (TER)0.51%0.50%
Fund size (AUM)$124M$169M
Since20232023
Dividend yield1.19%0.60%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingstructured outcome
CAGR 1Y+15.9%+17.3%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.35%7.14%
Max drawdown-13.08%-11.62%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to IVVB and IVVM