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IVVM vs IVVB

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

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

BlackRock

Annual cost

0.50%

Fund size

$169M

IVVB

iShares Large Cap Deep Quarterly Laddered ETF

BlackRock

Annual cost

0.51%

Fund size

$124M

Key differences

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

Side-by-side comparison

IVVMIVVB
Annual cost (TER)0.50%0.51%
Fund size (AUM)$169M$124M
Since20232023
Dividend yield0.60%1.19%
Asset classalternativefixed income
Regionnorth americanorth america
Strategystructured outcomeindex tracking
CAGR 1Y+17.3%+15.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.14%7.35%
Max drawdown-11.62%-13.08%

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

Similar to IVVM and IVVB