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IVVM vs QMFE

iShares Large Cap Moderate Quarterly Laddered ETF vs FT Vest Nasdaq-100 Moderate Buffer ETF - February

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

BlackRock

Annual cost

0.50%

Fund size

$169M

QMFE

FT Vest Nasdaq-100 Moderate Buffer ETF - February

First Trust

Annual cost

0.90%

Fund size

$53M

Key differences

  • IVVM costs 0.40% less per year.
  • IVVM is significantly larger than QMFE — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

IVVMQMFE
Annual cost (TER)0.50%0.90%
Fund size (AUM)$169M$53M
Since20232025
Dividend yield0.60%0.00%
Asset classalternativealternative
Regionnorth americanorth america
Strategystructured outcomestructured outcome
CAGR 1Y+17.3%+21.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.14%7.01%
Max drawdown-11.62%-11.76%

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

Similar to IVVM and QMFE