IVVMiShares Large Cap Moderate Quarterly Laddered ETF
Seeks to track the share price return of the iShares Core S&P 500 ETF up to an approximate upside limit, while providing downside protection.
By BlackRock · Launched 2023
Annual Cost
0.50%
#2,576 of 5,562 · average
Fund Size
$167M
#2,444 of 5,562 · mid-size
Return (1Y)Goal
+16.0%
Track Record
2 years
#3,062 of 5,562 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,592+15.9%
Total-return NAV, USD. Net of fund fees, before tax.
Classification
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 100.8% of fundconcentrated
iShares Core S&P 500 ETF
99.3%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.6%
BLACKROCK CASH FUNDS
0.5%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.4%
JANE STREET LLC
0.0%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.0%
CHICAGO MERCANTILE EXCHANGE INC.HWAH6
0.0%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.0%
JANE STREET LLC
0.0%
SUSQUEHANNA FINANCIAL GROUP, LLLP
0.0%
Asset allocation
Cash
83.8%
Stocks
16.2%
By sector
Technology
38.4%
Financial Services
11.0%
Communication
10.8%
Consumer Cyclical
10.0%
Healthcare
8.4%
Industrials
7.9%
Consumer Defensive
4.6%
Energy
3.2%
Other
5.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.2%Low
Year-on-year price swings
Max drawdown
-11.6%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Where to buy
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to track the share price return of the iShares Core S&P 500 ETF up to an approximate upside limit, while providing downside protection.
- Strategy
- Invests primarily in large-cap equity securities or similar instruments, aiming for exposure to the iShares Core S&P 500 ETF's returns with an upside limit and downside protection against the first 5% of losses.
- Inception date
- June 28, 2023
- Fund family
- BlackRock
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Data updated on 2026-06-19