IVVWiShares IVV Premium Income+ ETF
Tracks the investment results of the Cboe S&P 500 Enhanced 1% OTM BuyWrite Index.
By iShares · Launched 2024
Annual Cost
0.25%
#1,172 of 6,040 · low cost
Fund Size
$342M
#1,964 of 6,040 · large
Return (1Y)
+16.9%
Track Record
2 years
#3,409 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,687+16.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
AlternativeRegion
North americaStrategy
Option income
Index tracked
Cboe S&P 500 Enhanced 1% OTM BuyWrite Index
Holdings
By weightConcentration
Top 3 holdings = 100.0% of fundconcentrated
iShares Core S&P 500 ETF
102.2%
BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES
0.2%
Options Clearing Corp.
-2.4%
Asset allocation
Stocks
68.2%
Cash
31.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
8.7%Low
Year-on-year price swings
Max drawdown
-16.8%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the Cboe S&P 500 Enhanced 1% OTM BuyWrite Index.
- Strategy
- Invests primarily in the iShares Core S&P 500 ETF while writing one-month call options on the S&P 500 Index to generate income. The strategy reflects a covered call approach, aiming for income generation while holding U.S. large-cap equities.
- Inception date
- March 14, 2024
- Fund family
- iShares
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18