IVVW vs. IVVM ETF Comparison

Comparison of iShares Trust iShares S&P 500 BuyWrite ETF (IVVW) to iShares Large Cap Moderate Buffer ETF (IVVM)

IVVW

iShares Trust iShares S&P 500 BuyWrite ETF

IVVW Description

The index is designed to measure the performance of a strategy of holding the iShares Core S&P 500 ETF while writing (selling) one-month call options primarily on the S&P 500 Index to generate income. The fund seeks to achieve its investment objective by investing a substantial portion of its assets in the underlying fund and options on the option index.

Grade (RS Rating)

Last Trade

$50.11

Average Daily Volume

6,424

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IVVM

iShares Large Cap Moderate Buffer ETF

IVVM Description

Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or instruments with similar economic characteristics. The fund pursues an options strategy which seeks to provide the fund with exposure to the share price return of the Underlying ETF up to an approximate upside limit, while seeking to provide downside protection against approximately the first 5% of Underlying ETF losses and lower volatility over each calendar quarter, or Hedge Period. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$31.10

Average Daily Volume

22,918

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IVVW	IVVM
30 Days	1.91%	1.37%
60 Days	3.68%	3.71%
90 Days	2.68%	5.08%
12 Months		18.95%

1 Overlapping Holdings

	Symbol	Grade	Weight in IVVW	Weight in IVVM	Overlap
	IVV	A	99.48%	98.49%	98.49%

IVVW Overweight 0 Positions Relative to IVVM

	Symbol	Grade	Weight

IVVW Underweight 0 Positions Relative to IVVM

	Symbol	Grade	Weight

IVVW: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund

IVVM: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund