IVVW vs. SPD ETF Comparison

Comparison of iShares Trust iShares S&P 500 BuyWrite ETF (IVVW) to Simplify US Equity PLUS Downside Convexity ETF (SPD)

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

$49.30

Average Daily Volume

2,947

Number of Holdings ^*

* may have additional holdings in another (foreign) market

SPD

Simplify US Equity PLUS Downside Convexity ETF

SPD Description

The investment seeks to provide capital appreciation. The adviser seeks to achieve the fund's investment objective by investing primarily in equity securities of U.S. companies and applying a downside convexity option overlay strategy to the equity investments. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies, primarily by purchasing exchange-traded funds (ETFs). The downside convexity option overlay consists of purchasing exchange-traded and over the counter (OTC) put options on the S&P 500 Index or an S&P 500 Index ETF.

Grade (RS Rating)

Last Trade

$33.39

Average Daily Volume

30,242

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IVVW	SPD
30 Days	2.21%	3.66%
60 Days	7.46%	4.04%
90 Days	1.56%	1.70%
12 Months		29.76%

1 Overlapping Holdings

	Symbol	Grade	Weight in IVVW	Weight in SPD	Overlap
	IVV	A	101.07%	99.42%	99.42%

IVVW Overweight 0 Positions Relative to SPD

	Symbol	Grade	Weight

IVVW Underweight 0 Positions Relative to SPD

	Symbol	Grade	Weight

IVVW: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund

SPD: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Index Fund