IVVM ETF
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM ETF Overview
IVVM ETF (iShares Large Cap Moderate Quarterly Laddered ETF) is managed by iShares by BlackRock (US) with $189.8M in net assets. IVVM expense ratio is 0.50%, holding 13 positions across sectors including Financials. Inception date: 2023-06-28.
IVVM performance shows a YTD return of 8.54%. The 1-year return is 11.42%. IVVM dividend yield stands at 0.57%, paid annually.
IVVM top holdings include Ishares Core S&p 500 ETF (99.1%), JAN27 IVV US P 765.85 (0.9%), Dec26 Ivv Us P @ 770.74 (0.7%), USD Cash (0.6%), Nov26 Ivv Us P @ 750.32 (0.3%). Go to all IVVM holdings, IVVM sectors, or IVVM dividends.
IVVM can be compared against other funds. Use IVVM overlap to find shared positions, or IVVM vs another fund for a side-by-side view. IVVM alternatives are available via the screener, along with tax-loss harvesting opportunities.