IVVM ETF
IVVM ETF
$37.83
iShares Large Cap Moderate Quarterly Laddered ETF
AUM$178M
TER0.50%
Holdings14
See how much of IVVM you already own
IVVM ETF Overlap Analysis
IVVM overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IVVM portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, IVVM may share significant positions with broad-market funds.
IVVM overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. IVVM tax-loss harvesting finds highly correlated but non-identical funds.