IVVB
iShares Large Cap Deep Quarterly Laddered ETF
📎 Investment Objective
The iShares Large Cap Deep Buffer ETF (IVVB) seeks to provide exposure to large-cap U.S. equities with a built-in buffer against downside risk.
Overview
ETF tracking iShares Large Cap Deep Quarterly Laddered ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Large Cap Deep Buffer ETF (IVVB) seeks to provide exposure to large-cap U.S. equities with a built-in buffer against downside risk.
🎯 Investment Strategy
IVVB aims to track the performance of the S&P 500 Index, while providing a level of downside protection through the use of options strategies. The fund utilizes a 'buffer' approach, seeking to limit losses in down markets to a predetermined percentage.
✨ Key Features
- Exposure to large-cap U.S. stocks through the S&P 500 Index
- Downside buffer protection to limit losses in market downturns
- Low expense ratio of 0.00%
- Actively managed options-based strategy
⚠️ Primary Risks
- Market risk: The fund's value may fluctuate with changes in the broader stock market
- Derivative risk: The use of options strategies may not always be successful in limiting downside losses
- Liquidity risk: The fund may have difficulty trading certain securities, especially in volatile markets
- Concentration risk: The fund's focus on large-cap stocks means it may be more susceptible to events affecting that segment of the market
👤 Best For
IVVB may be suitable for investors seeking large-cap equity exposure with a level of downside protection, particularly those with a moderate risk tolerance and a medium-term investment horizon.