IVVM
iShares Large Cap Moderate Quarterly Laddered ETF
📎 Investment Objective
The iShares Large Cap Moderate Buffer ETF (IVVM) seeks to provide investors with moderate downside protection while participating in the upside potential of large-cap U.S. stocks.
Overview
ETF tracking iShares Large Cap Moderate Quarterly Laddered ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares Large Cap Moderate Buffer ETF (IVVM) seeks to provide investors with moderate downside protection while participating in the upside potential of large-cap U.S. stocks.
🎯 Investment Strategy
IVVM aims to achieve its objective by investing in a portfolio of large-cap U.S. stocks and using options strategies to provide a buffer against losses of up to 15% over a one-year period. The fund's managers use a rules-based approach to dynamically adjust the options exposure to maintain the desired level of downside protection.
✨ Key Features
- Moderate downside buffer of up to 15% over a one-year period
- Exposure to large-cap U.S. stocks for potential upside participation
- Actively managed options strategy to manage the buffer level
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The fund's performance is tied to the performance of the large-cap U.S. stock market, which can be volatile
- Option strategy risk: The options used to provide the downside buffer may not perform as expected, leading to losses
- Liquidity risk: The fund may have difficulty trading certain options or stocks, especially in times of market stress
- Tracking error risk: The fund's performance may deviate from the performance of the large-cap U.S. stock market due to the options strategy
👤 Best For
IVVM may be suitable for investors seeking moderate downside protection while maintaining exposure to the growth potential of large-cap U.S. stocks. It could be a useful component of a diversified portfolio, particularly for investors with a moderate risk tolerance who are concerned about potential market downturns.