iShares Large Cap Moderate Quarterly Laddered ETFIVVM

iSharesUS Stock StylesLarge Cap#507 of 701 by YTD

$37.56

+0.2% last session

+8.0% YTD

Data as of 11/3/20264:00 PM ET · End-of-day

Dividend-adjusted return from the previous close · S&P 500 uses VOOIVVMS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+0.2%	−1.4%	−0.6%	+8.0%	+9.2%	+55.5%	—	+50.5%
Peer average	+0.2%	−1.7%	−1.7%	+11.3%	+12.0%	+76.2%	+57.5%	—
S&P 500 · VOO	+0.3%	−2.6%	−1.7%	+11.5%	+11.9%	+90.9%	+77.5%	—

Key Statistics

Open all fund facts →

AUM: $197M
Expense ratio: 0.53%
Distribution yield: 0.6%
NAV: $37.57
Volume: 13K
Avg. volume 30D: 35K
High today: $37.64
Low today: $37.53
Previous close: $37.48
52-week high: $38.30
52-week low: $33.29
Our risk indicator: 4/5

IVVM in One Breath

IVVM Among Large Cap ETFs

YTD

#1NRGUREX Microsectors+252.7%$96.0M

#2RSSYReturn Stacked+34.7%$101M

#3MAKXProShares+33.0%$4.9M

#4SMRIBushido+31.2%$703M

#5CSDInvesco+30.9%$209M

#6IGEiShares+29.9%$810M

#7IEZiShares+29.0%$376M

#8FLOWGlobal X+28.2%$36.5M

#180IVVMiShares+8.0%$197M

End-of-day Nov 4, 2026 · 263 Large cap ETFs by YTD

$10,000 in IVVM

$10,000 in IVVM became

$15,054

In the S&P 500 (VOO)

$17,757

Total return, dividends in · Jun 30, 2023 – Nov 3, 2026 · S&P 500 uses VOO

IVVM Returns by Period

Today

YTD

MAX

IVVM

+0.2%

−1.4%

−0.6%

+8.0%

+9.2%

+55.5%

—

+50.5%

Peer average

+0.2%

−1.7%

+11.3%

+12.0%

+76.2%

+57.5%

—

S&P 500 · VOO

+0.3%

−2.6%

−1.7%

+11.5%

+11.9%

+90.9%

+77.5%

—

End-of-day Nov 4, 2026 · total return, dividends in · peers = 306 Large cap ETFs

IVVM’s US Stock Styles Rank

YTD

#507of 701
us stock styles ETFs

Best · NRGU+252.7%

Average+12.2%

IVVM+8.0%

Worst · AMGR−98.9%

US Stock Styles ETFs by YTD return · Nov 4, 2026

IVVM Price and 52-Week Range

From the 52-week high

−1.9%

From the 52-week low

+12.8%

Today $37.53 – $37.64

Previous close $37.48

$37.56 now

52-week low$33.2952-week high$38.30

End-of-day Nov 4, 2026 · box = today’s range, dashed = previous close

IVVM’s Share of Large Cap ETFs

Today

0.0%

of the $850B in 307 Large cap ETFs

IVVM$197M0.0%

DFAC$87.6B10.3%

IWB$47.8B5.6%

304 others$715B84.1%

Large cap ETF AUM · Nov 4, 2026

IVVM Fee per $100 vs Peers

Today

$0.53a year
per $100

$53 a year on $10,000

SCHB$0.03

IWB$0.15

DIA$0.16

DCOR$0.17

DFAC$0.21

IVVM$0.53

Expense ratio · Large cap peers · Nov 4, 2026

Inside IVVM

8 holdings

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF

Today

IVVM reports no holdings we can show: […]

iShares IVVM · holdings

How It Compares

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF’s Peers


DFAC	DimensionalRead Desk	0.21%	+16.0%	+14.1%	$87.6B
IWB	iSharesRead Desk	0.15%	+11.6%	+11.3%	$47.8B
DIA	SPDRRead Desk	0.16%	+10.3%	+8.8%	$45.1B
DCOR	DimensionalRead Desk	0.17%	+15.7%	+14.2%	$45.0B
SCHB	SchwabRead Desk	0.03%	+11.7%	+11.6%	$44.0B
IVVM	iSharesThis fundRead Desk	0.53%	+9.2%	+8.0%	$197M

Large cap peers · Past-year and ytd returns · as of Nov 4, 2026 · sorted by AUM

Head to Head

Put IVVM head to head with DFAC →

DFAC vs IVVM

YTD

DFACDimensional · Large capIVVMiShares · Large cap

Year to date

+14.1%

+8.0%

DFAC wins+6.1 pts

Past year

+16.0%

+9.2%

DFAC wins+6.9 pts

Fee

0.21%

0.53%

DFAC winslower fee

Yield

0.9%

0.6%

DFAC wins+0.2 pts

AUM

$87.6B

$197M

DFAC444.9× more

4–0DFAC wins

Dimensional DFAC and iShares IVVM · year-to-date · as of Nov 4, 2026 · AUM not scored

IVVM vs VOO

IVVM · iShares Large Cap Moderate Quarterly Laddered

+9.2%

VOO · S&P 500

+11.9%

Gap

2.7 pts

iShares IVVM and Vanguard VOO · 1Y total return · as of Nov 4, 2026

IVVM vs Its Peer Average

YTD

IVVMAvsBPeer average

1D+0.2%+0.2%

1M−1.4%−1.7%

3M−0.6%−1.7%

YTD+8.0%+11.3%

1Y+9.2%+12.0%

3Y+55.5%+76.2%

5Y[…]+57.5%

2–4Peer average wins

306 Large cap peers · each row scaled to its leader

The Details

IVVM

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y7.48%

Deepest drop · 1Y−5.3%

Lowest point · 5Y−1.7%

52-week range

$37.56

$33.29−1.9% from the high$38.30

iShares IVVM · past-year price moves · as of Nov 4, 2026

IVVM

Fund Facts

Today

2023launched Jun 28

Tracks[…]

Exchange · CUSIPCBOE · 092528702

StructureETF

Leverage1x

Cost on $10,000$53 a year

Go deeper

Prospectus & documents Trading & liquidity Fees & costs Distributions

iShares IVVM · fund facts · as of Nov 4, 2026

IVVM

Payouts by Year

$0.24per share, Dec 2025

Distribution yield0.6%

Paid[…]

Latest ex-date · paidDec 23 · Dec 29, 2025

2 payouts added up$0.43 a share

iShares IVVM · distributions by ex-date · 2024–2025

All Fund FactsDocuments · trading · fees · every payout

Prospectus & Documents

Official documents are being connected from SEC EDGAR: […]. Read the issuer’s prospectus before investing.

Trading & Liquidity

Net asset value$37.57

Premium / discount[…]

Median spread · 30D[…]

Volume today13K

Average volume · 30D35K

Shares outstanding[…]

Options[…]

Fees & Costs

Net expense ratio0.53%

Gross expense ratio[…]

Management fee[…]

Cost on $10,000 a year$53.00

Our risk indicator4/5

Estimated yearly cost excludes trading costs and assumes constant assets.

Distributions

Ex-date	Paid	Per share
Dec 23, 2025	Dec 29, 2025	$0.24
Dec 30, 2024	Jan 3, 2025	$0.19

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