iShares Large Cap Moderate Quarterly Laddered ETFIVVM

iSharesUS Stock StylesLarge Cap#516 of 701 by YTD

$37.92

+1.0% last session

+9.0% YTD

Data as of 11/4/20264:00 PM ET · End-of-day

Dividend-adjusted total return · S&P 500 uses VOO · Oct 6, 2026 – Nov 4, 2026IVVMS&P 500 · VOO

Returns	1D	1M	3M	YTD	1Y	3Y	5Y	MAX
Total return	+1.0%	−0.8%	+0.5%	+9.0%	+10.1%	+55.6%	—	+52.0%
Peer average	+1.1%	−1.2%	−0.5%	+12.3%	+13.1%	+76.8%	+60.9%	—
S&P 500 · VOO	+1.6%	−1.6%	0.0%	+13.4%	+13.5%	+91.7%	+81.2%	—

Key Statistics

Open all fund facts →

AUM: $197M
Expense ratio: 0.53%
Distribution yield: 0.6%
NAV: $37.57
Volume: 20K
Avg. volume 30D: 32K
High today: $38.03
Low today: $37.79
Previous close: $37.56
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+191.2%$96.0M

#2RSSYReturn Stacked+33.6%$101M

#3SMRIBushido+33.5%$703M

#4MAKXProShares+33.0%$4.9M

#5FLOWGlobal X+31.0%$36.5M

#6CSDInvesco+30.0%$209M

#7LSAFLeader Shares+29.9%$133M

#8EKGFirst Trust+29.2%$9.4M

#188IVVMiShares+9.0%$197M

End-of-day Nov 5, 2026 · 263 Large cap ETFs by YTD

$10,000 in IVVM

$10,000 in IVVM became

$15,198

In the S&P 500 (VOO)

$18,044

Total return, dividends in · Jun 30, 2023 – Nov 4, 2026 · S&P 500 uses VOO

IVVM Returns by Period

Today

YTD

MAX

IVVM

+1.0%

−0.8%

+0.5%

+9.0%

+10.1%

+55.6%

—

+52.0%

Peer average

+1.1%

−1.2%

−0.5%

+12.3%

+13.1%

+76.8%

+60.9%

—

S&P 500 · VOO

+1.6%

−1.6%

0.0%

+13.4%

+13.5%

+91.7%

+81.2%

—

End-of-day Nov 5, 2026 · total return, dividends in · peers = 306 Large cap ETFs

IVVM’s US Stock Styles Rank

YTD

#516of 701
us stock styles ETFs

Best · NRGU+191.2%

Average+13.5%

IVVM+9.0%

Worst · AMGR−98.9%

US Stock Styles ETFs by YTD return · Nov 5, 2026

IVVM Price and 52-Week Range

From the 52-week high

−1.0%

From the 52-week low

+13.9%

Today $37.79 – $38.03

Previous close $37.56

$37.92 now

52-week low$33.2952-week high$38.30

End-of-day Nov 5, 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 5, 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 5, 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

YTD


DFAC	DimensionalRead Desk	0.21%	+15.8%	+17.7%	$87.6B
IWB	iSharesRead Desk	0.15%	+13.0%	+13.2%	$47.8B
DIA	SPDRRead Desk	0.16%	+12.2%	+14.2%	$45.1B
DCOR	DimensionalRead Desk	0.17%	+15.9%	+17.4%	$45.0B
SCHB	SchwabRead Desk	0.03%	+13.3%	+13.3%	$44.0B
IVVM	iSharesThis fundRead Desk	0.53%	+9.0%	+10.1%	$197M

Large cap peers · YTD and past-year returns · as of Nov 5, 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

+15.8%

+9.0%

DFAC wins+6.8 pts

Past year

+17.7%

+10.1%

DFAC wins+7.6 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 5, 2026 · AUM not scored

IVVM vs VOO

YTD

IVVM · iShares Large Cap Moderate Quarterly Laddered

+9.0%

VOO · S&P 500

+13.4%

Gap

4.4 pts

iShares IVVM and Vanguard VOO · YTD total return · as of Nov 5, 2026

IVVM vs Its Peer Average

YTD

IVVMAvsBPeer average

1D+1.0%+1.1%

1M−0.8%−1.2%

3M+0.5%−0.5%

YTD+9.0%+12.3%

1Y+10.1%+13.1%

3Y+55.6%+76.8%

5Y[…]+60.9%

2–4Peer average wins

306 Large cap peers · each row scaled to its leader

The Details

IVVM

Risk

4/5our risk indicator

CalmerBumpier

Volatility · 1Y7.53%

Deepest drop · 1Y−5.3%

Lowest point · 5Y−1.1%

52-week range

$37.92

$33.29−1.0% from the high$38.30

iShares IVVM · past-year price moves · as of Nov 5, 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 5, 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 today20K

Average volume · 30D32K

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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