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ALDB vs IVVM

Aptus Laddered Deep Buffer ETF

ALDBBCboe

iShares Large Cap Moderate Quarterly Laddered ETF

IVVMBCboe

Overlap

Expense ratio

ALDB −0.20pt a year

ALDB0.30%IVVM0.50%

Avg volume · 30D

IVVM 4.3×the volume

ALDB6.84KIVVM29.2K

ALDB vs IVVM Performance

Jul 31, 2026 – Oct 30, 2026

+1.7%ALDB+1.3%IVVM

Jul 31, 2026 to Oct 30, 2026. ALDB +1.7%. IVVM +1.3%. Use the arrow keys to read each point.0%0.5%2.5%3%Jul 2026Sep 2026Oct 2026
Expense ratio
ALDB 0.30%, better
IVVM 0.50%
Fund size
ALDB $12M
IVVM $198M
1Y total return
ALDB No data
IVVM +9.3%
Yield (12M)
ALDB No data
IVVM 0.63%
Holdings
ALDB 5
IVVM 6
Avg volume (30D)
ALDB 6.84K sh
IVVM 29.2K sh, better
NAV per share
ALDB $25.73
IVVM $37.59
52W range

ETF.net Grade

ALDB: Cost 100, Risk 56, Mission not scored, Tradability 41, Holdings 39, Durability 11. IVVM: Cost 85, Risk 34, Mission not scored, Tradability 71, Holdings 36, Durability 69.
Pillar letters and Scores for ALDB, IVVM, with each pillar’s weight
PillarALDBIVVM
Cost30% weightA100HigherA85
Mission25% weightNot scoredNot scored
Risk15% weightB56HigherD34
Tradability15% weightC41A71Higher
Holdings10% weightD39HigherD36
Durability5% weightF11B69Higher

Rank among S&P 500 Laddered Buffer funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. ALDB and IVVM are both graded against the same 18 S&P 500 Laddered Buffer funds, so their Grades compare head to head.

S&P 500 Laddered Buffer⁠

Category · 18 funds
See all 18 ›

ALDB ranks 3rd and IVVM 4th of 18 funds in the S&P 500 Laddered Buffer Category.

  1. Rank 1BBUFPPGIM Laddered S&P 500 Buffer 12 ETFScore 69
  2. Rank 2BPBFRPGIM Laddered S&P 500 Buffer 20 ETFScore 68
  3. Rank 3BALDBAptus Laddered Deep Buffer ETFScore 65
  4. Rank 4BIVVMiShares Large Cap Moderate Quarterly Laddered ETFScore 64
  5. Rank 5BBUFFInnovator Laddered Allocation Power Buffer ETFScore 58

Our read on each fund

ETF.net Research

ALDBBAptus Laddered Deep Buffer ETF

IVVMBiShares Large Cap Moderate Quarterly Laddered ETF

In short

ALDB No data

IVVM Most buffer funds make you pick a start date. IVVM runs overlapping three-month tranches on IVV, each cushioning roughly the first 5% of losses in exchange for a cap, so no single reset date decides everything.

Stated mandate

ALDB No data

IVVM The fund seeks exposure to large-cap U.S. equities while using staggered-maturity buffers to protect approximately the first 5% of losses. It accepts limited upside and uses the laddered structure to reduce timing risk.

Why people hold it

ALDB No data

  • IVVM 0.50% net of a waiver through June 30, 2028 (0.53% gross), below the category median and well under Innovator's laddered Power Buffer fund BUFF at 0.89%.ishares.com
  • Staggered tranches of roughly three-month FLEX options, rolling on a rhythm, spread out the entry-point risk that single-period buffer funds carry.ishares.com
  • Born in 2023 as a plain quarterly buffer fund, rebuilt as a ladder in October 2025, and one of the stronger builds in its laddered-buffer peer group.sec.gov
  • The reference asset is BlackRock's own S&P 500 workhorse, IVV, inside a standard 1940 Act ETF wrapper that trades all day on an exchange.sec.gov

Worth knowing

ALDB No data

  • IVVM Each tranche caps the upside, and caps are reset at every roll, so a hot S&P 500 stretch leaves the fund behind plain index exposure.ishares.com
  • The cushion is thin by design: approximately the first 5% of losses per tranche, with declines past that borne in full, and fund fees come off the top.sec.gov
  • Exposure follows IVV's share price, not its dividends, and the fund trades thinly on a modest asset base, so spreads can run wider than on index giants.sec.gov

Full ALDB profile⁠

Full IVVM profile⁠

ALDB vs IVVM Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

ALDB vs IVVM Cost

Overpaying IVVM vs ALDB

$3,830

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • ALDB 0.30%

    $6,149

  • IVVM 0.50%

    $9,979

$10,000
30 years

Cost over time

  • ALDB 0.30%
  • IVVM 0.50%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K$10K051015202530IVVM $9,979ALDB $6,149

Year by year

YearALDBIVVMOverpaying
10$545$900$355
20$2,113$3,460$1,347
30$6,149$9,979$3,830

Expense ratio

  • 0.30%ALDB, cheaper
  • 0.50%IVVM
  • Middle half of S&P 500 Laddered Buffer funds
  • Median 0.89%

ALDB cheapest of 18 funds

IVVM 2nd cheapest of 18 funds

ALDB vs IVVM Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
ALDB No data
IVVM 0.63%
Payout (12M)
ALDB None
IVVM $0.24
Last payment
ALDB No data
IVVM $0.24
Ex-dividend
ALDB No data
IVVM Dec 23, 2025
Paid on
ALDB No data
IVVM Dec 29, 2025
Frequency
ALDB No data
IVVM Annual

Distribution history

Per share, 2024 to 2026, same scale for both

ALDBAll ALDB payments⁠

No distribution history available.

IVVMAnnual · 2 paymentsAll IVVM payments⁠
One bar per payment. 2 payments from 2024 to 2026 YTD. Dec 30, 2024 $0.19; Dec 23, 2025 $0.24. Use the arrow keys to read each point.$0$0.252026YTD

ALDB vs IVVM Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
ALDB No dataIVVM 6.5%
Return per unit of riskSharpe ratio, 3 years
ALDB No dataIVVM 1.56
Worst fallMax drawdown, 5 years
ALDB No dataIVVM −11.6%since Jun 2023
Market sensitivityBeta, 5 years
ALDB 0.46IVVM 0.52

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