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BFEW vs IVVM

FT Vest Laddered U.S. Equity Equal Weight Buffer ETF

BFEWDCboe

iShares Large Cap Moderate Quarterly Laddered ETF

IVVMBCboe

Overlap

Expense ratio

IVVM −0.45pt a year

BFEW0.95%IVVM0.50%

Avg volume · 30D

IVVM 20.1×the volume

BFEW1.46KIVVM29.3K

BFEW vs IVVM Performance

Aug 7, 2026 – Nov 9, 2026

+1.8%BFEW−0.7%IVVM

Aug 7, 2026 to Nov 9, 2026. BFEW +1.8%. IVVM −0.7%. Use the arrow keys to read each point.−2%0%1%Aug 2026Sep 2026Nov 2026
Expense ratio
BFEW 0.95%
IVVM 0.50%, better
Fund size
BFEW $3M
IVVM $194M
1Y total return
BFEW No data
IVVM +10.0%
Yield (12M)
BFEW No data
IVVM 0.63%
Holdings
BFEW 5
IVVM 6
Avg volume (30D)
BFEW 1.46K sh
IVVM 29.3K sh, better
NAV per share
BFEW $21.81
IVVM $36.97
52W range

ETF.net Grade

BFEW: Cost 24, Risk 80, Mission not scored, Tradability 20, Holdings 33, Durability 23. IVVM: Cost 85, Risk 38, Mission not scored, Tradability 71, Holdings 35, Durability 69.
Pillar letters and Scores for BFEW, IVVM, with each pillar’s weight
PillarBFEWIVVM
Cost30% weightF24A85Higher
Mission25% weightNot scoredNot scored
Risk15% weightA80HigherD38
Tradability15% weightF20A71Higher
Holdings10% weightD33D35Higher
Durability5% weightF23B69Higher

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. BFEW 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 ›

IVVM ranks 3rd and BFEW 15th of 18 funds in the S&P 500 Laddered Buffer Category.

  1. Rank 1BPBFRPGIM Laddered S&P 500 Buffer 20 ETFScore 69
  2. Rank 2BBUFPPGIM Laddered S&P 500 Buffer 12 ETFScore 67
  3. Rank 3BIVVMiShares Large Cap Moderate Quarterly Laddered ETFScore 65
  4. Rank 4BALDBAptus Laddered Deep Buffer ETFScore 64
  5. Rank 14CLADMPacer Swan SOS Laddered Moderate ETFScore 40
  6. Rank 15DBFEWFT Vest Laddered U.S. Equity Equal Weight Buffer ETFScore 35
  7. Rank 15DBUFTFT Vest Buffered Allocation Defensive ETFScore 35

Our read on each fund

ETF.net Research

BFEWDFT Vest Laddered U.S. Equity Equal Weight Buffer ETF

IVVMBiShares Large Cap Moderate Quarterly Laddered ETF

In short

BFEW 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

BFEW 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

BFEW 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

BFEW 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 BFEW profile⁠

Full IVVM profile⁠

BFEW 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.

BFEW vs IVVM Cost

Overpaying BFEW vs IVVM

$7,890

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

  • BFEW 0.95%

    $17,869

  • IVVM 0.50%

    $9,979

$10,000
30 years

Cost over time

  • BFEW 0.95%
  • IVVM 0.50%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530BFEW $17,869IVVM $9,979

Year by year

YearBFEWIVVMOverpaying
10$1,678$900$778
20$6,322$3,460$2,862
30$17,869$9,979$7,890

Expense ratio

  • 0.95%BFEW
  • 0.50%IVVM, cheaper
  • Middle half of S&P 500 Laddered Buffer funds
  • Median 0.89%

IVVM 2nd cheapest of 18 funds

BFEW 12th cheapest of 18 funds

BFEW vs IVVM Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
BFEW No data
IVVM 0.63%
Payout (12M)
BFEW None
IVVM $0.24
Last payment
BFEW No data
IVVM $0.24
Ex-dividend
BFEW No data
IVVM Dec 23, 2025
Paid on
BFEW No data
IVVM Dec 29, 2025
Frequency
BFEW No data
IVVM Annual

Distribution history

Per share, 2024 to 2026, same scale for both

BFEWAll BFEW 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

BFEW vs IVVM Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
BFEW No dataIVVM 6.5%
Return per unit of riskSharpe ratio, 3 years
BFEW No dataIVVM 1.56
Worst fallMax drawdown, 5 years
BFEW No dataIVVM −11.6%since Jun 2023
Market sensitivityBeta, 5 years
BFEW 0.09IVVM 0.51

BFEW and IVVM in the news

All news⁠

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