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IVVM vs LADM

iShares Large Cap Moderate Quarterly Laddered ETF

IVVMBCboe

Pacer Swan SOS Laddered Moderate ETF

LADMCCboe

Overlap

Expense ratio

IVVM −0.09pt a year

IVVM0.50%LADM0.59%

Avg volume · 30D

IVVM 37.7×the volume

IVVM29.3KLADM778

IVVM vs LADM Performance

Aug 7, 2026 – Nov 9, 2026

−0.7%IVVM+0.2%LADM

Aug 7, 2026 to Nov 9, 2026. IVVM −0.7%. LADM +0.2%. Use the arrow keys to read each point.−2%1%Aug 2026Sep 2026Nov 2026
Expense ratio
IVVM 0.50%, better
LADM 0.59%
Fund size
IVVM $194M
LADM $2M
1Y total return
IVVM +10.0%
LADM No data
Yield (12M)
IVVM 0.63%
LADM No data
Holdings
IVVM 6
LADM 13
Avg volume (30D)
IVVM 29.3K sh, better
LADM 778 sh
NAV per share
IVVM $36.97
LADM $32.39
52W range

ETF.net Grade

IVVM: Cost 85, Risk 38, Mission not scored, Tradability 71, Holdings 35, Durability 69. LADM: Cost 71, Risk 59, Mission not scored, Tradability 40, Holdings 71, Durability 11.
Pillar letters and Scores for IVVM, LADM, with each pillar’s weight
PillarIVVMLADM
Cost30% weightA85HigherA71
Mission25% weightNot scoredNot scored
Risk15% weightD38B59Higher
Tradability15% weightA71HigherC40
Holdings10% weightD35A71Higher
Durability5% weightB69HigherF11

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. IVVM and LADM 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 LADM 14th 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 12CBUFZFT Vest Laddered Moderate Buffer ETFScore 49
  6. Rank 14CLADMPacer Swan SOS Laddered Moderate ETFScore 40
  7. Rank 15DBFEWFT Vest Laddered U.S. Equity Equal Weight Buffer ETFScore 35

Our read on each fund

ETF.net Research

IVVMBiShares Large Cap Moderate Quarterly Laddered ETF

LADMCPacer Swan SOS Laddered Moderate ETF

In short

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.

LADM No data

Stated mandate

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.

LADM No data

Why people hold it

  • 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

LADM No data

Worth knowing

  • 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

LADM No data

Full IVVM profile⁠

Full LADM profile⁠

IVVM vs LADM 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.

IVVM vs LADM Cost

Overpaying LADM vs IVVM

$1,656

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

  • IVVM 0.50%

    $9,979

  • LADM 0.59%

    $11,635

$10,000
30 years

Cost over time

  • IVVM 0.50%
  • LADM 0.59%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2.5K$5K$7.5K$10K$12.5K051015202530LADM $11,635IVVM $9,979

Year by year

YearIVVMLADMOverpaying
10$900$1,058$158
20$3,460$4,051$591
30$9,979$11,635$1,656

Expense ratio

  • 0.50%IVVM, cheaper
  • 0.59%LADM
  • Middle half of S&P 500 Laddered Buffer funds
  • Median 0.89%

IVVM 2nd cheapest of 18 funds

LADM 6th cheapest of 18 funds

IVVM vs LADM Dividends

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

Distribution history

Per share, 2024 to 2026, same scale for both

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
LADMAll LADM payments⁠

No distribution history available.

IVVM vs LADM Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
IVVM 6.5%LADM No data
Return per unit of riskSharpe ratio, 3 years
IVVM 1.56LADM No data
Worst fallMax drawdown, 5 years
IVVM −11.6%since Jun 2023LADM No data
Market sensitivityBeta, 5 years
IVVM 0.51LADM 0.28

IVVM and LADM in the news

All news⁠

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