iShares Large Cap Deep Quarterly Laddered ETF

Frequently Asked Questions About IVVB

What does IVVB invest in?

The iShares Large Cap Deep Quarterly Laddered ETF is designed to replicate the price movements of the iShares Core S&P 500 ETF, though its potential gains are capped at a predetermined level. Simultaneously, it endeavors to provide a safeguard against market downturns.

What is the expense ratio of IVVB?

iShares Large Cap Deep Quarterly Laddered ETF (IVVB) charges an expense ratio of 0.53%. This is the annual fee deducted from fund assets to cover management and operations.

How big is IVVB?

iShares Large Cap Deep Quarterly Laddered ETF (IVVB) manages $126.5M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is IVVB actively managed or an index fund?

IVVB is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (IVVB's is 0.53%) because there's no security selection cost.

When was IVVB launched?

iShares Large Cap Deep Quarterly Laddered ETF (IVVB) launched in June 2023 and is managed by IShares.

How has IVVB performed?

IVVB's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.