IVVM vs LEXI
Comparison between iShares Large Cap Moderate Buffer ETF (IVVM, ETF) and ALEXIS PRACTICAL TACTICAL ETF (LEXI, ETF).
IVVM vs LEXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVVM vs LEXI - Holdings Comparison
IVVM and LEXI have 0 common holdings. Overlap is 0.00%
IVVM's top 25 holdings weight is 103.66%. LEXI's top 25 holdings weight is 89.18%.
| Rank | IVVM | LEXI |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 103.66% | STATE STREET® SPDR® S&P MIDCAP 400® ETF (MDY) - 4.91% |
| #2 | N/A | JPMORGAN ULTRA-SHORT INCOME ETF (JPST) - 4.91% |
| #3 | N/A | PIMCO ENHANCED SHORT MATURITY ACTIVE ETF (MINT) - 4.90% |
| #4 | N/A | ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) - 4.85% |
| #5 | N/A | PIMCO MULTISECTOR BOND ACTIVE ETF (PYLD) - 4.85% |
| #6 | N/A | VANGUARD DIVIDEND APPRECIATION ETF (VIG) - 4.83% |
| #7 | N/A | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 4.82% |
| #8 | N/A | ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM) - 4.78% |
| #9 | N/A | XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) - 4.68% |
| #10 | N/A | INVESCO S&P 500® EQUAL WEIGHT ETF (RSP) - 4.63% |
| #11 | N/A | ISHARES RUSSELL 1000 VALUE ETF (IWD) - 4.49% |
| #12 | N/A | VANGUARD MEGA CAP GROWTH ETF (MGK) - 4.45% |
| #13 | N/A | STATE STREET®SPDR®DOWJONESINDSTRAVGETFTR (DIA) - 4.41% |
| #14 | N/A | ISHARES MSCI EMERGING MARKETS ETF (EEM) - 4.11% |
| #15 | N/A | ISHARES 0-5 YEAR HIGH YIELD CORP BD ETF (SHYG) - 4.02% |
| #16 | N/A | INVESCO QQQ TRUST (QQQ) - 3.38% |
| #17 | N/A | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 2.88% |
| #18 | N/A | VANGUARD GROWTH ETF (VUG) - 2.81% |
| #19 | N/A | ISHARES 0€“1 YEAR TREASURY BOND ETF (SHV) - 2.01% |
| #20 | N/A | NVIDIA CORP (NVDA) - 1.71% |
| #21 | N/A | APPLIED MATERIALS INC (AMAT) - 1.53% |
| #22 | N/A | VANECK GOLD MINERS ETF (GDX) - 1.51% |
| #23 | N/A | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.40% |
| #24 | N/A | CATERPILLAR INC (CAT) - 1.21% |
| #25 | N/A | ALPHABET INC CLASS A (GOOGL) - 1.10% |
| Total Holdings | 1 | 46 |
IVVM vs LEXI - Historical Returns
Returns include dividend reinvestment.
IVVM vs LEXI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IVVM | LEXI |
|---|---|---|
| 2026 | +5.05% | +10.63% |
| 2025 | +14.13% | +19.48% |
| 2024 | +16.48% | +17.41% |
| 2023 | +5.17% | +16.91% |
| 2022 | N/A | -14.31% |
| 2021 | N/A | +8.30% |
IVVM vs LEXI Drawdown Comparison
The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for LEXI was -22.01%, occurring on Sep 30, 2022. Recovery took 513 trading sessions.
The current IVVM drawdown is -0.98%. The current LEXI drawdown is -2.01%.
| Rank | IVVM | LEXI |
|---|---|---|
| #1 | -11.62% Feb 19, 2025 - May 14, 2025 | -22.01% Jan 4, 2022 - Jan 22, 2024 |
| #2 | -5.33% Jul 16, 2024 - Aug 19, 2024 | -15.94% Feb 19, 2025 - Jun 3, 2025 |
| #3 | -5.31% Feb 2, 2026 - Apr 14, 2026 | -8.12% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -4.93% Jul 28, 2023 - Nov 14, 2023 | -7.57% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -2.92% Mar 28, 2024 - May 9, 2024 | -4.72% Mar 28, 2024 - May 14, 2024 |
| #6 | -2.86% Dec 26, 2024 - Feb 13, 2025 | -4.43% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -2.52% Aug 30, 2024 - Sep 13, 2024 | -4.40% Dec 11, 2024 - Feb 18, 2025 |
| #8 | -2.52% Nov 12, 2025 - Nov 26, 2025 | -4.14% Nov 16, 2021 - Dec 27, 2021 |
| #9 | -1.97% Dec 16, 2024 - Dec 26, 2024 | -3.70% Nov 12, 2025 - Dec 3, 2025 |
| #10 | -1.58% Jan 12, 2026 - Jan 29, 2026 | -2.86% Jan 29, 2026 - Feb 11, 2026 |
| #11 | -1.54% Dec 10, 2025 - Dec 23, 2025 | -2.85% Jul 12, 2021 - Jul 23, 2021 |
| #12 | -1.50% Oct 9, 2025 - Oct 20, 2025 | -2.13% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -1.46% Oct 22, 2024 - Nov 6, 2024 | -2.04% Oct 14, 2024 - Nov 6, 2024 |
| #14 | -1.36% Jul 28, 2025 - Aug 8, 2025 | -2.03% May 14, 2026 - May 26, 2026 |
| #15 | -1.14% May 19, 2025 - May 27, 2025 | -2.01% Jun 4, 2026 - Jun 5, 2026 |
Correlation
Correlation between IVVM and LEXI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2025)
IVVM vs LEXI dividend yield comparison.
| Year | IVVM | LEXI |
|---|---|---|
| 2025 | 0.68% | 0.94% |
| 2024 | 0.62% | 2.17% |
| 2023 | 0.00% | 1.34% |
| 2022 | 0.00% | 0.95% |
| 2021 | 0.00% | 0.23% |
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