IVVM vs MVFG
Comparison between iShares Large Cap Moderate Buffer ETF (IVVM, ETF) and MONARCH VOLUME FACTOR GLOBAL UNCONSTRAINED INDEX ETF (MVFG, ETF).
IVVM vs MVFG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVVM vs MVFG - Holdings Comparison
IVVM and MVFG have 0 common holdings. Overlap is 0.00%
IVVM's top 25 holdings weight is 99.18%. MVFG's top 25 holdings weight is 100.00%.
| Rank | IVVM | MVFG |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 99.18% | XTRACKERS MSCI EMS SELECT ETF (EMCS) - 5.63% |
| #2 | N/A | BNY MELLON US MID CAP CORE EQUITY ETF (BKMC) - 4.61% |
| #3 | N/A | ALPS SECTOR DIVIDEND DOGS ETF (SDOG) - 4.57% |
| #4 | N/A | XTRACKERS RUSSELL US MULTIFACTOR ETF (DEUS) - 4.50% |
| #5 | N/A | VICTORYSHARES DIVIDEND ACCELERATOR ETF (VSDA) - 4.38% |
| #6 | N/A | NUVEEN ESG SMALL-CAP ETF (NUSC) - 4.06% |
| #7 | N/A | ALPS INTERNATIONAL SECTOR DIV DOGS ETF (IDOG) - 4.06% |
| #8 | N/A | INVESCO S&P 500® PURE VALUE ETF (RPV) - 4.05% |
| #9 | N/A | INVESCO BLOOMBERG ANALYST RATING IMP ETF (UPGD) - 4.05% |
| #10 | N/A | STATE STREET® SPDR® S&P® GLOBAL DIV ETF (WDIV) - 4.05% |
| #11 | N/A | STATE STREET® SPDR® S&P® INTL DIV ETF (DWX) - 4.05% |
| #12 | N/A | BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) - 4.02% |
| #13 | N/A | HARTFORD MULTIFACTOR US EQUITY ETF (ROUS) - 4.01% |
| #14 | N/A | VICTORYSHARES US SMCP HI DIV VOL WTD ETF (CSB) - 4.00% |
| #15 | N/A | JPMORGAN DIVERSIFIED RETURN INTL EQ ETF (JPIN) - 4.00% |
| #16 | N/A | ISHARES S&P SMALL-CAP 600 VALUE ETF (IJS) - 3.99% |
| #17 | N/A | PROSHARES S&P 500® EX-TECHNOLOGY (SPXT) - 3.99% |
| #18 | N/A | STATE STREET® SPDR® S&P 600„¢ SM CPVALETF (SLYV) - 3.99% |
| #19 | N/A | ISHARES RUSSELL TOP 200 VALUE ETF (IWX) - 3.98% |
| #20 | N/A | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML) - 3.95% |
| #21 | N/A | GLOBAL X RUSSELL 2000 ETF (RSSL) - 3.94% |
| #22 | N/A | VANGUARD S&P SMALL-CAP 600 GROWTH ETF (VIOG) - 3.93% |
| #23 | N/A | ISHARES S&P SMALL-CAP 600 GROWTH ETF (IJT) - 3.93% |
| #24 | N/A | STATE STREET® SPDR® S&P® DIVIDEND ETF (SDY) - 3.92% |
| #25 | N/A | US DOLLARS (n/a) - 0.34% |
| Total Holdings | 1 | 25 |
IVVM vs MVFG - Historical Returns
Returns include dividend reinvestment.
IVVM vs MVFG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IVVM | MVFG |
|---|---|---|
| 2026 | +6.67% | +9.60% |
| 2025 | +14.13% | +21.49% |
| 2024 | +16.48% | +5.34% |
| 2023 | +5.17% | N/A |
IVVM vs MVFG Drawdown Comparison
The maximum drawdown for IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The maximum drawdown for MVFG was -15.34%, occurring on Nov 20, 2025. Recovery took 55 trading sessions.
The current IVVM drawdown is -0.34%. The current MVFG drawdown is -0.67%.
| Rank | IVVM | MVFG |
|---|---|---|
| #1 | -11.62% Feb 19, 2025 - May 14, 2025 | -15.34% Oct 15, 2025 - Jan 5, 2026 |
| #2 | -5.33% Jul 16, 2024 - Aug 19, 2024 | -12.19% Dec 9, 2024 - Jun 2, 2025 |
| #3 | -5.31% Feb 2, 2026 - Apr 14, 2026 | -9.54% Feb 25, 2026 - May 6, 2026 |
| #4 | -4.93% Jul 28, 2023 - Nov 14, 2023 | -7.68% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -2.92% Mar 28, 2024 - May 9, 2024 | -4.57% Mar 28, 2024 - May 14, 2024 |
| #6 | -2.86% Dec 26, 2024 - Feb 13, 2025 | -4.35% Jul 23, 2025 - Aug 12, 2025 |
| #7 | -2.52% Aug 30, 2024 - Sep 13, 2024 | -3.96% Oct 8, 2025 - Oct 13, 2025 |
| #8 | -2.52% Nov 12, 2025 - Nov 26, 2025 | -3.09% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -1.97% Dec 16, 2024 - Dec 26, 2024 | -2.86% Nov 7, 2024 - Nov 27, 2024 |
| #10 | -1.62% Jun 2, 2026 - Jun 30, 2026 | -2.71% Jun 2, 2026 - Jun 12, 2026 |
| #11 | -1.58% Jan 12, 2026 - Jan 29, 2026 | -2.41% May 6, 2026 - May 26, 2026 |
| #12 | -1.54% Dec 10, 2025 - Dec 23, 2025 | -2.23% Jan 27, 2026 - Feb 6, 2026 |
| #13 | -1.50% Oct 9, 2025 - Oct 20, 2025 | -2.04% Jun 15, 2026 - Jun 23, 2026 |
| #14 | -1.46% Oct 22, 2024 - Nov 6, 2024 | -1.69% Jun 12, 2025 - Jun 26, 2025 |
| #15 | -1.36% Jul 28, 2025 - Aug 8, 2025 | -1.57% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between IVVM and MVFG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2024 - 2026)
IVVM vs MVFG dividend yield comparison.
| Year | IVVM | MVFG |
|---|---|---|
| 2026 | 0.00% | 0.81% |
| 2025 | 0.68% | 1.90% |
| 2024 | 0.62% | 1.67% |
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