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IVVW vs LQDW

Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF (LQDW, ETF).

IVVW vs LQDW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IVVW
$270M
LQDW
$269M
Expense Ratio
Winner
IVVW
0.25%
LQDW
0.34%
Max Drawdown
Winner
IVVW
19.66%
LQDW
40.79%
Sharpe Ratio
Winner
IVVW
1.80
LQDW
0.68
5Y Beta
IVVW
0.73
Winner
LQDW
0.11

IVVW vs LQDW - Holdings Comparison

IVVW and LQDW have 0 common holdings. Overlap is 0.00%

IVVW's top 25 holdings weight is 101.11%. LQDW's top 25 holdings weight is 100.32%.

RankIVVWLQDW
#1
ISHARES CORE S&P 500 ETF (IVV) - 101.11%
ISHARES IBOXX $ INVMT GRADE CORP BD ETF (LQD) - 100.32%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

IVVW vs LQDW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVVW
+0.39%
LQDW
-0.01%
3M
Winner
IVVW
+2.45%
LQDW
-0.14%
6M
Winner
IVVW
+5.00%
LQDW
+1.40%
1Y
Winner
IVVW
+18.62%
LQDW
+6.09%
Max(CAGR)
Winner
IVVW
+12.71%
LQDW
+2.40%

IVVW vs LQDW - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearIVVWLQDW
2026+3.46%+0.84%
2025+11.80%+8.83%
2024+12.89%+2.88%
2023N/A+3.37%
2022N/A-6.78%

IVVW vs LQDW Drawdown Comparison

The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.

The maximum drawdown for LQDW was -9.20%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.

The current IVVW drawdown is -1.56%. The current LQDW drawdown is -0.70%.

RankIVVWLQDW
#1-16.79%
Feb 18, 2025 - Sep 9, 2025
-9.20%
Aug 25, 2022 - Aug 16, 2024
#2-6.19%
Jul 22, 2024 - Aug 15, 2024
-3.68%
Oct 1, 2024 - Apr 1, 2025
#3-5.81%
Feb 25, 2026 - Apr 17, 2026
-3.14%
Apr 3, 2025 - May 15, 2025
#4-3.66%
Mar 28, 2024 - Jun 5, 2024
-2.59%
Feb 27, 2026 - Mar 13, 2026
#5-2.59%
Dec 16, 2024 - Jan 17, 2025
-1.15%
Oct 27, 2025 - Dec 18, 2025
#6-2.45%
Nov 12, 2025 - Nov 28, 2025
-0.66%
May 15, 2025 - May 27, 2025
#7-1.84%
Aug 30, 2024 - Sep 12, 2024
-0.61%
Jan 13, 2026 - Jan 23, 2026
#8-1.82%
Feb 2, 2026 - Feb 9, 2026
-0.51%
Aug 28, 2025 - Sep 4, 2025
#9-1.58%
Oct 18, 2024 - Nov 6, 2024
-0.40%
Sep 18, 2025 - Oct 1, 2025
#10-1.56%
Jun 4, 2026 - Jun 5, 2026
-0.34%
Oct 2, 2025 - Oct 10, 2025
#11-1.50%
Jan 16, 2026 - Jan 26, 2026
-0.32%
Jul 10, 2025 - Jul 17, 2025
#12-1.47%
Oct 6, 2025 - Oct 17, 2025
-0.30%
Jan 26, 2026 - Feb 6, 2026
#13-1.27%
Feb 9, 2026 - Feb 25, 2026
-0.25%
Sep 24, 2024 - Sep 27, 2024
#14-0.90%
Nov 14, 2024 - Nov 22, 2024
-0.25%
Aug 23, 2024 - Sep 4, 2024
#15-0.81%
May 12, 2026 - May 22, 2026
-0.24%
Jul 2, 2025 - Jul 10, 2025

Correlation

Correlation between IVVW and LQDW is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2022 - 2026)

IVVW vs LQDW dividend yield comparison.

YearIVVWLQDW
20267.78%4.36%
202518.55%16.02%
202413.72%15.74%
20230.00%19.28%
20220.00%8.85%

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