Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IVVW (iShares S&P 500 BuyWrite ETF) 5.76% 20.32% NA NA NA NA NA
Data as of 06/11/2026, Common starting date is 03/15/2024
More Performance Analytics Comparison
Name Start Date End Date
IVVW (iShares S&P 500 BuyWrite ETF) 03/15/2024 06/11/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) -1.28 20.32 NA NA NA NA NA 5.76 11.70 12.89
Sharpe Ratio NA 2.11 NA NA NA NA NA 0.61 0.56 1.45
Standard Deviation(%) NA 7.59 NA NA NA NA NA 9.58 15.84 8.94
Draw Down(%) NA 5.81 NA NA NA NA NA 5.81 16.80 6.20
Yield(%) 0.00 19.40 12.45 7.47 3.74 2.49 1.87 7.45 17.28 13.52
Data as of 06/11/2026, Common starting date is 03/15/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVVW (iShares S&P 500 BuyWrite ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVVW (iShares S&P 500 BuyWrite ETF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return