A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

IVVvsOCTW

iShares Core S&P 500 ETF against ALLIANZIM US LARGE CAP BUFFER20 OCT ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
IVV 115OCTW 110Oct 25Oct 26GROWTH OF $100
Head to head
IVVOCTW
Expense ratio0.030%—
Assets$896.9B$127M
Net flow, 1 month+$21.7B—
Net flow, 1 year+$73.4B—
Return, YTD+14.2%+8.3%
Return, 1 year+16.0%+9.8%
Avg daily volume9.5M41K
Holdings5074
ListedMay 15, 2000Jul 29, 2024
Options marketYesNo

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.