IVVM Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $196.79M

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $33.29 - $38.30

3.3 Year IVVM Performance Metrics:

Total Return (with DRIP): 48.6% (12.76% CAGR)

Total Return (no DRIP): 48.6% (12.76% CAGR)

Share Price: 48.6% (12.76% CAGR)

Yield on Cost (with DRIP): 0.94%

Total Invested: $10,000

Total Value (with DRIP): $14,863

Total Return $ (with DRIP): $4,863

Dividend Increase: 0.0% (0.00% CAGR)

Dividend Yield (FWD): 0.63% ($0.24)

IVVM 3.3-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

IVVM Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

IVVM Price CAGR:1Y: 8.34%2Y: 11.41%5Y: 12.58%10Y: 12.58%

IVVM Dividend Payments & Yield

Dividend Payments & Yield

IVVM Dividend CAGR:1Y: 32.94%2Y: 33.71%5Y: 33.71%10Y: 33.71%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

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Combined 44% Lifetime Discount

IVVM Dividends Info:

Annual Dividend: $0.238

Forward Yield: 0.63%

Ex-Dividend Date: 2025-12-23

Lifetime Dividends / Share: $0.42

IVVM Dividend History: Dates, Payments & Yield list

Below is a schedule of all IVVM dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield

Ex-Date	Payment Date	Amount	Yield	Forward Yield	Price on Ex-Date
12/23/2025	12/25/2025	$0.238	0.68%	0.68%	$34.97
12/30/2024	01/01/2025	$0.179	0.58%	0.58%	$30.86

Projected Future Returns & Dividends for IVVM

Based on past 3.3-year performance, here are IVVM growth metrics:

Share price CAGR of +12.76%
Dividend CAGR of +33.71%

Using IVVM CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	IVVM (DRIP)	IVVM - No DRIP
Current Price	$37.56	$37.56
Start Shares	266.24	266.24
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	271.33	266.24
Dividends Payment	$0.24	$0.24
Annual Dividends	$65	$63
Yield on cost	0.65%	0.63%
Share Price	$37.56	$37.56
Total Dividends	$191	$190
Final Value	$10,191	$10,190

Estimated Future Value + Dividends - IVVM

NOTE: Above numbers are our estimate based on IVVM's Dividend and Price CAGR over past 3.3 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

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Combined 44% Lifetime Discount

Company Info

iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) had its IPO on 2023-07-03, and is traded on CBOE stock exchange.

This iShares ETF is designed to track the stock price returns of the iShares Core S&P 500 ETF. While it sets an approximate ceiling on how much it can gain, it simultaneously aims to shield investors from significant losses.

IVVM website: https://www.ishares.com/us