AAPW vs IVV
Roundhill AAPL WeeklyPay ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. AAPW delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AAPW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $39M | $907.0B | |
| Dividend Yield | 30.47% | 1.10% | |
| Holdings | 6 | 508 | |
| YTD Return | +4.16% | +12.71% | |
| 1Y Return | +27.79% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 26.6% | 15.1% | |
| Max Drawdown | -35.3% | -56.5% | |
| Fund Family | Roundhill Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Feb 19, 2025 | May 15, 2000 |
AAPW vs IVV Performance
Roundhill AAPL WeeklyPay ETF (AAPW) is a ETF from Roundhill Investments and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year AAPW returned +27.79% while IVV returned +21.89%. Year to date, AAPW is up 4.16% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
AAPW has been the more volatile fund, with annualized monthly volatility of 26.6% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.3% for AAPW and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AAPW charges 1.00% per year while IVV charges 0.03%. On a $10,000 position that is $100 vs $3 annually, a gap of $97 per year that compounds over a long holding period. On income, AAPW currently yields 30.47% against 1.10% for IVV.
Holdings Overlap
AAPW and IVV share 1 holdings out of 506 unique holdings combined, representing a 7.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AAPW | Weight in IVV | Difference |
|---|---|---|---|
| AAPL | 13.06% | 7.44% | 5.62% |
Frequently Asked Questions
Which is cheaper, AAPW or IVV?
AAPW has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, AAPW or IVV?
Over the past year AAPW returned +27.79% vs +21.89% for IVV, so AAPW leads on 1-year performance. Over the longest common window we track (2 years), AAPW annualized +15.05% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, AAPW or IVV?
AAPW has been the more volatile fund at 26.6% annualized versus 15.1% for IVV. Worst drawdown: AAPW -35.3% vs IVV -56.5%.
Should I hold both AAPW and IVV?
AAPW and IVV have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AAPW and IVV?
AAPW and IVV share 1 common holdings with a 7.4% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, AAPW or IVV?
AAPW yields 30.47% while IVV yields 1.10%, so AAPW currently pays the higher dividend yield.
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