AMDW vs IVV

Quick Verdict

IVV has a lower expense ratio. AMDW delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: AMDWMore Diversified: IVV

Side-by-Side Comparison

MetricAMDWIVVWinner
Expense Ratio1.00%0.03%
AUM$128M$907.0B
Dividend Yield53.52%1.10%
Holdings6508
YTD Return+100.71%+14.29%
1Y Return+148.35%+21.79%
3Y Return (annualized)-+22.19%
5Y Return (annualized)-+13.28%
Volatility (annualized)122.6%15.1%
Max Drawdown-34.6%-56.5%
Fund FamilyRoundhill InvestmentsiShares by BlackRock (US)
CategoryAlternativeEquity
InceptionJul 24, 2025May 15, 2000

AMDW vs IVV Performance

Roundhill AMD WeeklyPay ETF (AMDW) 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 AMDW returned +148.35% while IVV returned +21.79%. Year to date, AMDW is up 100.71% versus a gain of 14.29% for IVV.

Risk: Volatility and Drawdowns

AMDW has been the more volatile fund, with annualized monthly volatility of 122.6% 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 -34.6% for AMDW 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 0.69. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AMDW 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, AMDW currently yields 53.52% against 1.10% for IVV.

Holdings Overlap

1.4%overlap

AMDW and IVV share 1 holdings out of 506 unique holdings combined, representing a 1.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AMDWWeight in IVVDifference
AMD20.99%1.37%19.62%

Frequently Asked Questions

Which is cheaper, AMDW or IVV?

AMDW 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, AMDW or IVV?

Over the past year AMDW returned +148.35% vs +21.79% for IVV, so AMDW leads on 1-year performance. Over the longest common window we track (1 years), AMDW annualized +167.75% vs +7.06% for IVV. Past performance does not guarantee future results.

Which is riskier, AMDW or IVV?

AMDW has been the more volatile fund at 122.6% annualized versus 15.1% for IVV. Worst drawdown: AMDW -34.6% vs IVV -56.5%.

Should I hold both AMDW and IVV?

AMDW and IVV have a monthly-return correlation of 0.69, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AMDW and IVV?

AMDW and IVV share 1 common holdings with a 1.4% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, AMDW or IVV?

AMDW yields 53.52% while IVV yields 1.10%, so AMDW currently pays the higher dividend yield.

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