AMZW vs IVV
Roundhill AMZN WeeklyPay ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | AMZW | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 1.00% | 0.03% | |
| AUM | $37M | $907.0B | |
| Dividend Yield | 48.19% | 1.10% | |
| Holdings | 5 | 508 | |
| YTD Return | -0.16% | +12.71% | |
| 1Y Return | +0.51% | +21.89% | |
| 3Y Return (annualized) | - | +22.08% | |
| 5Y Return (annualized) | - | +12.96% | |
| Volatility (annualized) | 42.9% | 15.1% | |
| Max Drawdown | -28.0% | -56.5% | |
| Fund Family | Roundhill Investments | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 18, 2025 | May 15, 2000 |
AMZW vs IVV Performance
Roundhill AMZN WeeklyPay ETF (AMZW) 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 AMZW returned +0.51% while IVV returned +21.89%. Year to date, AMZW is down 0.16% versus a gain of 12.71% for IVV.
Risk: Volatility and Drawdowns
AMZW has been the more volatile fund, with annualized monthly volatility of 42.9% 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 -28.0% for AMZW 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AMZW 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, AMZW currently yields 48.19% against 1.10% for IVV.
Holdings Overlap
AMZW and IVV share 1 holdings out of 506 unique holdings combined, representing a 3.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in AMZW | Weight in IVV | Difference |
|---|---|---|---|
| AMZN | 22.16% | 3.75% | 18.41% |
Frequently Asked Questions
Which is cheaper, AMZW or IVV?
AMZW 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, AMZW or IVV?
Over the past year AMZW returned +0.51% vs +21.89% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), AMZW annualized +5.04% vs +7.00% for IVV. Past performance does not guarantee future results.
Which is riskier, AMZW or IVV?
AMZW has been the more volatile fund at 42.9% annualized versus 15.1% for IVV. Worst drawdown: AMZW -28.0% vs IVV -56.5%.
Should I hold both AMZW and IVV?
AMZW and IVV have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AMZW and IVV?
AMZW and IVV share 1 common holdings with a 3.8% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, AMZW or IVV?
AMZW yields 48.19% while IVV yields 1.10%, so AMZW currently pays the higher dividend yield.
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