BRKW vs IVV
Roundhill BRKB WeeklyPay ETF vs iShares Core S&P 500 ETF
Which is better, BRKW or IVV?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BRKW | IVV |
|---|---|---|
| Expense Ratio | 1.00% | 0.03%Best |
| AUM | $15M | $876.4B |
| Dividend Yield | 21.20% | 1.06% |
| Holdings | 5 | 508 |
| YTD Return | -7.25% | +12.39%Best |
| 1Y Return | -7.19% | +16.61%Best |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Volatility (annualized) | 16.6% | 12.0%Best |
| Max Drawdown | -14.5% | -8.9%Best |
| $10,000 over 1.3 years | $9,395 | $13,101Best |
| Fund Family | Roundhill Investments | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 18, 2025 | May 15, 2000 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 18, 2025 to Sep 18, 2026 (1.3 years).
BRKW vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.3 years both funds cover.
BRKW vs IVV Performance
Roundhill BRKB WeeklyPay ETF (BRKW) is an ETF from Roundhill Investments and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year BRKW returned -7.19% while IVV returned +16.61%. Year to date, BRKW is down 7.25% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BRKW has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 12.0% 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 -14.5% for BRKW and -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at -0.11. They move largely independently of each other.
Fees and Cost Over Time
BRKW 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, BRKW currently yields 21.20% against 1.06% for IVV.
Holdings Overlap
At least 1.4% of IVV's money is in holdings BRKW also owns.
Stated as a floor: for BRKW, our book for it covers 9.1% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and BRKW share little of their money.
1 positions in common, counted across the 2 positions we hold weights for in BRKW and 490 in IVV, against full books of 5 and 508.
Top Shared Holdings
| Stock | Weight in BRKW | Weight in IVV | Difference |
|---|---|---|---|
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 4.10% | 1.39% | 2.71% |
You are not choosing between two funds in isolation.
Whichever of BRKW and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BRKW or IVV?
BRKW has an expense ratio of 1.00% while IVV charges 0.03%. IVV is the cheaper option, by $97 a year on a $10,000 investment.
Which performed better, BRKW or IVV?
Over the past year BRKW returned -7.19% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BRKW annualized -4.69% vs +23.09% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BRKW or IVV?
BRKW has been the more volatile fund at 16.6% annualized versus 12.0% for IVV. Worst drawdown: BRKW -14.5% vs IVV -8.9%.
Should I hold both BRKW and IVV?
BRKW and IVV have a monthly-return correlation of -0.11, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BRKW and IVV?
At least 1.4% of IVV's money is in holdings BRKW also owns. Our book for BRKW is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 2 positions we hold weights for in BRKW and 490 in IVV.
Which pays a higher dividend, BRKW or IVV?
BRKW yields 21.20% while IVV yields 1.06%, so BRKW currently pays the higher dividend yield.
Is IVV better than BRKW?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.