COIW vs IVV

COIW vs IVV

Which is better, COIW or IVV?

IVV has been ahead.

IVV has a lower expense ratio. IVV led over 1Y and the full window.

Lower Fees: IVVHigher Returns: IVV

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

MetricCOIWIVV
Expense Ratio0.99%0.03%Best
AUM$41M$876.4B
Dividend Yield165.94%1.06%
Holdings5508
YTD Return-46.16%+12.39%Best
1Y Return-66.64%+16.61%Best
3Y Return (annualized)-+21.38%
5Y Return (annualized)-+13.51%
Volatility (annualized)80.5%13.1%Best
Max Drawdown-80.4%-18.8%Best
$10,000 over 1.6 years$5,207$12,728Best
Fund FamilyRoundhill InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 19, 2025May 15, 2000

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 19, 2025 to Sep 18, 2026 (1.6 years).

COIW 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 1.6 years both funds cover.

COIW vs IVV Performance

Roundhill COIN WeeklyPay ETF (COIW) 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 COIW returned -66.64% while IVV returned +16.61%. Year to date, COIW is down 46.16% versus a gain of 12.39% for IVV.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

COIW has been the more volatile fund, with annualized monthly volatility of 80.5% compared with 13.1% 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 -80.4% for COIW and -18.8% 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 0.46. They move together some of the time, and apart the rest.

Fees and Cost Over Time

COIW charges 0.99% per year while IVV charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, COIW currently yields 165.94% against 1.06% for IVV.

Holdings Overlap

IVV already in COIW0.1%

At least 0.1% of IVV's money is in holdings COIW also owns.

Stated as a floor: for COIW, our book for it covers 7.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 2 positions we hold weights for in COIW and 490 in IVV, against full books of 5 and 508.

Top Shared Holdings

StockWeight in COIWWeight in IVVDifference
COINCoinbase Globa-A5.92%0.06%5.86%

You are not choosing between two funds in isolation.

Whichever of COIW and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

COIWIVV

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, COIW or IVV?

COIW has an expense ratio of 0.99% while IVV charges 0.03%. IVV is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, COIW or IVV?

Over the past year COIW returned -66.64% vs +16.61% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), COIW annualized -33.49% vs +16.27% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, COIW or IVV?

COIW has been the more volatile fund at 80.5% annualized versus 13.1% for IVV. Worst drawdown: COIW -80.4% vs IVV -18.8%.

Should I hold both COIW and IVV?

COIW and IVV have a monthly-return correlation of 0.46, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, COIW or IVV?

COIW yields 165.94% while IVV yields 1.06%, so COIW currently pays the higher dividend yield.

Is IVV better than COIW?

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.