COIW vs IVV

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricCOIWIVVWinner
Expense Ratio0.99%0.03%
AUM$36M$865.2B
Dividend Yield13.58%1.09%
Holdings5508
YTD Return-55.72%+14.50%
1Y Return-71.11%+22.02%
3Y Return (annualized)-+21.80%
5Y Return (annualized)-+13.37%
Volatility (annualized)80.0%15.1%
Max Drawdown-80.0%-56.5%
Fund FamilyRoundhill InvestmentsiShares by BlackRock (US)
CategoryEquityEquity
InceptionFeb 19, 2025May 15, 2000

COIW vs IVV Performance

Roundhill COIN WeeklyPay ETF (COIW) 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 COIW returned -71.11% while IVV returned +22.02%. Year to date, COIW is down 55.72% versus a gain of 14.50% for IVV.

Risk: Volatility and Drawdowns

COIW has been the more volatile fund, with annualized monthly volatility of 80.0% 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 -80.0% for COIW 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

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 13.58% against 1.09% for IVV.

Holdings Overlap

0.1%overlap

COIW and IVV share 1 holdings out of 506 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in COIWWeight in IVVDifference
COIN6.02%0.06%5.96%

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. On a $10,000 investment, that is $96 per year of difference.

Which performed better, COIW or IVV?

Over the past year COIW returned -71.11% vs +22.02% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (2 years), COIW annualized -43.29% vs +7.07% for IVV. Past performance does not guarantee future results.

Which is riskier, COIW or IVV?

COIW has been the more volatile fund at 80.0% annualized versus 15.1% for IVV. Worst drawdown: COIW -80.0% vs IVV -56.5%.

Should I hold both COIW and IVV?

COIW and IVV have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between COIW and IVV?

COIW and IVV share 1 common holdings with a 0.1% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, COIW or IVV?

COIW yields 13.58% while IVV yields 1.09%, so COIW currently pays the higher dividend yield.

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