IVV vs METW

IVV vs METW
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Quick Verdict

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

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVMETWWinner
Expense Ratio0.03%1.00%
AUM$907.0B$26M
Dividend Yield1.10%65.33%
Holdings5085
YTD Return+12.28%-31.60%
1Y Return+20.94%-43.17%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%28.5%
Max Drawdown-56.5%-47.1%
Fund FamilyiShares by BlackRock (US)Roundhill Investments
CategoryEquityEquity
InceptionMay 15, 2000Jun 18, 2025

IVV vs METW Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Roundhill META WeeklyPay ETF (METW) is a ETF from Roundhill Investments. Over the past year IVV returned +20.94% while METW returned -43.17%. Year to date, IVV is up 12.28% versus a loss of 31.60% for METW.

Risk: Volatility and Drawdowns

METW has been the more volatile fund, with annualized monthly volatility of 28.5% 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 -56.5% for IVV and -47.1% for METW. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while METW charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 65.33% for METW.

Holdings Overlap

2.2%overlap

IVV and METW share 1 holdings out of 506 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in METWDifference
META2.19%23.53%21.34%

Frequently Asked Questions

Which is cheaper, IVV or METW?

IVV has an expense ratio of 0.03% while METW charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.

Which performed better, IVV or METW?

Over the past year IVV returned +20.94% vs -43.17% for METW, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.98% vs -33.11% for METW. Past performance does not guarantee future results.

Which is riskier, IVV or METW?

METW has been the more volatile fund at 28.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs METW -47.1%.

Should I hold both IVV and METW?

IVV and METW have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and METW?

IVV and METW share 1 common holdings with a 2.2% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or METW?

IVV yields 1.10% while METW yields 65.33%, so METW currently pays the higher dividend yield.

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