IVV vs NFLW

IVV vs NFLW
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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

MetricIVVNFLWWinner
Expense Ratio0.03%1.00%
AUM$907.0B$7M
Dividend Yield1.10%80.59%
Holdings5085
YTD Return+12.28%-25.99%
1Y Return+20.94%-48.67%
3Y Return (annualized)+21.81%-
5Y Return (annualized)+13.05%-
Volatility (annualized)15.1%38.2%
Max Drawdown-56.5%-61.5%
Fund FamilyiShares by BlackRock (US)Roundhill Investments
CategoryEquityEquity
InceptionMay 15, 2000Jun 18, 2025

IVV vs NFLW Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Roundhill NFLX WeeklyPay ETF (NFLW) is a ETF from Roundhill Investments. Over the past year IVV returned +20.94% while NFLW returned -48.67%. Year to date, IVV is up 12.28% versus a loss of 25.99% for NFLW.

Risk: Volatility and Drawdowns

NFLW has been the more volatile fund, with annualized monthly volatility of 38.2% 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 -61.5% for NFLW. 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 -0.09. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while NFLW 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 80.59% for NFLW.

Holdings Overlap

0.5%overlap

IVV and NFLW share 1 holdings out of 506 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in NFLWDifference
NFLX0.45%12.84%12.39%

Frequently Asked Questions

Which is cheaper, IVV or NFLW?

IVV has an expense ratio of 0.03% while NFLW 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 NFLW?

Over the past year IVV returned +20.94% vs -48.67% for NFLW, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +6.98% vs -43.26% for NFLW. Past performance does not guarantee future results.

Which is riskier, IVV or NFLW?

NFLW has been the more volatile fund at 38.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NFLW -61.5%.

Should I hold both IVV and NFLW?

IVV and NFLW have a monthly-return correlation of -0.09, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and NFLW?

IVV and NFLW share 1 common holdings with a 0.5% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or NFLW?

IVV yields 1.10% while NFLW yields 80.59%, so NFLW currently pays the higher dividend yield.

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