IVV vs PLTW
iShares Core S&P 500 ETF vs Roundhill PLTR WeeklyPay ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | PLTW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $865.2B | $102M | |
| Dividend Yield | 1.09% | 12.99% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.80% | -18.08% | |
| 1Y Return | +23.01% | -27.87% | |
| 3Y Return (annualized) | +21.77% | - | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | 76.5% | |
| Max Drawdown | -56.5% | -61.7% | |
| Fund Family | iShares by BlackRock (US) | Roundhill Investments | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Feb 19, 2025 |
IVV vs PLTW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Roundhill PLTR WeeklyPay ETF (PLTW) is a ETF from Roundhill Investments. Over the past year IVV returned +23.01% while PLTW returned -27.87%. Year to date, IVV is up 13.80% versus a loss of 18.08% for PLTW.
Risk: Volatility and Drawdowns
PLTW has been the more volatile fund, with annualized monthly volatility of 76.5% 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 -61.7% for PLTW. 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 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while PLTW charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 12.99% for PLTW.
Holdings Overlap
IVV and PLTW 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
| Stock | Weight in IVV | Weight in PLTW | Difference |
|---|---|---|---|
| PLTR | 0.47% | 19.87% | 19.40% |
Frequently Asked Questions
Which is cheaper, IVV or PLTW?
IVV has an expense ratio of 0.03% while PLTW charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, IVV or PLTW?
Over the past year IVV returned +23.01% vs -27.87% for PLTW, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +33.16% for PLTW. Past performance does not guarantee future results.
Which is riskier, IVV or PLTW?
PLTW has been the more volatile fund at 76.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs PLTW -61.7%.
Should I hold both IVV and PLTW?
IVV and PLTW have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and PLTW?
IVV and PLTW share 1 common holdings with a 0.5% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or PLTW?
IVV yields 1.09% while PLTW yields 12.99%, so PLTW currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.