IVV vs TOPW

IVV vs TOPW

Which is better, IVV or TOPW?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio. IVV led over 1Y, TOPW over the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 95.9%.

Lower Fees: IVVHigher Returns: splitLess Concentrated: 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

MetricIVVTOPW
Expense Ratio0.03%Best0.32%
AUM$876.4B$143M
Dividend Yield1.06%54.15%
Holdings50813
YTD Return+13.32%Best-0.12%
1Y Return+17.08%Best-0.12%
3Y Return (annualized)+22.72%-
5Y Return (annualized)+13.20%-
Volatility (annualized)12.1%-
Max Drawdown-12.1%Best-45.2%
$10,000 over 1.5 years$13,917$92,380Best
Top 10 Weight37.8%Best95.9%
Fund FamilyiShares by BlackRock (US)Roundhill Investments
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Sep 4, 2025

Volatility and max drawdown, and the $10,000 over 1.5 years row, are measured over the window both funds cover: Apr 2, 2025 to Sep 23, 2026 (1.5 years).

IVV vs TOPW 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs TOPW Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Roundhill Top WeeklyPay ETF (TOPW) is an ETF from Roundhill Investments. Over the past year IVV returned +17.08% while TOPW returned -0.12%. Year to date, IVV is up 13.32% versus a loss of 0.12% for TOPW.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -12.1% for IVV and -45.2% for TOPW. Drawdown depth is what each fund did in the worst stretch of the window measured above.

Fees and Cost Over Time

IVV charges 0.03% per year while TOPW charges 0.32%. On a $10,000 position that is $3 vs $32 annually, a gap of $29 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 54.15% for TOPW.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 12 in TOPW, totalling 99.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 12 in TOPW, against full books of 508 and 13.

What only one of them owns

Measured across the 490 and 12 positions we hold weights for.

IVV holds 482 positions TOPW does not, 98.6% of the fund.

Largest: NVDA 8.07%, AAPL 7.02%, MSFT 5.69%, AMZN 3.84%, GOOGL 3.00%

You are not choosing between two funds in isolation.

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

IVVTOPW

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or TOPW?

IVV has an expense ratio of 0.03% while TOPW charges 0.32%. IVV is the cheaper option, by $29 a year on a $10,000 investment.

Which performed better, IVV or TOPW?

Over the past year IVV returned +17.08% vs -0.12% for TOPW, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +24.65% vs +340.27% for TOPW. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, IVV or TOPW?

IVV yields 1.06% while TOPW yields 54.15%, so TOPW currently pays the higher dividend yield.

Is TOPW better than IVV?

IVV has a lower expense ratio. IVV led over 1Y, TOPW over the full window. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 95.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.