IVV vs UNHW
iShares Core S&P 500 ETF vs Roundhill UNH WeeklyPay ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | UNHW | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $907.0B | $7M | |
| Dividend Yield | 1.10% | 21.96% | |
| Holdings | 508 | 5 | |
| YTD Return | +12.71% | +2.61% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -32.3% | |
| Fund Family | iShares by BlackRock (US) | Roundhill Investments | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Dec 3, 2025 |
IVV vs UNHW Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Roundhill UNH WeeklyPay ETF (UNHW) is a ETF from Roundhill Investments. Year to date, IVV is up 12.71% versus a gain of 2.61% for UNHW.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -32.3% for UNHW. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while UNHW 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 1.10% against 21.96% for UNHW.
Holdings Overlap
IVV and UNHW share 1 holdings out of 506 unique holdings combined, representing a 0.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in UNHW | Difference |
|---|---|---|---|
| UNH | 0.61% | 27.87% | 27.26% |
Frequently Asked Questions
Which is cheaper, IVV or UNHW?
IVV has an expense ratio of 0.03% while UNHW charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
What is the holdings overlap between IVV and UNHW?
IVV and UNHW share 1 common holdings with a 0.6% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or UNHW?
IVV yields 1.10% while UNHW yields 21.96%, so UNHW currently pays the higher dividend yield.
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