IVV vs UNHW

IVV vs UNHW

Which is better, IVV or UNHW?

Large Cap Blend against Option Writing.

IVV has a lower expense ratio.

Lower Fees: 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

MetricIVVUNHW
Expense Ratio0.03%Best0.99%
AUM$876.4B$6M
Dividend Yield1.06%27.17%
Holdings5085
YTD Return+11.51%Best-3.70%
1Y Return+15.96%-
3Y Return (annualized)+21.01%-
5Y Return (annualized)+12.66%-
Fund FamilyiShares by BlackRock (US)Roundhill Investments
CategoryEquityAlternative
StyleLarge Cap BlendOption Writing
InceptionMay 15, 2000Dec 3, 2025

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs UNHW 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 UNHW Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Roundhill UNH WeeklyPay ETF (UNHW) is an ETF from Roundhill Investments. Year to date, IVV is up 11.51% versus a loss of 3.70% for UNHW.

Past performance does not guarantee future results.

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 1.06% against 27.17% for UNHW.

Holdings Overlap

IVV already in UNHW0.5%

At least 0.5% of IVV's money is in holdings UNHW also owns.

Stated as a floor: for UNHW, our book for it covers 11.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 490 positions we hold weights for in IVV and 2 in UNHW, against full books of 508 and 5.

Top Shared Holdings

StockWeight in IVVWeight in UNHWDifference
UNHUnitedhealth Group Incorporated0.53%10.44%9.91%

You are not choosing between two funds in isolation.

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

IVVUNHW

Free for up to 10 holdings. No account needed.

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, by $96 a year on a $10,000 investment.

Which pays a higher dividend, IVV or UNHW?

IVV yields 1.06% while UNHW yields 27.17%, so UNHW currently pays the higher dividend yield.

Is UNHW better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.