IVV vs YETH
iShares Core S&P 500 ETF vs Roundhill Ether Covered Call Strategy 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 | YETH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.96% | |
| AUM | $865.2B | $61M | |
| Dividend Yield | 1.09% | 81.06% | |
| Holdings | 508 | 9 | |
| YTD Return | +13.80% | -41.07% | |
| 1Y Return | +23.01% | -50.90% | |
| 3Y Return (annualized) | +21.77% | - | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | 50.4% | |
| Max Drawdown | -56.5% | -65.1% | |
| Fund Family | iShares by BlackRock (US) | Roundhill Investments | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Sep 4, 2024 |
IVV vs YETH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Roundhill Ether Covered Call Strategy ETF (YETH) is a ETF from Roundhill Investments. Over the past year IVV returned +23.01% while YETH returned -50.90%. Year to date, IVV is up 13.80% versus a loss of 41.07% for YETH.
Risk: Volatility and Drawdowns
YETH has been the more volatile fund, with annualized monthly volatility of 50.4% 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 -65.1% for YETH. 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while YETH charges 0.96%. On a $10,000 position that is $3 vs $96 annually, a gap of $93 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 81.06% for YETH.
Frequently Asked Questions
Which is cheaper, IVV or YETH?
IVV has an expense ratio of 0.03% while YETH charges 0.96%. IVV is the cheaper option. On a $10,000 investment, that is $93 per year of difference.
Which performed better, IVV or YETH?
Over the past year IVV returned +23.01% vs -50.90% for YETH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs -26.37% for YETH. Past performance does not guarantee future results.
Which is riskier, IVV or YETH?
YETH has been the more volatile fund at 50.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs YETH -65.1%.
Should I hold both IVV and YETH?
IVV and YETH have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or YETH?
IVV yields 1.09% while YETH yields 81.06%, so YETH currently pays the higher dividend yield.
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