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Data as of .

IVVW vs TPAY: which paid, and which earned it?

IVVW and TPAY both write options for income.

iShares S&P 500 BuyWrite ETF and Roundhill S&P 500 Target 10 Managed Distribution ETF.

17.5%IVVW cash paid, 1 year
5.8%TPAY cash paid, 1 year
+17.2%IVVW total return, 1 year
+11.0%TPAY total return, 1 year
IVVW0.6 pts ahead of SPY · 1 year to Sep 18, 2026
SPY+16.6%IVVW+17.2%17.5% of it arrived as cash0.6 pts ahead of SPYTotal return, distributions reinvestedSPY+16.6%IVVW+17.2%17.5% as cash0.6 pts ahead of SPY
TPAY0.8 pts behind SPY · since launch to Sep 18, 2026
SPY+11.8%TPAY+11.0%5.8% of it arrived as cash0.8 pts behind SPYTotal return, distributions reinvestedSPY+11.8%TPAY+11.0%0.8 pts behind SPY

What they hold in common

By the books each fund has filed, IVVW and TPAY hold 0% of their money in the same securities at the same weight.

Only in each
Only in IVVWOnly in TPAY
ISHARES CORE S&P ETF TRUST 101.45%SPY 03/12/2027 33.67 C 61.75%
USD CASH 0.18%SPY 04/16/2027 33.18 C 33.20%
OCT26 SPX C @ 7625.000000 -1.63%SPYM 03/12/2027 3.33 C 5.05%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Sep 18, 2026.

Performance, window by window

IVVW and TPAY over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ.
WindowTotal returnCash paidAgainst the benchmark
IVVWTPAYIVVWTPAYIVVWTPAY
3 months+4.6%+1.5%2.6%2.4%+2.4 pts−0.8 pts
6 months+13.1%+17.3%7.9%5.3%−4.9 pts−0.7 pts
1 year+17.2%not published17.5%not published+0.6 ptsnot published
Since launch+38.9%+11.0%39.7%5.8%−14.9 pts−0.8 pts
Open the live comparison on ETFIQ
IVVW and TPAY on the same fields, as of Sep 18, 2026. Source: ETFIQ.
IVVW
iShares S&P 500 BuyWrite ETF
Covered call on SPY, paying monthly
TPAY
Roundhill S&P 500 Target 10 Managed Distribution ETF
Option income on SPY, paying monthly
IssueriSharesRoundhill
Strategycovered calloption income
BenchmarkS&P 500 (SPY)S&P 500 (SPY)
Paysmonthlymonthly
Payout rate, annualized7.6%9.5%
Expense ratio0.25%0.49%
Cash paid, 1 year17.5%5.8% (since launch on Feb 18, 2026)
Price change, 1 year−2.0%+4.9%
Total return, 1 year+17.2%+11.0% (since launch on Feb 18, 2026)
Benchmark return, 1 year+16.6%+11.8%
Ahead or behind+0.6 pts−0.8 pts
Return of capital, latest estimatenot publishednot published
Age917 days212 days
Net assets$350m$2m

IVVW in plain words

Over the year to Sep 18, 2026, IVVW paid 17.5% of its starting value in cash distributions while its price fell 2.0%. With every distribution reinvested, the fund returned +17.2%. S&P 500 (SPY) returned +16.6% over the same days, so a holder was ahead by 0.6 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 7.6%, paid monthly.

TPAY in plain words

Over the period since launch on Feb 18, 2026 to Sep 18, 2026, TPAY paid 5.8% of its starting value in cash distributions while its price rose 4.9%. With every distribution reinvested, the fund returned +11.0%. S&P 500 (SPY) returned +11.8% over the same days, so a holder was behind by 0.8 pts. At its price on Sep 18, 2026 the latest distribution annualizes to 9.5%, paid monthly.

Questions people ask

Which is cheaper, IVVW or TPAY?
IVVW charges 0.25% a year and TPAY charges 0.49%, so IVVW is cheaper. Fees come from each fund's prospectus.

Other comparisons

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IVVW against TPAY, ETFIQ, data as of Sep 18, 2026. Every figure is calculated from a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IVVW against TPAY, data as of Sep 18, 2026. https://etfiq.com/compare/income/ivvw-vs-tpay Free to use with attribution; the underlying files are at Open data.

How every figure is computed · Standards and sources