IVV vs KAMO

IVV vs KAMO

Which is better, IVV or KAMO?

IVV costs less.

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

MetricIVVKAMO
Expense Ratio0.03%Best0.92%
AUM$876.4B$107M
Dividend Yield1.06%1.81%
Holdings50810
YTD Return+11.57%Best-2.04%
1Y Return+17.57%-
3Y Return (annualized)+20.71%-
5Y Return (annualized)+12.80%-
Top 10 Weight37.9%-
Fund FamilyiShares by BlackRock (US)Kensington Funds
CategoryEquityFixed Income
StyleLarge Cap Blend-
InceptionMay 15, 2000Dec 16, 2025

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

IVV vs KAMO 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 KAMO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Kensington Credit Opportunities ETF (KAMO) is an ETF from Kensington Funds. Year to date, IVV is up 11.57% versus a loss of 2.04% for KAMO.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while KAMO charges 0.92%. On a $10,000 position that is $3 vs $92 annually, a gap of $89 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 1.81% for KAMO.

Holdings Overlap

We hold position weights for 505 holdings in IVV and 7 in KAMO, totalling 100.0% 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 505 positions we hold weights for in IVV and 7 in KAMO, against full books of 508 and 10.

What only one of them owns

Our book lists 6 positions for KAMO that do not appear in our book for IVV (100.0% of the fund), and 495 for IVV that do not appear in KAMO (99.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

You are not choosing between two funds in isolation.

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

IVVKAMO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or KAMO?

IVV has an expense ratio of 0.03% while KAMO charges 0.92%. IVV is the cheaper option, by $89 a year on a $10,000 investment.

Which pays a higher dividend, IVV or KAMO?

IVV yields 1.06% while KAMO yields 1.81%, so KAMO currently pays the higher dividend yield.

Is KAMO 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.