IVV vs KAPR
iShares Core S&P 500 ETF vs Innovator US Small Cap Power Buffer ETF - April
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | KAPR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $907.0B | $220M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 6 | |
| YTD Return | +12.71% | +14.40% | |
| 1Y Return | +21.89% | +21.38% | |
| 3Y Return (annualized) | +22.08% | +13.94% | |
| 5Y Return (annualized) | +12.96% | +8.17% | |
| Volatility (annualized) | 15.1% | 10.1% | |
| Max Drawdown | -56.5% | -16.9% | |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 31, 2020 |
IVV vs KAPR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator US Small Cap Power Buffer ETF - April (KAPR) is a ETF from Innovator ETFs Trust. Over the past year IVV returned +21.89% while KAPR returned +21.38%. Year to date, IVV is up 12.71% versus a gain of 14.40% for KAPR.
Over three years, IVV compounded at +22.08% per year against +13.94% for KAPR; over five years the annualized figures are +12.96% and +8.17% respectively. Across the full 6-year window we track, KAPR has the edge at +9.82% annualized vs +7.00%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 10.1% for KAPR. 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 -16.9% for KAPR. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while KAPR charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for KAPR.
Frequently Asked Questions
Which is cheaper, IVV or KAPR?
IVV has an expense ratio of 0.03% while KAPR charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or KAPR?
Over the past year IVV returned +21.89% vs +21.38% for KAPR, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.00% vs +9.82% for KAPR. Past performance does not guarantee future results.
Which is riskier, IVV or KAPR?
IVV has been the more volatile fund at 15.1% annualized versus 10.1% for KAPR. Worst drawdown: IVV -56.5% vs KAPR -16.9%.
Should I hold both IVV and KAPR?
IVV and KAPR have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or KAPR?
IVV yields 1.10% while KAPR yields 0.00%, so IVV currently pays the higher dividend yield.
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