IVV vs KARS
iShares Core S&P 500 ETF vs KraneShares Electric Vehicles and Future Mobility Index ETF
Which is better, IVV or KARS?
IVV has been ahead.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 40.2%.
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
| Metric | IVV | KARS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.69% |
| AUM | $886.7B | $81M |
| Dividend Yield | 1.10% | 0.19% |
| Holdings | 508 | 87 |
| YTD Return | +13.39%Best | -3.87% |
| 1Y Return | +20.08%Best | +13.35% |
| 3Y Return (annualized) | +21.29%Best | +0.73% |
| 5Y Return (annualized) | +12.88%Best | -7.42% |
| Volatility (annualized) | 16.4%Best | 28.5% |
| Max Drawdown | -33.9%Best | -64.8% |
| $10,000 over 5 years | $18,327Best | $6,801 |
| Top 10 Weight | 37.9%Best | 40.2% |
| Fund Family | iShares by BlackRock (US) | KraneShares |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jan 18, 2018 |
Volatility and max drawdown are measured over the window both funds cover: Jan 19, 2018 to Sep 4, 2026 (8.6 years).
IVV vs KARS 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 covers the 8.6 years both funds cover.
IVV vs KARS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) is an ETF from KraneShares. Over the past year IVV returned +20.08% while KARS returned +13.35%. Year to date, IVV is up 13.39% versus a loss of 3.87% for KARS.
Over three years, IVV compounded at +21.29% per year against +0.73% for KARS; over five years the annualized figures are +12.88% and -7.42% respectively. Across the full 9-year window we track, IVV has the edge at +13.40% annualized vs +3.60%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KARS has been the more volatile fund, with annualized monthly volatility of 28.5% compared with 16.4% 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 -33.9% for IVV and -64.8% for KARS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while KARS charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.19% for KARS.
Holdings Overlap
1.4% of IVV's money is in holdings KARS also owns. 5.8% of KARS's money is in holdings IVV also owns.
KARS and IVV share little of their money.
2 positions in common, counted across the 505 positions we hold weights for in IVV and 79 in KARS, against full books of 508 and 87.
What only one of them owns
Our book lists 8 positions for KARS that do not appear in our book for IVV (11.3% of the fund), and 495 for IVV that do not appear in KARS (98.0%).
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 KARS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or KARS?
IVV has an expense ratio of 0.03% while KARS charges 0.69%. IVV is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, IVV or KARS?
Over the past year IVV returned +20.08% vs +13.35% for KARS, so IVV leads on 1-year performance. Over the longest common window we track (9 years), IVV annualized +13.40% vs +3.60% for KARS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KARS?
KARS has been the more volatile fund at 28.5% annualized versus 16.4% for IVV. Worst drawdown: IVV -33.9% vs KARS -64.8%.
Should I hold both IVV and KARS?
IVV and KARS have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between IVV and KARS?
5.8% of KARS's money is in holdings IVV also owns. 5.8% of KARS's is in holdings IVV also owns. They hold 2 positions in common, counted across the 505 positions we hold weights for in IVV and 79 in KARS.
Which pays a higher dividend, IVV or KARS?
IVV yields 1.10% while KARS yields 0.19%, so IVV currently pays the higher dividend yield.
Is KARS better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 40.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.