IVV vs KBAB
iShares Core S&P 500 ETF vs KraneShares 2x Long BABA Daily ETF
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 | KBAB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $865.2B | $3M | |
| Dividend Yield | 1.09% | 159.10% | |
| Holdings | 508 | 2 | |
| YTD Return | +14.50% | -47.11% | |
| 1Y Return | +22.02% | -29.67% | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | 103.4% | |
| Max Drawdown | -56.5% | -79.0% | |
| Fund Family | iShares by BlackRock (US) | KraneShares | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 11, 2025 |
IVV vs KBAB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares 2x Long BABA Daily ETF (KBAB) is a ETF from KraneShares. Over the past year IVV returned +22.02% while KBAB returned -29.67%. Year to date, IVV is up 14.50% versus a loss of 47.11% for KBAB.
Risk: Volatility and Drawdowns
KBAB has been the more volatile fund, with annualized monthly volatility of 103.4% 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 -79.0% for KBAB. 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 0.28. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while KBAB charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 159.10% for KBAB.
Holdings Overlap
IVV and KBAB share 0 holdings out of 506 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or KBAB?
IVV has an expense ratio of 0.03% while KBAB charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or KBAB?
Over the past year IVV returned +22.02% vs -29.67% for KBAB, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.07% vs -34.54% for KBAB. Past performance does not guarantee future results.
Which is riskier, IVV or KBAB?
KBAB has been the more volatile fund at 103.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KBAB -79.0%.
Should I hold both IVV and KBAB?
IVV and KBAB have a monthly-return correlation of 0.28, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KBAB?
IVV and KBAB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.
Which pays a higher dividend, IVV or KBAB?
IVV yields 1.09% while KBAB yields 159.10%, so KBAB currently pays the higher dividend yield.
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