IVV vs KBFR
iShares Core S&P 500 ETF vs Innovator US Small Cap Managed 10 Buffer ETF
Which is better, IVV or KBFR?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio.
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 | KBFR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $876.4B | $11M |
| Dividend Yield | 1.06% | 0.29% |
| Holdings | 508 | 1,686 |
| YTD Return | +12.39%Best | +7.54% |
| 1Y Return | +16.61% | - |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Feb 24, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV vs KBFR 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 KBFR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Innovator US Small Cap Managed 10 Buffer ETF (KBFR) is an ETF from Innovator ETFs Trust. Year to date, IVV is up 12.39% versus a gain of 7.54% for KBFR.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while KBFR 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 1.06% against 0.29% for KBFR.
Holdings Overlap
At least 0.1% of IVV's money is in holdings KBFR also owns.
Stated as a floor: for KBFR, our book for it covers 88.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 490 positions we hold weights for in IVV and 757 in KBFR, against full books of 508 and 1,686.
Top Shared Holdings
| Stock | Weight in IVV | Weight in KBFR | Difference |
|---|---|---|---|
| PSAPublic Storage | 0.08% | 0.00% | 0.08% |
You are not choosing between two funds in isolation.
Whichever of IVV and KBFR 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 KBFR?
IVV has an expense ratio of 0.03% while KBFR charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.
Which pays a higher dividend, IVV or KBFR?
IVV yields 1.06% while KBFR yields 0.29%, so IVV currently pays the higher dividend yield.
Is KBFR 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.