IVV vs KBUF

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVKBUFWinner
Expense Ratio0.03%1.01%
AUM$865.2B$7M
Dividend Yield1.09%8.92%
Holdings5084
YTD Return+13.80%-11.45%
1Y Return+23.70%-5.26%
3Y Return (annualized)+21.49%-
5Y Return (annualized)+13.43%-
Volatility (annualized)15.1%12.7%
Max Drawdown-56.5%-21.1%
Fund FamilyiShares by BlackRock (US)KraneShares
CategoryEquityAlternative
InceptionMay 15, 2000Feb 8, 2024

IVV vs KBUF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares 90% KWEB Defined Outcome January 2026 ETF (KBUF) is a ETF from KraneShares. Over the past year IVV returned +23.70% while KBUF returned -5.26%. Year to date, IVV is up 13.80% versus a loss of 11.45% for KBUF.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.7% for KBUF. 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 -21.1% for KBUF. 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 0.12. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while KBUF charges 1.01%. On a $10,000 position that is $3 vs $101 annually, a gap of $98 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 8.92% for KBUF.

Holdings Overlap

0.0%overlap

IVV and KBUF 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 KBUF?

IVV has an expense ratio of 0.03% while KBUF charges 1.01%. IVV is the cheaper option. On a $10,000 investment, that is $98 per year of difference.

Which performed better, IVV or KBUF?

Over the past year IVV returned +23.70% vs -5.26% for KBUF, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.05% vs +9.25% for KBUF. Past performance does not guarantee future results.

Which is riskier, IVV or KBUF?

IVV has been the more volatile fund at 15.1% annualized versus 12.7% for KBUF. Worst drawdown: IVV -56.5% vs KBUF -21.1%.

Should I hold both IVV and KBUF?

IVV and KBUF have a monthly-return correlation of 0.12, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and KBUF?

IVV and KBUF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or KBUF?

IVV yields 1.09% while KBUF yields 8.92%, so KBUF currently pays the higher dividend yield.

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