IVV vs KCSH
iShares Core S&P 500 ETF vs KraneShares Sustainable Ultra Short Duration Index ETF
Which is better, IVV or KCSH?
Large Cap Blend against Ultrashort Term Bond.
IVV has a lower expense ratio. IVV led over 1Y and the full window. KCSH is less concentrated, with 26.1% of the fund in its ten largest positions against 37.9%.
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 | KCSH |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.20% |
| AUM | $886.7B | $160M |
| Dividend Yield | 1.10% | 4.22% |
| Holdings | 508 | 79 |
| YTD Return | +12.70%Best | +2.42% |
| 1Y Return | +19.36%Best | +3.67% |
| 3Y Return (annualized) | +21.16% | - |
| 5Y Return (annualized) | +12.75% | - |
| Volatility (annualized) | 12.2% | 0.5%Best |
| Max Drawdown | -18.8% | -0.6%Best |
| $10,000 over 2.1 years | $14,366Best | $10,905 |
| Top 10 Weight | 37.9% | 26.1%Best |
| Fund Family | iShares by BlackRock (US) | KraneShares |
| Category | Equity | Fixed Income |
| Style | Large Cap Blend | Ultrashort Term Bond |
| Inception | May 15, 2000 | Jul 26, 2024 |
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 26, 2024 to Sep 8, 2026 (2.1 years).
IVV vs KCSH 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 2.1 years both funds cover.
IVV vs KCSH Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and KraneShares Sustainable Ultra Short Duration Index ETF (KCSH) is an ETF from KraneShares. Over the past year IVV returned +19.36% while KCSH returned +3.67%. Year to date, IVV is up 12.70% versus a gain of 2.42% for KCSH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 12.2% compared with 0.5% for KCSH. 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 -18.8% for IVV and -0.6% for KCSH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.14. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while KCSH charges 0.20%. On a $10,000 position that is $3 vs $20 annually, a gap of $17 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 4.22% for KCSH.
Holdings Overlap
We hold position weights for 504 holdings in IVV and 73 in KCSH, totalling 100.0% and 95.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 504 positions we hold weights for in IVV and 73 in KCSH, against full books of 508 and 79.
What only one of them owns
Measured across the 504 and 73 positions we hold weights for.
IVV holds 493 positions KCSH does not, 99.2% of the fund.
Largest: NVDA 7.98%, AAPL 6.86%, MSFT 5.44%, AMZN 4.01%, GOOGL 3.19%
You are not choosing between two funds in isolation.
Whichever of IVV and KCSH 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 KCSH?
IVV has an expense ratio of 0.03% while KCSH charges 0.20%. IVV is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, IVV or KCSH?
Over the past year IVV returned +19.36% vs +3.67% for KCSH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +18.83% vs +4.21% for KCSH. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KCSH?
IVV has been the more volatile fund at 12.2% annualized versus 0.5% for KCSH. Worst drawdown: IVV -18.8% vs KCSH -0.6%.
Should I hold both IVV and KCSH?
IVV and KCSH have a monthly-return correlation of 0.14, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or KCSH?
IVV yields 1.10% while KCSH yields 4.22%, so KCSH currently pays the higher dividend yield.
Is KCSH better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. KCSH is less concentrated, with 26.1% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.