IVV vs KCSH
iShares Core S&P 500 ETF vs KraneShares Sustainable Ultra Short Duration Index 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 | KCSH | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.20% | |
| AUM | $907.0B | $161M | |
| Dividend Yield | 1.10% | 4.22% | |
| Holdings | 508 | 79 | |
| YTD Return | +14.29% | +2.06% | |
| 1Y Return | +21.79% | +3.71% | |
| 3Y Return (annualized) | +22.19% | - | |
| 5Y Return (annualized) | +13.28% | - | |
| Volatility (annualized) | 15.1% | 0.5% | |
| Max Drawdown | -56.5% | -0.6% | |
| Fund Family | iShares by BlackRock (US) | KraneShares | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Jul 26, 2024 |
IVV vs KCSH Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares Sustainable Ultra Short Duration Index ETF (KCSH) is a ETF from KraneShares. Over the past year IVV returned +21.79% while KCSH returned +3.71%. Year to date, IVV is up 14.29% versus a gain of 2.06% for KCSH.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -56.5% for IVV and -0.6% for KCSH. 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 0.04. They move independently enough that combining them can meaningfully diversify a portfolio.
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
IVV and KCSH share 0 holdings out of 591 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 KCSH?
IVV has an expense ratio of 0.03% while KCSH charges 0.20%. IVV is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, IVV or KCSH?
Over the past year IVV returned +21.79% vs +3.71% for KCSH, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.06% vs +4.18% for KCSH. Past performance does not guarantee future results.
Which is riskier, IVV or KCSH?
IVV has been the more volatile fund at 15.1% annualized versus 0.5% for KCSH. Worst drawdown: IVV -56.5% vs KCSH -0.6%.
Should I hold both IVV and KCSH?
IVV and KCSH have a monthly-return correlation of 0.04, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KCSH?
IVV and KCSH share 0 common holdings with a 0.0% weight overlap. Combined, they hold 591 unique securities.
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.
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