IVV vs KF
iShares Core S&P 500 ETF vs The Korea Fund, Inc.
Quick Verdict
KF delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | KF | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $865.2B | $285M | |
| Dividend Yield | 1.09% | 1.57% | |
| Holdings | 508 | 52 | |
| YTD Return | +13.80% | +53.08% | |
| 1Y Return | +23.01% | +119.26% | |
| 3Y Return (annualized) | +21.77% | +40.32% | |
| 5Y Return (annualized) | +13.39% | +15.17% | |
| Volatility (annualized) | 15.1% | 43.4% | |
| Max Drawdown | -56.5% | -77.0% | |
| Fund Family | iShares by BlackRock (US) | The Korea Fund, Inc. (KF) | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 29, 1984 |
IVV vs KF Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year IVV returned +23.01% while KF returned +119.26%. Year to date, IVV is up 13.80% versus a gain of 53.08% for KF.
Over three years, IVV compounded at +21.77% per year against +40.32% for KF; over five years the annualized figures are +13.39% and +15.17% respectively. Across the full 26-year window we track, KF has the edge at +16.21% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KF has been the more volatile fund, with annualized monthly volatility of 43.4% 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 -77.0% for KF. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Holdings Overlap
IVV and KF share 0 holdings out of 554 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, IVV or KF?
Over the past year IVV returned +23.01% vs +119.26% for KF, so KF leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.04% vs +16.21% for KF. Past performance does not guarantee future results.
Which is riskier, IVV or KF?
KF has been the more volatile fund at 43.4% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KF -77.0%.
Should I hold both IVV and KF?
IVV and KF have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KF?
IVV and KF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, IVV or KF?
IVV yields 1.09% while KF yields 1.57%, so KF currently pays the higher dividend yield.
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