IVV vs KFEB
iShares Core S&P 500 ETF vs Innovator US Small Cap Power Buffer ETF - February
Quick Verdict
IVV has a lower expense ratio. KFEB delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | KFEB | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $41M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.80% | +14.05% | |
| 1Y Return | +23.01% | +24.34% | |
| 3Y Return (annualized) | +21.77% | - | |
| 5Y Return (annualized) | +13.39% | - | |
| Volatility (annualized) | 15.1% | 8.9% | |
| Max Drawdown | -56.5% | -14.2% | |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Jan 31, 2025 |
IVV vs KFEB Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator US Small Cap Power Buffer ETF - February (KFEB) is a ETF from Innovator ETFs Trust. Over the past year IVV returned +23.01% while KFEB returned +24.34%. Year to date, IVV is up 13.80% versus a gain of 14.05% for KFEB.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.9% for KFEB. 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 -14.2% for KFEB. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while KFEB 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 1.09% against 0.00% for KFEB.
Frequently Asked Questions
Which is cheaper, IVV or KFEB?
IVV has an expense ratio of 0.03% while KFEB charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, IVV or KFEB?
Over the past year IVV returned +23.01% vs +24.34% for KFEB, so KFEB leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.04% vs +15.92% for KFEB. Past performance does not guarantee future results.
Which is riskier, IVV or KFEB?
IVV has been the more volatile fund at 15.1% annualized versus 8.9% for KFEB. Worst drawdown: IVV -56.5% vs KFEB -14.2%.
Should I hold both IVV and KFEB?
IVV and KFEB have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, IVV or KFEB?
IVV yields 1.09% while KFEB yields 0.00%, so IVV currently pays the higher dividend yield.
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