IVV vs KFEB
iShares Core S&P 500 ETF vs Innovator US Small Cap Power Buffer ETF - February
Which is better, IVV or KFEB?
Large Cap Blend against Option Writing.
IVV has a lower expense ratio. IVV led over 1Y and the full window.
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 | KFEB |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $876.4B | $41M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 12 |
| YTD Return | +12.27% | +12.79%Best |
| 1Y Return | +17.04%Best | +16.88% |
| 3Y Return (annualized) | +21.24% | - |
| 5Y Return (annualized) | +13.08% | - |
| Volatility (annualized) | 13.1% | 8.8%Best |
| Max Drawdown | -18.8% | -14.2%Best |
| $10,000 over 1.6 years | $12,953Best | $12,339 |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Option Writing |
| Inception | May 15, 2000 | Jan 31, 2025 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Feb 3, 2025 to Sep 17, 2026 (1.6 years).
IVV vs KFEB 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 1.6 years both funds cover.
IVV vs KFEB Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Innovator US Small Cap Power Buffer ETF - February (KFEB) is an ETF from Innovator ETFs Trust. Over the past year IVV returned +17.04% while KFEB returned +16.88%. Year to date, IVV is up 12.27% versus a gain of 12.79% for KFEB.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 13.1% compared with 8.8% 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 -18.8% for IVV and -14.2% for KFEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. 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 1.06% against 0.00% for KFEB.
You are not choosing between two funds in isolation.
Whichever of IVV and KFEB 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 KFEB?
IVV has an expense ratio of 0.03% while KFEB charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, IVV or KFEB?
Over the past year IVV returned +17.04% vs +16.88% for KFEB, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +17.55% vs +14.04% for KFEB. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KFEB?
IVV has been the more volatile fund at 13.1% annualized versus 8.8% for KFEB. Worst drawdown: IVV -18.8% vs KFEB -14.2%.
Should I hold both IVV and KFEB?
IVV and KFEB have a monthly-return correlation of 0.81, 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 KFEB?
IVV yields 1.06% while KFEB yields 0.00%, so IVV currently pays the higher dividend yield.
Is KFEB better than IVV?
IVV has a lower expense ratio. IVV led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.