IVV vs KHYB

IVV vs KHYB
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVKHYBWinner
Expense Ratio0.03%0.69%
AUM$907.0B$16M
Dividend Yield1.10%9.20%
Holdings50873
YTD Return+12.28%+4.25%
1Y Return+20.94%+8.11%
3Y Return (annualized)+21.81%+11.02%
5Y Return (annualized)+13.05%+0.77%
Volatility (annualized)15.1%8.2%
Max Drawdown-56.5%-35.0%
Fund FamilyiShares by BlackRock (US)KraneShares
CategoryEquityFixed Income
InceptionMay 15, 2000Jun 26, 2018

IVV vs KHYB Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares Asia Pacific High Income USD Bond ETF (KHYB) is a ETF from KraneShares. Over the past year IVV returned +20.94% while KHYB returned +8.11%. Year to date, IVV is up 12.28% versus a gain of 4.25% for KHYB.

Over three years, IVV compounded at +21.81% per year against +11.02% for KHYB; over five years the annualized figures are +13.05% and +0.77% respectively. Across the full 8-year window we track, IVV has the edge at +6.98% annualized vs +0.19%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 8.2% for KHYB. 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 -35.0% for KHYB. 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 0.34. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while KHYB charges 0.69%. On a $10,000 position that is $3 vs $69 annually, a gap of $66 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 9.20% for KHYB.

Holdings Overlap

0.0%overlap

IVV and KHYB share 0 holdings out of 506 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 KHYB?

IVV has an expense ratio of 0.03% while KHYB charges 0.69%. IVV is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, IVV or KHYB?

Over the past year IVV returned +20.94% vs +8.11% for KHYB, so IVV leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +6.98% vs +0.19% for KHYB. Past performance does not guarantee future results.

Which is riskier, IVV or KHYB?

IVV has been the more volatile fund at 15.1% annualized versus 8.2% for KHYB. Worst drawdown: IVV -56.5% vs KHYB -35.0%.

Should I hold both IVV and KHYB?

IVV and KHYB have a monthly-return correlation of 0.34, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and KHYB?

IVV and KHYB share 0 common holdings with a 0.0% weight overlap. Combined, they hold 506 unique securities.

Which pays a higher dividend, IVV or KHYB?

IVV yields 1.10% while KHYB yields 9.20%, so KHYB currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free