IVV vs KMF

IVV vs KMF
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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

MetricIVVKMFWinner
Expense Ratio0.03%3.20%
AUM$907.0B$501M
Dividend Yield1.10%0.00%
Holdings50839
YTD Return+13.22%+0.00%
1Y Return+21.62%+0.00%
3Y Return (annualized)+22.17%+4.81%
5Y Return (annualized)+13.42%+5.17%
Volatility (annualized)15.1%33.2%
Max Drawdown-56.5%-94.3%
Fund FamilyiShares by BlackRock (US)Kayne Anderson Capital Advisors
CategoryEquityEquity
InceptionMay 15, 2000Nov 24, 2010

IVV vs KMF Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Kayne Anderson NextGen Energy & Infrastructure Inc (KMF) is a ETF from Kayne Anderson Capital Advisors. Over the past year IVV returned +21.62% while KMF returned +0.00%. Year to date, IVV is up 13.22% versus a gain of 0.00% for KMF.

Over three years, IVV compounded at +22.17% per year against +4.81% for KMF; over five years the annualized figures are +13.42% and +5.17% respectively. Across the full 16-year window we track, IVV has the edge at +7.02% annualized vs -0.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KMF has been the more volatile fund, with annualized monthly volatility of 33.2% 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 -94.3% for KMF. 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 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while KMF charges 3.20%. On a $10,000 position that is $3 vs $320 annually, a gap of $317 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for KMF.

Holdings Overlap

2.1%overlap

IVV and KMF share 10 holdings out of 526 unique holdings combined, representing a 2.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVVWeight in KMFDifference
WMB0.14%10.96%10.82%
TRGP0.09%9.95%9.86%
OKE0.09%5.75%5.66%
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Frequently Asked Questions

Which is cheaper, IVV or KMF?

IVV has an expense ratio of 0.03% while KMF charges 3.20%. IVV is the cheaper option. On a $10,000 investment, that is $317 per year of difference.

Which performed better, IVV or KMF?

Over the past year IVV returned +21.62% vs +0.00% for KMF, so IVV leads on 1-year performance. Over the longest common window we track (16 years), IVV annualized +7.02% vs -0.39% for KMF. Past performance does not guarantee future results.

Which is riskier, IVV or KMF?

KMF has been the more volatile fund at 33.2% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KMF -94.3%.

Should I hold both IVV and KMF?

IVV and KMF have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and KMF?

IVV and KMF share 10 common holdings with a 2.1% weight overlap. Combined, they hold 526 unique securities.

Which pays a higher dividend, IVV or KMF?

IVV yields 1.10% while KMF yields 0.00%, so IVV currently pays the higher dividend yield.

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