IVV vs KMLI

Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVKMLIWinner
Expense Ratio0.03%1.26%
AUM$865.2B$8M
Dividend Yield1.09%17.87%
Holdings5082
YTD Return+13.72%-29.07%
1Y Return+21.64%-55.36%
3Y Return (annualized)+21.55%-
5Y Return (annualized)+13.27%-
Volatility (annualized)15.1%49.9%
Max Drawdown-56.5%-73.2%
Fund FamilyiShares by BlackRock (US)KraneShares
CategoryEquityAlternative
InceptionMay 15, 2000Jun 11, 2025

IVV vs KMLI Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares 2x Long MELI Daily ETF (KMLI) is a ETF from KraneShares. Over the past year IVV returned +21.64% while KMLI returned -55.36%. Year to date, IVV is up 13.72% versus a loss of 29.07% for KMLI.

Risk: Volatility and Drawdowns

KMLI has been the more volatile fund, with annualized monthly volatility of 49.9% 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 -73.2% for KMLI. 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 0.16. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while KMLI charges 1.26%. On a $10,000 position that is $3 vs $126 annually, a gap of $123 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 17.87% for KMLI.

Holdings Overlap

0.0%overlap

IVV and KMLI 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 KMLI?

IVV has an expense ratio of 0.03% while KMLI charges 1.26%. IVV is the cheaper option. On a $10,000 investment, that is $123 per year of difference.

Which performed better, IVV or KMLI?

Over the past year IVV returned +21.64% vs -55.36% for KMLI, so IVV leads on 1-year performance. Over the longest common window we track (1 years), IVV annualized +7.04% vs -52.19% for KMLI. Past performance does not guarantee future results.

Which is riskier, IVV or KMLI?

KMLI has been the more volatile fund at 49.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KMLI -73.2%.

Should I hold both IVV and KMLI?

IVV and KMLI have a monthly-return correlation of 0.16, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IVV and KMLI?

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

Which pays a higher dividend, IVV or KMLI?

IVV yields 1.09% while KMLI yields 17.87%, so KMLI currently pays the higher dividend yield.

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