IVV vs KOCT
iShares Core S&P 500 ETF vs Innovator US Small Cap Power Buffer ETF - October
Which is better, IVV or KOCT?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y 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 | KOCT |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.79% |
| AUM | $876.4B | $131M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 12 |
| YTD Return | +12.39%Best | +12.11% |
| 1Y Return | +16.61%Best | +13.75% |
| 3Y Return (annualized) | +21.38%Best | +13.11% |
| 5Y Return (annualized) | +13.51%Best | +7.15% |
| Volatility (annualized) | 16.8% | 11.5%Best |
| Max Drawdown | -33.9% | -28.2%Best |
| $10,000 over 5 years | $18,844Best | $14,124 |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Sep 30, 2019 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 1, 2019 to Sep 18, 2026 (7 years).
IVV vs KOCT 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 7 years both funds cover.
IVV vs KOCT Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Innovator US Small Cap Power Buffer ETF - October (KOCT) is an ETF from Innovator ETFs Trust. Over the past year IVV returned +16.61% while KOCT returned +13.75%. Year to date, IVV is up 12.39% versus a gain of 12.11% for KOCT.
Over three years, IVV compounded at +21.38% per year against +13.11% for KOCT; over five years the annualized figures are +13.51% and +7.15% respectively. Across the full 7-year window we track, IVV has the edge at +15.98% annualized vs +6.79%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 11.5% for KOCT. 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 -33.9% for IVV and -28.2% for KOCT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while KOCT 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 KOCT.
You are not choosing between two funds in isolation.
Whichever of IVV and KOCT 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 KOCT?
IVV has an expense ratio of 0.03% while KOCT charges 0.79%. IVV is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, IVV or KOCT?
Over the past year IVV returned +16.61% vs +13.75% for KOCT, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +15.98% vs +6.79% for KOCT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KOCT?
IVV has been the more volatile fund at 16.8% annualized versus 11.5% for KOCT. Worst drawdown: IVV -33.9% vs KOCT -28.2%.
Should I hold both IVV and KOCT?
IVV and KOCT have a monthly-return correlation of 0.87, 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 KOCT?
IVV yields 1.06% while KOCT yields 0.00%, so IVV currently pays the higher dividend yield.
Is KOCT better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.