IVV vs KPO

IVV vs KPO

Which is better, IVV or KPO?

Large Cap Blend against Leverage Strategy.

IVV has a lower expense ratio.

Lower Fees: IVV

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

MetricIVVKPO
Expense Ratio0.03%Best0.95%
AUM$876.4B$8M
Dividend Yield1.06%0.00%
Holdings5081
YTD Return+12.01%Best-1.42%
1Y Return+16.48%-
3Y Return (annualized)+21.21%-
5Y Return (annualized)+12.95%-
Fund FamilyiShares by BlackRock (US)Kensington Funds
CategoryEquityAlternative
StyleLarge Cap BlendLeverage Strategy
InceptionMay 15, 2000Aug 27, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

IVV vs KPO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

IVV vs KPO Performance

iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Kensington Premium Opportunities ETF (KPO) is an ETF from Kensington Funds. Year to date, IVV is up 12.01% versus a loss of 1.42% for KPO.

Past performance does not guarantee future results.

Fees and Cost Over Time

IVV charges 0.03% per year while KPO charges 0.95%. On a $10,000 position that is $3 vs $95 annually, a gap of $92 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.00% for KPO.

Holdings Overlap

We hold position weights for 490 holdings in IVV and 1 in KPO, totalling 99.3% and 87.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 490 positions we hold weights for in IVV and 1 in KPO, against full books of 508 and 1.

You are not choosing between two funds in isolation.

Whichever of IVV and KPO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

IVVKPO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, IVV or KPO?

IVV has an expense ratio of 0.03% while KPO charges 0.95%. IVV is the cheaper option, by $92 a year on a $10,000 investment.

Which pays a higher dividend, IVV or KPO?

IVV yields 1.06% while KPO yields 0.00%, so IVV currently pays the higher dividend yield.

Is KPO better than IVV?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.