IVV vs KQQQ
iShares Core S&P 500 ETF vs Kurv Technology Titans Select ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | KQQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.99% | |
| AUM | $907.0B | $128M | |
| Dividend Yield | 1.10% | 17.38% | |
| Holdings | 508 | 58 | |
| YTD Return | +12.71% | +12.69% | |
| 1Y Return | +21.89% | +21.47% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 21.5% | |
| Max Drawdown | -56.5% | -26.1% | |
| Fund Family | iShares by BlackRock (US) | Kurv | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Apr 22, 2024 |
IVV vs KQQQ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Kurv Technology Titans Select ETF (KQQQ) is a ETF from Kurv. Over the past year IVV returned +21.89% while KQQQ returned +21.47%. Year to date, IVV is up 12.71% versus a gain of 12.69% for KQQQ.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 21.5% 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 -26.1% for KQQQ. 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while KQQQ charges 0.99%. On a $10,000 position that is $3 vs $99 annually, a gap of $96 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 17.38% for KQQQ.
Holdings Overlap
IVV and KQQQ share 16 holdings out of 510 unique holdings combined, representing a 27.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or KQQQ?
IVV has an expense ratio of 0.03% while KQQQ charges 0.99%. IVV is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, IVV or KQQQ?
Over the past year IVV returned +21.89% vs +21.47% for KQQQ, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +20.24% for KQQQ. Past performance does not guarantee future results.
Which is riskier, IVV or KQQQ?
KQQQ has been the more volatile fund at 21.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KQQQ -26.1%.
Should I hold both IVV and KQQQ?
IVV and KQQQ have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KQQQ?
IVV and KQQQ share 16 common holdings with a 27.9% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or KQQQ?
IVV yields 1.10% while KQQQ yields 17.38%, so KQQQ currently pays the higher dividend yield.
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