IVV vs KQQQ
iShares Core S&P 500 ETF vs Kurv Technology Titans Select ETF
Which is better, IVV or KQQQ?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 1Y, KQQQ over 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 | KQQQ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.99% |
| AUM | $876.4B | $125M |
| Dividend Yield | 1.06% | 17.55% |
| Holdings | 508 | 58 |
| YTD Return | +12.51% | +14.76%Best |
| 1Y Return | +17.57%Best | +17.51% |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 12.2%Best | 21.0% |
| Max Drawdown | -18.8%Best | -26.1% |
| $10,000 over 2.1 years | $14,066 | $14,837Best |
| Fund Family | iShares by BlackRock (US) | Kurv |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Apr 22, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 23, 2024 to Sep 11, 2026 (2.1 years).
IVV vs KQQQ 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 2.1 years both funds cover.
IVV vs KQQQ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Kurv Technology Titans Select ETF (KQQQ) is an ETF from Kurv. Over the past year IVV returned +17.57% while KQQQ returned +17.51%. Year to date, IVV is up 12.51% versus a gain of 14.76% for KQQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KQQQ has been the more volatile fund, with annualized monthly volatility of 21.0% compared with 12.2% 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 -18.8% for IVV and -26.1% for KQQQ. 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 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 1.06% against 17.55% for KQQQ.
Holdings Overlap
At least 38.5% of IVV's money is in holdings KQQQ also owns.
Stated as a floor: for KQQQ, our book for it covers 75.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
16 positions in common, counted across the 505 positions we hold weights for in IVV and 21 in KQQQ, against full books of 508 and 58.
Top Shared Holdings
| Stock | Weight in IVV | Weight in KQQQ | Difference |
|---|---|---|---|
| GOOGLAlphabet A Usd 0.001 | 3.19% | 11.58% | 8.39% |
| AMZNAmazon.Com Inc | 4.01% | 10.59% | 6.58% |
| AAPLApple, Inc | 6.86% | 4.43% | 2.43% |
| NVDANvidia Corp. | 7.98% | 3.23% | 4.75% |
| AVGOBroadcom Inc | 2.98% | 6.63% | 3.65% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.44% | 1.86% | 3.58% |
| INTCIntel Corp. | 0.72% | 6.13% | 5.41% |
| METAMeta Platforms, Inc. | 1.94% | 4.49% | 2.55% |
| AMDAdvanced Micro Devices Inc. | 1.18% | 5.10% | 3.92% |
| TSLATesla Inc | 1.36% | 2.60% | 1.24% |
38.5% of IVV is already inside KQQQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
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, by $96 a year on a $10,000 investment.
Which performed better, IVV or KQQQ?
Over the past year IVV returned +17.57% vs +17.51% for KQQQ, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +17.64% vs +20.67% for KQQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KQQQ?
KQQQ has been the more volatile fund at 21.0% annualized versus 12.2% for IVV. Worst drawdown: IVV -18.8% vs KQQQ -26.1%.
Should I hold both IVV and KQQQ?
IVV and KQQQ 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.
What is the holdings overlap between IVV and KQQQ?
At least 38.5% of IVV's money is in holdings KQQQ also owns. Our book for KQQQ is partial, so the real figure is this or higher. They hold 16 positions in common, counted across the 505 positions we hold weights for in IVV and 21 in KQQQ.
Which pays a higher dividend, IVV or KQQQ?
IVV yields 1.06% while KQQQ yields 17.55%, so KQQQ currently pays the higher dividend yield.
Is KQQQ better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, KQQQ over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.