IVV vs KRBN
iShares Core S&P 500 ETF vs KraneShares Global Carbon Strategy ETF
Which is better, IVV or KRBN?
Large Cap Blend against Energy.
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 | KRBN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.91% |
| AUM | $886.7B | $135M |
| Dividend Yield | 1.10% | 2.01% |
| Holdings | 508 | 13 |
| YTD Return | +13.39%Best | -2.43% |
| 1Y Return | +20.08%Best | +11.94% |
| 3Y Return (annualized) | +21.29%Best | +1.98% |
| 5Y Return (annualized) | +12.88%Best | +4.43% |
| Volatility (annualized) | 15.5%Best | 22.9% |
| Max Drawdown | -24.5%Best | -36.4% |
| $10,000 over 5 years | $18,327Best | $12,420 |
| Fund Family | iShares by BlackRock (US) | KraneShares |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Energy |
| Inception | May 15, 2000 | Jul 29, 2020 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jul 30, 2020 to Sep 4, 2026 (6.1 years).
IVV vs KRBN 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 6.1 years both funds cover.
IVV vs KRBN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and KraneShares Global Carbon Strategy ETF (KRBN) is an ETF from KraneShares. Over the past year IVV returned +20.08% while KRBN returned +11.94%. Year to date, IVV is up 13.39% versus a loss of 2.43% for KRBN.
Over three years, IVV compounded at +21.29% per year against +1.98% for KRBN; over five years the annualized figures are +12.88% and +4.43% respectively. Across the full 6-year window we track, IVV has the edge at +16.74% annualized vs +16.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KRBN has been the more volatile fund, with annualized monthly volatility of 22.9% compared with 15.5% 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 -24.5% for IVV and -36.4% for KRBN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.36. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while KRBN charges 0.91%. On a $10,000 position that is $3 vs $91 annually, a gap of $88 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 2.01% for KRBN.
Holdings Overlap
We hold position weights for 505 holdings in IVV and 1 in KRBN, totalling 100.0% and 51.2% 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 505 positions we hold weights for in IVV and 1 in KRBN, against full books of 508 and 13.
You are not choosing between two funds in isolation.
Whichever of IVV and KRBN 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 KRBN?
IVV has an expense ratio of 0.03% while KRBN charges 0.91%. IVV is the cheaper option, by $88 a year on a $10,000 investment.
Which performed better, IVV or KRBN?
Over the past year IVV returned +20.08% vs +11.94% for KRBN, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +16.74% vs +16.34% for KRBN. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KRBN?
KRBN has been the more volatile fund at 22.9% annualized versus 15.5% for IVV. Worst drawdown: IVV -24.5% vs KRBN -36.4%.
Should I hold both IVV and KRBN?
IVV and KRBN have a monthly-return correlation of 0.36, 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 KRBN?
IVV yields 1.10% while KRBN yields 2.01%, so KRBN currently pays the higher dividend yield.
Is KRBN 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.