IVV vs KRBN
iShares Core S&P 500 ETF vs KraneShares Global Carbon Strategy ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | KRBN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.90% | |
| AUM | $865.2B | $139M | |
| Dividend Yield | 1.09% | 2.04% | |
| Holdings | 508 | 9 | |
| YTD Return | +13.72% | -4.68% | |
| 1Y Return | +21.64% | +14.07% | |
| 3Y Return (annualized) | +21.55% | +0.44% | |
| 5Y Return (annualized) | +13.27% | +5.95% | |
| Volatility (annualized) | 15.1% | 23.0% | |
| Max Drawdown | -56.5% | -36.4% | |
| Fund Family | iShares by BlackRock (US) | KraneShares | |
| Category | Equity | Commodity | |
| Inception | May 15, 2000 | Jul 29, 2020 |
IVV vs KRBN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares Global Carbon Strategy ETF (KRBN) is a ETF from KraneShares. Over the past year IVV returned +21.64% while KRBN returned +14.07%. Year to date, IVV is up 13.72% versus a loss of 4.68% for KRBN.
Over three years, IVV compounded at +21.55% per year against +0.44% for KRBN; over five years the annualized figures are +13.27% and +5.95% respectively. Across the full 6-year window we track, KRBN has the edge at +16.07% annualized vs +7.04%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KRBN has been the more volatile fund, with annualized monthly volatility of 23.0% 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 -36.4% for KRBN. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while KRBN charges 0.90%. On a $10,000 position that is $3 vs $90 annually, a gap of $87 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.04% for KRBN.
Holdings Overlap
IVV and KRBN share 0 holdings out of 507 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or KRBN?
IVV has an expense ratio of 0.03% while KRBN charges 0.90%. IVV is the cheaper option. On a $10,000 investment, that is $87 per year of difference.
Which performed better, IVV or KRBN?
Over the past year IVV returned +21.64% vs +14.07% for KRBN, so IVV leads on 1-year performance. Over the longest common window we track (6 years), IVV annualized +7.04% vs +16.07% for KRBN. Past performance does not guarantee future results.
Which is riskier, IVV or KRBN?
KRBN has been the more volatile fund at 23.0% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KRBN -36.4%.
Should I hold both IVV and KRBN?
IVV and KRBN have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KRBN?
IVV and KRBN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, IVV or KRBN?
IVV yields 1.09% while KRBN yields 2.04%, so KRBN currently pays the higher dividend yield.
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