IVV vs KRMA
iShares Core S&P 500 ETF vs Global X Conscious Companies 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 | KRMA | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.43% | |
| AUM | $865.2B | $118M | |
| Dividend Yield | 1.09% | 2.42% | |
| Holdings | 508 | 145 | |
| YTD Return | +14.50% | +10.19% | |
| 1Y Return | +22.02% | +19.76% | |
| 3Y Return (annualized) | +21.80% | +16.08% | |
| 5Y Return (annualized) | +13.37% | +9.89% | |
| Volatility (annualized) | 15.1% | 15.9% | |
| Max Drawdown | -56.5% | -36.2% | |
| Fund Family | iShares by BlackRock (US) | Global X by mirae Asset | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jul 11, 2016 |
IVV vs KRMA Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Global X Conscious Companies ETF (KRMA) is a ETF from Global X by mirae Asset. Over the past year IVV returned +22.02% while KRMA returned +19.76%. Year to date, IVV is up 14.50% versus a gain of 10.19% for KRMA.
Over three years, IVV compounded at +21.80% per year against +16.08% for KRMA; over five years the annualized figures are +13.37% and +9.89% respectively. Across the full 10-year window we track, KRMA has the edge at +12.83% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KRMA has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -36.2% for KRMA. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
IVV charges 0.03% per year while KRMA charges 0.43%. On a $10,000 position that is $3 vs $43 annually, a gap of $40 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.42% for KRMA.
Holdings Overlap
IVV and KRMA share 128 holdings out of 520 unique holdings combined, representing a 52.6% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, IVV or KRMA?
IVV has an expense ratio of 0.03% while KRMA charges 0.43%. IVV is the cheaper option. On a $10,000 investment, that is $40 per year of difference.
Which performed better, IVV or KRMA?
Over the past year IVV returned +22.02% vs +19.76% for KRMA, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.07% vs +12.83% for KRMA. Past performance does not guarantee future results.
Which is riskier, IVV or KRMA?
KRMA has been the more volatile fund at 15.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KRMA -36.2%.
Should I hold both IVV and KRMA?
IVV and KRMA have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between IVV and KRMA?
IVV and KRMA share 128 common holdings with a 52.6% weight overlap. Combined, they hold 520 unique securities.
Which pays a higher dividend, IVV or KRMA?
IVV yields 1.09% while KRMA yields 2.42%, so KRMA currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.