IVV vs KSEA

IVV vs KSEA
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Quick Verdict

IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.

Lower Fees: IVVHigher Returns: IVVMore Diversified: IVV

Side-by-Side Comparison

MetricIVVKSEAWinner
Expense Ratio0.03%0.86%
AUM$907.0B$1M
Dividend Yield1.10%0.82%
Holdings50850
YTD Return+12.71%+5.94%
1Y Return+21.89%+0.77%
3Y Return (annualized)+22.08%-
5Y Return (annualized)+12.96%-
Volatility (annualized)15.1%14.4%
Max Drawdown-56.5%-15.8%
Fund FamilyiShares by BlackRock (US)KraneShares
CategoryEquityEquity
InceptionMay 15, 2000Sep 12, 2023

IVV vs KSEA Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares Rockefeller Ocean Engagement ETF (KSEA) is a ETF from KraneShares. Over the past year IVV returned +21.89% while KSEA returned +0.77%. Year to date, IVV is up 12.71% versus a gain of 5.94% for KSEA.

Risk: Volatility and Drawdowns

IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 14.4% for KSEA. 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 -15.8% for KSEA. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IVV charges 0.03% per year while KSEA charges 0.86%. On a $10,000 position that is $3 vs $86 annually, a gap of $83 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.82% for KSEA.

Frequently Asked Questions

Which is cheaper, IVV or KSEA?

IVV has an expense ratio of 0.03% while KSEA charges 0.86%. IVV is the cheaper option. On a $10,000 investment, that is $83 per year of difference.

Which performed better, IVV or KSEA?

Over the past year IVV returned +21.89% vs +0.77% for KSEA, so IVV leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.00% vs +6.80% for KSEA. Past performance does not guarantee future results.

Which is riskier, IVV or KSEA?

IVV has been the more volatile fund at 15.1% annualized versus 14.4% for KSEA. Worst drawdown: IVV -56.5% vs KSEA -15.8%.

Should I hold both IVV and KSEA?

IVV and KSEA have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, IVV or KSEA?

IVV yields 1.10% while KSEA yields 0.82%, so IVV currently pays the higher dividend yield.

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