IVV vs KSM

Quick Verdict

IVV offers more diversification with 508 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: IVV

Side-by-Side Comparison

MetricIVVKSMWinner
Expense Ratio0.03%-
AUM$907.0B-
Dividend Yield1.10%-
Holdings5080
YTD Return+14.50%-
1Y Return+22.02%-
3Y Return (annualized)+21.80%-
5Y Return (annualized)+13.37%-
Volatility (annualized)15.1%-
Max Drawdown-56.5%-
Fund FamilyiShares by BlackRock (US)DWS STRATEGIC MUNICIPAL INCOME TRUST
CategoryEquity-
InceptionMay 15, 2000-

IVV vs KSM Performance

iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and DWS STRATEGIC MUNICIPAL INCOME TRUST (KSM) is a ETF from DWS STRATEGIC MUNICIPAL INCOME TRUST.

Risk: Volatility and Drawdowns

Frequently Asked Questions

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