IVV vs KSTR
iShares Core S&P 500 ETF vs KraneShares China Technology & Semiconductor STAR 50 Index ETF
Which is better, IVV or KSTR?
Large Cap Blend against All Cap Blend.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, KSTR over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 60.5%.
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 | KSTR |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.89% |
| AUM | $886.7B | $408M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 53 |
| YTD Return | +13.39% | +19.88%Best |
| 1Y Return | +20.08% | +38.96%Best |
| 3Y Return (annualized) | +21.29%Best | +20.81% |
| 5Y Return (annualized) | +12.88%Best | -1.29% |
| Volatility (annualized) | 15.1%Best | 3200.3% |
| Max Drawdown | -56.5% | - |
| $10,000 over 5 years | $18,327Best | $9,371 |
| Top 10 Weight | 37.9%Best | 60.5% |
| Fund Family | iShares by BlackRock (US) | KraneShares |
| Category | Equity | Equity |
| Style | Large Cap Blend | All Cap Blend |
| Inception | May 15, 2000 | Jan 27, 2021 |
Volatility and max drawdown are measured over the window both funds cover: May 19, 2000 to Sep 4, 2026 (26.3 years).
IVV vs KSTR 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 26.3 years both funds cover.
IVV vs KSTR Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and KraneShares China Technology & Semiconductor STAR 50 Index ETF (KSTR) is an ETF from KraneShares. Over the past year IVV returned +20.08% while KSTR returned +38.96%. Year to date, IVV is up 13.39% versus a gain of 19.88% for KSTR.
Over three years, IVV compounded at +21.29% per year against +20.81% for KSTR; over five years the annualized figures are +12.88% and -1.29% respectively. Across the full 26-year window we track, IVV has the edge at +7.01% annualized vs -9.68%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KSTR has been the more volatile fund, with annualized monthly volatility of 3200.3% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The two funds' monthly returns correlate at 0.07. They move largely independently of each other.
Fees and Cost Over Time
IVV charges 0.03% per year while KSTR charges 0.89%. On a $10,000 position that is $3 vs $89 annually, a gap of $86 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for KSTR.
Holdings Overlap
We hold position weights for 504 holdings in IVV and 49 in KSTR, totalling 100.0% and 98.3% 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 504 positions we hold weights for in IVV and 49 in KSTR, against full books of 508 and 53.
What only one of them owns
Our book lists 0 positions for KSTR that do not appear in our book for IVV (0.0% of the fund), and 493 for IVV that do not appear in KSTR (99.2%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of IVV and KSTR 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 KSTR?
IVV has an expense ratio of 0.03% while KSTR charges 0.89%. IVV is the cheaper option, by $86 a year on a $10,000 investment.
Which performed better, IVV or KSTR?
Over the past year IVV returned +20.08% vs +38.96% for KSTR, so KSTR leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.01% vs -9.68% for KSTR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or KSTR?
KSTR has been the more volatile fund at 3200.3% annualized versus 15.1% for IVV.
Should I hold both IVV and KSTR?
IVV and KSTR have a monthly-return correlation of 0.07, 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 KSTR?
IVV yields 1.10% while KSTR yields 0.00%, so IVV currently pays the higher dividend yield.
Is KSTR better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, KSTR over 1Y. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 60.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.