IVV vs KSTR
iShares Core S&P 500 ETF vs KraneShares China Technology & Semiconductor STAR 50 Index ETF
Quick Verdict
IVV has a lower expense ratio. KSTR delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | KSTR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.89% | |
| AUM | $865.2B | $398M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 53 | |
| YTD Return | +13.43% | +27.52% | |
| 1Y Return | +22.61% | +70.79% | |
| 3Y Return (annualized) | +21.47% | +22.32% | |
| 5Y Return (annualized) | +13.26% | -1.78% | |
| Volatility (annualized) | 15.1% | 2736.8% | |
| Max Drawdown | -56.5% | -99.8% | |
| Fund Family | iShares by BlackRock (US) | KraneShares | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 27, 2021 |
IVV vs KSTR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and KraneShares China Technology & Semiconductor STAR 50 Index ETF (KSTR) is a ETF from KraneShares. Over the past year IVV returned +22.61% while KSTR returned +70.79%. Year to date, IVV is up 13.43% versus a gain of 27.52% for KSTR.
Over three years, IVV compounded at +21.47% per year against +22.32% for KSTR; over five years the annualized figures are +13.26% and -1.78% respectively. Across the full 26-year window we track, IVV has the edge at +7.03% annualized vs -8.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
KSTR has been the more volatile fund, with annualized monthly volatility of 2736.8% 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 -99.8% for KSTR. 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 0.07. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.09% against 0.00% for KSTR.
Holdings Overlap
IVV and KSTR share 0 holdings out of 554 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 KSTR?
IVV has an expense ratio of 0.03% while KSTR charges 0.89%. IVV is the cheaper option. On a $10,000 investment, that is $86 per year of difference.
Which performed better, IVV or KSTR?
Over the past year IVV returned +22.61% vs +70.79% for KSTR, so KSTR leads on 1-year performance. Over the longest common window we track (26 years), IVV annualized +7.03% vs -8.51% for KSTR. Past performance does not guarantee future results.
Which is riskier, IVV or KSTR?
KSTR has been the more volatile fund at 2736.8% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs KSTR -99.8%.
Should I hold both IVV and KSTR?
IVV and KSTR have a monthly-return correlation of 0.07, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KSTR?
IVV and KSTR share 0 common holdings with a 0.0% weight overlap. Combined, they hold 554 unique securities.
Which pays a higher dividend, IVV or KSTR?
IVV yields 1.09% while KSTR yields 0.00%, so IVV currently pays the higher dividend yield.
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