IVV vs MKAM
iShares Core S&P 500 ETF vs MKAM 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 | MKAM | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.53% | |
| AUM | $865.2B | $13M | |
| Dividend Yield | 1.09% | 2.68% | |
| Holdings | 508 | 5 | |
| YTD Return | +13.43% | +6.66% | |
| 1Y Return | +22.61% | +11.81% | |
| 3Y Return (annualized) | +21.47% | +10.06% | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 5.7% | |
| Max Drawdown | -56.5% | -5.0% | |
| Fund Family | iShares by BlackRock (US) | MKAM ETF, LLC | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Apr 12, 2023 |
IVV vs MKAM Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and MKAM ETF (MKAM) is a ETF from MKAM ETF, LLC. Over the past year IVV returned +22.61% while MKAM returned +11.81%. Year to date, IVV is up 13.43% versus a gain of 6.66% for MKAM.
Over three years, IVV compounded at +21.47% per year against +10.06% for MKAM. Across the full 3-year window we track, MKAM has the edge at +10.73% annualized vs +7.03%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 5.7% for MKAM. 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 -5.0% for MKAM. 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 0.94. 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 MKAM charges 0.53%. On a $10,000 position that is $3 vs $53 annually, a gap of $50 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.68% for MKAM.
Holdings Overlap
IVV and MKAM share 0 holdings out of 509 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 MKAM?
IVV has an expense ratio of 0.03% while MKAM charges 0.53%. IVV is the cheaper option. On a $10,000 investment, that is $50 per year of difference.
Which performed better, IVV or MKAM?
Over the past year IVV returned +22.61% vs +11.81% for MKAM, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.03% vs +10.73% for MKAM. Past performance does not guarantee future results.
Which is riskier, IVV or MKAM?
IVV has been the more volatile fund at 15.1% annualized versus 5.7% for MKAM. Worst drawdown: IVV -56.5% vs MKAM -5.0%.
Should I hold both IVV and MKAM?
IVV and MKAM have a monthly-return correlation of 0.94, 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 MKAM?
IVV and MKAM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or MKAM?
IVV yields 1.09% while MKAM yields 2.68%, so MKAM currently pays the higher dividend yield.
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