KVLE vs VOO
KraneShares Value Line Dynamic Dividend Equity Index ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | KVLE | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.56% | 0.03% | |
| AUM | $41M | $979.0B | |
| Dividend Yield | 7.51% | 1.09% | |
| Holdings | 84 | 509 | |
| YTD Return | +16.60% | +14.48% | |
| 1Y Return | +18.20% | +22.02% | |
| 3Y Return (annualized) | +16.25% | +21.80% | |
| 5Y Return (annualized) | +10.82% | +13.36% | |
| Volatility (annualized) | 13.7% | 14.2% | |
| Max Drawdown | -18.4% | -34.3% | |
| Fund Family | KraneShares | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 24, 2020 | Sep 7, 2010 |
KVLE vs VOO Performance
KraneShares Value Line Dynamic Dividend Equity Index ETF (KVLE) is a ETF from KraneShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year KVLE returned +18.20% while VOO returned +22.02%. Year to date, KVLE is up 16.60% versus a gain of 14.48% for VOO.
Over three years, KVLE compounded at +16.25% per year against +21.80% for VOO; over five years the annualized figures are +10.82% and +13.36% respectively. Across the full 6-year window we track, VOO has the edge at +13.61% annualized vs +13.17%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.7% for KVLE. 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 -18.4% for KVLE and -34.3% for VOO. 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
KVLE charges 0.56% per year while VOO charges 0.03%. On a $10,000 position that is $56 vs $3 annually, a gap of $53 per year that compounds over a long holding period. On income, KVLE currently yields 7.51% against 1.09% for VOO.
Holdings Overlap
KVLE and VOO share 6 holdings out of 505 unique holdings combined, representing a 6.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, KVLE or VOO?
KVLE has an expense ratio of 0.56% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, KVLE or VOO?
Over the past year KVLE returned +18.20% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), KVLE annualized +13.17% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, KVLE or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.7% for KVLE. Worst drawdown: KVLE -18.4% vs VOO -34.3%.
Should I hold both KVLE and VOO?
KVLE and VOO have a monthly-return correlation of 0.91, 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 KVLE and VOO?
KVLE and VOO share 6 common holdings with a 6.7% weight overlap. Combined, they hold 505 unique securities.
Which pays a higher dividend, KVLE or VOO?
KVLE yields 7.51% while VOO yields 1.09%, so KVLE currently pays the higher dividend yield.
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