IVV vs KBFR
IVV vs KBFR
iShares Core S&P 500 ETF vs Innovator US Small Cap Managed 10 Buffer ETF
Quick Verdict
IVV has a lower expense ratio. KBFR offers more diversification with 766 holdings.
Side-by-Side Comparison
| Metric | IVV | KBFR | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.79% | |
| AUM | $865.2B | $11M | |
| Dividend Yield | 1.09% | 0.29% | |
| Holdings | 508 | 766 | |
| YTD Return | +13.13% | +10.81% | |
| 1Y Return | +22.90% | - | |
| 3Y Return (annualized) | +21.08% | - | |
| 5Y Return (annualized) | +13.27% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -4.2% | |
| Fund Family | iShares by BlackRock (US) | Innovator ETFs Trust | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Feb 24, 2026 |
IVV vs KBFR Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Innovator US Small Cap Managed 10 Buffer ETF (KBFR) is a ETF from Innovator ETFs Trust. Year to date, IVV is up 13.13% versus a gain of 10.81% for KBFR.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -4.2% for KBFR. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while KBFR charges 0.79%. On a $10,000 position that is $3 vs $79 annually, a gap of $76 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.29% for KBFR.
Holdings Overlap
IVV and KBFR share 1 holdings out of 1270 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in IVV | Weight in KBFR | Difference |
|---|---|---|---|
| NUVL | 0.62% | 0.19% | 0.43% |
Frequently Asked Questions
Which is cheaper, IVV or KBFR?
IVV has an expense ratio of 0.03% while KBFR charges 0.79%. IVV is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
What is the holdings overlap between IVV and KBFR?
IVV and KBFR share 1 common holdings with a 0.2% weight overlap. Combined, they hold 1270 unique securities.
Which pays a higher dividend, IVV or KBFR?
IVV yields 1.09% while KBFR yields 0.29%, so IVV currently pays the higher dividend yield.
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