IVV vs KDRN
IVV vs KDRN
iShares Core S&P 500 ETF vs Kingsbarn Tactical Bond 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 | KDRN | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.57% | |
| AUM | $865.2B | $1M | |
| Dividend Yield | 1.09% | 3.33% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.31% | +1.21% | |
| 1Y Return | +24.00% | +2.51% | |
| 3Y Return (annualized) | +21.16% | +3.34% | |
| 5Y Return (annualized) | +13.34% | - | |
| Volatility (annualized) | 15.1% | 7.0% | |
| Max Drawdown | -56.5% | -15.3% | |
| Fund Family | iShares by BlackRock (US) | Kingsbarn Capital Management | |
| Category | Equity | Fixed Income | |
| Inception | May 15, 2000 | Dec 19, 2021 |
IVV vs KDRN Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Kingsbarn Tactical Bond ETF (KDRN) is a ETF from Kingsbarn Capital Management. Over the past year IVV returned +24.00% while KDRN returned +2.51%. Year to date, IVV is up 13.31% versus a gain of 1.21% for KDRN.
Over three years, IVV compounded at +21.16% per year against +3.34% for KDRN. Across the full 5-year window we track, IVV has the edge at +7.03% annualized vs +0.83%. 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 7.0% for KDRN. 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 -15.3% for KDRN. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while KDRN charges 0.57%. On a $10,000 position that is $3 vs $57 annually, a gap of $54 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 3.33% for KDRN.
Holdings Overlap
IVV and KDRN share 0 holdings out of 510 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 KDRN?
IVV has an expense ratio of 0.03% while KDRN charges 0.57%. IVV is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, IVV or KDRN?
Over the past year IVV returned +24.00% vs +2.51% for KDRN, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.03% vs +0.83% for KDRN. Past performance does not guarantee future results.
Which is riskier, IVV or KDRN?
IVV has been the more volatile fund at 15.1% annualized versus 7.0% for KDRN. Worst drawdown: IVV -56.5% vs KDRN -15.3%.
Should I hold both IVV and KDRN?
IVV and KDRN have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and KDRN?
IVV and KDRN share 0 common holdings with a 0.0% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, IVV or KDRN?
IVV yields 1.09% while KDRN yields 3.33%, so KDRN currently pays the higher dividend yield.
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