IVV vs KWIN
iShares Core S&P 500 ETF vs KraneShares Wahed Alternative Income Index ETF
Which is better, IVV or KWIN?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 48.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | KWIN |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.51% |
| AUM | $896.5B | $63M |
| Dividend Yield | 1.10% | 0.00% |
| Holdings | 508 | 98 |
| YTD Return | +13.59%Best | +2.59% |
| 1Y Return | +17.54%Best | +3.41% |
| 3Y Return (annualized) | +22.46% | - |
| 5Y Return (annualized) | +13.28% | - |
| Top 10 Weight | 38.9%Best | 48.6% |
| Fund Family | iShares by BlackRock (US) | KraneShares |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Nov 5, 2025 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs KWIN growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs KWIN Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and KraneShares Wahed Alternative Income Index ETF (KWIN) is an ETF from KraneShares. Over the past year IVV returned +17.54% while KWIN returned +3.41%. Year to date, IVV is up 13.59% versus a gain of 2.59% for KWIN.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while KWIN charges 0.51%. On a $10,000 position that is $3 vs $51 annually, a gap of $48 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for KWIN.
Holdings Overlap
10.5% of IVV's money is in holdings KWIN also owns. 100.0% of KWIN's money is in holdings IVV also owns.
Most of KWIN is already inside IVV. Owning both mostly buys the same companies twice.
25 positions in common, counted across the 506 positions we hold weights for in IVV and 25 in KWIN, against full books of 508 and 98.
What only one of them owns
Our book lists 0 positions for KWIN that do not appear in our book for IVV (0.0% of the fund), and 475 for IVV that do not appear in KWIN (88.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in IVV | Weight in KWIN | Difference |
|---|---|---|---|
| TSLATesla Inc | 1.51% | 5.97% | 4.46% |
| AMZNAmazon.Com Inc | 3.68% | 3.52% | 0.16% |
| WDAYWorkday, Inc., Class A | 0.06% | 5.62% | 5.56% |
| VRTXNvaesrtex Pharmaceuticals Inc | 0.19% | 5.37% | 5.18% |
| SNPSSynopsys | 0.14% | 5.30% | 5.16% |
| CRWDCrowdstrike Holdings Inc | 0.41% | 4.49% | 4.08% |
| NOWServicenow, Inc. | 0.22% | 4.60% | 4.38% |
| AMDAdvanced Micro Devices Inc | 1.52% | 3.27% | 1.75% |
| SMCISuper Micro Computer Inc Common Stock USD.001 | 0.04% | 4.54% | 4.50% |
| CDNSCadence Design Systems Inc. | 0.15% | 4.28% | 4.13% |
100.0% of KWIN is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or KWIN?
IVV has an expense ratio of 0.03% while KWIN charges 0.51%. IVV is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, IVV or KWIN?
Over the past year IVV returned +17.54% vs +3.41% for KWIN, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between IVV and KWIN?
100.0% of KWIN's money is in holdings IVV also owns. 100.0% of KWIN's is in holdings IVV also owns. They hold 25 positions in common, counted across the 506 positions we hold weights for in IVV and 25 in KWIN.
Which pays a higher dividend, IVV or KWIN?
IVV yields 1.10% while KWIN yields 0.00%, so IVV currently pays the higher dividend yield.
Is KWIN better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. IVV is less concentrated, with 38.9% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.