Screener
GPT vs IVSX
Intelligent Alpha Atlas ETF vs Applied Finance IVS International SMID ETF
Key differences
Both GPT and IVSX are equity ETFs. GPT charges 0.69% a year and IVSX 0.75%. The main difference: GPT covers global markets; IVSX covers global markets excluding the US.
- GPT covers global markets; IVSX covers global markets excluding the US.
- GPT costs 0.06% less per year.
- GPT is much larger than IVSX. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| GPT | IVSX | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.75% |
| Fund size (AUM) | $23M | $5M |
| Since | 2024 | 2026 |
| Dividend yield | 0.67% | — |
| Asset class | equity | equity |
| Region | global | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +29.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 18.22% | — |
| Max drawdown | -25.59% | -11.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.