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IVSI vs BDYN

Applied Finance IVS International Large ETF vs iShares Dynamic Equity Active ETF

IVSI

Applied Finance IVS International Large ETF

Annual cost

0.65%

Fund size

$8M

BDYN

iShares Dynamic Equity Active ETF

Annual cost

0.40%

Fund size

$2.9B

Key differences

IVSI is an equity ETF, while BDYN is a mixed asset ETF. IVSI charges 0.65% a year and BDYN 0.40%.

  • IVSI is an equity fund, while BDYN is a mixed asset fund. They carry different risk/return profiles.
  • BDYN costs 0.25% less per year.
  • BDYN is much larger than IVSI. Larger funds are usually more liquid and less likely to close.
  • BDYN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IVSIBDYN
Annual cost (TER)0.65%0.40%
Fund size (AUM)$8M$2.9B
Since20252017
Dividend yield0.91%
Asset classequitymixed asset
Regionglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-11.73%-10.85%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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