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IVSI vs VSLU

Applied Finance IVS International Large ETF vs Applied Finance Valuation Large Cap US ETF

IVSI

Applied Finance IVS International Large ETF

Annual cost

0.65%

Fund size

$8M

VSLU

Applied Finance Valuation Large Cap US ETF

Annual cost

0.49%

Fund size

$531M

Key differences

Both IVSI and VSLU are equity ETFs. IVSI charges 0.65% a year and VSLU 0.49%. The main difference: IVSI covers global markets excluding the US; VSLU covers North America.

  • IVSI covers global markets excluding the US; VSLU covers North America.
  • VSLU costs 0.16% less per year.
  • VSLU is much larger than IVSI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IVSIVSLU
Annual cost (TER)0.65%0.49%
Fund size (AUM)$8M$531M
Since20252021
Dividend yield0.43%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+21.6%
CAGR 3YN/A+21.1%
CAGR 5YN/A+13.6%
Sharpe 3YN/A1.16
Volatility 1Y12.73%
Max drawdown-11.73%-23.86%

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

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