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IVSS vs LRGC

Applied Finance IVS US SMID ETF vs AB US Large Cap Strategic Equities ETF

IVSS

Applied Finance IVS US SMID ETF

Annual cost

0.59%

Fund size

$24M

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

Both IVSS and LRGC are equity ETFs. IVSS charges 0.59% a year and LRGC 0.39%. The main difference: LRGC costs 0.20% less per year.

  • LRGC costs 0.20% less per year.
  • LRGC is much larger than IVSS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IVSSLRGC
Annual cost (TER)0.59%0.39%
Fund size (AUM)$24M$1.3B
Since20252023
Dividend yield0.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+18.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.25%
Max drawdown-8.31%-19.38%

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

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