Screener
IVSS vs VSLU
Applied Finance IVS US SMID ETF vs Applied Finance Valuation Large Cap US ETF
Key differences
Both IVSS and VSLU are equity ETFs. IVSS charges 0.59% a year and VSLU 0.49%. The main difference: VSLU costs 0.10% less per year.
- VSLU costs 0.10% less per year.
- VSLU is much larger than IVSS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| IVSS | VSLU | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.49% |
| Fund size (AUM) | $24M | $531M |
| Since | 2025 | 2021 |
| Dividend yield | — | 0.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +21.6% |
| CAGR 3Y | N/A | +21.1% |
| CAGR 5Y | N/A | +13.6% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | — | 12.73% |
| Max drawdown | -8.31% | -23.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.