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IVSX vs IVSS

Applied Finance IVS International SMID ETF vs Applied Finance IVS US SMID ETF

IVSX

Applied Finance IVS International SMID ETF

Annual cost

0.75%

Fund size

$5M

IVSS

Applied Finance IVS US SMID ETF

Annual cost

0.59%

Fund size

$24M

Key differences

Both IVSX and IVSS are equity ETFs. IVSX charges 0.75% a year and IVSS 0.59%. The main difference: IVSX covers global markets excluding the US; IVSS covers North America.

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

Side-by-side comparison

IVSXIVSS
Annual cost (TER)0.75%0.59%
Fund size (AUM)$5M$24M
Since20262025
Dividend yield
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-11.97%-8.31%

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

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