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IVSX vs LRGC

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

IVSX

Applied Finance IVS International SMID ETF

Annual cost

0.75%

Fund size

$5M

LRGC

AB US Large Cap Strategic Equities ETF

Annual cost

0.39%

Fund size

$1.3B

Key differences

Both IVSX and LRGC are equity ETFs. IVSX charges 0.75% a year and LRGC 0.39%. The main difference: IVSX covers global markets excluding the US; LRGC covers North America.

  • IVSX covers global markets excluding the US; LRGC covers North America.
  • LRGC costs 0.36% less per year.
  • LRGC is much larger than IVSX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

IVSXLRGC
Annual cost (TER)0.75%0.39%
Fund size (AUM)$5M$1.3B
Since20262023
Dividend yield0.54%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+20.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.30%
Max drawdown-11.97%-19.38%

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

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