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