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XCHG vs IVSX

Ab US Equity ETF vs Applied Finance IVS International SMID ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$702M

IVSX

Applied Finance IVS International SMID ETF

Annual cost

0.75%

Fund size

$5M

Key differences

Both XCHG and IVSX are equity ETFs. XCHG charges 0.50% a year and IVSX 0.75%. The main difference: XCHG covers North America; IVSX covers global markets excluding the US.

  • XCHG covers North America; IVSX covers global markets excluding the US.
  • XCHG costs 0.25% less per year.
  • XCHG is much larger than IVSX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XCHGIVSX
Annual cost (TER)0.50%0.75%
Fund size (AUM)$702M$5M
Since20252026
Dividend yield
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-9.67%-11.97%

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

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