IVSI vs VYM

Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricIVSIVYMWinner
Expense Ratio0.65%0.04%
AUM$9M$79.0B
Dividend Yield0.04%2.86%
Holdings194568
YTD Return+16.21%+16.16%
1Y Return-+26.05%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.21%
Volatility (annualized)-14.6%
Max Drawdown-11.7%-58.8%
Fund FamilyApplied Finance FundsVanguard (US)
CategoryEquityEquity
InceptionDec 10, 2025Nov 10, 2006

IVSI vs VYM Performance

Applied Finance IVS International Large ETF (IVSI) is a ETF from Applied Finance Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, IVSI is up 16.21% versus a gain of 16.16% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -11.7% for IVSI and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

IVSI charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, IVSI currently yields 0.04% against 2.86% for VYM.

Holdings Overlap

0.1%overlap

IVSI and VYM share 2 holdings out of 744 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in IVSIWeight in VYMDifference
MC1.36%0.02%1.34%
AM0.18%0.03%0.15%

Frequently Asked Questions

Which is cheaper, IVSI or VYM?

IVSI has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

What is the holdings overlap between IVSI and VYM?

IVSI and VYM share 2 common holdings with a 0.1% weight overlap. Combined, they hold 744 unique securities.

Which pays a higher dividend, IVSI or VYM?

IVSI yields 0.04% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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