IVSX vs VXUS
Applied Finance IVS International SMID ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | IVSX | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.05% | |
| AUM | $5M | $158.1B | |
| Dividend Yield | 0.00% | 2.59% | |
| Holdings | 249 | 8,747 | |
| YTD Return | +3.09% | +14.72% | |
| 1Y Return | - | +26.79% | |
| 3Y Return (annualized) | - | +19.63% | |
| 5Y Return (annualized) | - | +9.16% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -12.0% | -39.9% | |
| Fund Family | Applied Finance Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Feb 19, 2026 | Jan 26, 2011 |
IVSX vs VXUS Performance
Applied Finance IVS International SMID ETF (IVSX) is a ETF from Applied Finance Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Year to date, IVSX is up 3.09% versus a gain of 14.72% for VXUS.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.0% for IVSX and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVSX charges 0.75% per year while VXUS charges 0.05%. On a $10,000 position that is $75 vs $5 annually, a gap of $70 per year that compounds over a long holding period. On income, IVSX currently yields 0.00% against 2.59% for VXUS.
Holdings Overlap
IVSX and VXUS share 164 holdings out of 8179 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVSX or VXUS?
IVSX has an expense ratio of 0.75% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $70 per year of difference.
What is the holdings overlap between IVSX and VXUS?
IVSX and VXUS share 164 common holdings with a 1.1% weight overlap. Combined, they hold 8179 unique securities.
Which pays a higher dividend, IVSX or VXUS?
IVSX yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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