VSLU vs. IVSI

Last updated Aug 4, 2026

VSLU (Applied Finance Valuation Large Cap US ETF) and IVSI (Applied Finance IVS International Large ETF) are both exchange-traded funds - VSLU is a Large Cap Blend Equities fund actively managed by Applied Finance, while IVSI is a Foreign Large Cap Equities fund actively managed by Applied Finance. Both are actively managed. Their 0.66 correlation means they have sometimes moved together and sometimes differently. VSLU charges 0.49%/yr vs 0.65%/yr for IVSI.

Performance

VSLU vs. IVSI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Applied Finance Valuation Large Cap US ETF (VSLU) and Applied Finance IVS International Large ETF (IVSI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VSLU achieves a 8.56% return, which is significantly lower than IVSI's 14.66% return.

VSLU

• 1D: 1.16%
• 1M: 2.71%
• 6M: 7.44%
• YTD: 8.56%
• 1Y: 21.50%
• 3Y*: 20.74%
• 5Y*: 13.29%
• 10Y*: —
• ALL TIME*: 13.91%

IVSI

• 1D: 0.41%
• 1M: 1.41%
• 6M: 9.10%
• YTD: 14.66%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
IVSI Applied Finance IVS International Large ETF	$20.06K	$43.91K	$28.98K
VSLU Applied Finance Valuation Large Cap US ETF	$883.14K	$1.19M	$1.76M

VSLU vs. IVSI - Yearly Performance Comparison

	2026 (YTD)	2025
VSLU Applied Finance Valuation Large Cap US ETF	8.56%	0.74%
IVSI Applied Finance IVS International Large ETF	14.66%	0.66%

Correlation

The correlation between VSLU and IVSI is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 11, 2025	0.66

Return for Risk

VSLU vs. IVSI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VSLU

VSLU Risk / Return Rank: 68
VSLU Sharpe Ratio Rank: 70
VSLU Sortino Ratio Rank: 67
VSLU Omega Ratio Rank: 66
VSLU Calmar Ratio Rank: 63
VSLU Martin Ratio Rank: 73

IVSI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

VSLU vs. IVSI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Applied Finance Valuation Large Cap US ETF (VSLU) and Applied Finance IVS International Large ETF (IVSI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	VSLU	IVSI	Difference
Sharpe ratio: Return per unit of total volatility	1.71	—	—
Sortino ratio: Return per unit of downside risk	2.35	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.36	—	—
Martin ratio: Return relative to average drawdown	9.70	—	—

Drawdowns

VSLU vs. IVSI - Drawdown Comparison

The maximum VSLU drawdown since its inception was -23.86%, which is greater than IVSI's maximum drawdown of -11.73%. Use the drawdown chart below to compare losses from any high point for VSLU and IVSI.

Drawdown Indicators

	VSLU	IVSI	Difference
Max Drawdown Largest peak-to-trough decline	-23.86%	-11.73%	-12.13%
Max Drawdown (1Y) Largest decline over 1 year	-9.16%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-17.89%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.86%	—	—
Current Drawdown Current decline from peak	0.00%	-0.77%	+0.77%
Average Drawdown Average peak-to-trough decline	-4.79%	-2.16%	-2.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	—	—

Volatility

Volatility by Period

	VSLU	IVSI	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.03%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.57%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.68%	17.11%	-4.43%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.22%	17.11%	-0.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.01%	17.11%	-1.10%

VSLU vs. IVSI - Expense Ratio Comparison

VSLU has a 0.49% expense ratio, which is lower than IVSI's 0.65% expense ratio.

Dividends

VSLU vs. IVSI - Dividend Comparison

VSLU's dividend yield for the trailing twelve months is around 0.43%, more than IVSI's 0.04% yield.

Position	TTM	2025	2024	2023	2022	2021
IVSI Applied Finance IVS International Large ETF	0.04%	0.04%	0.00%	0.00%	0.00%	0.00%
VSLU Applied Finance Valuation Large Cap US ETF	0.43%	0.46%	0.60%	0.60%	0.99%	0.57%

Frequently Asked Questions

Can I hold both VSLU and IVSI in my portfolio?

VSLU and IVSI have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, VSLU or IVSI?

On fees, VSLU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, VSLU or IVSI?

VSLU is cheaper with a 0.49% expense ratio, compared with 0.65% for IVSI.

Which ETF pays a higher dividend yield, VSLU or IVSI?

VSLU has the higher dividend yield at 0.43%, compared with 0.04% for IVSI.

What is the main difference between VSLU and IVSI?

VSLU is categorized as Large Cap Blend Equities, while IVSI is Foreign Large Cap Equities. Their fees differ too: 0.49% for VSLU and 0.65% for IVSI.