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IVSSvsETF 2ETF Comparison

ETF 1
IVSS

Applied Finance IVS US SMID ETF

This fund is part of
US Multi-Factor
+0.14%
VS
ETF 2
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IVSS performance and flow charts

Performance

0.01.02.03.04.05.0%Jun 24Jul 1Jul 8Jul 15Jul 22

Cumulative Flows

-500,0000500,000Jun 24Jul 1Jul 8Jul 15Jul 22

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 07/24/2026
1M3MYTD1Y3Y5Y
Perf.
IVSS
ETF 2
+2.93%
+7.62%
+19.71%
n/a
n/a
n/a
Flows
IVSS
ETF 2
+$757K
+$3M
+$19M
-–
-–
-–
Volatility and drawdown
3M1Y3Y5Y
Volatility
IVSS
ETF 2
+12.44%
n/a
n/a
n/a
Max drawdown
IVSS
ETF 2
-3.51%
n/a
n/a
n/a
Max drawdown duration
IVSS
ETF 2
19d
n/a
n/a
n/a
Trading data

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IVSS
ETF 2
Last sale
7/28/2026 at 1:30 PM
$30.71
Previous close
07/27/2026
$30.46
Consolidated volume
07/27/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 7/28/2026 at 1:30 PM
Live
Closed
IVSS
ETF 2
Last price
$30.71
1D performance
+0.82%
AuM$27.90 M
E/R0.59%
Characteristics
IVSS
ETF 2
Management strategyActive
ProviderApplied Finance
Benchmark-
N° of holdings361
Asset class-
Trailing 12m distribution yield
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Inception dateDecember 3, 2025
ESGNo
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Exposure

Countries

IVSS
USA
92.96%
Other
7.04%
ETF 2

Sectors

IVSS
Finance
18.87%
Technology
17.26%
Healthcare
14.15%
Industrials
12.54%
Energy
7.26%
Other
29.91%
ETF 2
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Diversification

IVSS

Total weight of top 15 holdings out of 15

22.94%
ETF 2

Top 15 holdings

Data as of June 30, 2026
IVSS
Sterling Infrastructure, Inc.
2.87%
Sezzle, Inc.
2.09%
Dave, Inc.
1.87%
BrightSpring Health Services, Inc.
1.64%
Nextpower, Inc.
1.63%
HealthEquity, Inc.
1.50%
InterDigital, Inc.
1.50%
PJT Partners, Inc.
1.41%
Mercury General Corp.
1.31%
Lantheus Holdings, Inc.
1.25%
Otter Tail Corp.
1.23%
Amneal Pharmaceuticals, Inc.
1.18%
ACI Worldwide, Inc.
1.18%
Southwest Gas Holdings, Inc.
1.14%
Tanger, Inc.
1.13%
ETF 2
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