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IVSSvsPSCETF Comparison

ETF 1

IVSS

Applied Finance IVS US SMID ETF

This fund is part of

US Multi-Factor

+0.61%

Full IVSS fund page

VS

ETF 2

PSC

Principal U.S. Small-Cap ETF

This fund is part of

US Multi-Factor

+0.61%

Full PSC fund page

Applied Finance IVS US SMID ETF (IVSS) and Principal U.S. Small-Cap ETF (PSC) belong to the same industry segment: US Multi-Factor. IVSS's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, PSC's top sector exposures are Industrials, Information Technology and Health Care. IVSS is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.38% for PSC. IVSS is up 14.77% year-to-date (YTD) with +$18M in YTD flows. PSC performs better with 16.79% YTD performance, and +$391M in YTD flows. Run a side-by-side ETF comparison of IVSS and PSC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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IVSS vs PSC performance and flow charts

Performance

Cumulative Flows

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

Data Services

Historic performance and flows

Data as of 06/11/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IVSS PSC	+2.97%+5.17%	+10.88%+18.37%	+14.77%+16.79%	n/a+29.20%	n/a+64.26%	n/a+50.69%
Flows	IVSS PSC	+$1M+$64M	+$9M+$125M	+$18M+$391M	-+$1.11B	-+$1.51B	-+$199M

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IVSS PSC	+15.55%+19.10%	n/a+18.01%	n/a+19.65%	n/a+20.84%
Max drawdown	IVSS PSC	-3.51%-4.22%	n/a-9.87%	n/a-23.69%	n/a-25.73%
Max drawdown duration	IVSS PSC	19d8d	n/a84d	n/a284d	n/a844d

Trading data

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	IVSS	PSC
Last sale 6/12/2026 at 1:30 PM	$29.19	$67.22
Previous close 06/11/2026	$28.93	$66.82
Consolidated volume 06/11/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	IVSS	PSC
Last price	$29.19	$67.22
1D performance	+0.88%	+0.60%
AuM	$26.02 M	$2.22 B
E/R	0.59%	0.38%

Characteristics

	IVSS	PSC
Management strategy	Active	Active
Provider	Applied Finance	Principal Global Investors
Benchmark	-	-
N° of holdings	318	455
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 3, 2025	September 21, 2016
ESG	No	No

More IVSS data on Trackinsight

More PSC data on Trackinsight

Exposure

Countries

IVSS

USA

76.3%

Other

23.7%

PSC

USA

81.45%

Other

18.55%

Sectors

IVSS

Industrials

14.18%

Information Techn.

13.05%

Financials

12.01%

Health Care

10.77%

Consumer Discreti.

9.94%

Energy

7.51%

Other

32.54%

PSC

Industrials

16.52%

Information Techn.

16.32%

Health Care

14.12%

Financials

13.75%

Consumer Discreti.

7.5%

Other

31.79%

Diversification

IVSS

Total weight of top 15 holdings out of 15

19.24%

PSC

Total weight of top 15 holdings out of 15

13.06%

Top 15 holdings

Data as of April 30, 2026

IVSS

INTERDIGITAL

2.04%

STERLING INFRASTRUCTURE INC

1.84%

PJT PARTNERS

1.55%

HEALTHEQUITY I/D

1.48%

OTTER TAIL PWR

1.29%

ENSIGN GROUP

1.28%

MERCURY GENERAL

1.28%

SOUTHWEST GAS

1.24%

TANGER FACTORY REIT

1.12%

COEUR MINING INC

1.11%

ACI WORLDWIDE

1.08%

LANTHEUS HOLDINGS

1.01%

CHART INDUSTRIES

1.01%

MAXIMUS

0.98%

KINETIK HOLDINGS INC

0.93%

PSC

HIMS & HERS HEALTH INC

1.21%

CREDO TECHNOLOGY GROUP HOLDING

1.00%

PLANET LABS PBC

0.99%

ARGAN

0.93%

FABRINET

0.93%

RAMBUS

0.93%

TTM TECHNOLOGIES

0.87%

DIGITALOCEAN HOLDINGS

0.82%

ALLIANCE DATA SYSTEMS

0.82%

VICOR

0.81%

ZETA GLOBAL HOLDINGS

0.79%

STERLING INFRASTRUCTURE INC

0.78%

POWELL INDUSTRIES

0.76%

ADVANCED ENERGY INDUSTRIES

0.71%

PRIMORIS SERVICES

0.70%

Frequently asked questions about IVSS and PSC

How have the IVSS and PSC ETFs performed in 2026?

As of June 11, 2026, IVSS is up 14.77% year-to-date (YTD), while PSC has returned 16.79%. That puts PSC better performer ahead so far this year.

Which ETF is attracting more investor money: IVSS or PSC?

Year-to-date, the IVSS ETF saw +$18M in flows, compared to +$391M for PSC.

Which ETF is bigger: IVSS or PSC?

As of June 11, 2026, IVSS holds $26.02 M in assets under management (AUM), while PSC manages $2.22 B.

What sectors do the IVSS and PSC ETFs invest in?

IVSS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, PSC focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the IVSS ETF and PSC ETF?

IVSS top holdings include INTERDIGITAL, STERLING INFRASTRUCTURE INC and PJT PARTNERS. PSC holds in its top three: HIMS & HERS HEALTH INC, CREDO TECHNOLOGY GROUP HOLDING and PLANET LABS PBC.

IVSSvsPSCETF Comparison

Applied Finance IVS US SMID ETF

Principal U.S. Small-Cap ETF

IVSS vs PSC performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the IVSS and PSC ETFs performed in 2026?

As of June 11, 2026, IVSS is up 14.77% year-to-date (YTD), while PSC has returned 16.79%. That puts PSC better performer ahead so far this year.

Which ETF is attracting more investor money: IVSS or PSC?

Year-to-date, the IVSS ETF saw +$18M in flows, compared to +$391M for PSC.

Which ETF is bigger: IVSS or PSC?

As of June 11, 2026, IVSS holds $26.02 M in assets under management (AUM), while PSC manages $2.22 B.

What sectors do the IVSS and PSC ETFs invest in?

IVSS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, PSC focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the IVSS ETF and PSC ETF?

IVSS top holdings include INTERDIGITAL, STERLING INFRASTRUCTURE INC and PJT PARTNERS. PSC holds in its top three: HIMS & HERS HEALTH INC, CREDO TECHNOLOGY GROUP HOLDING and PLANET LABS PBC.

Which ETF is more diversified: IVSS or PSC?

IVSS holds 321 securities with 19.24% of its assets in the top 15. PSC has 459 securities and a top 15 weight of 13.06%.

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