IVSSvsRESMETF Comparison
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Applied Finance IVS US SMID ETF (IVSS) and Columbia Research Enhanced Small Cap ETF (RESM) belong to the same industry segment: US Multi-Factor. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. IVSS is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.32% for RESM. IVSS is up 14.77% year-to-date (YTD) with +$18M in YTD flows. RESM performs better with 18.61% YTD performance, and -$2M in YTD flows. Run a side-by-side ETF comparison of IVSS and RESM 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 RESM performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVSS RESM | +2.97%+4.17% | +10.88%+17.36% | +14.77%+18.61% | n/an/a | n/an/a | n/an/a |
| Flows | IVSS RESM | +$1M- | +$9M+$1K | +$18M-$2M | -- | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVSS RESM | +15.55%+19.00% | n/an/a | n/an/a | n/an/a |
| Max drawdown | IVSS RESM | -3.51%-4.10% | n/an/a | n/an/a | n/an/a |
| Max drawdown duration | IVSS RESM | 19d19d | n/an/a | n/an/a | n/an/a |
Trading data
IVSS | RESM | |
Last sale 6/12/2026 at 1:30 PM | $29.19 | $23.59 |
| Previous close 06/11/2026 | $28.93 | $23.35 |
| Consolidated volume 06/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
IVSS | RESM | |
|---|---|---|
| Last price | $29.19 | $23.59 |
| 1D performance | +0.88% | +1.04% |
| AuM | $26.02 M | $3.54 M |
| E/R | 0.59% | 0.32% |
Characteristics
IVSS | RESM | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Applied Finance | Columbia Threadneedle Investments |
| Benchmark | - | - |
| N° of holdings | 318 | 848 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2025 | December 11, 2025 |
| ESG | No | No |
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Exposure
Countries
IVSS
USA
76.3%
Other
23.7%
RESM
USA
83.08%
Other
16.92%
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%
RESM
Industrials
16.31%
Information Techn.
16.13%
Financials
13.87%
Health Care
12.9%
Consumer Discreti.
8.01%
Other
32.78%
Diversification
IVSS
Total weight of top 15 holdings out of 15
19.24%
RESM
Total weight of top 15 holdings out of 15
9.3%
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%
RESM
FABRINET
1.16%
STERLING INFRASTRUCTURE INC
0.75%
RAMBUS
0.72%
ADVANCED ENERGY INDUSTRIES
0.69%
TTM TECHNOLOGIES
0.69%
LEXINGTON REIT
0.64%
IES HOLDINGS
0.59%
DYCOM INDUSTRIES
0.59%
SITIME CORP
0.55%
FORMFACTOR
0.52%
HECLA MINING
0.49%
ENSIGN GROUP
0.49%
COEUR MINING INC
0.48%
VIAVI SOLUTIONS INC
0.47%
PRIMORIS SERVICES
0.47%
Frequently asked questions about IVSS and RESM
How have the IVSS and RESM ETFs performed in 2026?
As of June 11, 2026, IVSS is up 14.77% year-to-date (YTD), while RESM has returned 18.61%. That puts RESM better performer ahead so far this year.
Which ETF is attracting more investor money: IVSS or RESM?
Year-to-date, the IVSS ETF saw +$18M in flows, compared to -$2M for RESM.
Which ETF is bigger: IVSS or RESM?
As of June 11, 2026, IVSS holds $26.02 M in assets under management (AUM), while RESM manages $3.54 M.
What sectors do the IVSS and RESM ETFs invest in?
IVSS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, RESM focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IVSS ETF and RESM ETF?
IVSS top holdings include INTERDIGITAL, STERLING INFRASTRUCTURE INC and PJT PARTNERS. RESM holds in its top three: FABRINET, STERLING INFRASTRUCTURE INC and RAMBUS.
Which ETF is more diversified: IVSS or RESM?
IVSS holds 321 securities with 19.24% of its assets in the top 15. RESM has 862 securities and a top 15 weight of 9.3%.
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