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IVSSvsRESMETF Comparison

ETF 1

IVSS

Applied Finance IVS US SMID ETF

This fund is part of

US Multi-Factor

+0.43%

Full IVSS fund page

VS

ETF 2

RESM

Columbia Research Enhanced Small Cap ETF

This fund is part of

US Multi-Factor

+0.43%

Full RESM fund page

Applied Finance IVS US SMID ETF (IVSS) and Columbia Research Enhanced Small Cap ETF (RESM) belong to the same industry segment: US Multi-Factor. IVSS's top 3 sector exposures are Finance, Technology and Healthcare. In contrast, RESM's top sector exposures are Finance, Healthcare and Technology. IVSS is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.32% for RESM. IVSS is up 20.71% year-to-date (YTD) with +$20M in YTD flows. RESM performs worse with 18.13% YTD performance, and +$397K 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

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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 10/26/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	IVSS RESM	+5.63%+1.88%	-0.08%-2.26%	+20.71%+18.13%	n/an/a	n/an/a	n/an/a
Flows	IVSS RESM	+$2M-	+$2M+$2M	+$20M+$397K	--	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	IVSS RESM	+11.76%+12.22%	n/an/a	n/an/a	n/an/a
Max drawdown	IVSS RESM	-8.58%-9.03%	n/an/a	n/an/a	n/an/a
Max drawdown duration	IVSS RESM	83d72d	n/an/a	n/an/a	n/an/a

Trading data

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	IVSS	RESM
Last sale 10/28/2026 at 1:30 PM	$30.28	$23.51
Previous close 10/27/2026	$30.40	$23.50
Consolidated volume 10/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 10/28/2026 at 1:30 PM

Live

Closed

	IVSS	RESM
Last price	$30.28	$23.51
1D performance	-0.38%	+0.06%
AuM	$29.65 M	$5.88 M
E/R	0.59%	0.32%

Characteristics

	IVSS	RESM
Management strategy	Active	Active
Provider	Applied Finance	Columbia Threadneedle Investments
Benchmark	-	-
N° of holdings	357	1013
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	December 3, 2025	December 11, 2025
ESG	No	No

More IVSS data on Trackinsight

More RESM data on Trackinsight

Exposure

Countries

IVSS

USA

90.68%

Other

9.32%

RESM

USA

93.96%

Other

6.04%

Sectors

IVSS

Finance

19.49%

Technology

17.02%

Healthcare

13.02%

Industrials

9.48%

Energy

8.83%

Other

32.15%

RESM

Finance

24.46%

Healthcare

20.2%

Technology

13.36%

Industrials

10.11%

Other

31.87%

Diversification

IVSS

Total weight of top 15 holdings out of 15

20.58%

RESM

Total weight of top 15 holdings out of 15

6.79%

Top 15 holdings

Data as of August 31, 2026

IVSS

Dave, Inc.

1.78%

InterDigital, Inc.

1.75%

PJT Partners, Inc.

1.67%

HealthEquity, Inc.

1.59%

Sterling Infrastructure, Inc.

1.59%

Sezzle, Inc.

1.46%

BrightSpring Health Services, Inc.

1.36%

Mercury General Corp.

1.24%

ACI Worldwide, Inc.

1.24%

Otter Tail Corp.

1.22%

Amneal Pharmaceuticals, Inc.

1.18%

Coeur Mining, Inc.

1.13%

Lantheus Holdings, Inc.

1.13%

Southwest Gas Holdings, Inc.

1.12%

Qualys, Inc.

1.12%

RESM

JFrog Ltd.

0.58%

UMB Financial Corp.

0.52%

ViaSat, Inc.

0.50%

Moog, Inc.

0.49%

Glaukos Corp.

0.48%

CareTrust REIT, Inc.

0.46%

Columbia Short Term Cash Fund

0.46%

FirstCash Holdings, Inc.

0.45%

InterDigital, Inc.

0.45%

Old National Bancorp

0.44%

BrightSpring Health Services, Inc.

0.43%

Brinker International, Inc.

0.40%

Ryman Hospitality Properties, Inc.

0.39%

StoneX Group, Inc.

0.37%

Silicon Laboratories, Inc.

0.37%

Frequently asked questions about IVSS and RESM

How have the IVSS and RESM ETFs performed in 2026?

As of October 26, 2026, IVSS is up 20.71% year-to-date (YTD), while RESM has returned 18.13%. That puts IVSS better performer ahead so far this year.

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

Year-to-date, the IVSS ETF saw +$20M in flows, compared to +$397K for RESM.

Which ETF is bigger: IVSS or RESM?

As of October 26, 2026, IVSS holds $29.65 M in assets under management (AUM), while RESM manages $5.88 M.

What sectors do the IVSS and RESM ETFs invest in?

IVSS leans toward sectors like Finance, Technology and Healthcare. Meanwhile, RESM focuses on Finance, Healthcare and Technology.

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

IVSS top holdings include Dave, Inc., InterDigital, Inc. and PJT Partners, Inc.. RESM holds in its top three: JFrog Ltd., UMB Financial Corp. and ViaSat, Inc..

IVSSvsRESMETF Comparison

Applied Finance IVS US SMID ETF

Columbia Research Enhanced Small Cap ETF

IVSS vs RESM 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 RESM ETFs performed in 2026?

As of October 26, 2026, IVSS is up 20.71% year-to-date (YTD), while RESM has returned 18.13%. That puts IVSS better performer ahead so far this year.

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

Year-to-date, the IVSS ETF saw +$20M in flows, compared to +$397K for RESM.

Which ETF is bigger: IVSS or RESM?

As of October 26, 2026, IVSS holds $29.65 M in assets under management (AUM), while RESM manages $5.88 M.

What sectors do the IVSS and RESM ETFs invest in?

IVSS leans toward sectors like Finance, Technology and Healthcare. Meanwhile, RESM focuses on Finance, Healthcare and Technology.

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

IVSS top holdings include Dave, Inc., InterDigital, Inc. and PJT Partners, Inc.. RESM holds in its top three: JFrog Ltd., UMB Financial Corp. and ViaSat, Inc..

Which ETF is more diversified: IVSS or RESM?

IVSS holds 357 securities with 20.58% of its assets in the top 15. RESM has 1016 securities and a top 15 weight of 6.79%.

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