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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. IVSS's top 3 sector exposures are Information Technology, Industrials and Financials. In contrast, RESM's top sector exposures are Industrials, Financials and Information Technology. IVSS is more expensive with a Total Expense Ratio (TER) of 0.59%, versus 0.32% for RESM. IVSS is up 3.8% year-to-date (YTD) with +$9M in YTD flows. RESM performs worse with 3.46% 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.
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IVSS RESM | -4.61%-4.38% | +1.94%+1.19% | +3.80%+3.46% | n/an/a | n/an/a | n/an/a |
| Flows | IVSS RESM | +$3M-$2M | +$11M+$3M | +$9M-$2M | -- | -- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IVSS RESM | +15.00%+16.04% | n/an/a | n/an/a | n/an/a |
| Max drawdown | IVSS RESM | -5.09%-5.45% | n/an/a | n/an/a | n/an/a |
| Max drawdown duration | IVSS RESM | 16d12d | n/an/a | n/an/a | n/an/a |
IVSS | RESM | |
Last sale 3/12/2026 at 1:30 PM | $25.63 | $20.51 |
| Previous close 03/11/2026 | $26.09 | $20.08 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
IVSS | RESM | |
|---|---|---|
| Last price | $25.63 | $20.51 |
| 1D performance | -1.75% | +2.10% |
| AuM | $15.04 M | $3.09 M |
| E/R | 0.59% | 0.32% |
IVSS | RESM | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Applied Finance | Columbia Threadneedle Investments |
| Benchmark | - | - |
| N° of holdings | 320 | 864 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 3, 2025 | December 11, 2025 |
| ESG | No | No |
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
