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SPSMvsIVSSETF Comparison
SPDR Portfolio S&P 600 Small Cap ETF (SPSM) belongs to the US Small Cap segment. Applied Finance IVS US SMID ETF (IVSS) is part of the US Multi-Factor segment. SPSM's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, IVSS's top sector exposures are Information Technology, Industrials and Financials. SPSM is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.59% for IVSS. SPSM is up 3.54% year-to-date (YTD) with +$561M in YTD flows. IVSS performs better with 3.8% YTD performance, and +$9M in YTD flows. Run a side-by-side ETF comparison of SPSM and IVSS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SPSM vs IVSS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPSM IVSS | -5.59%-4.61% | -0.30%+1.94% | +3.54%+3.80% | +20.67%n/a | +39.68%n/a | +18.67%n/a |
| Flows | SPSM IVSS | +$179M+$3M | +$697M+$11M | +$561M+$9M | +$985M- | +$6.46B- | +$8.09B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPSM IVSS | +16.30%+15.00% | +22.71%n/a | +20.67%n/a | +21.66%n/a |
| Max drawdown | SPSM IVSS | -5.72%-5.09% | -16.14%n/a | -27.91%n/a | -27.91%n/a |
| Max drawdown duration | SPSM IVSS | 29d16d | 49dn/a | 380dn/a | 380dn/a |
SPSM | IVSS | |
Last sale 3/12/2026 at 4:29 PM | $47.87 | $25.82 |
| Previous close 03/11/2026 | $48.54 | $26.09 |
| Consolidated volume 03/11/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SPSM | IVSS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SPSM | IVSS | |
|---|---|---|
| Last price | $47.87 | $25.82 |
| 1D performance | -1.38% | -1.03% |
| AuM | $14.09 B | $15.04 M |
| E/R | 0.03% | 0.59% |
SPSM | IVSS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | SPDR | Applied Finance |
| Benchmark | S&P SmallCap 600 Index | - |
| N° of holdings | 559 | 320 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 8, 2013 | December 3, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SPSM and IVSS ETFs performed in 2026?
As of March 11, 2026, SPSM is up 3.54% year-to-date (YTD), while IVSS has returned 3.8%. That puts IVSS better performer ahead so far this year.
Which ETF is attracting more investor money: SPSM or IVSS?
Year-to-date, the SPSM ETF saw +$561M in flows, compared to +$9M for IVSS.
Which ETF is bigger: SPSM or IVSS?
As of March 11, 2026, SPSM holds $14.09 B in assets under management (AUM), while IVSS manages $15.04 M.
What sectors do the SPSM and IVSS ETFs invest in?
SPSM leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, IVSS focuses on Information Technology, Industrials and Financials.
What are the top holdings of the SPSM ETF and IVSS ETF?
SPSM top holdings include US83443Q1031, ARROWHEAD PHARMACEUTICALS INC and MOOG. IVSS holds in its top three: RYMAN HOSPITALITY PROPERTIES, MAXIMUS and ENSIGN GROUP.
Which ETF is more diversified: SPSM or IVSS?
SPSM holds 602 securities with 8.04% of its assets in the top 15. IVSS has 323 securities and a top 15 weight of 20.21%.
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