Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  IVSS Applied Finance IVS US SMID… |
|---|---|
| Price | 29.64 +0.18% |
| Issuer | Applied Finance |
| AUM | $28.0M |
| Expense Ratio | 0.59% |
| Yield (TTM) | 0.06% |
| Inception | Dec 03, 2025 |
| Holdings | — |
| Avg Volume | 3.44K |
| YTD | +17.33% |
| 1Y total | — |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | — |
| Sharpe 1Y | — |
| Max drawdown 1Y | — |
| Beta vs S&P 500 (3Y) | — |
| Top 10 holdings | DAVE 1.72% IDCC 1.69% HQY 1.58% INDV 1.57% PJT 1.45% OTTR 1.40% SWX 1.31% MCY 1.20% TNET 1.20% SEZL 1.18% |
| Sector mix |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.