IVSSApplied Finance IVS US SMID ETF
Grow my money#2323 of 2944 for Grow my money
Seeks long-term capital appreciation.
Applied Finance · Since 2025 (5 months)
Annual Cost
0.59%
#2801 out of 5,332 ETFs
Fund Size
$16M
#4289 out of 5,332 ETFs
Dividend Yield
—
Track Record
5 months
#5036 out of 5,332 ETFs
Performance
1 Year
N/A
3 Years
N/A
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
smid
Asset allocation
Stocks
100.0%
Sector breakdown
Technology
20.3%
Industrials
12.8%
Consumer Cyclical
12.8%
Healthcare
12.7%
Energy
11.5%
Financial Services
11.5%
Basic Materials
4.8%
Consumer Defensive
4.7%
Other
8.9%
Top holdings
Nextpower Inc Class ANXT2.9%
Ryman Hospitality Properties IncRHP2.1%
Ensign Group IncENSG2.0%
InterDigital IncIDCC1.6%
Southwest Gas Holdings IncSWX1.5%
FabrinetFN1.5%
Option Care Health IncOPCH1.3%
Atmus Filtration Technologies IncATMU1.3%
Lantheus Holdings IncLNTH1.3%
Maximus IncMMS1.2%
Risk profile
Volatility (1Y)
N/A
Max drawdown
-8.3%
Worst peak-to-trough loss
Sharpe (3Y)
N/A
Sortino (3Y)
N/A
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Data updated on 2026-05-05