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IVSS
+0.07 · +0.27%
$26.42 · NASDAQ

Applied Finance IVS US SMID ETF (IVSS) ETF Analysis | Mid-Cap Blend

Applied Finance · USA
AUM:$13.6M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

IVSS returned +0.0% over the past year, broadly in line with flat market conditions.

What is IVSS?

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of U. small to mid ("SMID") capitalization companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
IVSS returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 17.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$13.6M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings50
Inception DateDec 2025
Domicile–
Distribution–
Index–
ProviderApplied Finance
Beta–
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.4%
1Y
+20.9%
3Y
+20.9%
5Y
+20.9%
OpenBook InsightIf you had invested £10,000 in IVSS 5 years ago, it would have grown to £12,091 — a gain of £2,091.

Annual Returns

Calendar year performance

IVSS delivered positive returns in 1 of the last 2 calendar years.
YearIVSS
2026 YTD+20.4%
2025-0.0%
1/2 positive yearsAvg return: +10.2%Worst year: -0.0% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
11.4%
Low
Momentum
+0.8%
30-day change
Support Level
30.37
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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