IVSX
+0.00 · +0.00%
$25.29 · US

Applied Finance IVS International SMID ETF (IVSX) ETF Analysis | ETF

Applied Finance · USA
AUM:$4.0M
#– of – in 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

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

What is IVSX?

Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of small to mid capitalization companies located in developed markets outside of North America, which generally include markets such as Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Italy, Japan, Luxembourg, the Netherlands, New Zealand, Norway, Singapore, Spain, Sweden, Switzerland, and the United Kingdom.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
IVSX returned 0.0% over the past year.
Broadly Diversified
Top 10 holdings represent just 18.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$4.0M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings49
Inception DateFeb 2026
Domicile
Distribution
Index
ProviderApplied Finance
Beta
Category
CurrencyUSD
Portfolio Impact

How would IVSX affect your portfolio?

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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
+2.4%
1Y
+3.2%
3Y
+3.2%
5Y
+3.2%
OpenBook InsightIf you had invested £10,000 in IVSX 5 years ago, it would have grown to £10,318 — a gain of £318.

Annual Returns

Calendar year performance

IVSX delivered positive returns in 1 of the last 1 calendar years.
YearIVSX
2026 YTD+3.2%
1/1 positive yearsAvg return: +3.2%Worst year: +3.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
12.6%
Low
Momentum
+6.6%
30-day change
Support Level
25.25
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.