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IVSS - ETF AI Analysis

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IVSS

Applied Finance IVS US SMID ETF (IVSS)

Rating:69Neutral
Price Target:
IVSS, the Applied Finance IVS US SMID ETF, is supported by several strong holdings like Sezzle, Dave, HealthEquity, NEXTracker, and InterDigital, all of which show robust financial performance, positive earnings call sentiment, and solid growth initiatives that lift the fund’s overall quality. The rating is held back somewhat by names such as BrightSpring Health Services, PJT Partners, ACI Worldwide, and Mercury General, where high leverage, overvaluation, bearish or overbought technical signals, and litigation or event-related uncertainties introduce more risk. The main risk factor for the ETF is exposure to holdings with valuation concerns and mixed technical trends, which could lead to short-term volatility despite the generally strong fundamental backdrop.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating positive recent momentum.
Well-Diversified Across Sectors
Holdings are spread across many industries like technology, industrials, health care, financials, and consumer sectors, which helps reduce the impact of weakness in any single area.
Multiple Strong Top Holdings
Several of the largest positions, such as Sterling Infrastructure, Sezzle, and Lantheus, have delivered strong year-to-date performance that supports the fund’s overall returns.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns go toward fees instead of staying in investors’ pockets.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers very limited geographic diversification and is highly tied to the U.S. market.
Some Lagging Top Holdings
A few of the larger positions, including InterDigital, Healthequity, and PJT Partners, have shown weak year-to-date performance, which can drag on the fund if the trend continues.

IVSS vs. SPDR S&P 500 ETF (SPY)

IVSS Summary

IVSS is an actively managed ETF that focuses on smaller and mid-sized U.S. companies, using an “intrinsic value” approach to pick stocks it believes are undervalued. It doesn’t track a traditional index, but instead targets the extended U.S. market across many sectors like technology, industrials, health care, and finance. Some of its holdings include Healthequity and InterDigital. Investors might consider IVSS for growth potential and diversification beyond the big, well-known companies. However, because it invests in smaller firms and is actively managed, its price can go up and down more sharply than broad market ETFs.
How much will it cost me?The Applied Finance IVS US SMID ETF (IVSS) has an expense ratio of 0.59%, meaning you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it’s an actively managed fund, which typically involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Applied Finance IVS US SMID ETF (IVSS) could benefit from strong growth in small- and mid-cap U.S. companies, particularly in sectors like Technology and Consumer Cyclical, which are well-represented in its portfolio. However, it may face challenges from rising interest rates or economic slowdowns, which can negatively impact smaller companies and growth-oriented sectors. Additionally, its focus on the U.S. market makes it sensitive to domestic economic conditions and regulatory changes.

IVSS Top 10 Holdings

IVSS is leaning into U.S. small- and mid-cap growth stories, with rising names like Sterling Infrastructure and Sezzle helping power returns, while Dave adds more momentum from the fintech corner. On the flip side, ACI Worldwide and PJT Partners look a bit tired, with weaker recent trading acting as a brake on the fund. HealthEquity and Nextpower are more steady, neither strongly lifting nor dragging performance. Overall, the ETF is spread across tech, industrials, and health care, with a purely U.S. footprint that keeps its story firmly tied to the domestic economy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Sterling Infrastructure2.41%$649.89K$20.94B182.22%
71
Outperform
Sezzle Inc.2.15%$581.53K$6.03B33.14%
80
Outperform
Dave1.95%$526.30K$5.10B97.74%
80
Outperform
BrightSpring Health Services, Inc.1.68%$454.03K$14.02B251.70%
67
Neutral
Healthequity1.57%$424.37K$7.89B-0.13%
76
Outperform
Nextpower Inc1.54%$414.89K$16.91B80.71%
78
Outperform
PJT Partners1.48%$400.18K$4.05B-10.79%
71
Outperform
InterDigital1.40%$379.18K$6.85B17.58%
76
Outperform
Mercury General1.34%$362.97K$6.05B65.44%
69
Neutral
ACI Worldwide1.32%$355.77K$5.74B28.52%
73
Outperform

IVSS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.67
Positive
100DMA
27.72
Positive
200DMA
Market Momentum
MACD
0.44
Negative
RSI
66.22
Neutral
STOCH
57.02
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IVSS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.52, equal to the 50-day MA of 28.67, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.44 indicates Negative momentum. The RSI at 66.22 is Neutral, neither overbought nor oversold. The STOCH value of 57.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVSS.

IVSS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$27.02M0.59%
69
Neutral
$87.80M0.69%
69
Neutral
$73.85M0.75%
71
Outperform
$34.38M0.80%
71
Outperform
$32.81M0.75%
60
Neutral
$32.40M1.09%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IVSS
Applied Finance IVS US SMID ETF
30.11
4.90
19.44%
OASC
OneAscent Small Cap Core ETF
SMOX
Horizon Small/Mid Cap Core Equity ETF
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
BCSM
Baron SMID Cap ETF
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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