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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, appears to be a solid but not top-tier fund, supported by several strong holdings with healthy growth and positive outlooks. Standout positions like NEXTracker (NXT), The Ensign Group (ENSG), Fabrinet (FN), Atmus Filtration Technologies (ATMU), and Valaris (VAL) boost the rating through robust financial performance, strategic growth, and generally favorable technical trends, though some face valuation concerns or specific risks like tariffs or litigation. The main risk factor is that many key holdings share issues such as high leverage or potential overvaluation, which could increase volatility if market conditions worsen.
Positive Factors
Strong Leading Holding
The largest position in the fund has shown very strong gains this year, giving a helpful boost to overall returns.
Broad Sector Mix
The ETF spreads its investments across many sectors, including technology, industrials, health care, energy, and consumer areas, which helps reduce reliance on any single industry.
Multiple Top Holdings Performing Well
Several of the top positions have delivered solid to strong performance this year, supporting the fund despite some weaker names.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Relatively High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slowly eat into long-term returns compared with lower-cost options.
Recent Short-Term Weakness
The ETF has experienced a weak recent month and includes some lagging top holdings, which may signal near-term volatility.

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

IVSS Summary

The Applied Finance IVS US SMID ETF (IVSS) is an actively managed fund that invests in small- and mid-sized U.S. companies across many sectors, including technology, health care, energy, and industrials. It does not track a traditional index, but instead follows an “intrinsic value” approach to pick stocks it believes are priced attractively. Well-known holdings include The Ensign Group and InterDigital. Someone might invest in IVSS to seek long-term growth and diversify beyond large, well-known U.S. companies. A key risk is that smaller companies can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
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 a clear tilt toward tech, health care, and energy. Solar-tracking player Nextracker is one of the fund’s main engines right now, rising on strong growth and global expansion, while offshore driller Valaris has been a powerful tailwind as energy sentiment improves. On the flip side, InterDigital and Option Care Health have been lagging, acting like sandbags on recent returns. Names like Ensign Group and Fabrinet are holding steady to positive, helping balance this focused, domestically driven mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
InterDigital2.04%$473.45K$9.47B86.18%
76
Outperform
Sterling Infrastructure1.84%$426.60K$15.25B237.96%
71
Outperform
Nextpower Inc1.78%$413.71K$18.03B183.75%
78
Outperform
PJT Partners1.55%$360.08K$3.69B15.12%
71
Outperform
Dave1.49%$346.00K$3.72B198.33%
80
Outperform
Healthequity1.48%$342.77K$6.97B-1.04%
76
Outperform
Otter Tail1.29%$299.86K$3.70B14.08%
77
Outperform
Mercury General1.28%$297.69K$5.34B78.55%
69
Neutral
The Ensign Group1.28%$297.64K$11.05B49.48%
78
Outperform
Southwest Gas1.24%$286.38K$6.55B24.18%
74
Outperform

IVSS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
26.77
Positive
100DMA
200DMA
Market Momentum
MACD
0.47
Negative
RSI
63.98
Neutral
STOCH
61.49
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 27.24, equal to the 50-day MA of 26.77, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.47 indicates Negative momentum. The RSI at 63.98 is Neutral, neither overbought nor oversold. The STOCH value of 61.49 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
$23.12M0.59%
69
Neutral
$77.66M0.69%
69
Neutral
$64.26M0.38%
72
Outperform
$58.88M0.75%
73
Outperform
$30.34M0.80%
71
Outperform
$29.35M1.09%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IVSS
Applied Finance IVS US SMID ETF
27.96
2.75
10.91%
OASC
OneAscent Small Cap Core ETF
ASCE
Allspring SMID Core ETF
SMOX
Horizon Small/Mid Cap Core Equity ETF
HSMV
First Trust Horizon Managed Volatility Small/Mid 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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