Applied Finance IVS US SMID ETF
ETFYour view on IVSS

Applied Finance IVS US SMID ETF
ETFApplied FinanceSentiment
AUM (USD)
$12.69M
Expense Ratio
0.59%
Holdings
0
Sentiment
Overview for Applied Finance IVS US SMID ETF
- Fund Type
- ETF
- Fund Issuer
- Applied Finance
- Asset Class
- Equity
- Sector
- Financial Services
- Industry
- Asset Management
- Inception Date
- December 3, 2025
- Domicile
- US
- Fund Type
- ETF
- Fund Issuer
- Applied Finance
- Asset Class
- Equity
- Sector
- Financial Services
- Industry
- Asset Management
- Inception Date
- December 3, 2025
- Domicile
- US
- Fund Type
- ETF
- Fund Issuer
- Applied Finance
- Asset Class
- Equity
- Sector
- Financial Services
- Industry
- Asset Management
- Inception Date
- December 3, 2025
- Domicile
- US
About this fund
Actively managed ETF seeking long-term capital appreciation by investing at least 80% of net assets in equity securities of US small to mid-cap (SMID) companies with market caps under $15 billion, using proprietary Intrinsic Value Stewardship (IVS) models
IVSS Stock Price
Key Facts
EquityExpense Ratio
0.59%
AUM
$12.69M
Fund Details
Expense Ratio
0.59%
Assets Under Management
$12.69M
NAV
$27.06 USD
Average Volume
3.4K
Inception Date
December 3, 2025
Asset Class
Equity
Fund Issuer
Applied Finance
Domicile
US
ISIN
US26923W1080
CUSIP
26923W108
NAV Currency
USD
Expense Ratio
0.59%
Assets Under Management
$12.69M
NAV
$27.06 USD
Average Volume
3.4K
Inception Date
December 3, 2025
Asset Class
Equity
Fund Issuer
Applied Finance
Domicile
US
ISIN
US26923W1080
CUSIP
26923W108
NAV Currency
USD
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News
this company valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.