Applied Finance IVS US SMID ETF (IVSS) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with IVSS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IVSS
IVSS charges 0.59% annually. There are 54 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | IVSS vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | IVSS vs VO | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | IVSS vs IMCB | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | IVSS vs SCHM | |
| Vanguard Extended Market ETF | 0.05% | 93.70B | Dec 2001 | IVSS vs VXF |
Best Risk-Adjusted Alternatives to IVSS
Among 76 ETFs in the Mid Cap Blend Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 94 | — | Jun 2025 | IVSS vs CTEF | |
| Invesco S&P Spin-Off ETF | 90 | 226.12M | Dec 2006 | IVSS vs CSD | |
| Optimize Strategy Index ETF | 90 | 239.89M | Apr 2024 | IVSS vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | IVSS vs CPAI | |
| iShares MSCI Peru ETF | 83 | 536.81M | Jun 2009 | IVSS vs EPU |
Top Performing IVSS Alternatives (YTD)
IVSS is at 19.40% YTD. There are 14 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 40.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 40.12% | 226.12M | Dec 2006 | IVSS vs CSD | |
| Castellan Targeted Equity ETF | 37.77% | — | Jun 2025 | IVSS vs CTEF | |
| Optimize Strategy Index ETF | 31.67% | 239.89M | Apr 2024 | IVSS vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 28.00% | 366.29M | Nov 2023 | IVSS vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 23.90% | 1.70B | Feb 2018 | IVSS vs VFMO |
Lowest Volatility Alternatives to IVSS
IVSS has 14.79% 1-year volatility. There are 37 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.78% | 426.50M | Feb 2018 | IVSS vs VFMV | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.77% | 101.68M | May 2003 | IVSS vs BMVP | |
| Invesco Dynamic Market ETF | 9.77% | 95.10M | May 2003 | IVSS vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.23% | 185.97M | May 2020 | IVSS vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | IVSS vs QIDX |
Lowest Drawdown Alternatives to IVSS
Among 76 ETFs in the Mid Cap Blend Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | IVSS vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | IVSS vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | IVSS vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | IVSS vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | IVSS vs PWC |
Other ETFs from Applied Finance
The 3 most viewed Applied Finance ETFs shown here include VSLU, IVSX, IVSI and span 3 categories. AUM among these funds goes as high as $360M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Applied Finance Valuation Large Cap US ETF | Large Cap Blend Equities | 58 | 7.03% | 359.50M | Apr 2021 | IVSS vs VSLU | |
| Applied Finance IVS International SMID ETF | Foreign Small & Mid Cap Equities | — | — | 4.66M | Feb 2026 | IVSS vs IVSX | |
| Applied Finance IVS International Large ETF | Foreign Large Cap Equities | — | 12.76% | 6.04M | Dec 2025 | IVSS vs IVSI |
Often Compared With IVSS
Investors most often compare IVSS with LST, IJH, USMF. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Leuthold Select Industries ETF | Mid Cap Blend Equities | 73 | 16.34% | 49.38M | Jan 2025 | IVSS vs LST | |
| iShares Core S&P Mid-Cap ETF | Mid Cap Blend Equities | 50 | 15.21% | 122.37B | May 2000 | IVSS vs IJH | |
| WisdomTree US Multifactor Fund | Mid Cap Blend Equities, Multi-factor | 23 | 5.31% | 301.51M | Jun 2017 | IVSS vs USMF | |
| Fundstrat Granny Shots US Small- & Mid-Cap ETF | Mid Cap Blend Equities | — | 16.81% | 460.75M | Nov 2025 | IVSS vs GRNJ | |
| Pacer US Export Leaders ETF | Mid Cap Blend Equities | 76 | 21.99% | 52.24M | Jul 2018 | IVSS vs PEXL | |
| Pfizer Inc. | 43 | 0.32% | — | — | IVSS vs PFE | ||
| Amplify Etho Climate Leadership U.S. ETF | Mid Cap Blend Equities, ESG | 75 | 21.50% | 183.76M | Nov 2015 | IVSS vs ETHO | |
| Fidelity Fundamental Small-Mid Cap ETF | Mid Cap Blend Equities | 72 | 20.48% | 1.41B | Feb 2021 | IVSS vs FFSM |
Compare IVSS with Any Fund or Stock
Compare IVSS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IVSS with funds that move differently
Applied Finance IVS US SMID ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IVSS.
Explore IVSS Diversifiers