Applied Finance IVS US SMID ETF (IVSS) Sharpe Ratio

Sharpe ratio is not yet available for IVSS. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Applied Finance IVS US SMID ETF's Sharpe Ratio with other ETFs in the Mid Cap Blend Equities category across multiple time periods, showing how IVSS's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

Symbol	Name	1Y Sharpe Ratio
OPTZ	Optimize Strategy Index ETF	3.40
CSD	Invesco S&P Spin-Off ETF	3.09
PEXL	Pacer US Export Leaders ETF	2.95
EPU	iShares MSCI Peru ETF	2.69
CPAI	Counterpoint Quantitative Equity ETF	2.62
LST	Leuthold Select Industries ETF	2.53
RSHO	Tema American Reshoring ETF	2.46
FFSM	Fidelity Fundamental Small-Mid Cap ETF	2.22
ONEO	SPDR Russell 1000 Momentum Focus ETF	2.20
LOPP	Gabelli Love Our Planet & People ETF	2.13
IVSS	Applied Finance IVS US SMID ETF	—

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Historical Sharpe Ratio

The chart shows IVSS's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when IVSS consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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