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Applied Finance IVS International SMID ETF (IVSX) Sharpe Ratio

ETF · Currency in USD · Last updated Jun 25, 2026

Applied Finance IVS International SMID ETF is an actively managed ETF seeking long-term capital appreciation by investing in small- and mid-cap companies in developed international markets. The strategy uses Applied Finance's proprietary intrinsic value analysis to select holdings.

Sharpe ratio is not yet available for IVSX. 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 International SMID ETF's Sharpe Ratio with other ETFs in the Foreign Small & Mid Cap Equities category across multiple time periods, showing how IVSX'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 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
HSCZiShares Currency Hedged MSCI EAFE Small Cap ETF2.38
AVDVAvantis International Small Cap Value ETF2.37
DISVDimensional International Small Cap Value ETF1.95
FDTSFirst Trust Developed Markets ex-US Small Cap AlphaDEX Fund1.90
DXIVDimensional International Vector Equity ETF1.84
AVDSAvantis International Small Cap Equity ETF1.71
DFISDimensional International Small Cap ETF1.53
DDLSWisdomTree Dynamic Currency Hedged International SmallCap Equity Fund1.42
FNDCSchwab Fundamental International Small Co. Index ETF1.39
GWXSPDR S&P International Small Cap ETF1.38
IVSXApplied Finance IVS International SMID ETF—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows IVSX'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 IVSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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