IVSI vs OCFS
Comparison between APPLIED FINANCE IVS INTERNATIONAL LARGE ETF (IVSI, ETF) and OTTER CREEK FOCUS STRATEGY ETF (OCFS, ETF).
IVSI vs OCFS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVSI
$7.90M
Winner
OCFS
$8M
Expense Ratio
Winner
IVSI
0.65%
OCFS
0.85%
Max Drawdown
Winner
IVSI
11.73%
OCFS
24.65%
Sharpe Ratio
Winner
IVSI
1.08
OCFS
0.05
5Y Beta
IVSI
0.97
Winner
OCFS
0.91
P/E Ratio
IVSI
N/A
OCFS
43.34
Forward P/E
IVSI
N/A
OCFS
19.23
PEG Ratio
IVSI
N/A
OCFS
0.23
5Y EPS CAGR
IVSI
N/A
OCFS
21.59%
Debt to Equity
IVSI
N/A
OCFS
82.43%
P/S Ratio
IVSI
N/A
OCFS
2.65
P/B Ratio
IVSI
N/A
OCFS
4.40
IVSI vs OCFS - Holdings Comparison
IVSI and OCFS have 1 common holdings. Overlap is -0.01%
IVSI's top 25 holdings weight is 44.62%. OCFS's top 25 holdings weight is 88.92%.
| Rank | IVSI | OCFS |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 5.93% | COMPOSECURE INC CLASS A (CMPO) - 5.93% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.39% | FLEX LTD (FLEX) - 5.47% |
| #3 | BHP GROUP LTD (n/a) - 2.64% | PARSONS CORP (PSN) - 5.09% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.29% | VERTIV HOLDINGS CO CLASS A (VRT) - 4.87% |
| #5 | NOVO NORDISK AS CLASS B (n/a) - 2.22% | CORNING INC (GLW) - 4.46% |
| #6 | INVESTOR AB CLASS B (n/a) - 2.01% | F5 INC (FFIV) - 4.38% |
| #7 | ASTRAZENECA PLC (AZN:XLON) - 1.96% | WR BERKLEY CORP (WRB) - 4.29% |
| #8 | DEUTSCHE TELEKOM AG (n/a) - 1.93% | L3HARRIS TECHNOLOGIES INC (LHX) - 4.27% |
| #9 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.85% | HOLOGIC INC (HOLX) - 3.95% |
| #10 | ALLIANZ SE (n/a) - 1.80% | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.75% |
| #11 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.80% | US DOLLARS (n/a) - 3.43% |
| #12 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.67% | EPAM SYSTEMS INC (EPAM) - 3.17% |
| #13 | UNILEVER PLC (n/a) - 1.62% | GUIDEWIRE SOFTWARE INC (GWRE) - 3.16% |
| #14 | TOKIO MARINE HOLDINGS INC (n/a) - 1.57% | 3M CO (MMM) - 3.11% |
| #15 | RECRUIT HOLDINGS CO LTD (n/a) - 1.57% | QUANTA SERVICES INC (PWR) - 3.10% |
| #16 | HSBC HOLDINGS PLC (n/a) - 1.18% | WORKDAY INC CLASS A (WDAY) - 3.03% |
| #17 | ITOCHU CORP (n/a) - 1.09% | NASDAQ INC (NDAQ) - 3.02% |
| #18 | SCHNEIDER ELECTRIC SE (n/a) - 1.05% | CENTERPOINT ENERGY INC (CNP) - 3.01% |
| #19 | ABB LTD (n/a) - 1.05% | BLOCK INC CLASS A (XYZ) - 2.76% |
| #20 | ATLAS COPCO AB CLASS A (n/a) - 1.03% | THE BALDWIN INSURANCE GROUP INC CLASS A (BWIN) - 2.53% |
| #21 | TOKYO ELECTRON LTD (n/a) - 1.03% | WAYSTAR HOLDING CORP (WAY) - 2.53% |
| #22 | GSK PLC (n/a) - 1.02% | TAKE-TWO INTERACTIVE SOFTWARE INC (TTWO) - 2.52% |
| #23 | U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 1.01% | INTERCONTINENTAL EXCHANGE INC (ICE) - 2.41% |
| #24 | PANDORA AS (n/a) - 0.97% | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK (GEHC) - 2.41% |
| #25 | RECKITT BENCKISER GROUP PLC (n/a) - 0.94% | COHERENT CORP (COHR) - 2.27% |
| Total Holdings | 201 | 32 |
IVSI vs OCFS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVSI
+0.97%
OCFS
+0.35%
3M
Winner
IVSI
+5.16%
OCFS
+2.73%
6M
IVSI
+9.75%
Winner
OCFS
+19.24%
1Y
IVSI
N/A
OCFS
+1.91%
Max(CAGR)
Winner
IVSI
+22.75%
OCFS
+9.71%
IVSI vs OCFS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IVSI | OCFS |
|---|---|---|
| 2026 | +11.90% | N/A |
| 2025 | +0.53% | +8.52% |
| 2024 | N/A | +5.35% |
IVSI vs OCFS Drawdown Comparison
The maximum drawdown for IVSI was -11.73%, occurring on Mar 20, 2026. Recovery took 74 trading sessions.
The maximum drawdown for OCFS was -24.65%, occurring on Apr 8, 2025. Recovery took 226 trading sessions.
The current IVSI drawdown is -1.01%. The current OCFS drawdown is -2.06%.
| Rank | IVSI | OCFS |
|---|---|---|
| #1 | -11.73% Feb 25, 2026 - Jun 11, 2026 | -24.65% Nov 11, 2024 - Oct 8, 2025 |
| #2 | -2.06% Jun 16, 2026 - Jun 30, 2026 | -7.23% May 24, 2024 - Aug 21, 2024 |
| #3 | -1.99% Jul 6, 2026 - Jul 20, 2026 | -5.46% Aug 30, 2024 - Sep 16, 2024 |
| #4 | -1.66% Jan 16, 2026 - Jan 23, 2026 | -5.34% Oct 17, 2024 - Nov 11, 2024 |
| #5 | -1.51% Dec 11, 2025 - Dec 23, 2025 | -2.89% Oct 8, 2025 - Oct 21, 2025 |
| #6 | -1.33% Jan 27, 2026 - Feb 4, 2026 | -1.22% Oct 14, 2024 - Oct 17, 2024 |
| #7 | -1.01% Feb 4, 2026 - Feb 6, 2026 | -0.97% Sep 26, 2024 - Oct 4, 2024 |
| #8 | -0.85% Jun 30, 2026 - Jul 2, 2026 | -0.84% Oct 4, 2024 - Oct 9, 2024 |
| #9 | -0.57% Dec 30, 2025 - Jan 2, 2026 | -0.79% May 22, 2024 - May 24, 2024 |
| #10 | -0.53% Feb 11, 2026 - Feb 20, 2026 | -0.69% Oct 9, 2024 - Oct 11, 2024 |
| #11 | -0.49% Jan 12, 2026 - Jan 14, 2026 | -0.65% Aug 21, 2024 - Aug 23, 2024 |
| #12 | -0.45% Jan 6, 2026 - Jan 9, 2026 | -0.33% Aug 23, 2024 - Aug 29, 2024 |
| #13 | -0.22% Feb 20, 2026 - Feb 24, 2026 | -0.15% Sep 19, 2024 - Sep 23, 2024 |
| #14 | -0.19% Dec 26, 2025 - Dec 30, 2025 | -0.14% Sep 24, 2024 - Sep 26, 2024 |
Correlation
Correlation between IVSI and OCFS is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
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